The property onboarding form will allow the owner to directly fill in the property information in order to create it on RentalReady on his own.
You can then validate and/or edit the information filled in by the owner to create the final property.
N.B.: once generated, the property onboarding form can be filled in by the owner or by anyone with access to the link (by the property manager, for example).
Setup property onboarding form
To be able to send the property onboarding form, RentalReady needs to know the fields composing the form.
You can set the list of all selected, mandatory fields and amenities possible from your office settings.
Create a property onboarding form
Once the owner has been created in RentalReady, you can generate a property form.
From the main menu, go to Portfolio > Properties
Go to All properties
Click on Create new > Create an onboarding form for owner
Step 1. Complete the form:
- Select the office on which the property will be created
- Select the property owner
- Write the property's internal name
- The address field is linked to the Google Maps database. Start by typing the property address to find automatic suggestions. Click on the right suggestion once it appears in the list.
- Select the country and then the city where the property is located.
- Set the property manager's commission rate to be applied to all bookings. This is expressed as a percentage, with a value between 0 and 1, where 1 = 100% (e.g. for 25%, enter 0.25).
- Add a mandate number if necessary
- Tick the onboarding form generation option if you want the owner to receive the link to access the form by email
- Tick the onboarding form validation by staff option if you want the owner to be notified when you have validated the form.
N.B: Fields you fill in yourself cannot be edited by the owner.
Once the form completed, click on Create property and continue to contract setup to send the property onboarding form to the owner.
Step 2. Setup the contract
RentalReady is integrated with Dropbox Sign platform to send a contract to the owner via the property onboarding form.
You can therefore setup the contract sent to the owner according to the connection between your RentalReady account and your Dropbox Sign account:
- You don't have a Dropbox Sign account connected to RentalReady, no contract will be sent to the owner
- You have a Dropbox Sign account connected to RentalReady but no contract template is associated to your office, no contract is sent to the owner
- You have a Dropbox Sign account connected to RentalReady and a contract template is associated to your office, the contract is sent to the owner
In the 3rd case, complete the information and click on send to send the contract to the owner.
Manage property onboarding forms
Access forms
You can access property onboarding forms from the main menu in Portfolio > Properties
Go to Property onboarding
Validate forms
To validate the form, on the same page, in the last column Action > ... > Validate
Check the fields filled in by the owner, then click on Validate
Once you have validated the form, it can no longer be accessed and the property is created with the information provided.