Introduction

Managing tenant references is a critical aspect of property management, and our platform is designed to simplify and optimize this process for you. In this article, we'll explore how you can leverage LoftyWorks to effortlessly organize your tenant reference efforts. From collecting and storing references to streamlining the evaluation process, discover how our platform can enhance your efficiency in selecting the right tenants for your properties.

Summary

• Add a Tenant Reference
• Manage your Reference

Add a Tenant Reference

To get started, locate a Contact with Contact Type = Applicant who you would like to conduct your reference with. Then, click on the Tenant Screening tab. The Tenant Screening tab allows you to log your Referencing right in the Applicant's profile. 

Step 1: Add Tenant Information

Step 2: Add Guarantor Information

Step 3: Add Property Information

Manage your Reference

Status Column

You can change the status of the Reference by clicking the drop-down in the Status column. References can only be edited or deleted if they are in the "Draft" status. 

Upload Documentation

If you have produced a Document to support your reference, or had one produced by your Referencing Provider you can add this here. If you select the ... following by Upload Document, you can associate this with your reference.

Questions?

Thank you for taking time to invest in your LoftyWorks learning. We hope you enjoy our best-in-class Property Management software. If you have any questions, comments, concerns, quips, queries, or quandaries, please email support@loftyworks.com.