01
Rent & payments
Every payment earns a place in the record.
Move from an Interac notice to a confirmed ledger entry without rebuilding the transaction by hand.
- e-Transfer parsing
- Read sender, amount, and rent context from forwarded Interac notices, without bank access.
- Payment matching
- Confirm the tenant, unit, period, and amount before anything reaches the ledger.
- Manual payment entry
- Record cash, cheque, or other payment methods in the same rent history.
- Rent receipts
- Generate professional PDF receipts from confirmed payment records.
02
Tenants & leases
The relationship stays connected to the lease.
Keep contact details, unit assignment, rent, dates, standing, documents, and history in one working record.
- Tenant records
- See contact details, tenancy status, unit context, and related activity together.
- Lease management
- Track rent terms, start and end dates, renewal status, and attached documents.
- Rent-increase command centre
- Calculate eligible dates and notice deadlines, prepare the provincial form values, preserve service evidence, and activate approved rent changes.
- Tenant portal
- Give tenants a dedicated place to access their records and submit requests.
- Reminders & communication
- Keep routine payment reminders and tenant communication tied to the right tenancy.
03
Communication
Rental conversations stay inside the rental record.
Message tenants in real time and manage property email from DwellTrack instead of scattering important conversations across personal accounts and disconnected apps.
- DwellTrack Messenger
- Exchange real-time messages with tenants from a dedicated conversation workspace.
- Connected conversations
- Keep each conversation associated with the correct landlord, tenant, and rental relationship.
- DwellTrack email address
- Receive a unique, memorable DwellTrack email address for property-related correspondence.
- Email inbox & replies
- Read received email and send threaded replies without leaving DwellTrack.
- Search & archive
- Find messages by sender, subject, or content, and archive completed correspondence without deleting it.
04
Rental applications
From first invitation to a deliberate decision.
Create the form, collect private submissions, review the record, and communicate the outcome from one candidate pipeline.
- Custom forms
- Build reusable application forms around the information your rental process actually needs.
- Private invitations
- Send candidate-specific links and track which applications are still outstanding.
- Candidate register
- Prioritize submitted applications, awaiting responses, and decisions that need an email.
- AI administrative review
- Generate an evidence-linked summary of submitted answers while keeping ranking and decisions with you.
- Decision emails
- Send acceptance or rejection messages only after a final status is intentionally saved.
05
Expenses & tax
Tax preparation starts when the expense happens.
Build a cleaner year-end workpaper from the income, expenses, and supporting documents already recorded throughout the year.
- Expense ledger
- Assign expenses to a property or unit with a category, description, amount, and date.
- Receipt archive
- Attach source documents to the transaction they support instead of filing them separately.
- CRA categories
- Organize deductible operating expenses around the corresponding T776 lines.
- T776 workpaper
- Review rental income, expense lines, adjustments, and net rental income by year.
- AI tax-readiness review
- Request an on-demand review that identifies record gaps and cites the DwellTrack data behind each observation.
- PDF & CSV exports
- Hand an accountant a structured tax summary and supporting detail.
06
Maintenance
Every request has an owner, a status, and an ending.
Keep the issue, property context, progress, cost, vendor, and supporting documents attached to the same job.
- Tenant-submitted requests
- Receive repair details from the tenant portal with the correct tenancy context.
- Status tracking
- Move work from reported to scheduled to completed without losing the history.
- Costs & vendors
- Record the service provider and cost against the maintenance event.
- Supporting receipts
- Keep invoices and receipts beside the job they document.
07
Documents & oversight
The portfolio view stays grounded in the underlying record.
Generate documents from known lease facts, monitor the portfolio, and return to the source behind every headline.
- Legal Document Center
- Build documents from saved tenant, lease, property, rent, and date information.
- Lease signing
- Prepare and track lease documents alongside the tenancy they establish.
- Portfolio dashboard
- See rent position, occupancy context, open work, and recent activity in one operating view.
- AI portfolio briefing
- Generate an on-demand summary of current records with evidence and suggested follow-up, not autonomous action.
- Activity history
- Retain a connected trail of changes and operational events across the workspace.
- Condition inspections
- Run move-in, move-out, and routine inspections with room-by-room ratings, private photos, signatures, PDF reports, and maintenance handoff.
08
Migration & onboarding
Your history arrives connected, not copied and abandoned.
Move an existing portfolio out of spreadsheets through a guided, reversible import instead of rebuilding every property and tenancy by hand.
- CSV & Excel workbooks
- Bring in prepared templates or map the column names already used in your own files.
- Visual column mapping
- Connect each source column to a DwellTrack field through a clear worksheet-by-worksheet route map.
- Properties through expenses
- Import properties, units, tenants, active leases, opening balances, payment history, and T776-ready expenses.
- Row-level proofing
- Correct cells, exclude unwanted rows, and download a complete error report before importing.
- Connected-record validation
- Resolve duplicate records, missing property and unit references, date problems, and lease conflicts before they reach the portfolio.
- Transactional import & undo
- Commit the connected portfolio together, with a 24-hour undo window for newly created records.