Overview
As you manage your tenants, their information might change, requiring you to update their profile in DoorLoop — a phone number, emergency contact, or even their name. You might also need to correct existing information or add notes to a tenant's profile.
The Steps
To view and edit tenant information, click People > Tenants on the main menu.
Find and click on the tenant you want to view or edit.
This brings you to the tenant's Overview page which quickly shows you the tenant's Contact Info, Emergency Contacts, Address, Tenant Portal access status, and and Custom Fields information you might have added.
If the sections are empty, you can click the Add New links to add the missing information in those section. If you would rather enter more detailed information about the tenant all at once, click on the 3-dots in the top right corner and select Edit.
On the Edit Tenant window, add or edit any information you want, including contact information, date of birth, SSN, pet info, vehicle information, and dependents. You can also enable or disable their tenant portal access here. Learn more about what information can be added by reading: Add a Prospect.
Click Save when you are done editing the tenant.
Note: If you are entering an email for the tenant, this must be a valid email address. DoorLoop now runs validation checks for email addresses to make sure they are real and valid. If you try to enter a "fake" email address as a place holder, DoorLoop will not accept this anymore.
Tenants Page Quick Actions
The Tenants page also includes an Action column you can perform actions from. These quick actions are dynamic and change depending on whether the tenant has completed certain actions in the software:
Add contact info - this appears if the tenant does not have any contact info entered
Resend portal invitation - this appears if they haven't activated their tenant portal
Send rent reminder - this appears if they have a balance due on their lease
Send overdue rent notices - this appears if their rent is past due
All set for now - this appears if their account is perfect
Once saved, changes to a tenant's information are reflected immediately across their profile, lease, and portal.