Overview
As you manage your tenants, their information might change requiring you to update their profile in DoorLoop. They might change their phone number, emergency contact, or even their name. You might also just need to update incorrect information or add notes to your tenants. This article helps you in either case!
The Steps
To view and edit Tenant profile information, click People on the main menu and then click Tenants.
Find the tenant you want to view or edit and click on their name.
This brings you to the tenant's Overview page which quickly shows you the tenant's Contact Info, Emergency Contacts, Address, and Tenant Portal access status.
If the information sections are empty, you can click on any of the + Add New links to add or edit information for the tenant.
If you want to enter more detailed information about the tenant, click on the blue 3 dots icon in the top right corner and select Edit.
If you didn’t do so on the Overview page, you can add and edit all that information here. Note that many of these entries may already be filled in if you had added them in as a Prospect. (Learn more about Adding a Prospect.)
Personal Info - The main thing here is the Primary Email and Mobile Phone details, which are required for rent reminders, tenant communications, and Tenant Portal access.
Here is also where you'll find the Tenant's Date of Birth and Social Security Number (which will appear if they filled out a Rental Application). Otherwise, you can enter it manually here. Additional fields also include their Company info, Job Title, and Notes about the Tenant.
(Anything you add to the Notes field in the Personal Info section will also show up on your tenant reports if you add the Notes column to the report.)
Contact Info - Enter the tenant’s Phone and Email information. You can enter multiple of each if the tenant has several contact methods.
Address and Alternate Address - Place to enter an address, possibly a work address or secondary address.
Emergency Contact - Enter any emergency contacts this Tenant may have.
Marketing Profile - Mainly used when the tenant was a prospect that doesn’t apply too much to them now that they are tenants.
Pets - If your tenant has pets, this is where you would enter all the information about them.
Vehicles - Add any vehicles that your tenant owns in this section.
Dependents - Add your tenant’s dependents here if they have any.
Send Payments - This section is mainly only used if you plan on sending your tenants any sort of refund.
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 now has quick actions you can perform. These are listed under the Action column on the Tenants page.
Quick actions can include the following depending on if they are or are not on the tenant portal These are the quick actions you can use:
Add contact info - this appears if the tenant does not have any contact info entered
Send 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
All set for now - this appears if their account is perfect
Tenant Page Widgets
The Tenant page also has new widgets where you can see important information at a glance. This includes information such as the balance due for all your tenants, how many tenants are missing contact information, and how many tenants have not activated their tenant portals.
Clicking on each widget will show more detailed information.
Balance Due Widget - clicking it shows which tenants still have a balance due
Missing Contact Info Widget - clicking this shows which tenants are missing contact information
Didn't Sign Into the Portal Widget - clicking this shows which tenants have been sent portal invites but have not activated their tenant portals yet