Account management
15 articles
What are "teams" and what are they for?Give multiple users access to the management of your properties and divide and organize your real estate portfolio
How can I create and set up a team?Create teams, invite new members and customize roles
Customize team roles and and invite new usersInvite your coworkers to access shared workspaces, each with their own custom role.
How do I accept an invitation to a team?Access the shared workspaces created by other users
Ad and edit propertiesAdd information about the properties you manage, new properties or existing in the program
Append storage rooms and garages to housesIf you manage garages and storage rooms that can be rented independently or appended to homes, find out how to manage this annexation.
Property associationAssociate properties to others of broader categories without losing the management independence of each one.
Add the rental contractAdd the information and documentation of your rental contracts
Contract document generation with templates and digital signatureCustomize contract templates, generate documents from them and request their digital signature
Configuration of document templatesSet up templates that automatically fill in the contract documents with the data of properties, customers...
Generate management contractsGenerate management contracts with rental proprietaries and request their digital signature
Update the contracts' rentsSchedule or reflect rent updates, inform tenants and receive contract expiration reminders
Control the tenants' check-in and outControl and request the tenants information on their check-in and check-out of the property
Follow this steps when a tenant leaves the property
Full deposit management processFollow the steps of the recommended process for the security deposit, from the beginning to the end of the rental contract