For organizations managing multiple properties owned by multiple people.
Our software allows you to create owner profiles and link them to relevant properties. This is a good way to help organize expanding portfolios.
- Adding an Owner on a Mobile Device
- Linking an Owner to a Property on Mobile
- Adding Owners on Desktop
- View and Manage Owner Details
Adding an Owner on a Mobile Device
Step 1. Open the left hand menu bar.
Step 2. Scroll down and select ‘Owners’.
Step 3. Click on the ‘add owner’ option to add the details of a property owner into your system.
Step 4. Enter the owners details.
Step 5. Hit save.
Linking an Owner to a Property on Mobile
To link an owner you need to navigate to the owners screen via the lefthand menu. Then tap on the Add/Link Owner. This will allow you to either add a new owner or link an existing owner’s details to the property you’ve selected.
Having owners entered into the software and associated with the relevant property will allow your to filter your reports by owner.
Your owners will appear on this screen in future and you can edit their details or delete their information from the system at any point.
Adding Owners on Desktop
Step 1. Navigate to the relevant property via the left hand property tab.
Step 2. Click on the "Landlords" tab under the Tenants section.
Step 3. Click Add/ Link Owner.
Step 4. You can either link an owner that is already in your system, for example, you might manage multiple properties owned by a single individual.
Or you can add a new owner into the system.
Step 5. Enter their details and save
View and Manage Owner Details
All your owners will appear under the owners section of the app. Navigate to this section via the left-hand menu and click on the owner you want to view or edit.