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...