Managing Prospects
Managing Prospects The Streamline platform helps manage two types of people for rental properties: prospects (potential renters) and tenants (current lessees). This article explains how to use the platform to manage prospects and streamline onboarding. On the left...
Managing Tenants
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,...
Managing Rental Agreements
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/manage and one or more tenants, over a set period of time. Rental Agreements can have documents attached to them, so...
Managing Properties
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...
Managing Viewing Requests
Managing Viewing Requests The Viewing Requests page tracks unit showings for new prospects or existing tenants. You can create a request via the Properties menu’s Viewing Requests page, or prospects can book a viewing slot. You can learn more about viewing slots...
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...
Income Tracker
As a landlord or property manager, you’re going to have to deal with filing taxes at the end of each year. To help facilitate this, the Streamline platform includes both an income and expense tracker. In this article, we’ll focus on tracking income. To find the...
Performance Calculator
The performance calculator is not enabled by default. You can enable this feature by navigating to Settings / Features. After that, you will find this feature under the Tools menu. This is a tool that has been created to help you analyze potential rental properties...