Tenant files
A complete, traceable, and compliant view
Centralize every tenant in a single file: lease, documents, payments, communications and incidents. This module becomes the foundation for TAL management, follow-ups and compliance.
Objectif
Zero lost information
Complete, timestamped history
Compliance
Simplified TAL management
Leases, notices, evidence
Decision
Better risk tracking
Delays, incidents, tensions
Why this module matters
In a dispute, a rent increase or a non-payment, the tenant file becomes your structured evidence (documents, communications, history).
Contents of a tenant file
A structure designed for operational, financial, and regulatory tracking.
1) Tenant profile
- Contact details, unit, status
- Key dates: move-in / move-out
- Internal notes (management)
- Status history
2) Bail & obligations
- Term, renewal, clauses
- Indexations / increases
- Schedules and signatures
- Lien direct vers TAL
3) Payments & late rent
- Rent history
- Late payments and statuses
- Receipts and reconciliations
- Automatic alerts
4) Documents & incidents
- Notices, receipts, condition reports
- Incidents and follow-ups
- Photos, attachments
- Exports PDF
Suggestion IA (phase future)
Automatically generate atenant summary: timeline of events, points of attention, tenant risk and recommendations (follow-up, notice, TAL action).
Quick actions
Add a tenant, attach them to a unit, then track payments, documents and alerts.
Useful shortcuts