USER WORKFLOW
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Employee Workflow
Admin
How To Add A New Tenant
9min
how to add a new tenant 1\ collect tenant information the first step in adding a new tenant is gathering essential information you'll need the following details log in to account • open the rentilium app or website • enter the username and password to access your account click on people section on the people section page, click on tenants click this button to begin the process of entering the new tenant’s details • create a new property after successfully creating a new property, the first step is to lease it • navigate to rental unit section to start the leasing process, click on the rental unit button • access the add lease page after clicking on the rental unit button, the add lease page will open • view unleased property on the add lease page, your newly created property will appear in the unleased rental unit section now, we can able to see your property in the unleased rental unit section by clicking add lease button, we can able to lease the rental unit by filling all the required information after filling all the information like tenant detail, lease detail, energy and other charges , by clicking on submit button the lease will be created successfully now, the next step is where we can able to find our leased tenant so here is the process where we can find the leased tenant go to the people section click on the people section access the tenants page on the people section page, click on the tenants option view tenant lease status in the tenants section, you can see whether the tenant is leased or not open tenant information click on the tenant's name to open their detailed tenant information page fill out tenant information a form will appear where you can input all necessary details about the new tenant the fields typically include tenant name full name of the tenant phone number mobile and/or home contact number email address for sending notifications and reminders gender father name mother name dob after adding all the required information new tenant will be added successfully add lease once the tenant has been screened and approved, the next step is to add lease of that tenant with the lease agreement which includes the legal document outlining the terms and condition of the rental arrangement steps for aadhar verification now to add aadhaar kyc, firstly, we have to put the aadhaar number then otp will be sent on registered aadhar number if the aadhaar number and otp is correct, then the aadhaar will be verified next step is to fill the required information for leasing here is the details lease start and end dates this will specify the duration of the lease agreement tenure period unit/property address select the rental unit or property the tenant will occupy monthly rent the agreed upon rental amount security deposit if applicable, include the amount paid as a security deposit discount (if any) lock in start date, lock in end date upload agreement click on "upload" to attach necessary documents after adding all the required information new tenant will be added successfully after this all the things will again get preview and submit after all this required information gets filled then the lease will be created successfully by following these steps, adding a new tenant to erp will be simple and efficient