How-to

One task, start to finish.

• Create a schemeAdd a sectional-title development so its units share one address and body corporate.
• Add a unitCreate the property that will be let — sectional title inside a scheme, or freehold on its own.
• Add an ownerRecord the person or organisation whose property you manage.
• Attach an owning entityRecord the trust or company that legally owns a unit, so documents are addressed correctly.
• Add a tenantRecord the person or company who will rent a unit, ready to be put on a lease.
• Add a guarantorRecord a person or company who will stand surety for a tenant.
• Attach a guarantor to a leaseLink a guarantor to the specific lease they stand surety for.
• Invite a user to their portalGive an owner or tenant access to their own portal. They set their own password.
• Bulk-import owners and tenantsLoad many owners or tenants at once from a spreadsheet, with validation before anything is written.
• Edit someone's detailsChange an owner's, tenant's or guarantor's contact, identity or banking information.
• Handle a change request from a portal userApprove or reject a detail change an owner or tenant submitted themselves.
• Set your company details and invoice brandingPut your name, contact details and logo on every invoice and statement you issue.
• Set interest defaultsSet the late-payment interest terms new leases start from - rate, grace days, compounding.
• Create a charge templateSet a unit's default charges, so every new lease starts from them.
• Create a note templateWrite text once and have it appear on statements or invoices, with details filled in per document.
• Create a draft leasePrepare a lease without billing anything yet - stage it, collect the deposit, then activate.
• Start a leaseActivate a draft so it begins billing, recording when the tenant actually took occupation.
• Onboard a lease that is already runningTake on a lease mid-term without reconstructing months of invoices you never issued.
• Add a charge to a leaseChange what one tenant is billed, without touching the unit defaults.
• Add a metered charge and capture readingsBill water or electricity with the meter reading on record behind the amount.
• Change the rent from a future dateSchedule an escalation so invoices before the date use the old rent and after it the new one.
• Extend or renew a leaseContinue an existing lease past its end date without creating a new one.
• End a lease and settle the depositWork through the final invoice, deposit settlement and move-out statement, and free the unit.
• Generate the month's invoicesProduce the draft invoices for a billing period from each lease's charges.
• Review and approve a draft invoiceCheck a draft, then issue it - the point at which it becomes a fixed record.
• Send an invoice to a tenantDeliver an issued invoice by email, or download it to send yourself.
• Record a paymentPut money received against a lease so the balance and interest are right.
• Import payments from a bank fileLoad a month of bank activity, matched to leases, with a review step before anything is written.
• Issue a credit noteCorrect an issued invoice by reversing all or part of it.
• Adjust or waive interestChange or remove a late-payment interest amount while it is still provisional.
• Record an expensePut a cost incurred on an owner behalf against a unit, reducing their payout.
• Record an owner disbursementRecord the payment you have made to an owner, allocated across their units.
• Issue an owner statementProduce and send the per-unit statement that explains an owner payout.
• Issue a tenant statementSend a tenant their running account - and lock that period interest in the process.
• Reconcile a levy statementCheck what the body corporate charged against what you recorded, and find the gap.
• Read your statementUnderstand the statement that explains what you were paid for a unit, and why.
• See your unitsFind each property you own, its tenant, its income and its costs.
• View your documentsFind the files your managing agent has shared with you - statements, certificates and agreements.
• Update your detailsChange your contact or banking information, and what happens next.
• Read your invoiceUnderstand what you have been charged for a month, line by line.
• Read your statementSee your whole account - what was charged, what you paid, and the balance.
• See what you oweFind your current balance and what it is made up of.
• View your documentsFind the files shared with you - your lease, your invoices, your statements and your inspection.
• Update your detailsChange your contact information, what applies at once, and what needs your agent to approve it.
• Sign inGet into your portal, and what to do when you cannot.
• Reset your passwordSet a new password when you have forgotten yours, and what to do if the email does not arrive.
• Verify your email addressConfirm your address so you receive invoices, statements and notices about your property.
• Switch between light and dark modeChange the appearance of your portal, and what the setting does and does not follow.
• Contact supportReport a problem, ask a question or suggest an improvement.