Resident and Prospect Portal Policies

Customize and enable/disable tenant and prospect portal terms and policies -- ADMINISTRATION --> POLICIES --> Portals.

Resident Policy

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Resident Portal Enabled
Enable/disable the resident portal.
Portal Invitation Enabled
Automatically send portal invitations to tenants, upon existing lease creation.
Enforce Full Payment
Allow full value payments only.
Proof Of Payments
Specifies proof of payments document type.
Enforce External Lease Signing
Disable digital signing. This option will block tenants with unsigned lease agreements from using the portal.

Terms and Conditions Policy

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Resident Portal Terms And Conditions

Customize the following terms and conditions which residents will be able to view via the tenant portal.

Resident Portal Privacy Policy

Customize the following terms and conditions which residents will be able to view via the tenant portal.

Prospect Portal Terms And Conditions

Customize the following terms and conditions which prospects/applicants will be able to view via the prospect portal.

Prospect Portal Privacy Policy

Customize the following privacy policy which prospects will be able to view via the prospect portal.

Financial Terms Policy

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Billing and Refund Policy
Customize your Billing and Refund Policy here, which residents will be able to view via the tenant portal. NOTE: As per credit card rules you MUST show your Billing and Refund Policy
Pre-Authorization Payment eCheque Terms
Customize your Pre-Authorization terms for EFT/ACH transactions, which residents will be able to view via the tenant portal. NOTE: Please ensure you are in compliance with your payment provider
Pre-Authorization Payment Card Terms
Customize your Pre-Authorization terms for all CARD transactions, which residents will be able to view via the tenant portal. NOTE: Please ensure you are in compliance with your payment provider

 

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