Step 1

If you have not created the property profile yet, you can learn how to do that here

Step 2

Click the property profile and then click Edit

Step 3

If there is more than one owner you can create additional owner profiles. The Primary Owner controls bank details and payment settings. Other Owners have access to the property, reports, and requests.

Click Add an Owner to create additional owner profiles,

If these owners share the income, you can set up an automated split for all rental income. This split will be noted on the transactions tab and financial statements.

Step 4

Drag and drop your Hi-Res photos. The first picture here will be the cover photo for the property profile.

Step 5

Select the assigned Property Manager for this property. If they have not been created, you can invite them from your contacts tab. You can also add the keys to your key tracker here.

Step 6

If the property falls under a Strata Plan or Body Corporate, you can enter these details here and even attach by-laws/building rules.

Step 7

Add any special notes to the property and attach your Managing Agency Agreement / Authority / Form 6. The Special Authorities box is a shared noticeboard and is visible to your landlord. The Internal Notes box is just for agency use.

Don't forget to click Save! That's it, the property profile is now complete!

Next Step: Create a lease

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