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Housing Market CRM Rent Reminders for Tenants — Manual and Automatic

Tutorial 131 of 181 · 1 min 22 s

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Housing Market CRM can email a tenant about rent that is still due, in two ways, on the Pro plan. With "Remind tenant" you send one reminder for one rent charge after confirming it on screen. With "Automatic reminders to tenants" your agency switches on a reminder that goes out a number of days before and after the due date. Either way the email goes out in your agency’s name, replies come straight to you, it never says the tenant is late, and Housing Market still never collects the rent. This tutorial shows the button, the confirmation, the record of when a tenant was reminded, and the automatic reminder settings.

In this tutorial you will learn

  • Which rent charges can be reminded by hand
  • How to send a reminder and see when it went
  • How to switch on automatic reminders, and what is off until you do
  • Who the email comes from, and where replies go

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Property management in the left menu.
  3. Click Rent tracking.
  4. Your agency's record. Housing Market never collects rent.
  5. This month is late.
  6. Remind tenant appears on rent that is still due.
  7. Click Remind tenant.
  8. It goes from you, and replies come to you.
  9. Click Send reminder to confirm.
  10. The charge now shows when the tenant was reminded.
  11. Your agency can also send reminders automatically.
  12. Nothing is sent unless you switch this on.
  13. Tick Send rent reminders to my tenants automatically.
  14. Choose how many days before the due date…
  15. …and how many days after. 0 turns one off.
  16. Click Save.
  17. A tenant gets at most one email for each reminder on each rent.
  18. The email never says the tenant is late, and you can switch it off at any time.