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Add a Trusted Contact for on-demand lockbox access

R
Written by RentEngine Ops
Updated over a week ago

Overview

Trusted Contacts let you give secure, on-demand lockbox access to vendors and third-party contacts without sharing permanent codes.

This is useful for maintenance, inspections, cleaners, and other approved visitors.


What trusted contacts can do

Trusted Contacts can:

  • Generate a one-time lockbox code via text message when they arrive at a property

  • Access only the lockbox they request

  • Generate codes without logging into RentEngine

Every code request is logged for visibility.


Add a Trusted Contact

  1. Go to the Lockboxes tab

  2. Click Trusted Contacts in the top right

  3. Click Add contact

  4. Enter the contact’s name and phone number

  5. Save the contact

The contact is now enrolled and ready to generate codes.

Note: Only users with Admin privileges can add Trusted Contacts.


How Trusted Contacts generate a code

When the enrolled Trusted Contact arrives at a property:

  1. They text the lockbox serial number to
    (920) 274-0111

  2. The system replies immediately with a personal one-time code

  3. The code works only for that lockbox

No app or login is required.

Note: The Trusted Contact must use the phone number they were registered with.


Access logs and tracking

Every Trusted Contact code request is automatically recorded.

You can view:

  • Who generated the code

  • Which lockbox was accessed

  • When the code was generated

All access history appears in the Access Logs for the lockbox in the Lockboxes tab.


Best practices

  • If your vendor uses different technicians, add register them with an office phone number that can send/receive text messages, so that the technician can call his office and get the code

  • Remove contacts that no longer need access

  • Use Trusted Contacts instead of sharing permanent codes

  • Review access logs periodically


Need to remove a trusted contact?

If a vendor no longer needs access:

  1. Open Trusted Contacts

  2. Find the contact

  3. Delete them

They will no longer be able to generate codes.

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