Proplix Help Centre · A Britixo brand
Property & Compliance Management
Merged property operations, compliance evidence, portals and the full retained task library.
873 guides
Guides for property & compliance management
Your first steps with Proplix
Turn a scattered property workflow into a practical plan for your Proplix workspace.
Read the guide →Getting startedPrepare your data for a smoother move
Give your Proplix migration a reliable starting point by checking property records, contacts and documents.
Read the guide →Getting startedPlan a rollout your team can follow
Introduce Proplix in manageable stages, with clear owners and a practical acceptance check.
Read the guide →Accounts & team accessLog in to Proplix with your Britixo account
Use one Britixo account to access your companies and approved services.
Read the guide →Accounts & team accessCreate your shared Britixo account
Register once, then manage access to your Proplix and Britixo services.
Read the guide →Accounts & team accessPlan staff access without per-user charges
Give colleagues useful access while keeping responsibilities and records clear.
Read the guide →Pricing & billingUnderstand your monthly property price
See how Proplix calculates the platform subscription across its three portfolio tiers.
Read the guide →Pricing & billingCount HMO and building records for billing
Understand why rooms within one property record do not add to your Proplix property count.
Read the guide →Pricing & billingWhat all-module and integration availability means
Separate your included catalogue access from the work needed to configure a live solution.
Read the guide →Pricing & billingPlan an enterprise customisation package
Keep a clear platform rate while tailoring Proplix to your organisation.
Read the guide →Properties & ownersUnderstand your property workspace
See how properties, owners, tenancies, maintenance and customer access connect in Proplix.
Read the guide →Properties & ownersFind a property in the register
Locate the right building or listing before reviewing or updating its details.
Read the guide →Properties & ownersFind and check a property owner
Keep owner details connected to the correct properties and company.
Read the guide →Tenancies & portalsReview tenant applications
Find an application, understand its stage and prepare the next action.
Read the guide →Tenancies & portalsFollow tenant onboarding from draft to handover
Keep property, parties, tenancy terms and signatures aligned.
Read the guide →Tenancies & portalsUse your property portal
Find the property information and requests available to your customer account.
Read the guide →Maintenance & repairsReport a repair with the right details
Help the property team understand the problem and arrange the next step.
Read the guide →Maintenance & repairsPrepare a clear repair handover
Give staff and suppliers enough context to progress a repair without repeated calls.
Read the guide →Compliance & evidenceUnderstand the compliance workspace
Keep source documents, review decisions, approved records and audit history connected.
Read the guide →Compliance & evidenceTrack gas safety evidence
Keep gas certificate details and review decisions with the right property.
Read the guide →Compliance & evidenceReview electrical safety evidence
Follow an EICR from uploaded evidence to a reviewed property record.
Read the guide →Compliance & evidenceKeep deposit evidence together
Record deposit information, protection evidence and tenancy-stage updates in one workflow.
Read the guide →Compliance & evidenceOrganise Right to Rent evidence for review
Keep the selected tenant, evidence route and reviewer decision connected.
Read the guide →Compliance & evidencePrepare AML and KYC evidence for review
Make identity evidence and review notes easier for authorised staff to assess.
Read the guide →Compliance & evidenceReview retention controls before acting
Use policy reviews and dry runs to understand the effect of a retention action.
Read the guide →Compliance & evidenceTrack HMO licence records and evidence
Keep application evidence, licence details and review dates linked to the building.
Read the guide →Compliance & evidenceMaintain your data-protection registration record
Keep the organisation's verified registration position and review dates easy to find.
Read the guide →Compliance & evidenceKeep material-information reviews traceable
Organise property information, supporting evidence and review decisions before publication.
Read the guide →Compliance & evidenceBuild an audit pack that tells a clear story
Collect the selected records and evidence into a reviewable output.
Read the guide →Integrations & customisationChoose an integration that solves a real task
Move from a familiar provider name to a clear plan for connected property work.
Read the guide →Integrations & customisationPlan secure API access for a Proplix workflow
Prepare the record scope, permissions and validation needed for a controlled connection.
Read the guide →Integrations & customisationPlan AI assistance with human review
Choose an appropriate AI task and check its output before it affects property work.
Read the guide →Integrations & customisationRequest a module around your workflow
Explain the outcome you need so the team can assess a sensible custom solution.
Read the guide →Developed module guidesAppointment scheduling for Proplix
Plan appointments without losing the property context.
