Managing Renter Profiles in Britixo Client Portal of Real Estate or Property Management Software UK.

Introduction

Before renting a property, clients in Britixo must create a Renter Profile. This profile provides important information such as identity, employment, and income details, which helps estate managers verify eligibility and approve rental applications.

The Renter Profile ensures transparency for both the property manager and the customer, making the rental process secure and reliable.

✅ Step 1: Access the Renter Profile Screen

1. 👤 Log in to the Client Portal.
   
   

2. 🧭 From the left-hand menu, go to Real Estate → Renter Profile.
   
   

3. The screen will display fields for entering personal and rental-related information.
   
   

✅ Step 2: Enter Renter Information

Clients should carefully complete the required sections, which may include:

• Identity details 🪪 – full name, date of birth, contact information.
  
  

• Employment details 💼 – job title, employer name, length of employment.
  
  

• Income details 💷 – salary or other sources of income.
  
  

• Supporting documents 📎 – upload ID proof, payslips, or employment letters if requested.
  
  

✅ Step 3: Save and Update the Profile

1. After entering the details, click Save.
   
   

2. The information will be securely stored in Britixo.
   
   

3. Clients can return to this screen anytime to update their profile if their circumstances change (e.g., new job or updated income).
   
   

✅ Step 4: How Estate Managers Use the Profile

• 🏢 Estate managers review renter profiles when clients submit rental requests.
  
  

• ✅ The profile helps confirm the client’s identity, financial capability, and suitability for the rental property.
  
  

• 🔐 Data is securely stored and only accessible by authorised staff.
  
  

Pro Tips

• ✅ Keep your Renter Profile up to date to avoid delays in rental approvals.
  
  

• ✅ Ensure uploaded documents are clear and valid (e.g., recent payslips or ID).
  
  

• ✅ Remember: incomplete profiles may result in rental requests being rejected.
  
  

👉 By completing the Renter Profile in Britixo, clients make the rental process faster and more secure, while estate managers can confidently assess applications with verified information.