How to Track Rent in Housing Market CRM
Tutorial 121 of 181 · 43 s
Rent tracking in Housing Market CRM, part of the Pro plan, is the dates rent falls due on the homes your agency manages and what your agency has recorded as received. Housing Market never collects the money: this is your own record, which is why every entry is something a person at your office wrote down. This tutorial opens Rent tracking, schedules the months for a tenancy, records a payment as received, waives a month, and reopens one recorded by mistake.
In this tutorial you will learn
- What rent tracking records, and what it does not
- How to schedule the months for a tenancy
- How to record rent as received
- How to waive a month, and how to undo it
Follow along: the steps
- Open your Housing Market CRM account.
- Click Rent tracking in the left menu.
- Your agency's record. Housing Market collects nothing.
- Schedule rent for the whole tenancy at once.
- Then an overdue month appears without anybody remembering.
- Record as received — with the date it actually arrived.
- Waive a month the owner agreed to forgo.
- Reopen undoes it.