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      The Lease and The Tenant Page

      Understand the tenant page and lease account

      How to understand the Tenant pages 


      There are two kinds of Tenant pages in Cubby: 

      • Tenant page
      • Tenant lease account

      Tenant page

      This is the tenant’s overall page where you can manage following: 

      • Contact information: this is where you can edit the tenant’s name, company name (if necessary), email, and residential address
        • General account: view and manage transactions that happen outside of lease accounts
        • Payment methods: edit your tenant’s credit cards and / or bank accounts on file
          • All payment information is tokenized and not accessible by anyone
          • A tenant can have more than one payment method on file 
          • Adding a payment method does not automatically add the method to the lease account
          • Adding payment will not automatically enroll tenants in Autopay
        • Leases: information on this tenant’s active and inactive rentals. 
          • To manage a particular lease, select Manage (see more information directly below)
          • You can also accept payment for a lease by selecting Pay balance
      • Payment history: high level summary for the tenant’s payments across all leases
        • Expanding the payment history will allow you to see more details on which lease it applied to, details on the payment transaction, download the receipt, and view the invoice
        • You can also Mark a payment as failed (e.g., tenant issued a chargeback) (note, marking payments as failed is a special permission)
      • Notes and Events: the history of a tenant, e.g., if a new lead was created, new lease was created, if a note / comment is added, etc. 

       


      Tenant lease account

      This page surfaces everything respective to the lease for a tenant. There are a few ways to navigate here:

      • Rentals tab → Search for / Select the tenant → Select the tenant
      • Units tab → search for / select the unit → Under Rentals (right side), click on the tenant’s name
      • Universal search bar → search for tenant’s name → Select Show Tenant → Select Manage
      • Universal search bar → search for tenant’s unit → Select Show Unit → Under Rentals (right side), click on the tenant’s name

       You can use the lease account to manage the following on a specific rental: 

        • Lease details: adjusting rent for or adding / removing insurance
        • Discounts: add / remove discounts from this lease
        • Gate access: lock / unlock a tenant’s gate access or update their code
        • Documents: manage the documents a tenant owes for this lease (e.g., lease, insurance policy, identify verification)
        • AutoPay: manage a tenant’s AutoPay status
          • You can add a payment method here and it will be reflected on the tenant’s page
          • All payment information is tokenized and not accessible by anyone
          • A tenant can have multiple cards on their page, but only one assigned for AutoPay on the lease
          • If a tenant has multiple leases, you will need to add AutoPay on each lease
          • Turning off AutoPay will remove the card from the lease account, but the card will still remain on the tenant page
        • Lease: manage the tenant’s rental and take actions where necessary
          • Overall status of the lease includes: 
            • Unit number, payment standing, balance due, pre-paid balance and next charge date 
          • Actions you can take from an active lease include: 
            • Pay balance - this can include paying off the current balance or prepaying for future dates
            • Download invoice - downloads a PDF of their latest invoice
            • Copy payment link - copy’s the Cubby payment link to paste into a separate communication to the tenant
            • Send email - send an individual email to the tenant
            • Send SMS - send an individual text to the tenant 
            • Unit transfer - move the tenant out and transfer them to another unit
            • Add / remove overlock - Add or remove an overlock if they are overdue / paid
            • Move out - move the tenant out of the system
          • If the tenant still has outstanding documents, this is also highlighted in blue here
      • Transactions: details on all of the charges and payments for this lease
        • Transactions are reflected by the date, the type, the description, the individual credit / debit and the overall balance after this charge / payment
        • You also have the ability to Add manual charges
        • Users permissioned will be able to waive fees
      • Notes and Events: the history of a lease, e.g. if a new lease was created, if the unit was overlocked, if a note / comment was added, etc.