Real Estate Management — Property owners, landlords and client links
Create owners, synchronise landlord customers, link properties to customers and manage landlord records and payouts.
Open Property Owners
Open Property OwnersReview owner records within the current access scope.Admin Area → Property Operations → Property Owners
Open guide →GuideCreate a property owner
Create a property ownerAdd owner code, identity, contact, tax, address, profile and social details.Admin Area → Property Operations → Property Owners → New
Open guide →GuideEdit a property owner
Edit a property ownerUpdate owner identity, addresses and linked company/customer information.Admin Area → Property Operations → Property Owners → open owner → Edit
Open guide →GuideChange a property owner status
Change a property owner statusActivate/deactivate the owner through the supported status action.Admin Area → Property Operations → Property Owners → Status
Open guide →GuideDelete a property owner
Delete a property ownerRemove an owner only after reassigning properties and preserving evidence.Admin Area → Property Operations → Property Owners → Delete
Open guide →GuideCheck whether a property owner already exists
Check whether a property owner already existsResolve owner duplicate checks before adding a new record.Admin Area → Property Operations → Property Owners → New/Edit
Open guide →GuideLoad property-owner information into a form
Load property-owner information into a formSelect an owner and verify populated identity/contact data.Admin Area → Property Operations → Properties → New/Edit → Property Owner
Open guide →GuideRemove a property-owner profile image
Remove a property-owner profile imageDelete the stored owner image through the supported action.Admin Area → Property Operations → Property Owners → open owner → Remove Image
Open guide →GuideOpen Landlords
Open LandlordsReview landlord customers exposed by the module.Admin Area → Property Operations → Property Owners / Customers landlord group
Open guide →GuideCreate a landlord CRM customer
Create a landlord CRM customerCreate the customer/contact record required for landlord linking and portal use.Admin Area → Customers → New Customer
Open guide →GuideVerify landlord customer-group synchronisation
Verify landlord customer-group synchronisationConfirm customer/contact hooks maintain the intended landlord grouping/link.Admin Area → Customers → open landlord customer
Open guide →GuideLink properties to a CRM client
Link properties to a CRM clientSelect one or more properties and save the client/tenant/landlord relationship.Admin Area → Customers → open customer → Properties / Link Properties
Open guide →GuideChange the landlord on a property-client link
Change the landlord on a property-client linkMove an existing link to a new landlord client when supported.Admin Area → Customers → open customer → Linked Properties → Change Landlord
Open guide →GuideRemove a property-client link
Remove a property-client linkDelete only the relationship record, not the underlying property/customer.Admin Area → Customers → open customer → Linked Properties → Remove Link
Open guide →GuideReview landlord payout links
Review landlord payout linksSee which property/landlord relations feed payout records.Admin Area → Customers → open landlord → Landlord Payouts
Open guide →GuideCreate or update a landlord payout
Create or update a landlord payoutRecord amount, property address, status, payment mode, transaction ID, paid date and admin notes.Admin Area → Customers → open landlord → Landlord Payouts → Add/Edit
Open guide →GuideChange a landlord payout status
Change a landlord payout statusMove the payout through the supported status action.Admin Area → Customers → open landlord → Landlord Payouts → Status
Open guide →GuideReview landlord payout history in the client portal
Review landlord payout history in the client portalAllow an authorised landlord contact to view linked payouts.Client Portal → Real Estate → Payouts
Open guide →GuideOpen the landlord maintenance view
Open the landlord maintenance viewReview property maintenance jobs visible to the landlord.Landlord Portal/Client Portal → Maintenance
Open guide →GuideOpen a landlord maintenance job report
Open a landlord maintenance job reportView the job report for an authorised linked property.Landlord Portal/Client Portal → Maintenance → open job report
Open guide →GuideUse property owner codes and numbering
Use property owner codes and numberingVerify the owner prefix/next number generates the intended code.Admin Area → Settings → Prefix Settings and Property Owners → New
Open guide →GuideTroubleshoot a missing landlord property
Troubleshoot a missing landlord propertyCheck owner/customer link, property owner fields, active status and portal contact.Admin Area → Customers → landlord → Linked Properties
Open guide →