Resident Files & Notes

Resident Files & Notes

Back to Resident Management

How To Create Resident Notes In ExactEstate
Learn how to add resident notes in ExactEstate by navigating to the resident's profile or ledger and utilizing the designated Notes section to document interactions, and important account details for centralized record-keeping.
How to Edit a Residents Information
Editing resident information in a ExactEstate involves accessing an occupied unit's tenant profile to update and maintain accurate contact details, emergency contacts, lease terms, or other personal data throughout their tenancy.
How To Find A Resident
ExactEstate's Resident Search feature allows users to quickly locate specific records by entering key identifiers such as the resident's name, unit number, phone number, or email address, instantly providing access to their detailed profile and ledger.
How to Upload Resident Files
Resident files in ExactEstate are the centralized digital records that contain all personal, financial, leasing, communication, and historical data for a current or former tenant or guest occupying a unit. These are visible to Residents through the Resident Portal.