How It Works

Getting Started with RentalAgent

Choose your role below to learn how to configure your dashboard, automate notification workflows, or apply for listed properties.

1

Register Account

Create an Owner account. You'll be assigned a unique **Referral Code**. If you input another owner's referral code during registration, both of you instantly receive **6 months of premium access** added to your expiration date.

2

Connect WhatsApp Sidecar

Navigate to your **WhatsApp** tab and select *Connect*. Our Node sidecar service spins up a background browser instance. Scan the generated QR code in a few seconds using your WhatsApp mobile app to authorize automated alert dispatching.

3

List Rental Properties

Add new properties by defining names, addresses, room configurations, and rental parameters. Set custom rules (e.g., "No night parties"). Toggling *List Publicly* renders the property live on the public renter portal.

4

Draft and Sign Leases

Map an onboarded tenant to your property. Upload an optional agreement document, set a rent due day (e.g., 5th of each month), and draw your signature on the canvas to sign the lease. The property status is set to *Occupied* automatically.

Double Rent-Tracking Support

1. Automated WhatsApp Invoicing

On the rent due day, the system automatically uses your connected WhatsApp session to send a message to the tenant. The message embeds interactive link buttons (e.g., *Confirm Payment*). When the tenant clicks the button, your dashboard is updated to *Pending Owner Approval*.

2. Manual Rent Logging (Offline Payments)

For cash, check, or bank transfer payments, you do not need automated actions. Use the **Receive** form directly on the collections grid. Set the date, and click submit. You can also click **Record Past Payment** to back-date transactions or log historical offline rent payments manually.

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