The integration between Rent Manager and TenantTech allows for data to connect between the two products, minimizing double-entry between systems. In this article, in addition to going over how new Rent Manager users may utilize TenantTech, we are pleased to highlight some recent enhancements to existing features that existing users may not yet be aware of.
- Resident and Applicant information will automatically update. When prospect/applicant or tenant/resident information is entered into Rent Manager, the information will automatically flow into TenantTech, and vice versa.
- Applicant attachments that are uploaded in Rent Manager will automatically flow into TenantTech. You will not need to upload documents separately.
*Note: Applicant attachments from TenantTech do not post to Rent Manager.
Different labels for the same/similar things:
For Rent Manager users that are new to TenantTech, it may be helpful to recognize that TenantTech uses different labels for sections of the site, and how those labels correlate with Rent Manager's labels.
For the key sections and features that will be used, the chart below shows the language used in Rent Manager and how that language is reflected in TenantTech.
Rent Manager Language
*To skip to information about Residents or Forms & Docs, you may click on one of the links below.
To get to the Applicant section of TenantTech, go to Residents >>Applicants.
There are a few different ways that TenantTech could receive applicant information.
1. An applicant completes the TenantTech Online Application.
(Click here to see more articles related to our Online Application.)
- Once an applicant starts TenantTech's Online Application, they will appear as a Prospect in Rent Manager, even if the application has not been completed yet.
3. Using the Create New Applicant option in Tenant Tech.
- A user manually selects the "Create New Applicant" option located toward the top of the Applicant's page.
*TIP: Look in the History section to see how an applicant was entered into TenantTech. You will find the date and time the applicant information was entered, as well as how it was received into our system.
It will either say "created by Rent Manager", "started/received through TenantTech Online Rental Application System", or "Created by [insert user name]" - indicating that the applicant was added via TenantTech's "Create New Applicant" option.
*Important Note: When an applicant is moved from 'applicant' to 'resident' in TenantTech, that information DOES NOT convert them in Rent Manager and vice versa. The move-in needs to be finalized separately.
In TenantTech, you can move an applicant into a unit by clicking "move into unit". Once the applicant is moved into a unit, they will appear in the Residents section. Their application information is still available in the Applicants section, but it will be hidden. Locate the applicant by checking the "Show Hidden Applicants".
To get to the Resident section of TenantTech, go to Residents >>Residents.
For those NOT using the TenantTech Online Application Feature:
If you are not using our Online Application at all, and you want to import a resident from Rent Manager directly, please follow these steps:
1. From the Residents section, select the appropriate vacant unit that the resident will occupy, then select the "Rent Man. Import" option located on the menu that appears on the right side of the page.
2. A new window will appear, allowing you to use the drop-down menu to select the matching Rent Manager resident.
3. Select the radio button indicating if they are a current resident or an incoming resident, and click the box to "Save the connection between this lease in TenantTech and the selected unit/resident in Rent Manager".
*Tip: By saving the connection, all future SIGNED documents for the unit will automatically attach to this resident in Rent Manager until they are moved out. If you do not save the connection, then you will be required to select the appropriate resident each time after the e-signing process is complete.
4. Click on Import Info Now, located in the bottom left corner of the window.
Forms & Docs:
1. From the Residents section in TenantTech, select the resident.
2. Click on Forms & Docs, and select the Print for Single Unit option.
3. Select the appropriate form(s) by clicking the box next to the form number, then click the Edit Forms.
4. Enter any necessary information on the form and click Next.
5. Click on the Sign Electronically option located in the upper right, just under the search bar.
6. Confirm the names of all signers, including the owner/agent, then click on Sign by Sending Email.
7. The resident(s) get the email and complete their signature(s).
8. Owner/Agent signs
9. From your dashboard, you can easily see when a document is ready for your signature. Click on the document to begin signing.
10. Select your signature & Sign.
*Tip: You will know that you have successfully completed signing (step 10 above) when you briefly see a green box with a white check-mark in it, immediately followed by this confirmation message.
*NOTE: Sending Blank Forms/Documents to Rent Manager
When selecting the form(s) you will be using (see step 4 above), you will need to click on the box next to the Print Selected Forms for an Emergency, then click on Edit Forms.
Then, instead of entering information into the document, you just select the Send to Rent Manager option found in the upper right corner of the document.
The Document History allows you to view the documents that have been created for the occupants of a unit during their residency, as well as the document's details.
To get to the document history, go to the Residents tab along the top of the page, select Residents from the drop-down menu, select the resident/unit, and click on Document History located within the options listed on the right side of the page. (Residents Tab >> Residents >> Select resident/unit>>click Document History)
When viewing the document history, you immediately will be able to see:
1. The title of the document.
2. When it was created and who created it.
3. When the document was sent for signing.
4. If or when signing is completed.
5. When the document was attached in Rent Manager and what resident/unit it was attached to.
If you do not see a document in Rent Manager, then you can manually send it by clicking on the Send to Rent Manager option.