Cadastros complementares para Contratos (Proprietários, Inquilinos, Imóveis) | Widesys Softwares

Summary

The video demonstrates how to quickly register key information in the real estate management system to enable rental contract creation. It guides through step-by-step owner, property, tenant and guarantor registration, capturing basic details for each like name, address, email, phone number. It emphasizes mandatory fields and optional complementary data. The speaker advises leaving non-essential information blank to come back to later. They note the system's automatic status updates and contractual tie-ins, hinting at future videos explaining contracts and billing service items.

Takeaways

• 😃 Start by registering the property owner with key details like name, CPF, RG, address etc.
• 😊 Next, register the property with details like address, owner, purpose, rent amount etc.
• 🏠 Then register the tenant with details like name, contact info, previous address etc.
• ✅ If having a guarantor, register them beforehand with details like name and category.
• 💵 While registering the property, mention the agreed administration percentage.
• 📝 The title field when registering property is mandatory even if not advertising it.
• 🚦 When registering a property, no need to change status as system automatically marks rented.
• 🗓 Mention the date the property was acquired for management while registering.
• 📱 Capture key contact details like email and phone numbers for communication.
• 📑 Registration provides basic data needed for quickly creating rental agreements.

Q & A

What is the purpose of the video?

The purpose is to demonstrate how to quickly register information to enable contract entries in the WideBase system.

What is the first step when registering?

The first step is to register the property owner by entering their name, CPF number, date of birth and other details.

How can you locate the property address?

You can enter the ZIP code and click the magnifying glass icon to populate the address fields automatically.

How do you link the property to its owner?

In the property registration screen, there is an 'Owners' field on the right side to select and link the registered owner(s).

What optional information can be provided for tenants?

Optional information includes previous address, secondary contact address, email, phone with DDD to send the invoice via WhatsApp.

When should guarantors be registered?

Guarantors should be registered before creating a contract if the guarantee type requires it.

What fields must be completed when registering a property?

The required fields are: address, date captured, owner, purpose (residential/commercial/industrial), rent value.

Where are documents stored?

Documents can be uploaded and stored in the 'Notes' tab of each registered entity (owner, property, tenant, guarantor).

What data is needed to receive payments via PIX?

The owner's registration screen contains a 'Banking' tab to enter PIX key by CPF, phone or random key to receive payments.

How can owners receive payment reports?

If an email address is provided, remittance receipts can be automatically sent to owners.