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

1. Go to 'My Assets'
2. Click 'Edit Asset' 
3. Select the 3 - 'Tenants'
4. Click 'Add Tenants' 
5. Complete all the fields required in the side bar.
6. Click 'Save Changes'
7. Click 'Done' and 'Confirm' once complete
8. 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

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