Follow up a renewal, an expired offer, or a notice you already recorded

Wealthru now finishes the follow-ups it used to only start. This page covers the five places that changed, and what to do at each.

A lease is ending: the prompt takes you to the renewal

Wherever Wealthru tells you a tenancy is ending, the button opens that lease's Money tab with Renew lease on screen. That is true of:

• the dashboard insight ("A lease ends in 12 days"),
• the Renewals within 90 days card, when exactly one lease is up. When several are, it opens Reports, and every row there takes you to that lease's renew form,
• the Renewals in 90 days figure on the operations panel.

The insurance and mortgage reminders work the same way now: they open the policy or the mortgage on the property they name, instead of the Reports page.

If you would rather send an offer than renew the term yourself, use Renewal offer on the tenancy's Settings tab. See Offer a lease renewal.

A renewal offer expired with no answer

Every renewal offer has an expiry date. If your tenant never replies, Wealthru closes the offer the next day and emails your team.

Read the email, because it says what the silence costs. An unanswered offer does not stop the tenancy rolling over to month-to-month, and a rollover carries the current rent forward. So if you had offered an increase, it does not apply. The message spells that out, for example:

Your fixed term renewal offer for 3B, Maple Court expired with no answer. The proposed $2,250.00 does not apply, so rent stays at $2,000.00 if the tenancy rolls over.

What to do next:

1. Open the tenancy from the link in the email. It lands on the Renew section.
2. Either renew the term directly, or send a fresh offer with a new expiry date.
3. If you want to raise the rent instead, use Rent increase on the same tab. A rent increase has its own notice period and its own provincial guideline, and those start again from the day you serve it. This is tooling, not legal advice.

You can turn this email off or down per person in Settings, Notifications.

A tenant gave notice and it is waiting on you

A notice your tenant files in their portal now shows up in two places you already look:

• at the top of the tenancy itself, above the money, and
• on your dashboard as Notices to record.

Open it and choose Review this notice. That takes you to the move-out flow, where you can record it (agreeing a different last day if that is what you settled on the phone) or decline it with a reason your tenant sees.

Nothing about the tenancy changes until you record it. Rent keeps accruing, and their notice period does not start in Wealthru until it is on the record.

You already recorded the notice yourself

If you took the call and recorded the notice by hand, and your tenant had also filed one in their portal, their request is still sitting there waiting.

Open the tenancy. The banner now says the tenancy already ends on the recorded date, and offers Mark their notice as recorded. One tap closes their request against the date that is actually on the tenancy, and your tenant is told that date. Nothing about the tenancy moves.

If you send a different date, Wealthru will not accept it here, because the move-out date decides which month prorates and what your tenant owes. Change it on the tenancy's own dates first (Settings tab, Term dates), then close the request.

You confirmed a move-out by mistake

Confirming a move-out now asks first. The question names what happens, so you can stop before it:

Rent stops accruing, the unit is reported as available, and your team is told. You can undo this from the tenancy if it was a mistake.

If you go through and it was still the wrong tenancy, or the keys had not actually come back:

1. Open the tenancy and use Move to.
2. Choose Notice given. The panel says Undo the move-out.
3. Save. The tenancy is under notice again, keeping the dates you recorded, and rent starts accruing again from where it left off.

Your team is told the unit is not available after all, so nobody keeps advertising it.

When this is refused: if the next tenant has already been moved into that unit, Wealthru will not undo the move-out, because one unit cannot hold two live tenancies. End or correct the newer tenancy first.

To undo the notice as well, and put the tenancy fully back to live, move it from Notice given to Active afterwards. That clears the move-out date with it.

Money waiting for your approval

If your account uses approvals, a charge, refund, expense or owner payment submitted by an operator now emails the people who can sign it off, not just the in-app bell. Whoever submitted it is emailed the decision.

Until somebody approves it, the entry stays out of your balances, statements and arrears, which is why the email exists. See Approve money postings.