המדריכים המפורטים וצילומי מסך המוצר זמינים כעת באנגלית.

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Tenant portal / HOW TO

Use the tenant portal for everyday tenancy tasks

Find the tenancy, separate rent and expense balances, notices, repairs and office messages from one tenant home screen. This guide explains the demonstrated portal, including the points where actions are simulated.

Open the interactive demo

Before you begin

  • Use a tenant persona linked to the intended tenancy and home.
  • The office needs to have prepared the relevant charges, documents, rules and repair records.
  • Treat the demo as fictional: payments, email and downloads do not provide production evidence.

The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.

Give tenants a clear reference for routine questions about the home, balances and progress.

What the workflow coordinates

The demonstrated portal assembles tenancy details, separate balances, notices and linked records. Several external actions are simulations, and the screenshots do not prove background delivery or production access enforcement.

What people review

The office prepares accurate records and reviews exceptions; the tenant checks the home, reads the evidence and chooses the appropriate response.

01

Enter through the tenant persona

At the official demo sign-in page, choose Sofia Nikolaou. This opens the tenant workspace directly without creating an account.

Governance / 103

The destination shows the tenant navigation: Home, Money, Requests, Documents, My home, Messages and Notifications.

Review point

The destination shows the tenant navigation: Home, Money, Requests, Documents, My home, Messages and Notifications.

02

Check the home and tenancy first

Read the home and tenancy summary. The current fixture is Lykavittou Residences A2 and shows rent and expenses due; it is not a paid-up example.

Tenant portal / 104

The company, unit and tenancy dates match the tenancy you intend to review.

Review point

The company, unit and tenancy dates match the tenancy you intend to review.

03

Read rent and expenses separately

Open Money and switch Rent and Expenses. Read the invoice dates, payments and outstanding amount on the intended ledger.

Tenant portal / 105

You can identify the relevant account and explain the displayed balance from its own history.

Review point

You can identify the relevant account and explain the displayed balance from its own history.

04

Act on notices that need a response

Read the current notices and action cards. An action is available only when the tenant’s own records require it; there is no completed repair awaiting this tenant’s signature in the reviewed account.

Tenant portal / 104

You have distinguished an information notice from an action requiring review and a tenant response.

Review point

You have distinguished an information notice from an action requiring review and a tenant response.

05

Follow a repair or report a new problem

Open Repair requests or start Report a problem. The three reporting stages are What’s wrong, Photos and Urgency & access.

Tenant portal / 107

You know whether to continue an existing repair record or create a new report.

Review point

You know whether to continue an existing repair record or create a new report.

06

Find documents and home references

Open Documents for tenant-visible files and My home for the home record. No signed handover, house-rules document or populated inventory is seeded in this tenancy.

Tenant portal / 113

You have found the appropriate document or home record and its visible status.

Review point

You have found the appropriate document or home record and its visible status.

07

Keep the discussion in its thread

Open Messages and keep a new subject separate from an existing conversation. The current inbox is empty; no message was sent during capture.

Tenant portal / 118

The reply belongs to the correct conversation or repair, with prior context available to the office.

Review point

The reply belongs to the correct conversation or repair, with prior context available to the office.

What you should have at the end

The tenant can find the next practical action and use the linked money, repair, document or message record to understand its context.

Demonstration notes and availability

  • Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
  • This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.

Useful answers

Why are Rent and Expenses separate?+

They have their own invoices, payments and balances. Switch the Money ledger before investigating an amount.

Why do I not see the completed repair from the old guide?+

Sofia Nikolaou currently has no repair requests and no pending sign-off. The guide now shows that actual empty state and the unsaved reporting stages.

Can I try the portal without signing up?+

Yes. Select Sofia Nikolaou in the official demo’s preset user picker. This enters the existing tenant workspace.

Connected capabilities

See this workflow with your portfolio in mind.

Bring your existing process. We’ll walk through the records, responsibilities and services you need.

Book a guided demo

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