Purpose
The “Owners” screen lists the individuals and companies for whom you manage, let or sell properties. Each profile links the owner to their buildings, mandates and statements, so that you have a comprehensive view of the relationship.
The language and email address recorded on the profile are used by automated mailings, such as offer notices or vendor weekly reports, in order that each owner receives their messages in their own language.
Where to find it
- Portfolio
- Owners
Steps
- Open “Owners” within the “Portfolio” group.
- Click on “New” in order to open the “New owner” form.
- Enter the “Name”, which is mandatory, followed by the “Type” (“Individual” or “Company”), “Email”, “Telephone” and “Language”.
- Complete the “VAT number”, “IBAN, last four”, “Address” and “Notes” as required.
- Save your changes, and then click on the line in order to open the profile and consult the associated “Buildings”, “Mandates” and “Owner statements”.
Good to know
- An owner may also be created directly from a building, mandate or sale form by means of the “Create” button located next to the field.
- Without an email address, an owner cannot receive mandates for signature or weekly reports, and the portal will notify you of this at the time of sending.
- The “Open the owner access” action allows you to grant them read-only consultation of their portfolio.