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a year ago

Rent Review Correspondence Enhancements

We have made some exciting improvements to how Forms and Agreements and Email Correspondence are added to Rent Reviews and also how they are previewed. By introducing these steps into the workflow of creating and performing a Rent Review, we aim to save you time having to manage these activities elsewhere.

Adding in Forms and Agreements and Email Correspondence while creating a Rent Review:

You can now add Forms and Agreement and Email Correspondence documentation while in the context of creating a new Rent Review

Knowledge Base Article for more information


Previewing Forms and Agreements and Email Correspondence after performing a Rent Review:

We have updated the screen you land on after you have performed a Rent Review. To give you the ability to easily preview generated Rent Review correspondence before sending it to your tenants.

  1. Forms and Agreement Title  - Selecting this also opens the Form in the documents section of the Tenancy 
  2. Ability to Download the Forms and Agreement document in PDF
  3. Email Correspondence Title - Selecting this also opens an editable version in Settings.
  4. Edit the Email Correspondence during the Rent Review before sending it to your Tenant
  5. Preview and Download the Email Correspondence as a PDF
  6. Hit "Send email" to ship ALL the correspondence straight to your Tenant once you are happy with it!

Knowledge Base Article for information


Previewing Forms and Agreements while performing a Bulk Rent Review:

Selecting "Preview" next to either Forms and Agreements or Email will bring up a convenient document viewer that will give you an accurate Preview of the information that will be sent to your Tenant, to easily confirm what is being sent. Pictured below is an example Forms and Agreement document.

Knowledge Base Article for information

Avatar of authorRudi