Tenant Management Guide

Master the art of tenant management with comprehensive tools for tracking tenant information, managing relationships, handling communications, and ensuring smooth rental operations.

Estimated reading time: 15 minutes
Difficulty: Beginner to Advanced

Tenant Management Overview

Effective tenant management is the cornerstone of successful property management. MarQi PMS provides comprehensive tools to handle every aspect of tenant relationships from initial contact to lease termination.

Core Tenant Management Features:
Comprehensive tenant profiles
Multiple tenant types support
Automated tenant portal access
Integrated communication tools
Payment history tracking
Credit and billing management
Pro Tip

Always collect complete tenant information during the application process. This investment saves time and prevents issues throughout the tenancy.

Adding New Tenants

1
Navigate to Tenant Management

Go to Tenants → Add New Tenant from the main navigation menu.

Navigation: Tenants → Add New Tenant
2
Select Tenant Type

Choose the appropriate tenant type based on your rental arrangements:

Individual Tenant
  • Single person or family
  • Residential properties
  • Standard rental agreement
Commercial Tenant
  • Business entities
  • Commercial properties
  • Complex lease terms
3
Complete Basic Information
Field Required Description Example
Tenant Name Required Full name or business name John Smith, ABC Corp
Contact Person Required Primary contact individual John Smith, Jane Doe
Email Address Required Primary email for communication [email protected]
Phone Number Required Primary phone contact (555) 123-4567
EIN Number Optional Tax identification number 12-3456789
4
Add Emergency Contact Information

Collect emergency contact details for safety and compliance:

Required Information:
  • Emergency contact name
  • Relationship to tenant
  • Phone number
  • Email address (optional)
Best Practices:
  • Verify contact information
  • Get written consent
  • Update regularly
  • Keep information secure

Understanding Tenant Types

Individual Tenants
Characteristics:
  • Single individuals or families
  • Residential lease agreements
  • Monthly or annual lease terms
  • Standard security deposits
Typical Use Cases:
  • Apartment rentals
  • Single-family homes
  • Condominiums
  • Townhouses
Required Documentation:
  • Government-issued ID
  • Proof of income
  • Credit check authorization
  • Previous rental references
Commercial Tenants
Characteristics:
  • Business entities and corporations
  • Commercial lease agreements
  • Long-term lease commitments
  • Complex rental structures
Typical Use Cases:
  • Office spaces
  • Retail stores
  • Warehouses
  • Industrial facilities
Required Documentation:
  • Business license
  • Corporate documents
  • Financial statements
  • Credit reports
Key Differences at a Glance:
Aspect Individual Tenants Commercial Tenants
Lease Terms 6-12 months typical 1-10 years typical
Security Deposit 1-2 months rent 2-6 months rent
Rent Escalation Annual increases Built-in escalations
Maintenance Landlord responsible Often tenant responsible

Tenant Portal Access

Automatic Portal Access Creation

When you add a tenant to MarQi PMS, the system automatically creates portal access credentials:

1
Account Creation: System creates user account with tenant email
2
Password Generation: Temporary password is generated automatically
3
Email Notification: Welcome email sent with login credentials
4
First Login: Tenant required to change password on first login
Portal Features for Tenants
Account Management:
  • View and update profile
  • Change password
  • Update contact information
  • Upload documents
Rental Operations:
  • View lease details
  • Submit maintenance requests
  • View payment history
  • Download statements
Tenant Portal Login

Payment Tracking & History

Automated Payment Tracking

MarQi PMS automatically tracks all tenant payments and provides comprehensive payment history:

Real-time payment recording
Payment method tracking
Late payment identification
Payment status updates
Automated aging reports
Payment Status Indicators
Current All payments up to date
Late 1-30 Days Payment overdue but recent
Late 30+ Days Significantly overdue
Partial Partial payment received

Tenant Management Best Practices

Thorough Screening

Always conduct comprehensive tenant screening including credit checks, employment verification, and previous landlord references.

Include: Credit score, income verification, rental history, background check
Clear Communication

Establish clear communication channels and response time expectations. Document all interactions for future reference.

Documentation Standards

Maintain detailed records of all tenant interactions, lease modifications, and important communications.

Legal Compliance

Stay current with local tenant laws, fair housing regulations, and eviction procedures. Consult legal counsel when needed.