How to onboard a property

by | Sep 30, 2022

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How to onboard a property

 

Onboarding a property fully involves 3 steps and much information input, but you don’t have to finish it all in one go.

You can do the minimum to add a property and operate on it (create a tenancy, manage maintenance issues), and complete property info gradually, at your pace.

Once a property is onboarded, you can update property info at any time.

  1. Click on ‘Property’ on the left menu panel.
  2. Click on ‘+ Add a new property’ button.
  3. Fill out the ‘Basic Info’ section.
  4. Click on the ‘Save’ button at the bottom of the ‘Basic Info’ section.

And that’s it.

 

All steps to onboard a property completely

  1. Click on ‘Property’ on the left menu panel.
  2. Click on ‘+ Add a new property’ button.
  3. Fill out the ‘Basic Info’ section and click on the ‘Save’ button at the bottom of the section.
  4. Fill out the ‘Feature’ section and click on the ‘Save’ button at the bottom of the section.
  5. Click on the ‘Add’ buttons and upload listed documents in the ‘Property Documents’ section, and click on the ‘Save’ button at the bottom of the section.
  6. Click on the ‘Choose file’ button in the ‘Photos’ section and upload photos of the property.
  7. Click on the ‘Choose file’ button in the ‘Videos’ section and upload photos of the property.
  8. Click on the ‘Choose file’ button in the ‘Floor plans’ section and upload photos of the property.
  9. Click on the ‘Next’ button at the bottom of the page.
  10. At the ‘2. Landlord/Agent’ step, fill in landlord or agent info in the ‘Details’ section and click on the ‘Save’ button at the bottom of the section.
  11. Click on the ‘Next’ button at the bottom of the page.
  12. At the ‘3. Contract’ step, choose agreement type, fill terms accordingly, and click on the ‘Save’ button at the bottom of the section.
  13. Click on the ‘Create contract’ in the ‘Contracts’ section.
  14. Click on the ‘Next’ button at the bottom of the page.
  15. At the ‘4. Summary’ step, verify info and click on the ‘Done’ button at the bottom of the page.

You will then see the Property’s dedicated page with tags. You can come back at any time to update the property’s info.