Property records
Add and update properties in a shared record of your portfolio.
Real Estate Management · Custom system
A shared view of your property operations.
Connect property records, leases, rent collection, maintenance and enquiries. Scope the workflows and integrations around the portfolio you manage.
Workflow overview
Real Estate Management
- 01Organize property records
- 02Coordinate tenant requests
- 03Review portfolio activity
Capabilities
Property records and daily work, together
Configure the system for residential or commercial assets and the people who manage them.
Tenants and leases
Track tenant details, lease terms, renewals and rent payment history with reminders.
Income and expenses
Record income, expenses and late fees and prepare property reports.
Portfolio analysis
Review occupancy, rent collection and maintenance trends using the records available.
Document management
Keep agreements, contracts and renewal dates together, with access limited to the relevant users.
Lead management
Capture property enquiries, assign follow-up tasks and track their status.
Workflow
Set up your property workflow
- 01
Organize your records
Review property, tenant and lease data before importing it into the agreed structure.
- 02
Configure the daily workflow
Set up rent tracking, maintenance requests, renewals and responsibilities.
- 03
Review and introduce the system
Test the workflows with your team, confirm the reports and agree the rollout plan.
Planning
Plan around your portfolio
Rent collection
Bring payment records, due dates and late fees into one view instead of reconciling them across separate files.
Tenant communication
Keep maintenance requests and tenant conversations attached to the relevant property and lease.
Maintenance coordination
Track repairs, vendor assignments and open requests so the team can follow each issue.
Lease and document records
Organize agreements, renewal dates and required documents with agreed access rules.
Vacancies and enquiries
Record property enquiries and follow-up activity alongside availability.
Property reporting
Review income, expenses and maintenance activity by property or across a portfolio.
Routine administration
Identify reminders and record updates that can run automatically, with exceptions sent to your team.
Tenant access
Scope online payments, request tracking and communication between tenants and property managers.
Reporting needs
Agree the occupancy, rent collection and maintenance reports your team needs.
Portfolio and user access
Plan the property volume, roles and capacity requirements for your deployment.
Data and document controls
Define permissions, retention rules and the handling of tenant information.
Who the system is for
Scope access and responsibilities for the people using the platform.
- Real Estate Agencies
- Property Managers
- Landlords & Investors
- Rental Platforms
- Commercial Property Owners
- Residential Associations
Your workflow
Discuss your property operations
Share the property types, number of users, existing records and daily tasks you need to connect.
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