Agents - How it works
How agents use RentalDesk
A practical flow for consistent collections, arrears tracking, and owner confidence.
Step 1
Keep data clean
Units, tenants, leases, documents.
Step 2
Invoice rent
Generate invoices and due dates.
Step 3
Post payments
Receipts, balances, reconciliation.
Step 4
Report to owners
Statements and monthly summaries.
What you manage
- Portfolio operations: occupancy, vacancies, moves.
- Invoices, receipts, and tenant balances.
- Arrears follow-up and clear status visibility.
- Owner reporting with consistent statements.
Recommended weekly routine
- Check arrears and plan follow-ups.
- Record payments and issue receipts.
- Update moves/vacancies and upload documents.
- Send a short owner summary report.