Read the guide →Developed module guidesAccounting & bookkeeping for Proplix
Bring finance records into a more orderly review process.
Read the guide →Developed module guidesEnterprise integrations for Proplix
Choose the connections that make everyday work easier.
Read the guide →Developed module guidesHR management for Proplix
Keep people administration organised as your property team grows.
Read the guide →Developed module guidesCompanies House lead generation for Proplix
Research potential business relationships with better context.
Read the guide →Developed module guidesProperty compliance management for Proplix
Keep property obligations and their evidence easier to follow.
Read the guide →Developed module guidesShared email inbox for Proplix
Turn shared inbox conversations into accountable work.
Read the guide →Developed module guidesDelivery note management for Proplix
Keep a clear record of what was delivered and acknowledged.
Read the guide →Developed module guidesEmail marketing & newsletters for Proplix
Send organised campaigns to an appropriate business audience.
Read the guide →Developed module guidesQR code document evidence for Proplix
Make document evidence easier to trace from a QR code.
Read the guide →Developed module guidesElectronic invoicing for Proplix
Prepare electronic invoice files with consistent source data.
Read the guide →Developed module guidesBusiness letter management for Proplix
Keep formal property correspondence consistent and traceable.
Read the guide →Developed module guidesOpenAI CRM integration for Proplix
Use AI assistance where a reviewer can check the result.
Read the guide →Developed module guidesPurchase order management for Proplix
Bring purchasing requests and approvals into one clear route.
Read the guide →Developed module guidesReal estate management for Proplix
Connect your properties with the people and work around them.
Read the guide →Developed module guidesUAE e-invoicing readiness for Proplix
Prepare a defined UAE e-invoicing requirement with specialist review.
Read the guide →Developed module guidesCRM goal tracking for Proplix
Give team goals a measurable connection to live records.
Read the guide →Developed module guidesHMO property management for Proplix
Keep a shared house organised without losing room-level detail.
Read the guide →Developed module guidesCRM CSV exports for Proplix
Export a useful dataset with a clear purpose and scope.
Read the guide →Developed module guidesStripe iDEAL payments for Proplix
Plan the supported Stripe iDEAL payment journey carefully.
Read the guide →Developed module guidesProperty licence applications for Proplix
Keep a licence application moving through a visible process.
Read the guide →Developed module guidesTask management filters for Proplix
Find the tasks that need attention without rebuilding a report.
Read the guide →Developed module guidesLead management filters for Proplix
Give lead reviews a clearer view of the pipeline.
Read the guide →Developed module guidesCRM menu builder for Proplix
Make the workspace menu easier for your team to navigate.
Read the guide →Developed module guidesInventory & warehouse management for Proplix
Know where maintenance stock and supplies stand.
Read the guide →Developed module guidesCustomer surveys & feedback for Proplix
Collect feedback that leads to a useful follow-up.
Read the guide →Developed module guidesWebsite visitor insights & live chat for Proplix
Give website enquiries a more informed handover.
Read the guide →Developed module guidesCRM theme customisation for Proplix
Make the CRM familiar while keeping it readable.
Read the guide →Developed module guidesProperty compliance applications for Proplix
Bring a full compliance case into a single reviewable journey.
Read the guide →Developed module guidesBusiness VoIP & internal calling for Proplix
Keep business calls connected with team responsibilities.
Read the guide →Developed module guidesClient discovery portal for Proplix
Collect project requirements without a long chain of attachments.
Read the guide →Developed module guidesService workflow management for Proplix
Make service delivery easier to follow from intake to completion.
Read the guide →Developed module guidesSecure API gateway for Proplix
Give external systems only the access they need.
Read the guide →Developed module guidesWhatsApp Business API for Proplix
Keep WhatsApp conversations within a controlled team workflow.
