Real Estate Management — Client and landlord portals
Use client property, request, status, compliance and payout pages plus landlord maintenance visibility.
Open the client Real Estate menu
Open the client Real Estate menuUse the client portal module entry and available children.Client Portal → Real Estate
Open guide →GuideBrowse client portal properties
Browse client portal propertiesReview properties visible to the current customer/contact.Client Portal → Real Estate → Properties
Open guide →GuideOpen a client property detail
Open a client property detailReview listing, media, map, agent/company and available actions.Client Portal → Real Estate → Properties → open property
Open guide →GuidePreview a client property file
Preview a client property fileOpen an authorised attachment.Client Portal → Real Estate → Properties → open property → Files
Open guide →GuideDelete a client-uploaded Real Estate attachment
Delete a client-uploaded Real Estate attachmentRemove a file only when the portal exposes the supported action and ownership allows it.Client Portal → Real Estate → relevant profile/request → Files → Delete
Open guide →GuideUse the client portal buy application
Use the client portal buy applicationCreate and review buy requests.Client Portal → Real Estate → Buy Application
Open guide →GuideUse the client portal rental application
Use the client portal rental applicationCreate and review rent requests.Client Portal → Real Estate → Rental Application
Open guide →GuideUse the client renter profile
Use the client renter profileMaintain identity, address, income, occupants, pets and files.Client Portal → Real Estate → Renter Profile
Open guide →GuideOpen linked property status
Open linked property statusReview property/status information linked to the portal customer.Client Portal → Real Estate / Property & Compliance → Linked Property Status
Open guide →GuideDownload a linked compliance certificate
Download a linked compliance certificateOpen a compliance certificate for a linked record.Client Portal → Property & Compliance → open linked property → Certificate
Open guide →GuideOpen client supplier/maintenance information
Open client supplier/maintenance informationReview tenant-visible maintenance data and submit feedback.Client Portal → Real Estate → Maintenance
Open guide →GuideOpen client payout information
Open client payout informationReview the current linked client/landlord payout records.Client Portal → Real Estate → Payouts
Open guide →GuideOpen landlord maintenance
Open landlord maintenanceReview jobs for linked landlord properties.Landlord Portal/Client Portal → Maintenance
Open guide →GuideOpen landlord job report
Open landlord job reportReview a single authorised maintenance job report.Landlord Portal/Client Portal → Maintenance → Job Report
Open guide →GuideUnderstand client portal menu omissions
Understand client portal menu omissionsDo not expect commented Saved Properties or My Rental Listings menu entries.Client Portal → Real Estate
Open guide →GuideTroubleshoot a portal property or certificate access denial
Troubleshoot a portal property or certificate access denialCheck current contact/customer, property link, record status/privacy and certificate relationship.Admin Area → Customers → client → linked properties and Client Portal
Open guide →