The Property Details page acts as a central hub for managing lease details, payments & expense, tenants, reminders, mileage and other details. Below is a breakdown of the key sections and functionalities available on this page.
The page is mainly divided into the following sections:
Overview - manage lease details, tenants, payments & expenses
Contacts - full list of current tenants for a given lease
Documents - full list of property and lease documents
Mileage & Reminders - mileage and reminders for the property
Other - insurance details and others
The lease details (start date) are displayed in the upper-right corner. This also acts as a lease switcher if you happen to have multiple leases created for this property.
Property Overview
Rent Overview
The rent overview widget provides a quick glance at the financial status of rent payments. If online payment is enabled, the rent overview widget provides a summary of scheduled or in-flight online payments.
Additionally, landlords can view and manage the linked bank account associated with the property.
Tenants
The tenants widget provides a list of tenants associated with the current lease, including:
Tenant Names & Emails
Tenant portal Status:
Autopay: Tenant completed online payment setup and enabled autopay.
Manual: Tenant is ready to make online payments.
Accepted: Tenant accepted tenant portal invitation but has not complete online payment setup.
Invited: An invite has been sent.
Not Invited: Tenant has not yet been invited to access the tenant portal.
Landlords can add new tenants using the + New button. Goto Managing tenant invite for further details.
Payments & Expenses
This section help you track financial transactions related to the property.
Payments & Payment periods
The payments table provides a view of all payments recorded against a lease. This includes any scheduled, in-flight, or completed payments.
The payment periods table provides a view of all rent expected and its corresponding payments.
Expenses & Recurring expenses
The expenses table provides a view of all expenses recorded against the property. The property
The recurring expenses table provides a view of all payments recorded against a lease. This includes any scheduled, in-flight, or completed payments.