Read the guide →Property & Compliance ManagementInstall and activate Real Estate Management
Detailed install and activate Real Estate Management guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementVerify Real Estate Management database readiness
Detailed verify Real Estate Management database readiness guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand the Property Operations menu
Detailed understand the Property Operations menu guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand the Requests & Applications menu
Detailed understand the Requests & Applications menu guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Maintenance & Jobs
Detailed open Maintenance & Jobs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Real Estate reports
Detailed open Real Estate reports guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Real Estate settings
Detailed open Real Estate settings guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the module guide screen
Detailed use the module guide screen guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand staff, client, broker and public route areas
Detailed understand staff, client, broker and public route areas guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfigure the Google Maps API key
Detailed configure the Google Maps API key guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEnable or disable the broker portal setting
Detailed enable or disable the broker portal setting guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand module assets and page scoping
Detailed understand module assets and page scoping guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand customer and contact synchronisation hooks
Detailed understand customer and contact synchronisation hooks guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand the payment-added property activity hook
Detailed understand the payment-added property activity hook guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDeactivate Real Estate Management safely
Detailed deactivate Real Estate Management safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand Real Estate Management uninstall risk
Detailed understand Real Estate Management uninstall risk guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the Real Estate Management production-readiness checklist
Detailed run the Real Estate Management production-readiness checklist guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand all Real Estate capability groups
Detailed understand all Real Estate capability groups guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant Real Estate dashboard access
Detailed grant Real Estate dashboard access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant estate-agent view-own or view access
Detailed grant estate-agent view-own or view access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant estate-agent staff access
Detailed grant estate-agent staff access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant property-owner access
Detailed grant property-owner access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant business-broker access
Detailed grant business-broker access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant broker-request access
Detailed grant broker-request access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant property access
Detailed grant property access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant property-approval access
Detailed grant property-approval access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant buy-request access
Detailed grant buy-request access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant rent-request access
Detailed grant rent-request access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant tenant access
Detailed grant tenant access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant report access
Detailed grant report access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGrant permission-manager access
Detailed grant permission-manager access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Real Estate Permissions table
Detailed use the Real Estate Permissions table guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate or update a Real Estate permission assignment
Detailed create or update a Real Estate permission assignment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a Real Estate permission assignment
Detailed delete a Real Estate permission assignment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a Real Estate role
Detailed create a Real Estate role guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit a Real Estate role and propagate permissions
Detailed edit a Real Estate role and propagate permissions guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a Real Estate role
Detailed delete a Real Estate role guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a Real Estate plan
Detailed create a Real Estate plan guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit or delete a Real Estate plan
Detailed edit or delete a Real Estate plan guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfigure property numbering
Detailed configure property numbering guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfigure property-owner numbering
Detailed configure property-owner numbering guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfigure company numbering
Detailed configure company numbering guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfigure business-broker numbering
Detailed configure business-broker numbering guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfigure broker-staff numbering
Detailed configure broker-staff numbering guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfigure general staff-code numbering
Detailed configure general staff-code numbering guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a hidden Real Estate menu
Detailed troubleshoot a hidden Real Estate menu guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Real Estate Agents register
Detailed open the Real Estate Agents register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate an estate-agent company
Detailed create an estate-agent company guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit an estate-agent company
Detailed edit an estate-agent company guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete an estate-agent company
Detailed delete an estate-agent company guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload or remove an estate-agent profile image
Detailed upload or remove an estate-agent profile image guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementManage estate-agent company addresses
Detailed manage estate-agent company addresses guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet estate-agent company social links
Detailed set estate-agent company social links guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAssign a plan to an estate-agent company
Detailed assign a plan to an estate-agent company guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen My Staff
Detailed open My Staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen company staff
Detailed open company staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate an estate-agent staff member
Detailed create an estate-agent staff member guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit an estate-agent staff member
Detailed edit an estate-agent staff member guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementActivate or deactivate estate-agent staff
Detailed activate or deactivate estate-agent staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark estate-agent staff as public or private
Detailed mark estate-agent staff as public or private guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet an approval manager
Detailed set an approval manager guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRequire a staff member’s properties to be approved
Detailed require a staff member’s properties to be approved guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRemove a staff profile image
Detailed remove a staff profile image guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete estate-agent staff
Detailed delete estate-agent staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCheck estate-agent company email uniqueness
Detailed check estate-agent company email uniqueness guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCheck staff email uniqueness
Detailed check staff email uniqueness guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand staff-in-company menu behaviour
Detailed understand staff-in-company menu behaviour guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Business Brokers register
Detailed open the Business Brokers register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a business-broker company
Detailed create a business-broker company guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit a business-broker company
