Manage your rental leads
Review inquiries, follow up with renters and keep their next steps organized.
On this page
A lead is someone interested in your rental. An inquiry or invitation is not a completed application.
Step 1: Open your leads
Go to Leads. Choose Active or Archived, then review each renter’s Status and Next step.
Step 2: Narrow the list
Open Filters and choose a Status. Other filters appear when matching records exist. Use search by name, email or phone when the search field is shown.
Step 3: Choose the next action
Open the three-dot Actions menu beside the renter. Choose the action for that lead and check the rental and recipient before sending anything.
Step 4: Review the profile
Select the renter’s name. Summary shows their details, Private rating, Pre-screener and Showings. Open Messages to review conversations and the Activity Log.
Actions you can take
| Action | Use it to |
|---|---|
| Edit contact | Correct the renter’s contact details. |
| Edit questionnaire / Add info manually | Enter or update questionnaire information. |
| Invite to Apply | Open the rental application invitation. |
| Message | Open the conversation with the renter. |
| Send Pre-Screener / Resend Pre-Screener | Send the questionnaire when that action is available. |
| Invite to Showing | Invite the renter to choose from your available showing times. |
| Mark as Contacted | Record that you have followed up. |
| Archive | Move the lead out of Active without deleting their history. |
Contact a lead
Select the phone number or email address shown on the profile to open the available calling or email app. Use Message to open the Rentari conversation; check the recipient and delivery status before assuming a message was sent.
Add a lead manually
For someone who called or visited, choose + New > Lead. Enter their First name, Last name and Rental. Selecting the rental reveals Email, Phone and an optional Note.
Add an email address or phone number, then choose Add lead. If you also select Send the pre-screener now, review the delivery method. Choose Text or Email and text only when the renter asked you to text that number.
Keep a private rating or note
Open the lead’s Summary and use the stars under Private rating. Add rating comment records a short comment; Clear removes the rating. These are private.
For other notes, open Messages > Activity Log > Add Note. Keep notes relevant to the rental inquiry.
Send a pre-screener or application invitation
Use Send Pre-Screener or Resend Pre-Screener when available. Review completed answers in the lead’s profile. Add info manually lets you enter information you already have.
Choose Invite to Apply from the row menu or profile. To invite someone new, use Invite to apply at the top of Leads. Check their contact information and rental before sending.
Archive or restore leads
Use Archive in a row menu or Archive lead on the profile. To restore one, open Archived and use Unarchive or Unarchive lead.
For several leads, choose Select, check the intended rows and choose Archive selected or Restore selected. Review the result before retrying a partial or failed action.
Check the result
- You can see the lead’s recorded status and choose the appropriate next step.
FAQs
Why do the filters change?
Rentari shows filters that have matching records. The search field appears on larger lists.
Can a renter see my private rating or comment?
No. The Private rating and its comment are for your own records.
Can I invite a lead to a showing before they apply?
Yes. Use Invite to Showing and add availability for the correct rental first.
Why is an action missing?
Check the lead’s contact information and current activity. For example, sending a pre-screener needs an email address and may be unavailable after completion.
Why is the renter not in Applicants?
An inquiry or invitation is not a submitted application. Check the lead’s activity and invitation status.
Can I customize the pre-screener?
Use Manage questions on the lead profile to review the options available to your account.
Does an inquiry prove that a reply was sent?
No. Open Messages and review the recorded conversation before assuming the renter received a reply.