Tenant management in SOFT4RealEstate tenant management software
Why Tenant Portal is important for your business?
Easily manage tenant information
Have all the tenant data in one place; store all the tenant related information: legal name, addresses, billing information, contacts for communication, personal data (as per GDPR requirements); separate existing and prospect tenants.
Track tenant debts and payment history
Setup different bank accounts for the tenants; track due invoices, late payments, balance and credit history.
See our features
Create a multilevel unit structure and keep track of unit area changes. Add assets to buildings, upload pictures, floor maps, leave notes and save links related to a specific unit or property directly.
Save time creating lease contracts on your branded templates with all the contract data filled in automatically, set up various pricing rules; add multiple services or lease units to one contract, set reminders on contract expiration date. Attach all the related lease documents to the Lease Contract Card and send it over to the tenants directly from the system.
Calculate common area maintenance fees and allocate those amounts to the tenants. Use different allocation methods depending on the type of costs: administration, taxes, maintenance, utilities etc. to create monthly CAM fees and distribute accordingly.
Solve property maintenance issues efficiently. Track customer requests and plan your maintenance work, create work orders, set up appointment times and assign them to your employees.
Create a recurring maintenance schedule (assets inspection, elevator checks, other periodic activities).
Grant tenants access to the web portal where they can check their contract details, input work orders and track their status, download invoices and see payment history.
Create invoices for the entire properties, or just for specific services/tenants/lease units based on charges calculated. Send out invoices automatically in PDF by email or paper invoices by mail to the tenants.
Enjoy easy access real time analytical and financial reporting and statistics by territory, building, sites or units as well as detailed rent, lease status, sales and financial reports.
Benefit from integrated financial accounting: create complete building, unit, lease, and tenant records to invoice your clients and manage overdue debts.
Keep track of existing clients and new sales opportunities with real estate Microsoft Dynamics CRM software.
Winning customers choose SOFT4RealEstate
Suitable for these industries
Any Questions? Let's Chat!