Detailed edit a business-broker company guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a business-broker company
Detailed delete a business-broker company guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen broker staff
Detailed open broker staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate broker staff
Detailed create broker staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit broker staff
Detailed edit broker staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRemove broker staff or company profile images
Detailed remove broker staff or company profile images guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the broker portal login
Detailed open the broker portal login guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRegister a broker portal account
Detailed register a broker portal account guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementValidate broker registration email and CAPTCHA
Detailed validate broker registration email and CAPTCHA guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReset a broker portal password
Detailed reset a broker portal password guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementLog out of the broker portal
Detailed log out of the broker portal guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit the broker portal profile
Detailed edit the broker portal profile guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange broker portal language
Detailed change broker portal language guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse broker portal notifications
Detailed use broker portal notifications guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the broker portal dashboard
Detailed use the broker portal dashboard guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementManage broker portal company profile
Detailed manage broker portal company profile guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementBrowse broker portal properties
Detailed browse broker portal properties guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate or edit a broker portal property listing
Detailed create or edit a broker portal property listing guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a broker portal property listing
Detailed delete a broker portal property listing guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementManage broker portal property owners
Detailed manage broker portal property owners guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a broker portal buy or rent request
Detailed create a broker portal buy or rent request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConvert a broker request to contract
Detailed convert a broker request to contract guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConvert a broker request to invoice
Detailed convert a broker request to invoice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse broker portal contracts
Detailed use broker portal contracts guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse broker portal invoices
Detailed use broker portal invoices guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRecord a broker portal invoice payment
Detailed record a broker portal invoice payment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse broker portal payments
Detailed use broker portal payments guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse broker portal dashboard reports
Detailed use broker portal dashboard reports guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand broker portal layout helper methods
Detailed understand broker portal layout helper methods guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a property owner
Detailed create a property owner guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit a property owner
Detailed edit a property owner guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange a property owner status
Detailed change a property owner status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a property owner
Detailed delete a property owner guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCheck whether a property owner already exists
Detailed check whether a property owner already exists guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementLoad property-owner information into a form
Detailed load property-owner information into a form guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRemove a property-owner profile image
Detailed remove a property-owner profile image guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Landlords
Detailed open Landlords guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a landlord CRM customer
Detailed create a landlord CRM customer guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementVerify landlord customer-group synchronisation
Detailed verify landlord customer-group synchronisation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementLink properties to a CRM client
Detailed link properties to a CRM client guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange the landlord on a property-client link
Detailed change the landlord on a property-client link guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRemove a property-client link
Detailed remove a property-client link guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview landlord payout links
Detailed review landlord payout links guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate or update a landlord payout
Detailed create or update a landlord payout guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange a landlord payout status
Detailed change a landlord payout status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview landlord payout history in the client portal
Detailed review landlord payout history in the client portal guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the landlord maintenance view
Detailed open the landlord maintenance view guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen a landlord maintenance job report
Detailed open a landlord maintenance job report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse property owner codes and numbering
Detailed use property owner codes and numbering guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a missing landlord property
Detailed troubleshoot a missing landlord property guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a property listing
Detailed create a property listing guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit a property listing
Detailed edit a property listing guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a property listing
Detailed delete a property listing guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview a property listing detail page
Detailed review a property listing detail page guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet the property code and commodity code
Detailed set the property code and commodity code guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet listing type and transaction type
Detailed set listing type and transaction type guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet listing privacy
Detailed set listing privacy guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAssign the property owner
Detailed assign the property owner guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAssign the estate-agent company and staff
Detailed assign the estate-agent company and staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet owner contact fields on the property
Detailed set owner contact fields on the property guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEnter the property address
Detailed enter the property address guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet latitude and longitude
Detailed set latitude and longitude guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the property map drawing tools
Detailed use the property map drawing tools guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet beds and bathrooms
Detailed set beds and bathrooms guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet property size and land values
Detailed set property size and land values guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet building dimensions and access
Detailed set building dimensions and access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet construction and structural details
Detailed set construction and structural details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet heating, air conditioning and fuel
Detailed set heating, air conditioning and fuel guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet electrical service and energy efficiency
Detailed set electrical service and energy efficiency guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet water, sewer and utilities
Detailed set water, sewer and utilities guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet included utility charges
Detailed set included utility charges guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet appliances and equipment
