Property portfolio management
Buildings and units, with their photos, floor plans, documents, leases and indicators.
The portfolio is the entry point for every business line. A sale, a lease, a works order or a co-ownership share is linked to a real unit, which belongs to a real building.
What the module does
- Building and unit records: floor area, bedrooms, orientation, heating, energy certificate, cadastral income.
- Photos and floor plans per unit, with cover photo and property sheet in PDF.
- Documents filed on the relevant record.
- Indicators per building or per owner: annual rent, occupancy, gross and net yield, exportable rent roll.
- Financing and amortisation schedules, multi-year forecast.
Records behind this module
These are the tables used by the platform. Every other module reads the same rows. No reconciliation is needed.
Metrics it produces
- Units under management
- Occupancy rate
- Portfolio value
- Average rent per unit
The demo presents this module on a structure comparable to yours, so that you can judge how it would be used day to day.
Guided tour
Where this module sits in the platform
This module is part of a flow shared by the whole platform; the steps below show the modules that precede it and those that reuse its data.
Step 1 of 14
Property portfolio management
Buildings and units, with their photos, floor plans, documents, leases and indicators.
You are viewing this module
Step 2 of 14
Landlords, statements and payouts
The landlord is the agency’s client: statements, payouts, reports and works approvals.
Open the module pageStep 3 of 14
Real estate CRM for agencies
Applicants, enquiries, viewings and matches, in the same database as the properties.
Open the module pageStep 4 of 14
Instructions and instruction register
The contract that sets what the agency sells, lets or manages, and what it invoices.
Open the module pageStep 5 of 14
Lettings and property management software
From application to tenant move-out, with the rules of each region.
Open the module pageStep 6 of 14
Property sales software
Valuation, offer, sale file, sale agreement and deed, on the same unit.
Open the module pageStep 7 of 14
Property listing syndication
One listing, written once, published on the agency website and in XML and JSON feeds.
Open the module pageStep 8 of 14
Documents and e-signature
Templates, documents filed by record and simple e-signature.
Open the module pageStep 9 of 14
Real estate finance: invoices, rent, exports
Invoices, commissions, bank reconciliation and accounting exports.
Open the module pageStep 10 of 14
Maintenance, works and contractors
From the reported issue to the invoice charged to the unit.
Open the module pageStep 11 of 14
Real estate calendar and viewing booking
Viewings, appointments and tasks with deadlines, per agent or for the whole team.
Open the module pageStep 12 of 14
AI for estate agencies, free
AI works on your data and makes proposals; you review and approve. It is free, included in the subscription.
Open the module pageStep 13 of 14
Tenant, co-owner and buyer portals
Each party receives a personal, revocable link limited to their own data.
Open the module pageStep 14 of 14
Estate agency dashboard
Agency and portfolio indicators, calculated from the records.
Open the module page
Frequently asked questions
Can we import an existing portfolio?
Are the indicators calculated or entered?
A demo on your own portfolio
The demo runs on a structure that matches yours: unit count, mandate model and portals. Forty-five minutes, no slide deck.