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Documentation Index

Fetch the complete documentation index at: https://docs.rentsmart.com/llms.txt

Use this file to discover all available pages before exploring further.

Quick definitions for the terms you’ll see throughout the platform and these docs.

A — D

  • Adverse Action Letter — Legally-required notification sent automatically to every household member of a denied household. Goes out automatically on any denial — AI auto-denial or your manual denial.
  • AI Screening (RentSmart AI Screening Tool) — The automated process that compares a validated household against your Auto Denial Rules and either auto-denies or delivers them to you.
  • AI Validation — The pre-screening step where RentSmart’s AI verifies document authenticity and cross-checks reported information against the uploads. See AI document validation.
  • Awaiting Applicant — A status pill label (literal UI text) shown on a Profile or household that needs the prospective tenant to fix or respond to something.
  • BrightInvestor — Integration partner that generates the Rent Price Analysis report on a property.
  • Codebox — The digital lockbox hardware RentSmart partners with. “Codebox” and “lockbox” are used interchangeably.
  • Cover Photo — The first photo in a property’s photo list. Used on listing cards, Property Listing Page headers, and the Individual Property page.
  • Custom Listing Page URL (slug) — The slug part of your Public Listing Page URL: app.rentsmart.com/your-slug.

E — L

  • Editor — A sub-user role with full read/write access. Can invite teammates, change roles of other Editors/Viewers, and modify billing.
  • Fee Template — A reusable preset fee saved in Fee Settings that appears as an option during Create Listing. Doesn’t retroactively change existing listings.
  • Generated Listing Slug — Auto-generated slug from a property’s address; combined with your Custom Listing slug to form the property’s public URL.
  • Household — One or more prospective tenants submitting together to a specific property. Has its own status separate from individual Profile statuses.
  • Lead — A tenant-side visitor interested in a property who hasn’t yet submitted a Profile. Tracked on the All Leads page. (“Prospect” is a synonym used in some UI labels like “Cancelled by Prospect.”)
  • Lead Email — A unique forwarding email RentSmart provides per organization and per property. Use it as the inquiry contact on external sites — see Your Lead Email.
  • LeadSimple — CRM integration that mirrors leads and households into LeadSimple pipelines. See LeadSimple integration.
  • Lydia — The persona name of the RentSmart AI Chatbot. Presented in-product with a headshot and the title “Support Specialist.”

M — R

  • ManageCasa — The PMS integration. When active, properties are managed in ManageCasa and synced into RentSmart, and approved households auto-create leases in ManageCasa. See ManageCasa integration.
  • One-Time Code — A single-use access code for a Codebox, valid on one specified date. Can be texted to a phone number on generation.
  • Primary (user role) — The user who originally signed up the organization. Exactly one Primary per organization. Transferred via Swap Primary, never invited.
  • Primary Household Member — The lead member within a Household — the one who receives and responds to user-initiated requests (co-signer, deposit increase). Tenant-side role; not to be confused with the staff-side Primary. The actual portal UI shows the PRIMARY pill on this person’s card.
  • Profile (Reusable RentSmart Profile) — A single prospective tenant’s complete data — personal info, employment, housing, background, documents. One-time $60 fee per Profile, reused across every property that person submits to. Prospective tenants do not pay an application fee — they pay once to create their Reusable Profile.
  • Prospective Tenant — A person who’s started a Reusable RentSmart Profile as part of a household submitting to a property.
  • Public Listing Page — Your whitelabeled landing page at app.rentsmart.com/your-slug showing all your active properties. See Public Listing Page.
  • Public Individual Property Listing Page — The whitelabeled detail page per property at app.rentsmart.com/your-slug/property-slug.
  • RentSmart AI Chatbot — The always-present AI assistant (Lydia) in the bottom-right corner of every authenticated page.

S — Z

  • Showing Coordinator — The widget on the Individual Property page covering every lead and scheduling aspect of a property: Overview, Feedback, Leads, Availability, Prequalification, Syndication.
  • Sub-user — Collective term for Editors and Viewers — any teammate other than the Primary.
  • Swap Primary — Primary-only action that transfers Primary status to another user. The outgoing Primary becomes an Editor.
  • TransUnion — The third-party screening provider. Pulls Credit, Criminal, and Housing History reports for every prospective tenant. See TransUnion screening.
  • Utilities Included in Lease — Property field listing which utilities are bundled into rent. Includes both standard options (Water, Gas, Electric, Trash, Sewer, Yard Maintenance, Internet, Cable) and any custom utilities you add.
  • Validated (Profile status) — A Profile where every section has a Green checkmark — everything cross-validated against documents.
  • Viewer — A read-only sub-user role. Can see all shared data but can’t change anything.

Lead statuses

Complete lead status reference.

Household & profile statuses

Household and Profile status reference.