The owner onboarding form will allow the owner to directly fill in his/her information in order to create the owner profile on RentalReady autonomously.
Create an owner onboarding form
Go to Users > Owners > Options > Add owner
Click on Start quick registration to generate the form.
Complete the form:
- Select the type of owner
- Individual owner (if individual, natural person)
- Business entity (if a company)
- Ignore the other two options
- Select the property manager (if the user is linked to several property manager accounts, make sure you choose the right one, otherwise you won't be able to select this owner when creating the property)
- Enter the owner's first and last name. The user name is automatically created in the format firstname.lastname. The owner will use it to log in to his RentalReady owner space.
- Enter the owner's e-mail address and phone number, including the country indicator (ex: +44 for United Kingdom).
- Select the default language: this will be used in the owner space
- Enter the owner's address, city, zip code and country of residence
Once the form has been completed, click on Create an owner to send the form to the owner.
The owner will receive an e-mail with access to his/her owner space and the form to fill in.
Once the form has been completed, the owner must click on the submit button. This will automatically create the owner on RentalReady.
Manage owner onboarding forms
Access the forms
You can access your owners' onboarding forms from the main menu in Users > Owners.
You'll find existing owners as well as new forms.
You can also find owner onboarding forms from the main menu in Onboarding > Onboarding board.
Validate the forms
Once the form has been completed by the owner, the status will turn green and will be submitted.
You can then click on Open owner profile to check the information and edit it if you wish.