Managing your Account Settings
On the left navigation menu, choose Settings and then one of the sub-menu items. There are several account settings that you can configure from here. Billing / Invoices This option will show up under the Settings / Billing menu item, once you have at least one...
Securing your Account
At Streamline Landlord Service, we go to great lengths to keep your data secure. However, at the end of the day, we need to rely on you to create a strong password and enhance your security by using two factor authentication (2FA). There’s not a lot we can do if...
Managing Prospects
There are two types of people who you typically deal with when managing a rental property. These are prospects (people who are not yet renting from you but might be in the future) and tenants (people who are currently leasing a unit from you). Both can be managed...
Managing Tenants
Tenants are people who are actively leasing a property/unit from you. They can have rental agreements created to represent these leases, make rent payments, submit maintenance requests, and have their own portal to access the site. To start with, navigate to the...
Managing Rental Agreements
A Rental Agreement is how we represent a lease on your property. It is a relationship between a property unit that you own and one or more tenants, over a set period of time. Rental Agreements can have documents attached to them, so you can keep track of everything...
Managing Properties
In order to successfully utilize the Streamline platform, you’ll need to upload information on each property that you own or manage. To do so, start by navigating to the Properties menu, then to the Manage sub-menu. From here, you can create your first property. Give...
Managing Viewing Requests
The Viewing Requests page helps you keep track of when you are going to show your unit to either a new prospect or an existing tenant. A viewing request can be created either by you, by navigating to the Viewing Requests page under the Properties menu, or by a...
Managing Blank Documents
As a landlord or property manager, you’re probably going to be using the same documents over and over again. A great example of this is an application form. While a lease will be specific to a certain property and tenant, application forms are usually somewhat...
Managing Maintenance Requests
As a landlord or property manager, you probably handle maintenance requests from your tenants on a regular basis. The Streamline platform allows you to easily receive these maintenance requests from your tenants, as well as schedule them yourself and notify tenants....
Expense Tracker
As a landlord or property manager, you’re going to have expenses throughout the year that you will be using at tax time. The expense tracker has been created so you have a convenient location to store all of this information, then provide a summary to send to your...