Within Property Vista, the tenant profile is located in the following location:
Go to Tenants & Leases → Tenants
In this section, you will find all your tenants including the ones who are no longer part of a lease. Property Vista keeps records of all your current/past tenants. For example, you can select an old tenant who decide to join a new lease.
Under the Tenants, you will find the following information:
| ID Number | Created by default when creating a Tenant |
| Property Code | The tenant has a lease under a building which possesses a Property Code |
| Unit # | Unit related to the lease from the tenant |
| Name | Name of the tenant |
| E-mail of the tenant | |
| Role | Tenant can be either a Tenant (main tenant), co-tenant or a Dependent |
| Insurance Expiry Date | Indicate the expiration of the insurance that the tenant subscribed |
| Lease ID | The tenant is under a lease which has an ID by default |
| Lease status | It show the current status of the lease |
| Lease completion | It show the terminated date of the lease |
| (PV) Tenant Created | It shows when the tenant has been created in Property Vista |
| (PV) Tenant Updated | It shows when the tenant has been updated in Property Vista |
When selecting a tenant, you will access to the following page:
Details tab:
| ID Number | Created by default when creating a Tenant |
| Tenant | Name of the tenant |
| Birth Date | Birth Date of the tenant |
| Home Phone/Mobile Phone | Personal Phone number from the tenant |
| Lease Term | if a tenant is under a lease, it will be displayed |
| Role | Tenant can be either a Tenant (main tenant), co-tenant or a Dependent |
| Leases Of This Customer | How many leases are concerned with this tenant? |
| Gender | What the gender from the tenant? |
| Work Phone | Professional Phone number from the tenant |
| E-mail of the tenant | |
| Registered in Portal | If the tenant is registered in the Portal |
| Communication Disabled | Do you want the tenant to receive messages from you? |
| Applications From This Prospect | How many Leases application has been completed by the applicant (this section is applicable only if this is prospect and not a tenant yet) |
Emergency contact tab:
Under this tab, you will fin the information related to the emergency contact, you can edit by selecting the Pencil icon.
| Person | Name of the person to contact in case of an emergency |
| Birth Date | Birth Date of the the contact |
| Relationship | What is the relationship from this contact with with the tenant? |
| Gender | What is the gender of the contact? |
| Home Phone/Mobile Phone/Work Phone | Personal/Professional Phone number from the contact |
| E-mail of the contact | |
| Country | Country of the residence |
| Street Number / Street Name /Suite Number/Province/City/Postal Code | Address from the contact |
Payment methods tab:
Under the Payment methods tab, you can input the information on behalf of the tenant. The tenant can also input the payment methods through the Portal. If the tenant input the payment methods through the Portal, you cannot overwrite this section.
| Payment Attributes | Choose between Credit/Debit Card or eCheque (EFT) |
| Billing Address | Address to complete for the billing |
| + Add | If you want to add another Payment Method |
AutoPay tab:
Under the Auto Pay tab, you can input the information on behalf of the tenant. The tenant can also input the Auto Pay through the Portal. If the tenant input the Auto Pay through the Portal, you cannot overwrite this section.
| First Billing Cycle | Confirm the Dare when the AutoPay will be effective |
| Payment Method | You can select the one created under Payment Methods tab or input a new one |
| Payment | Confirm how you want to dispatch the Auto Pay for the payment |
| Comments | Add comments if you would like to give complementary information |
| + Add | If you want to add another Auto Pay |
Insurance tab:
Under the Insurance tab, you can input the information on behalf of the tenant. The tenant can also input the Insurance through the Portal.
| Insurance Provider | Input the Insurance Provider name |
| Policy Number | Input the Policy number |
| Liability Coverage | Input the amount for the Liability Coverage |
| Inception Date | What is the Inception Date? |
| Expiry Date | What is the Expiry Date? |
| + Add Certificate Scan | Upload the certificate document |
| + Add | If you want to add another Insurance |
Identification tab:
Under the Identification tab, you will find the documents provided during the lease application process. You can upload them even if you did not run a lease application.
| Document Type | Select the type of document |
| Document Number | What is the document number? |
| Notes | Add notes if you would like to give complementary information |
| + Add File | Upload the proof document |
| + Add Identification Document | If you want to add another Identification Document |
Addresses tab:
Under the Addresses tab, you will find the documents provided during the lease application process. You can upload them even if you did not run a lease application.
| Current Address | Input the current address of the tenant. This can be different from the lease as this information is generally provided during he lease application process |
| Move In Date | When is the Move In Date |
| Move Out Date | When is the Move Out Date |
| Owned/Rented | Does the tenant own or rent the place |
| Monthly payment | Amount of the rent |
| Management Company | Name of the Management Company |
| Manager Name | Name of the Property Manager |
| Manager Phone | Phone of the Property Manager |
| Manager E-mail | E-mail of the Property Manager |
Incomes tab:
Under the Incomes tab, you will find the documents provided during the lease application process. You can upload them even if you did not run a lease application.
| Income Source | Select the income source |
| Employer Name | What is the name of the company |
| Employed for (years) | How many years the tenant has been employed |
| Supervisor Name | What is the name of the Supervisor |
| Supervisor Phone | What is the phone number of the Supervisor |
| Employer Address | What is the employer Address |
| Position | What is the current tenant position? |
| Income Amount | What is his income amount? |
| Start Date | When the employment contract started? |
| End Date | When is supposed to end the employment contract? |
| + Add File | Upload the letter of employment |
| + Add | If you want to add another Income Source |
Assets tab:
Under the Asset tab, you will find the documents provided during the lease application process. You can upload them even if you did not run a lease application.
| Asset Type | What is the asset type |
| Current Value | What is the current amount |
| Ownership | Percentage of the ownership |
| + Add File | Upload the proof document |
| + Add | If you want to add another asset type |