Email Trigger For OTP To Tenant On Add New Tenant
When a new tenant is added during the lease creation process, it is essential to ensure that their identity and contact details are verified. To achieve this, an automated email trigger sends a One-Time Password (OTP) to the tenantβs registered email address. This process not only ensures secure communication but also confirms the authenticity of the tenantβs email.
Login To Your Account
- Upon successful login, you will be redirected to your Dashboard, where you can begin the lease creation process.
Access Rental Units
Go to the Leasing section. Click on Rental Units. Youβll see three categories:
- Active Lease
- Unleased Rental Unit.
- Draft Rental Unit
- Click on the Unleased Rental Unit.
Add A New Lease
- Click on the Add Lease button.
- The Tenant Details page will open next.
- You will see the Existing Tenant and New Tenant options.
- Select the New Tenant option. Click on the New Tenant Option Tenant Detail Page Will Open.
Enter Tenant Details
Fill in the new tenant's personal information:
- Prefix (Mr./Ms./Mrs.)
- First Name and Last Name
- Gender
- Email Address
- Phone Number
Fill-in Lease Information
Complete the lease-related fields:
- Lease Start Date
- Lease End Date
- Tenure Period (Months)
- Monthly Rental Charge
- Discount Amount: If applicable
- Discount Period (Months)
- Security Deposit Amount
- Late Fine (Per Day):
- Lock-In Period (Months): Minimum committed stay duration
Upload the Lease Agreement Document at the end of this section.
Add Energy & Other Charges
Click 'Next' to proceed to the Energy & Other Charges page. Fill in the necessary utility or service charge details:
- Charge Name: e.g., Power Backup, Generator Usage
- Charge Type: Fixed or Rate-Based
- Default Value: Rate per unit
Review & Submit
Click 'Next' to proceed to the Preview & Submit page. Carefully review all the entered information:
- General Information: Property Name, Unit Name
- Tenant Information: First Name, Last Name, Phone Number etc.
- Lease Information: Duration, rent, discounts
- Lease Agreement: Review the Lease agreement
- Energy and Other Charges: Verify the energy charges.
Lease Created Successfully
- Verify everything, then click on Submit button.
- Your lease has been created successfully.
- An automated OTP email is sent to the tenant, ensuring their identity verification and granting them secure access to their portal.
