Getting Started as a Field Agent
Who this is for: anyone new to the Field Agent role.
What you will get from it: the order to do things in, and the one page to read at each step.
A Field Agent finds tenants, puts them on Rent Plans, pays their landlords and collects the repayments. Everything else follows from those four things.
Your first week, in order
- Understand the role. Who is a Field Agent? and what a Field Agent does.
- Register and get verified. How to register as a Field Agent. Do your National ID verification now rather than on the day you first want to withdraw.
- Learn your dashboard. Understanding your dashboard — half an hour here saves days later.
- Learn the money before you touch it. Understand your balances. Your earnings and your float are not the same money, and mixing them is the commonest early mistake.
- Put float in your account. Deposit operational float. Without float you cannot clear a tenant's instalment when they hand you cash.
- List a house or two. Listing a house. Daylight only, and it gives you somewhere to place a tenant.
- Register your first tenant. Registering a tenant and posting a Rent Request. Take your time over the photo and the rent figure.
- Follow it through. Following a Rent Request — and warn the tenant and the landlord that Welile will phone them.
- Pay the landlord when it is funded — within 24 hours. Pay a landlord. Miss the window and the money is returned and the tenant's plan is cancelled.
- Collect, every day. Rent Collection. This is where the income actually is.
- Understand what you earn. Field Agent Commissions.
- Take your earnings out. Withdraw your money — check the requirements before you need the money urgently.
Later, when you are running
- Renew the tenants who finish. Renewing a tenant. Your best tenant is one who has already paid off a plan.
- Build a team. Onboarding or referring a sub-agent and your team and service centre.
- Know why a block appears. The daily collection rule explains why you may not be able to register a new tenant yet.
Three things new agents get wrong
Registering more tenants than they can service. Collections are the income. A large portfolio that does not pay earns you less than a small one that does, and it eventually blocks you from registering at all.
Rushing the photo and the rent figure. These are the two commonest causes of a rejected request — and a rejection means a second trip to the property. See when a Rent Request is rejected.
Treating float as their own money. It is company money in your custody. Bank tenant cash as float, not as a personal deposit.
Where to get help
Your parent agent, if a senior agent recruited you — they know your area and they answer faster than anyone.
Welile Support for your account, your money or a fault in the app.
Your exact permissions, targets, commission rules and available tools depend on the current Welile programme and on your account. Where your dashboard and this page differ, your dashboard is right.
Still need help?
Contact Welile Support on WhatsApp at +256 777 607640, call +256 748 747134, or email info@welile.com.
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