How to Manage Your Tenants & Tenancies like a Pro
How to Set Up a Prospect Tenant
Click on the Manage tab and select ‘My Tenants’ under the Tenants section.
2. Select the orange ‘Add Tenant’ button and then click the white ‘Add Prospect’ button.
3. Enter the prospective tenants information in the Contact Details Section:
Full Name
Email
Phone Number
Notes
4. Scroll down to the Tenancy Details section and attach the prospect to a property by entering:
Property
Unit Name
Rent Payment
5. Click the blue ‘Save’ button to create a new prospective tenant.
Expert Tip: You can filter your My Tenants page to view just your prospective tenants by selecting the Prospect status only.
How to Generate AST
For the ‘My Tenants’ page you can click the white ‘Generate AST’ button on the top right or hover over the desired tenant click the three dots and the file to Generate AST.
If you generate your AST from the white ‘Generate AST’ button, you will need to select a tenant next
2. Enter the general tenancy details then click the orange ‘Next’ button.
3. Enter the payment details then click the orange ‘Next’ button.
4. Enter the rent review details then click the orange ‘Next’ button.
5. Choose whether to add a witness then click the orange ‘Next’ button.
If yes, enter tenant witness and landlord witness.
6. Review your agreement.
If satisfied, click the orange ‘Download and Save’ button.
If more edits need to be made, click the black ‘Manage Sections’ button.
Click the three dots on the right of the section if you want to make a change to the section.
Ie. edit, delete, move up or down
7. If you want to add a section, click the white ‘Add section’ button
Enter the title and content for the new section then click the blue ‘Save Section’ button.
8. Once satisfied, scroll to the bottom and click the orange ‘Next’ button.
9. Do a Final Review of your agreement.
If satisfied, click the orange ‘Download and Save’ button.
If more edits need to be made, click the black ‘Manage Sections’ button.
Follow the steps above as many times as needed until agreement looks good.
How to Activate a Tenant & Create a Payment Schedule
On the same ‘My Tenants’ page, hover over the desired tenant and click the blue pencil to edit a prospective tenant.
2. Switch their profile to Active by clicking the ‘Active Tenant’ button in the top right corner.
3. Since the tenant is now active you will need to add new details:
Tenancy Period
Payment Starting Date
If Tenancy is Rolling
Rent Review Frequency
Rent Review Date
Security Details
If Guarantor is Required
4. Click the blue ‘Save’ button to finish.
5. View the payment schedule created by hovering over the desired tenant and clicking the blue payment schedule icon.
How to Invite My Tenants to Their Own Dashboard
From the same ‘My Tenants’ page hover over the desired tenant and click on the blue invite tenant icon or click the white ‘Invite Tenant’ button on the top right
If you use the white ‘Invite Tenant’ buttons, a popup outlining the benefits of inviting a tenant will appear, select the orange ‘Proceed’ button at the bottom of the page.
Select a tenant then click the orange ‘Continue’ button.
2. Add the document you want to share with your tenant then click the orange ‘Continue’ button.
3. Set up Tenant payment through Lendlord then click the orange ‘Continue’ button.
4. Confirm the information then click the orange ‘Send Invitation’ button.
5. Once your tenant either creates their own account or logs in, they will be able to view their dashboard:
Rental Payment
Documents
Maintenance Reports
Payment Schedule
Property Details
How to Receive Maintenance Reports from My Tenants
Tenants Side:
Click on the ‘Maintenance Reports’ tab.
2. Click on the orange ‘Open maintenance report’ or the white ‘New Report’ button.
3. Fill out the details in the form then click the orange ‘Submit’ button at the bottom right.
Issue Type
Issue Summary
Description
Upload Photos
Ex.
4. Once the report is filed, your landlord will receive an email alert and be able to view and respond to the report as soon as they are able to.
Landlords Side:
You will receive an email report with the description of the maintenance issue. To view the whole application, click the orange ‘Go to Application’ button in the email.
You can also find maintenance reports by navigation to the ‘Maintenance Reports’ page in the ‘Manage’ tab.
2. Click on the report you want to view to see the full report including any photos.
3. Click on the bottom blue ‘Reply or Add a Note’ text to reply directly to the tenant about the status or an internal note to yourself about the report.
4. Click on the white ‘Edit Status’ button on the top right to either in progress or closed to keep both you and your tenant up to date on the progress of the maintenance. Then click the blue ‘Change Status’ button to save.
How to Get Reminders on Overdue Rent Payments
If there is an overdue rent payment, you will automatically receive an alert and email notification from Lendlord. Navigate to the alert tab by selecting the icon on the top right corner.
2. If the rent has been paid, you can manually track it by editing the payment on the ‘Payment Schedule’ page.
3. If the rent has not been paid, you can click the green ‘Send a Reminder’ button on the alert to email a reminder to your tenant.