Tracking and Managing Renter Clients

Agents using the Rental Beast system can take advantage of our client communication tools. You can add, then track your renter client’s through Rental Beast to stay organized with each client’s specific rental search criteria. Once the client has been added into Rental Beast you can leverage our client communication tools such as the client questionnaire, search shortcuts, new inventory notifications, and even track client activity through the Client Activity Hub.

 

Adding Existing Clients into Rental Beast

You can add your existing rental clients to Rental Beast using the methods below. Once your clients are uploaded, you can take advantage of our suite of client communication tools. 

Adding a singular client:

  1. Log into Rental Beast (www.rentalbeast.com).
  2. Click on “Clients”.
  3. Fill in client contact info into “Quick Add” or “+New Client” if adding more details.
  4. Click “ADD”.

Bulk upload (Excel sheet):

  1. Log into Rental Beast (www.rentalbeast.com).
  2. Click on “Clients”.
  3. Click “Import Roster” located at the top of the page.
  4. Follow Excel sheet instructions and upload.

 

Using the Client Questionnaire

The client questionnaire is a great tool for keeping track of a renter client’s search criteria. It is most widely used when an agent is just starting their relationship with a client, as it is a great tool and guideline in obtaining all pertinent rental information. Additionally, there are a few questions pertaining to the client’s propensity to buy instead of rent, which should always be a topic of conversation between you and your client. You can utilize the client questionnaire in two ways.

Sending the Client Questionnaire: 

  1. Log into Rental Beast (www.rentalbeast.com).
  2. Click “Clients”.
  3. Use the “search” box to search for the desired client. Click their name when it appears in the dropdown. You will be taken to the client detail page.
  4. When in the client detail page, click “Send Qualification Questionnaire to Lead/Client”. 
  5. Click “Send a Request”.
  6. Your client will receive an email with an invitation to complete the questionnaire. If the client completes and submits, you will be alerted via email to their submission, and all submitted information will be auto-populated in the corresponding questionnaire fields.

 

Creating Client Specific Shortcuts

Once you understand your client’s rental search criteria, head to the “Search” tab and run a search for their desired criteria. Just like you save time utilizing your web browsers “Bookmark Bar”, you can do the same for a frequently run search by utilizing our Search Shortcuts functionality. You can create a shortcut from scratch, edit a search, or delete a shortcut once it is no longer needed. 

To Create a New Search Shortcut:

  1. Log into Rental Beast (www.rentalbeast.com).
  2. Head to the “Search” tab.
  3. Fill in the desired search criteria and hit “Search”.
  4. If you are satisfied with the search results, click “Edit Shortcuts”. This button is located right below the search fields and before the populated listings. 
  5. Click “Save as a new search shortcut”.
  6. Create a name for your search shortcut.
  7. Click “Save”.
  8. You will then see your new shortcut next to the “Edit Shortcuts” button.
  9. To test your new shortcut, click “Clear Criteria”, then click your new shortcut. The saved search for that shortcut should then populate. 

To Edit an Existing Shortcut:

  1. Log into Rental Beast (www.rentalbeast.com).
  2. Head to the “Search” tab.
  3. Fill in the desired search criteria and hit “Search”. 
  4. Click “Edit Shortcut”.
  5. Select the shortcut under “Overwrite an Existing Shortcut”.
  6. Click “Overwrite”.
  7. To test the shortcut, click “Clear Criteria”, then click the desired shortcut. The saved search for that shortcut should then populate. 

To Delete an Existing shortcut:

  1. Log into Rental Beast (www.rentalbeast.com).
  2. Head to the “Search” tab.
  3. Click “Edit Shortcut”.
  4. Select the shortcut under “Delete an Existing Shortcut”.
  5. Click “Delete”.
  6. The shortcut will no longer appear in the shortcut toolbar.

 

Creating Rental Inventory Alerts

Don’t waste your time continuously searching for new rental listings that fit your client’s criteria… create a rental inventory alert so your client is informed of newly submitted, verified rental listings. Check out our rental inventory alerts help article for detailed instruction on how to setup and use this great feature.

 

Registering a non-Rental Beast Lead/Client

If you are working with a client that was not generated through Rental Beast, you will need to register the client with Rental Beast to utilize the Client Activity Hub.

Step by step:

  1. Send the client your “Link URL”. Have them click on any listing, so they see specific listing details. 
  2. Have the client click “Request a Showing” or “Save”.
  3. The client will be prompted to input their contact information and hit “submit”. 
  4. The client will be sent to you as a lead. Since the lead was generated on your “Link URL”, you will automatically accept the lead.
  5. The client has now been registered as lead with Rental Beast. 

Your client has now been registered as a lead! Since your client inquired about a listing on your Link URL, they will be sent to you, and only you. You will automatically accept this lead and the lead will be created as a client under your “Client’s” tab.

 

Tracking Your Client via the Client Activity Hub

Agents can take advantage of Rental Beasts powerful client activity tracking tools. See all your client activity in the Client Activity Hub, or client specific activity on their individual client details page.

The different types of client activity being tracked are:

  1. When you accept a Rental Beast generated rental lead.
  2. Leads and client activity on your Link URL.
    1. When a lead has “Requested a Showing” and inputted their contact information.
    2. When a lead has “Saved” a listing and inputted their contact information.
    3. When a lead has “Shared” a listing and inputted their contact information.
  3. When a client submits their Client Questionnaire.
  4. When a client is set any rental listing alerts.

Viewing my Client Activity Hub:

  1. Log into Rental Beast (www.rentalbeast.com)
  2. Click the “Client’s” tab
  3. Click “Activity Hub”

Enabling your Daily Email Lease Recap:

  1. Log into Rental Beast (www.rentalbeast.com).
  2. Click “Settings”.
  3. Under “Activity Hub” check the box next to “Enable Daily Email Recap of Lease Activity”.
  4. Click “Save”.

 

Related Articles

How to Set Up Inventory Alerts
Sending Clients Rental Options
Showing Prep
Initiate a Rental Beast Application