Property Matrix

Manage multiple tenants on one lease, add/remove tenants individually, handle deposits & refunds easily—ideal for student housing.

Leases with Multiple Separate Tenants

You can send documents to tenants for electronic signature from the lease record. You can also create a new document from a document template and sign documents that require your…

How to Send and Sign Documents

Learn how to efficiently send emails and text messages to multiple tenants, vendors, owners, and other contacts simultaneously.

Messaging Multiple Recipients

Prepayments allow you to receive money from a tenant before an invoice is created or before a scheduled charge becomes due.

Creating Prepayments for Future Transactions

Setting Up Auto-Pay in the Tenant Portal

Submitting a One-Time Payment

Guide tenants using Online Access to pay invoices, set up AutoPay, submit maintenance requests, upload docs, and manage their account easily.

Tenants using Online Access

Tenant online access allows tenants to log in to the tenant portal. From the tenant portal, tenants can make payments, view billing history, upload documents, submit maintenance requests, and send…

Giving Tenants Online Access

Multipay allows you to process payments for multiple tenants at the same time. You can select tenants with outstanding balances, adjust payment amounts, enter payment details, and receive the payments…

Using Multipay with Tenant Payments

A step-by-step guide on how to create, edit, and save new invoices for your tenants.

How to Create a Tenant Invoice

Learn how to easily update a tenant's contact details, like their phone number or email, directly from their lease profile.

How to Edit a Tenant's Contact Information

Instructions on converting leads or existing tenants into active tenants when creating a lease.

Converting a Lead to a Tenant or Moving in Existing Tenants

Learn how to move a tenant between units, whether they are continuing their current lease or signing a new one.

How to Move a Tenant to a Different Unit

Learn about the automatic email that notifies tenants of new invoices, including the sending criteria and how to edit the email template.

Automated Invoice Notifications for Tenants

Stop all messages to a tenant. Learn how to remove their email/phone to prevent system notices and disable their portal access.

How to Disable Automated Messages to a Tenant

How to record invoice payments for tenants in Property Matrix

Submitting Invoice Payments from Property Manager Portal

How to Resolve Common Tenant Portal Errors in Property Matrix

Common Issues on the Tenant Portal

You can issue credits or refunds to tenants for past payments or manually as needed. Credits can also be applied to future invoices.

Creating Credits and Refunds

Use Tenant Chat to let tenants contact management directly or receive help from the Tenant AI Assistant.

Managing the Tenant Chat

Kevin Campbell

Jimmy Chowdhury

Conor Taliancich

Tenants

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