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
En cas de litige, d’augmentation de loyer ou de non-paiement, le dossier locataire devient
votre preuve structurée (documents, communications, historique).
Contents of a tenant file
A structure designed for operational, financial, and regulatory tracking.
1) Profil locataire
- Coordonnées, unité, statut
- Dates clés : entrée / sortie
- Notes internes (gestion)
- Status history
2) Bail & obligations
- Durée, renouvellement, clauses
- Indexations / augmentations
- Schedules and signatures
- Lien direct vers TAL
3) Paiements & retards
- Rent history
- Late payments and statuses
- Receipts and reconciliations
- Alertes automatiques
4) Documents & incidents
- Notices, receipts, condition reports
- Incidents and follow-ups
- Photos, pièces jointes
- Exports PDF
Suggestion IA (phase future)
Automatically generate arésumé locataire: timeline of events, points of attention, tenant risk and recommendations (follow-up, notice, TAL action).
Actions rapides
Add a tenant, attach them to a unit, then track payments, documents and alerts.
Raccourcis utiles