People Management
Manage everyone in your portfolio — tenants, prospects, property owners, users, and vendors.
By Samuel and 4 others5 authors68 articles
Manage Your Tenants, Vendors, Owners, and ProspectsManage all your people in DoorLoop—add, edit, and organize tenants, vendors, owners, and prospects from a single People section.
Email Validation and Why It is NeededDoorLoop validates email addresses to prevent fraud, phishing, and delivery failures—invalid or fake emails will be flagged and rejected.
User Management
Add team members to DoorLoop, assign roles and permissions, and control access levels across your account.
Introduction to Users and User RolesNeed to give other people access to your account but want to manage their access? You're in the right place.
Add a New User to Your DoorLoop AccountAdd staff, accountants, and owners as users in DoorLoop at no extra cost — set roles and permissions to control their level of access.
Edit Users on Your DoorLoop AccountEdit user details and role permissions for team members in your DoorLoop account—update names, emails, and access levels as your team changes.
Limit Access to Your Users by Editing User RolesCustomize user roles in DoorLoop to control what each team member can view or edit — go beyond default roles for granular access control.
Make a User Inactive on Your AccountNeed to remove a user from your account and suspend access? Here's how.
Set Up User NotificationsReceive notifications about important activities related to your DoorLoop User account
Reset a User's Email AddressWhile a User has the ability to update their login email address, the owner of the account can change this, but it requires some extra steps
Resend an Invite to a UserResend a DoorLoop user invitation when the original email was lost or expired—works for users who haven't accepted and users who need a new link.
Enable Push Notifications on Your Phone or Tablet by Downloading the DoorLoop AppEnable push notifications on your device and stay on top of your properties
Give an Owner the Ability to Apply for a Merchant Account as a UserIf your owner is set up as a User, they can apply for a Merchant Account if given the right permissions to do so.
Edit Your User Profile Personal InformationUpdate your personal information in DoorLoop's user settings — edit name, contact details, and profile info for your account.
Find Out Who Created or Edited a TransactionUse the DoorLoop audit log to see who created or edited a transaction — track team actions and identify data entry errors with full transparency.
Find Out Who Deleted a TransactionView a report in DoorLoop showing who deleted a transaction and when — full audit trail for team accountability and accurate record-keeping.
Property Manager User Role SettingsSuggested user role settings for property managers in DoorLoop — create a custom role with the right permissions for day-to-day management. Pro/Premium only.
Easily Collaborate with Leasing Agents and Realtors With the Leasing Agents User RolePurpose-built access for leasing agents—without compromising visibility.
Accept Your User Portal InviteAccept your DoorLoop dashboard invitation via email—click Accept Invitation, set your password, and get started managing your properties in minutes.
Control and Troubleshoot Bank Account Access for UsersSet which users can see bank accounts and transactions in DoorLoop — and fix access issues when a user can't see banking data they should have access to.
Prospect Management
Track leads and prospective tenants from first contact through application and lease creation.
Add a ProspectManually add a prospect in DoorLoop before they submit a rental application — track potential tenants and manage leads from the People section.
Manage Your ProspectsView, edit, and track prospects in DoorLoop — review applicant details, update information, and manage your rental pipeline from the People section.
View and Edit Prospect InformationView and update prospect details in DoorLoop — edit contact info, notes, and application status for any potential tenant in your pipeline.
Turn a Prospect Into a TenantConvert a prospect into a tenant in DoorLoop by adding them to a new lease—can be done from the rental application, prospect record, or lease wizard.
Create and Manage Lead SourcesSet up lead source tags in DoorLoop to track where your prospects come from — use for marketing analysis. Pro and Premium plans only.
Hide Old Prospects and Applicants Who Have Been RejectedClean up your Prospect list of rejected applicants by hiding them from view.
Delete a ProspectDelete a prospect from DoorLoop to clean up your leasing pipeline—prospects added via rental applications, website leads, or manually can all be removed.
Mark a Prospect and Tenant as Already ScreenedIf you are entering a prospect that has already been screened outside of DoorLoop, you can mark them as already screened.
Tenant Management
View and manage tenant profiles, contact info, portal access, and history across all active leases.
Find, Sort, and Filter Your TenantsSearch, sort, and filter your tenant list in DoorLoop — find tenants by name, unit, lease status, or custom filters across your portfolio.
View and Edit Tenant InformationView and update tenant contact details, emergency contacts, notes, and profile information in DoorLoop to keep records current.
View and Edit Tenant Insurance Policy InformationEnter and update tenant renter's insurance policy details in DoorLoop — manually record coverage info or require upload through the tenant portal.
Track Additional Tenant Information Such as Pets, Vehicles, Dependents, and MoreHow to record and view important tenant information in one report.
Edit Tenant Email, Phone Number, and Login InformationNeed to change the email, phone number, and login info of a tenant? Here's how.
Fix Email Notification Issues for TenantsThere can be several reasons why tenants are not receiving email notifications. Here are some common issues.
