Sending the package

The client’s Share Package tab sends the listing agent or landlord one link at a time, and there are five to choose from: the application package when the offer goes in, the deposit documents once it is accepted, the insurance and utility account confirmations before the keys, the problems found at move in once the keys are in hand, and additional documents whenever the listing agent asks for more, where you pick the completed documents to send, one by one. Pick one, enter their name and email, and Foyer emails them, with you as the reply address. The name and email stay in the boxes for the next package to the same person. Beside each package you see how many completed documents, or photos, it holds right now.

What they see

In the application package the letter opens first, then the rental application, then the applicant documents you have marked complete: ID, income, credit and references. The deposit package holds the bank draft and the deposit receipt; the insurance package holds the tenant insurance and the utility account confirmations. The move in package shows the photos and notes from the Occupancy section and asks when the problems will be fixed; the offer that the tenant takes care of them and invoices the landlord appears only if you tick the box when sending; the tenant’s own tick on their Occupancy card ticks it for you and switches off Ask the tenant, the button that sends them the question by email and text. Every page is stamped with the recipient’s name. Nothing to install and no account to make. Documents that are still pending are not included.

Checking before it goes

Press Send and a window lists every file in the package: the letter, the application and each document with whose it is, or each move in photo. Press Remove on anything you do not want to send, or Put back if you change your mind, then press Send in the window. What you removed stays out of that link, and the list under Sent so far says how many files were left out. For additional documents the window starts empty: press Add on each document the listing agent asked for. Tick the box under the list to send the renter a short note, by email and text, that their file is being taken care of. It does not list the files or say who received them; a scheduled package sends it when it goes.

How long it lives

A link works for 14 days. From the list under Sent so far you can copy it or email it again. To send a package at a chosen time, use Send later beside Send; the email then waits in Settings, Scheduled emails. On the move in page the listing agent has a reply box, and what they write reaches you by email and text and shows in the list as a reply. They also have Forward to the landlord: they type the landlord’s name and email, the landlord gets a link of their own in the listing agent’s name, with the listing agent as the reply address, you are told by email and text, and the new link joins your list.

Who opened it

Each link shows how many times it was opened and when it was last opened, so you know the moment the other side has looked.