Detailed set appliances and equipment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet kitchen, fireplace and grill details
Detailed set kitchen, fireplace and grill details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet balcony, garage, parking and lift
Detailed set balcony, garage, parking and lift guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet pool details
Detailed set pool details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet flooring and building features
Detailed set flooring and building features guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet lot features and other structures
Detailed set lot features and other structures guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet disclosures and possession details
Detailed set disclosures and possession details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet furnished and tenant capacity values
Detailed set furnished and tenant capacity values guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet schools, landmarks and hospitals
Detailed set schools, landmarks and hospitals guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd a property group
Detailed add a property group guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd a school, landmark or hospital option
Detailed add a school, landmark or hospital option guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet property description content
Detailed set property description content guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet listing price, rent and commission
Detailed set listing price, rent and commission guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet annual income and expense values
Detailed set annual income and expense values guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet maintenance fee
Detailed set maintenance fee guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet ownership and front exposure
Detailed set ownership and front exposure guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd room rows
Detailed add room rows guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload property attachments
Detailed upload property attachments guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload alternate property attachment groups
Detailed upload alternate property attachment groups guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementPreview a property file
Detailed preview a property file guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a property attachment
Detailed delete a property attachment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload or delete a property listing PDF file
Detailed upload or delete a property listing PDF file guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSend a property listing by email
Detailed send a property listing by email guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAssign a property to brokers
Detailed assign a property to brokers guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview broker requests for a property
Detailed review broker requests for a property guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a broker request
Detailed delete a broker request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete property media and exterior
Detailed complete property media and exterior guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete property interior and comfort
Detailed complete property interior and comfort guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete property access and parking
Detailed complete property access and parking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete property utilities and services
Detailed complete property utilities and services guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete property investment figures
Detailed complete property investment figures guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete property legal and land data
Detailed complete property legal and land data guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete property equipment and construction
Detailed complete property equipment and construction guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSwitch between property table and map views
Detailed switch between property table and map views guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReload the property map
Detailed reload the property map guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSearch properties by text
Detailed search properties by text guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by transaction type
Detailed filter properties by transaction type guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by listing type
Detailed filter properties by listing type guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by status
Detailed filter properties by status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by minimum and maximum price
Detailed filter properties by minimum and maximum price guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by bedrooms and bathrooms
Detailed filter properties by bedrooms and bathrooms guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by land size and floors
Detailed filter properties by land size and floors guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by property style
Detailed filter properties by property style guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by accessibility features
Detailed filter properties by accessibility features guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by air conditioning and appliances
Detailed filter properties by air conditioning and appliances guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by electrical service
Detailed filter properties by electrical service guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by garage
Detailed filter properties by garage guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by security features
Detailed filter properties by security features guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter properties by sewer, water and utilities
Detailed filter properties by sewer, water and utilities guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReset property filters
Detailed reset property filters guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen a property from the client portal grid
Detailed open a property from the client portal grid guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSwitch the client portal property map
Detailed switch the client portal property map guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementBrowse a company’s property grid
Detailed browse a company’s property grid guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementBrowse a staff member’s property grid
Detailed browse a staff member’s property grid guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark or unmark a property favourite
Detailed mark or unmark a property favourite guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand saved-properties limitations
Detailed understand saved-properties limitations guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand My Rental Listings menu limitation
Detailed understand My Rental Listings menu limitation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot an empty property map
Detailed troubleshoot an empty property map guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a property missing from portal search
Detailed troubleshoot a property missing from portal search guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Property Status
Detailed open Property Status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate or update a Property Status record
Detailed create or update a Property Status record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a Property Status PDF
Detailed generate a Property Status PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Account Status
Detailed open Account Status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd notes to an account/status relation
Detailed add notes to an account/status relation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview account/status notes
Detailed review account/status notes guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Property Approvals workspace
Detailed open the Property Approvals workspace guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove an individual property
Detailed approve an individual property guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReject or return an individual property
Detailed reject or return an individual property guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange property approval status in bulk
Detailed change property approval status in bulk guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet staff as an approval manager
Detailed set staff as an approval manager guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRequire property approvals for staff
Detailed require property approvals for staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange a property listing status
