Purpose:
- Adding tenant information to your commercial real estate asset portfolio for insurance quoting, risk and data management is essential.
Tips:
- Ensure you get your Occupancy Category correct as this drives your risk culture score
- When entering details for your occupancy, please be aware of the below
- For Industrial Assets, all tenants must be listed
- For Residential Assets and social infrastructure, no tenants are required
- For asset types such as mixed use, office and retail up to the 5 largest tenants can be added with the company name and GLA only.
User roles who can make these updates and changes
PAC, SAC, Broker, MACD, MAC
Steps
- Go to 'My Assets'
- Click 'Edit Asset'
- Select the 3 - 'Tenants'
- Click 'Add Tenants'
- Complete all the fields required in the side bar.
- Click 'Save Changes'
- Click 'Done' and 'Confirm' once complete
- Done! You've now added a tenant to your asset. The SAC will now be informed to approve these changes
See our video guide on this step
For assistance using Vision RECap, please use 'Submit A Request' at the top of the page. Notify us of:
- Bugs
- Suggest Improvements
- Ask Questions
- Request a callback or call us directly on +61 416 654 461
Business hours: Monday - Friday at 09:00AM - 05:00PM
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