Add properties and units

Leases connect a resident to a unit with the terms that drive everything else: rent amount, due day, deposit, and the term dates. Once a lease is active, rent charges, the resident portal, maintenance and reporting all flow from it.

How to build your portfolio

1. 1

   Open Portfolio > Properties and click New property. Add the address and details.

2. 2

   Open the property and click New unit for each rentable unit - a label like "2B", bedrooms, and notes.

3. 3

   Open Portfolio > Leases and click New lease: pick the unit and resident, then set rent, due day, deposit and term dates.

4. 4

   Activate the lease. Rent billing, the resident's portal and reporting now flow from it automatically.

• Properties, units, leases and residents are all linked - open any record to see its full history.
• Every record keeps a permanent timeline: notes, changes and activity stay attached to it.