Real Estate Management — Rent requests and renter profiles
Create rental requests and maintain address, income, occupants, pets, identity and supporting evidence.
01Open Rent RequestsReview rental-interest records.Admin Area → Requests & Applications → Rent Requests02Create a rent requestSelect customer, property, rent/price, currency, term, inspection and notes.Admin Area → Requests & Applications → Rent Requests → New03Edit a rent requestUpdate an eligible rental request.Admin Area → Requests & Applications → Rent Requests → open request → Edit04Delete a rent requestRemove an unused rental request after checking application/onboarding/contracts/invoices.Admin Area → Requests & Applications → Rent Requests → Delete05Change a rent-request statusApply a supported status from the request screen.Admin Area → Requests & Applications → Rent Requests → open request → Status06Generate and email a rent-request PDFCreate the PDF and send it through the supported request email form.Admin Area → Requests & Applications → Rent Requests → open request → PDF / Send Email07Convert a rent request to contract or invoiceUse the shared conversion actions when eligible.Admin Area → Requests & Applications → Rent Requests → open request → Convert08Open a renter profile from a rent requestReview the customer’s suitability/evidence data linked to the request.Admin Area → Requests & Applications → Rent Requests → open request → Renter Profile09Open My Renter ProfileMaintain the current client contact’s renter data.Client Portal → Real Estate → Renter Profile10Update renter identity and contact detailsSave title, first/last name, email and phone.Client Portal → Real Estate → Renter Profile11Update renter employment detailsChoose employment_type/not_employed and supporting information.Client Portal → Real Estate → Renter Profile12Upload renter identity evidenceUpload identity_document_file through the profile.Client Portal → Real Estate → Renter Profile13Upload renter income evidenceUpload income_source_file and maintain income sources.Client Portal → Real Estate → Renter Profile14Add an address-history recordEnter a previous/current address history row.Client Portal → Real Estate → Renter Profile → Address History → Add15Delete an address-history recordRemove only an incorrect renter address record.Client Portal → Real Estate → Renter Profile → Address History → Delete16Add an income sourceEnter income_type, amount and income_frequency.Client Portal → Real Estate → Renter Profile → Income Sources → Add17Delete an income sourceRemove an obsolete/incorrect income row.Client Portal → Real Estate → Renter Profile → Income Sources → Delete18Add an occupant or personRecord another person who will live with the renter.Client Portal → Real Estate → Renter Profile → Occupants → Add19Delete an occupantRemove an occupant who should no longer be included.Client Portal → Real Estate → Renter Profile → Occupants → Delete20Record petsComplete dogs, cats, other_pets and describe_your_pets.Client Portal → Real Estate → Renter Profile → Pets21Record emergency contactComplete emergency contact name, relationship, phone and email.Client Portal → Real Estate → Renter Profile → Emergency Contact22Introduce the renterEnter introduce_yourself and optional file.Client Portal → Real Estate → Renter Profile → About You23Create a rent request from the client portalSubmit a rental application/request for a visible property.Client Portal → Real Estate → Rental Application24Open client rent-request details and PDFReview the current client’s request and generated PDF.Client Portal → Real Estate → Rental Application → open request25View agent/company/staff details from a propertyOpen the linked agent, company or staff profile pages.Client Portal → Real Estate → Properties → open property → Agent/Company/Staff26Troubleshoot a missing renter-profile sectionCheck client authentication, module menu registration and linked contact/customer record.Client Portal → Real Estate → Renter Profile