Delete a TenantTenants on a lease should not be deleted. Instead, end the lease, and they will be moved out of the unit.
Help Your Tenants Manually Verify Their Bank Account on the Tenant PortalSet up your tenant's bank account for them on their tenant portal.
Send a Document or File to a TenantSend documents and files to tenants in DoorLoop via the Tenant Portal, email, or file sharing—useful for lease copies, statements, and notices.
Set Up and View Tenant RequestsEnable tenant maintenance requests in DoorLoop — configure instructions, auto-assign staff, and manage incoming requests from the tenant portal.
View Whether or Not a Tenant Has a Bank Verification PendingCheck a tenant's bank verification status from their profile — see if they've started or completed payment method setup.
Enable Email and Push Notifications for Tenant Requests (Maintenance Requests) ReceivedDo you need to be notified when you receive a Tenant Request (Maintenance Requests)?
Enable Viewing of Uploaded Files on the Tenant PortalBefore you can share a file upload with a tenant on their portal, you need to make sure that viewing file uploads is enabled for them.
Owner Management
Add and manage property owners — track ownership shares, share statements, and manage owner portal access.
Introduction to Property OwnersOverview of property owners in DoorLoop — how to track ownership, manage owner distributions, and give owners access to financial data.
Add a Property OwnerAdd property owners to DoorLoop to track ownership, distribute rental income, manage distributions, and generate accurate owner statements.
View and Edit Property Owner InformationView and update owner contact details, payment info, and property associations in DoorLoop — keep owner records accurate and current.
Add a Property Owner to a PropertyLink a property owner to a property in DoorLoop to track profit distributions and capital contributions for properties you manage on their behalf.
Remove a Property Owner From a PropertyRemove a property owner from a DoorLoop property when ownership changes—then add the new owner to keep distribution and contribution records accurate.
Set Up an Owner as a User on Your DoorLoop AccountGive property owners read-only access to your DoorLoop account — add them as a user with the Property Owners role to view relevant reports.
Remove an Owner as a User from Your DoorLoop AccountIf you set up an owner as a user and want to remove access from them, here's how you would do that.
Introduction to the Owner PortalOverview of the DoorLoop Owner Portal — real-time financials, reports, maintenance requests, and document access for property owners.
Customize Owner Portal SettingsSet up the owner portal so your owners can hav access to their properties and financial information.
Invite an Owner to the Owner PortalOwners now have access to an Owner Portal and setting them up very simple
View Your Owner's PortalReview exactly what your owner sees when they log into their Owner Portal
Turn off the Recent Tenant Requests Widget on the Owner PortalDon't want your owners to see tenant requests? Here's how to turn that off.
Send an Owner Portal Invite Through Text if the Owner is Not Receiving the EmailNormally we send Owner Portal invites through email, but what if they're having issues receiving the email?
Limit an Owner to Their Own Properties on the Owner PortalLimiting an owner to only their properties is automatic, as long as you associate them to their properties
Delete a Property OwnerDelete a property owner in DoorLoop — when it's safe to do so, what data is affected, and why deactivating is usually the better option.
Edit the Property Owners of a PropertyUpdate which owners are associated with a property in DoorLoop — add or remove owners as portfolios change hands or new deals close.
Enable Viewing of Uploaded Files on the Owner PortalBefore you can share a file upload with an owner on their portal, you need to make sure that viewing file uploads is enabled for them.
Set Up a Property Owner With Multiple Business EntitiesSet up a property owner in DoorLoop with multiple LLCs or business entities under one login—no more separate emails for each company.
Vendor Management
Add and manage vendors — contractors, suppliers, and service providers — and track all expenses paid to them.
Vendor Management OverviewUse vendors in DoorLoop to help track bills and expenses, as well as work orders for your properties.
Set Up a Vendor as a User on Your DoorLoop AccountGive vendors access to DoorLoop to receive notifications and update work orders — add them as a user with a limited Maintenance Team role.
Add a VendorAdd vendors to DoorLoop before or while creating expenses and bills—required to attach vendors to work orders and maintenance requests.
Edit a VendorUpdate vendor contact info, insurance details, and tax information in DoorLoop — keep vendor records current for accurate billing and compliance.
Delete a VendorDelete an unused vendor from DoorLoop—only available if the vendor has no transactions attached; vendors with history cannot be deleted.
Vendors & Accounts Payable (AP)If you're looking to keep track of your AP online, this is the place to be.
Create and Use Vendor ClassificationsCreate vendor classifications in DoorLoop to organize vendors by service type—makes it easier to filter and find the right contractor for each job.
Set Default Vendor Categories for Bills and ExpensesSpeed up your bills and expense workflow by setting default vendor categories.
Assign or Notify a Vendor on a Work OrderAssign a vendor to a work order in DoorLoop—vendors must first be added as users to your account before they can be assigned and notified.
How to Collect Your Payment From the Property ManagerWhat to do when receiving an email with a digital payment from the property manager through Checkbook.io.