Getting your full portfolio onto RentCheck is one of the most important steps of the onboarding process. There are a few ways to add your properties and units, depending on your setup.
Options to Upload your Portfolio & Resident Information
Option 1: Set up an integration
If you use a supported property management system, you can connect it directly to RentCheck to automatically sync your unit and resident information. This is the easiest way to keep your portfolio up to date as properties and residents change.
RentCheck integrates with the following property management platforms. Select your platform below to view the setup guide for syncing your property and resident information:
Option 2: Upload your portfolio
If you’re not using an integration, you can quickly add multiple properties and units with a bulk upload.
From the desktop version of RentCheck, navigate to the Properties page and select New Property. Then select Upload Units and follow the steps to upload your portfolio.
Option 3: Add units individually
You can also add properties or units one at a time by selecting New Property, then Add New Unit.
Adding Properties & Residents Manually
Adding Properties Manually
Let’s take a look at how to bulk upload your unit portfolio.
In our Desktop version, navigate to the Properties page and select the “New Property” button. You’ll see an option for “Add New Unit” and “Upload units”
Select “Upload Units”
If you use one of the following property management systems, click below to get step-by-step instructions on how to download your unit file for upload to RentCheck:
Otherwise, you can use this upload template to get started. Required items are notated with an asterisk. Be sure to include the full unit address, the type of unit, and the number of beds and baths.
Once you have your file ready, select “Upload Units” and select your file for upload.
Adding Residents Manually
Let’s take a look at how to bulk upload your resident directory.
In our Desktop Web App, navigate to the Residents page, and select the “New Residents” button. You’ll see two options: “Add new resident” and “Upload residents”
Select “Upload new residents”
Use this upload template to get started. Required items are notated with an asterisk, and be sure that addresses match exactly to the properties previously uploaded. Be sure to include the full property address, postal code, first and last name, and the resident's email. The resident's mobile phone number is not required, but is recommended. Including a mobile phone number as part of the resident's profile will allow for automated text message notifications to be sent when an inspection is requested.
Once you have your file ready, select “Upload residents” and select your file for upload.
