Registering a Tenant & Posting a Rent Request
Field Agents can help bring tenants and their rental relationships into Welile.
Tenant registration and posting a rent request are related but distinct actions.
Before you start
Have the correct information available.
This can include:
- tenant name;
- tenant phone number;
- landlord details;
- property or house information;
- location;
- house type;
- rent amount;
- rental period;
- payment details required by the current workflow;
- any other fields required in the live Welile form.
Part 1: Register the tenant
- Open tenant registration. From the Field Agent dashboard, open the current tenant registration or add-tenant action.
- Enter tenant information. Enter accurate details. Do not guess information.
- Add rental information. Where required, connect the tenant to a landlord, a property, a location, a house type, and a rent amount.
- Review the details. Confirm that the tenant, landlord, property, and rent information are correct.
- Submit. Complete the tenant registration.
Part 2: Post a rent request
- Open the rent request action. Choose the correct tenant or rental relationship.
- Confirm the rent details. Review the amount and related rental information.
- Complete required fields. Provide the information requested by the live product.
- Review before submission. Make sure the request belongs to the correct tenant and landlord.
- Submit the rent request. After submission, use the status shown by Welile as the source of truth.
Accuracy rules
Never intentionally:
- post a rent request for someone who is not the tenant;
- create a false landlord;
- create a false property;
- inflate the rent amount;
- duplicate requests without a valid reason;
- create activity simply to increase performance numbers.
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