Adding and Managing New Tenants

Master the tenant management process with our comprehensive guide to adding, organizing, and maintaining tenant information in GustavoAI.

Quick Actions

Add New Tenant

Create a new tenant profile and send invitation

Add Tenant

Bulk Import

Import multiple tenants from CSV or Excel

Manage Existing

View and edit current tenant information

View Tenants

Required Tenant Information

Personal Information

Full Legal Name

Date of Birth

Social Security Number

Driver's License Number

Primary Phone Number

Secondary Phone (Optional)

Email Address

Emergency Contact

Employment & Income

Current Employer

Job Title

Employment Start Date

Monthly Gross Income

Work Phone Number

Additional Income Sources

Pay Stubs (Last 3 Months)

W-2 or 1099 Forms

Rental History & References

Previous Landlord Name

Previous Landlord Phone

Previous Address

Rent Amount Paid

Length of Tenancy

Reason for Moving

Personal References (2)

Professional References

Adding a New Tenant: Step-by-Step

Access Tenant Management

• Navigate to Dashboard → Tenants

• Click the "Add New Tenant" button

• Choose between individual or bulk import options

Fill Basic Information

• Enter tenant's personal information (name, contact details)

• Add employment and income information

• Include rental history and references

• Upload required documents (ID, pay stubs, etc.)

Set Property Assignment

• Select the property and unit for the tenant

• Set move-in date and lease terms

• Define rent amount and payment schedule

• Configure security deposit requirements

Send Invitation

• Review all information for accuracy

• Customize invitation message if desired

• Set invitation expiration date

• Click "Send Invitation" to proceed

Monitor Progress

• Track invitation status in your dashboard

• Receive notifications when tenant completes application

• Review submitted information and documents

• Approve or request additional information

Best Practices for Tenant Management

Data Organization

• Use consistent naming conventions
• Group tenants by property or status
• Tag tenants for easy filtering
• Maintain detailed notes and history

Documentation

• Store all documents securely
• Use standardized application forms
• Keep copies of all communications
• Regular document expiration reviews

Communication

• Set clear expectations upfront
• Use automated reminders
• Maintain professional tone
• Document all interactions

Compliance

• Follow fair housing laws
• Maintain consistent criteria
• Regular policy updates
• Legal document reviews