Tenant Management pillar guide

Manage the tenancy as one connected record

Tenant management begins before the lease and continues through the final record-retention decision. Keep each stage consistent while checking the rules that apply in the tenancy's province.

Published
Reviewed
Jurisdiction
Canada, provincial and territorial tenancy rules vary
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Application to accepted tenant

Publish clear criteria, collect only necessary information, obtain appropriate consent, review consistently, document the landlord's decision, and move only needed information into the tenancy record.

Active tenancy

  • Keep contact, lease, unit, rent, and payment history connected.
  • Use durable communication without assuming a message is formal legal notice.
  • Track maintenance requests, access communication, action, evidence, cost, and resolution.
  • Review expiring terms, outstanding balances, open work, and missing documents.

Close the tenancy carefully

Use the province's required inspection, notice, deposit, key, and move-out processes. Preserve records with a continuing legal or tax purpose and securely delete personal information that no longer needs to be kept.

Keep the relationship connected to the lease.

See how DwellTrack organizes tenants, rent, maintenance, and communication.

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