Step 1
On the Properties tab, click the Add a Property button.
Step 2
Select the branch/portfolio the property belongs to, then enter the address and property specs.
Step 3
Enter the Ownership Details. If your owner has multiple investment properties, the Managed App allows you to consolidate them into one portfolio by simply using the same email.
Hint: If your landlord does not have email, use an alias ie [email protected]
Note: You can add things like ownership entities=and add additional owners after the profile is created.
Step 3
Enter all your agency fees. You can change calculation methods on some fees by clicking the drop down box. Fees are automatically created by the system based on events and tasks.
Remember: Fees here are inclusive of GST. So if you charge a 6% management fee, enter 6.6%. If you charge 1-Week's Rent, enter 1.1 weeks.
Once you click Save, the property will appear on your rent roll list! Note: this is simply creating a draft/inactive property and your owner won't receive an invite.
Next Step: Configure the property profile