Setting a Policy

Decide how qualified all of your current and future tenants must be.


Setting your minimum qualifications for tenant is a required activation step for all Caretaker property management plans. Follow these steps to set your policy:

Set the policy for all of your units as once

  1. Navigate to Applications Settings
  2. Choose your preferred requirements and verification methods

Set a different policy for a single unit

  1. Select the Units tab on the left-hand navigation menu.
  2. Choose the address of the property
  3. Select Update Requirements from the overflow menu (•••) on the top right of the Unit Overview
  4. Turn off the toggle that says Use portfolio settings
  5. Choose your preferred requirements and verification methods

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