Rental File Management
Rental Escalations
Users have the capability to manually process rental escalations, both individually and in bulk. When escalations are processed, user can: Ensure to update rental commission under the Landlord expenses to reflect new commission (see Landlord ...
Admin Dashboard - Rental Reports
1. Click Admin on the Main Menu. 2. Click on Dashboards. 3. Dashboards screen will open. 4. Under the "Lease Reports" section, click on the dashboard report button to open. The following reports and widgets are available: Leases Vacating Leases ...
Manage Vacating Tenants & Report
Additional Processes for vacating tenants (optional): Add Provision for the Deposit: To ensure that the deposit is not paid out but held back until the deposit needs to be refunded. Add Exit Inspection record: This will create a reminder for the ...
Manage & Archive Rental Files
Watch Video - PropWorx © 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Tick file from File List and click Manage File button. 5. Manage file screen will open. 6. Users have the flexibility to ...
Manage Tenant Profile
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Tenants on the file tab ribbon bar. 6. Tenant screen will open. Add a ...
Manage Rental Mandate Details
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Mandate on the file tab ribbon bar. 6. Mandate tab screen will open. ...
Add & Manage Lease Details to Rental File
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Lease on the file tab ribbon bar. 6. Lease tab screen will open. 7. To ...
Manage Rental Landlords Profile
Watch Video - PropWorx © 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Landlords on the file tab ribbon bar. 6. ...
Creating a Rental File
A new customer file must be created whenever there are changes to the parties involved in the agreement, such as: • New tenant moves into the property. • Tenant relocation from one property you manage to another. • Property being sold, and the new ...