Learn your CRM.
Keep your business organised.
Practical guides for setting up your portfolio, preparing tenancies and managing rent, repairs and records day to day.
14 guides
Set up your business in the right order
From your company identity to your first tenancy: a practical starting checklist.
Read guide Getting startedYour daily, weekly and month-end routine
A repeatable routine to keep rent, property work and records up to date.
Read guide TenanciesPrepare an agreement and activate a tenancy
Create the tenancy record, prepare its documents and resolve every readiness item.
Read guide Money & reportingRecord tenant rent and landlord payments
Allocate each receipt or payment to the right property, person and rental period.
Read guide Money & reportingManage repairs, expenses and landlord deductions
Separate your business costs from costs the agreement allows you to recover.
Read guide Money & reportingEmail a monthly landlord statement
Give landlords a clear record of rent, payments, deductions and balances.
Read guide Money & reportingUnderstand profit, cash and outstanding rent
Read monthly performance alongside actual money movement and unpaid balances.
Read guide Property careKeep checks, evidence and deadlines together
Record applicability, results, delivery and next actions on the property.
Read guide Property careKeep a Right to Rent check record
Link each adult’s actual check and supporting evidence to the correct person.
Read guide Property careCreate an inventory or condition report with photos
Capture rooms, items, meter readings and supporting evidence, then produce a branded PDF.
Read guide Documents & accessUpload, open and share documents safely
Keep agreements, invoices, certificates and photos linked to the property.
Read guide Documents & accessInvite staff and give landlords their own access
Share the right records without sharing your password.
Read guide Account & supportManage your plan and account
Check plan allowances, PayPal renewal and account access.
Read guide Account & supportGet support or ask a sales question
Create a tracked request and keep the conversation in one place.
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Real questions. One conversation.
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