Using Our Property Management Portal

Step 1: Setup a Demo

Once the demo is complete, we will proceed with setting up your agency.

• Set notification preferences
• Review user access permissions if managing multiple users

Step 2: Add Your Properties

Each property should be added individually to enable accurate tracking and reporting. This allows the system to generate property-specific and portfolio-level insights.

• Capture property details such as address and unit numbers
• Assign ownership and portfolio categories
• Upload supporting documents where required

Step 3: Record Rental Income

The portal allows you to track rental income on a real-time basis. Recording income consistently ensures accurate cash flow reporting and simplified reconciliation.

• Log monthly rental receipts per tenant
• Capture additional income such as parking or utilities
• Review outstanding or late payments at a glance

Step 4: Capture Expenses and Payments

Recording expenses alongside rental income gives you a clear view of net performance. This step is essential for effective property and cash flow management.

• Capture maintenance, municipal, and management costs
• Upload invoices and receipts for recordkeeping
• Allocate expenses to the correct property

Step 5: Access Reports and Dashboards

The reporting section provides instant access to structured financial reports, helping you stay informed and in control of your portfolio.

Available Reports

• Rental income and expense summaries
• Cash flow and performance dashboards
• Property-level and portfolio-level reports

Step 6: Simplify Ongoing Property Management

By using the portal consistently, property management becomes more efficient and less time-consuming. Centralised data improves visibility and decision-making.

• Track performance trends over time
• Share reports with accountants or advisors
• Maintain accurate records for tax and compliance purposes

Conclusion

Our portal is designed to give property owners clear oversight of rental income and performance. By following these steps, you can streamline property management, access reliable reports, and make informed decisions with confidence.