Welcome
You turn prospects into residents — pricing vacant units, processing applications and screening, writing leases, and onboarding new arrivals. But your role runs deeper than the paperwork: to a prospect and a brand-new resident, you are the face of the property. The impression you set in those first interactions becomes the tone they come to expect from home.
First impressions carry outsized weight. A prospect decides how they feel about a community long before they read a word of the lease — they read it in how quickly you respond, how clearly you explain, and how genuinely you seem to have their interests at heart. People aren't just renting a unit; they're deciding whether to trust the team that will manage where they live. When a new resident senses that the staff is organized, responsive, and looking out for them, that confidence carries through the entire tenancy.
That trust is built and kept through consistent, reliable communication. Residents want a clear, direct line to their property team — one place they know to go, that they know will be seen and answered. Consistency is what turns a line of communication into reassurance: when every message, request, and update flows through the same dependable channel, residents stop wondering how to handle a situation and simply know. That certainty is a large part of what lets someone feel at ease in their own home.
The Platmetrix Resident Portal is that channel. Every time you point residents to it — for a question, a payment, a maintenance request, a lease document, a community notice — you reinforce one predictable place to be heard. The more consistently you and the whole team use it, the more it becomes second nature for residents, and the more it bolsters that quiet, steady spirit of home: they always know exactly where to turn and exactly what to expect.
Signing in
- Go to your Platmetrix site and open the operator app (the Client login link, or
propiq.html). - Type your email and password.
- Press Sign in.
Checks your credentials and opens your workspace showing only the properties and tools your role allows. Your session stays signed in on that device until you sign out.
You need an account created by your administrator. If you were invited by email, open that invite first and set a password. Forgotten password or no access to a property — your administrator resolves both.
Your workspace
After signing in you see every property you can access as a card — location, unit count, and a live operating scorecard — with a portfolio-wide dashboard below.
- On the portfolio page, click a property card.
- The module grid opens — one tile per area of the property.
Loads that property's live data and shows the modules you have access to. A small badge on each tile gives a quick status (e.g. balance due, open tickets).
You only see properties you've been granted access to. If a property is missing, ask for access.
Leasing module
Open Leasing. It shows vacant units priced against a live compset, a vacancy trend, and — on real properties — your active leases and a New lease form.
- Open Leasing.
- Read the compset table next to each vacant unit.
- Note any “above market” flag.
Compares your asking rent to nearby comparable units so you can set a competitive price. This is guidance — it doesn't change the rent by itself.
You decide the final rent and enter it when you create the lease. Compset reflects the market data on file; if comps look stale, flag it to your manager.
Create a lease
- In Leasing on a real property, open the New lease card.
- Enter resident first & last name and email.
- Enter unit number, base monthly rent, and deposit amount.
- Enter lease start and end dates.
- Click Create lease & collect deposit.
In one step this records the resident, creates the lease, marks the unit occupied, and posts both the deposit and the first month's rent to the property's books automatically — nothing is re-keyed into accounting.
Requires Edit access (View-only can price and review but not create). You must supply the rent, deposit, and dates — the system won't guess them. It does not send the resident a login; that's the separate Invite step next. Deposit amounts and how they're held follow your company/state policy.
Creating the lease emails the applicant a secure link to review and e-sign; your property manager is notified the lease is out for signature.
Invite the resident
- Open Leasing → Active leases.
- Find the lease row and its Portal column.
- Click Invite.
Emails the resident a link to set their password, and connects their new login to their unit so they can see their balance and pay online. Afterward the row shows a green Linked badge.
Needs a valid email on the resident and Edit access. Invites are delivered by email — if one doesn't arrive, check the address and re-invite. If the resident is already Linked, the Invite button won't appear.
Sending the invite emails the resident a link to activate their account. Until they accept, they show as invited on your roster.
Applications
The Applications module tracks prospects through your pipeline.
- Open Applications.
- Select an applicant.
- Update their stage (e.g. approve).
Advances the applicant in your pipeline and records the decision so the team sees current status.
Approval is your judgment call — review screening first. Converting an approved applicant into a resident is done through New lease, not here.
Advancing an applicant emails them their next step (documents, screening, or approval) and updates the property manager on pipeline status.
Screening
Screening shows background and credit status per applicant.
- Open Screening.
- Read each applicant's background and credit status.
Surfaces the check results you need before approving — read-only reference.
Pending or flagged results need follow-up before you lease. Ordering a new check happens with your screening provider, outside this view.
Renewals
Renewals lists leases nearing expiration.
- Open Renewals.
- Find the expiring lease.
- Send the renewal offer and record it.
Flags the lease as offered so nothing lapses and the team can track responses.
You set the renewal terms/rent per your pricing. The resident's acceptance and new paperwork are handled per your process.
Sending the offer emails the resident their renewal terms with accept/decline options; your property manager sees whether it’s accepted.
Check rent status
Confirm a new resident's first payment landed under Rent — each charge with billed, paid, balance, status. (The Accountant guide covers this module in depth.)
