After establishing your business entities, linking bank accounts, adding payment methods, and onboarding residents, you are ready to manage rent payments through Assist. Once residents are registered in the Resident Portal, they can enroll in autopay to automate monthly rent payments, debiting their account on a chosen date and ensuring that rent is collected consistently and on time.
Creating a Lease
The first step to collecting payments is creating a lease. Creating a lease will automatically create a recurring monthly payment balance due on the date you choose. Once your residents sign up for the Portal, add their payment information, and set up autopay, this process will be fully automated
1. First, navigate to Properties -> Units and select the unit you want to create a lease for.
2. Select Leases from the list of options at the top of the page.
3. Here you'll see a list of all past, present, and future leases for this unit. The current lease will display as active, while upcoming leases will display as pending. Click Create a new lease to begin.
4. Select a start and end date for your lease - rent payments will only be collected for the duration of these dates.
5. Next, you'll be prompted to add residents to your lease. If you have already imported your tenant list, you can add them from your list of existing residents. If you are creating a new lease with brand new tenants, you can add them into the system during this step.
- To add a new resident, confirm you are toggled to the new tab and enter the resident's full name, phone number, and email address. Click Submit to create the resident. Once the resident has been created, they will receive an invite to join the resident portal and set up their account for autopay on the lease start date.
- To associate an existing resident with the lease, select the existing tab. Here you will be able to search your full database of existing residents. When you have selected the resident you wish to associate with the lease, click add to add them to the lease.
6. Once residents are associated with the lease, you will be prompted to specify the rent amount and the collection date. This action finalizes the lease and establishes a recurring payment schedule based on your selected amount and date.
Once all your leases are set up, you are ready to start onboarding residents to the Assist payments platform. See the below articles for in-depth guides inviting residents to the portal and getting their payment information set up: