Estate Manager track
Estate Manager Guides
Step-by-step walkthroughs for estate managers running a Nigerian communal fund: setup, residents, allocations, expenses, statements, and defaulter follow-up.
Estate managers run the communal fund — the shared pot that keeps an estate's security lights on, generator fuelled, gates manned, and gardens trimmed. Tenantify gives you the books, the collection rails, and the transparency tools so residents see exactly where every naira lands.
If you have just accepted your invitation, start with Setting Up the Fund. The setup wizard walks you through every prerequisite — estate, units, bank account, residents, contribution plan — in one sitting. Most managers finish in under thirty minutes. Once the fund is live, you will spend most of your week on Residents, Expenses, and Defaulters; the other surfaces are weekly or monthly.
These guides assume you are the named manager for one estate. Multi-estate management is on the roadmap; for now, each fund is its own login.
Step-by-step guides
Setting Up the Fund
beginnerWalk through the five-phase setup wizard: estate, units, bank account, residents, and contribution plan. Twenty-five minutes from invite to a fund ready to collect.
25 min·5 min readAdding Residents to the Fund
beginnerInvite residents one at a time or in bulk, resend missed invitations, edit details, and remove residents who move out — all from the Residents page.
10 min·4 min readConfiguring Per-Resident Allocations
intermediateOverride the estate-wide contribution amount, frequency, payment day, or grace period for individual residents on the Allocations page.
8 min·4 min readRecording Fund Expenses
beginnerLog every fund expense against the active budget so statements reflect reality. Title, amount, category, vendor, optional document.
5 min·4 min readGenerating and Publishing Statements
intermediateGenerate a transparency statement for any fund period, review the category breakdown, publish to residents, and download the PDF for record-keeping.
8 min·4 min readHandling Defaulters
beginnerSee who is overdue, ranked by days outstanding, with one-tap WhatsApp and email reminders. The fastest collection lever in Tenantify.
5 min·4 min readResident Auto-Debit (Your View)
beginnerResidents enable auto-debit themselves after a successful card payment. You monitor the take-up rate and chase residents who have not opted in.
5 min·4 min readScheduling Estate Meetings
beginnerSchedule a virtual or in-person meeting with residents, paste a Zoom or Google Meet link, and let attendees join with one click from their dashboard.
5 min·4 min read
Feature catalog
Every Tenantify feature available to you as a estate manager.
| Feature | What it does | Where to find it | Guide |
|---|---|---|---|
| Accept Your Invitation | A Tenantify admin invites you with an email link. Set your password, log in, and land in the fund setup wizard. | Email invite → Accept link | — |
| Fund Setup Wizard | Five guided phases — estate, units, bank account, residents, contribution plan — that take you from a new account to a fund ready to collect. | /fund/setup | Read |
| Invite Residents | Bring residents onto the fund one at a time or in bulk. Each resident gets an invite email; pending ones can be resent or removed. | /fund/residents | Read |
| Per-Resident Allocations | Override the estate-wide contribution amount, frequency, payment day, or grace period for individual residents. | /fund/allocations | Read |
| Budgets | Define spending categories and amounts for each period. The active budget powers expense logging. | /fund/budgets | — |
| Record Expenses | Log every fund expense against the active budget so the statement matches reality. | /fund/expenses | Read |
| Statements | Generate transparency reports for any period; publish to residents in one click; download PDF for record-keeping. | /fund/statements | Read |
| Defaulter Follow-Up | See who is overdue with one-tap WhatsApp or email reminders, ranked by days outstanding. | /fund/defaulters | Read |
| Resident Auto-Debit | Residents enable auto-debit themselves after the first card payment. You monitor coverage from the fund dashboard. | /fund | Read |
| Schedule Meetings | Schedule estate-wide or topic-specific meetings, paste a Zoom or Google Meet link, and let attendees join with one click. | /meetings | Read |
| Fund Dashboard | A single read-out of contributions collected, balance, this period's KPIs, defaulter count, and pending schedules. | /fund | — |
Ready to put this into practice?
Accept your Tenantify invitation or sign in to run your estate fund.
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