Detailed change a property listing status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a property as sold
Detailed mark a property as sold guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a property as rented
Detailed mark a property as rented guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a property temporarily off market
Detailed mark a property temporarily off market guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a property expired
Detailed mark a property expired guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a property-status entry with a reason
Detailed delete a property-status entry with a reason guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand property status date effects
Detailed understand property status date effects guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a property stuck pending approval
Detailed troubleshoot a property stuck pending approval guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Buy Requests
Detailed open Buy Requests guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a buy request
Detailed create a buy request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit a buy request
Detailed edit a buy request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a buy request
Detailed delete a buy request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen buy-request details
Detailed open buy-request details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementLoad a property into a buy request
Detailed load a property into a buy request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementLoad customer billing data into a buy request
Detailed load customer billing data into a buy request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCalculate estimated request duration
Detailed calculate estimated request duration guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange a buy-request status
Detailed change a buy-request status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a buy-request PDF
Detailed generate a buy-request PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEmail a buy request
Detailed email a buy request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConvert a buy request to a contract
Detailed convert a buy request to a contract guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConvert a buy request to an invoice
Detailed convert a buy request to an invoice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the converted contract
Detailed open the converted contract guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the converted invoice
Detailed open the converted invoice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a buy request from the client portal
Detailed create a buy request from the client portal guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview a client buy request
Detailed review a client buy request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a client buy request
Detailed delete a client buy request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange a client buy-request status
Detailed change a client buy-request status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot failed buy-request conversion
Detailed troubleshoot failed buy-request conversion guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Rent Requests
Detailed open Rent Requests guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a rent request
Detailed create a rent request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit a rent request
Detailed edit a rent request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a rent request
Detailed delete a rent request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange a rent-request status
Detailed change a rent-request status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate and email a rent-request PDF
Detailed generate and email a rent-request PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConvert a rent request to contract or invoice
Detailed convert a rent request to contract or invoice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen a renter profile from a rent request
Detailed open a renter profile from a rent request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen My Renter Profile
Detailed open My Renter Profile guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpdate renter identity and contact details
Detailed update renter identity and contact details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpdate renter employment details
Detailed update renter employment details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload renter identity evidence
Detailed upload renter identity evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload renter income evidence
Detailed upload renter income evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd an address-history record
Detailed add an address-history record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete an address-history record
Detailed delete an address-history record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd an income source
Detailed add an income source guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete an income source
Detailed delete an income source guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd an occupant or person
Detailed add an occupant or person guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete an occupant
Detailed delete an occupant guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRecord pets
Detailed record pets guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRecord emergency contact
Detailed record emergency contact guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementIntroduce the renter
Detailed introduce the renter guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a rent request from the client portal
Detailed create a rent request from the client portal guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen client rent-request details and PDF
Detailed open client rent-request details and PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementView agent/company/staff details from a property
Detailed view agent/company/staff details from a property guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a missing renter-profile section
Detailed troubleshoot a missing renter-profile section guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Real Estate contracts
Detailed open Real Estate contracts guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a Real Estate contract
Detailed create a Real Estate contract guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit a Real Estate contract
Detailed edit a Real Estate contract guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementLoad a contract template
Detailed load a contract template guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a contract signed or unsigned
Detailed mark a contract signed or unsigned guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementClear a contract signature
Detailed clear a contract signature guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a contract PDF
Detailed generate a contract PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEmail a contract
Detailed email a contract guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd, edit or remove contract comments
Detailed add, edit or remove contract comments guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd or remove contract attachments
Detailed add or remove contract attachments guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRenew a contract — Contracts, invoices, payments and PDFs
Detailed renew a contract — Contracts, invoices, payments and PDFs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a contract renewal
Detailed delete a contract renewal guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCopy a contract
Detailed copy a contract guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a contract
Detailed delete a contract guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementManage contract types
Detailed manage contract types guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen Real Estate invoices
Detailed open Real Estate invoices guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a Real Estate invoice
Detailed create a Real Estate invoice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit a Real Estate invoice
Detailed edit a Real Estate invoice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementValidate an invoice number
Detailed validate an invoice number guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementLoad invoice customer data
Detailed load invoice customer data guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementLoad invoice relation data and merge data
Detailed load invoice relation data and merge data guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark an invoice cancelled or restore it
Detailed mark an invoice cancelled or restore it guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark an invoice sent
Detailed mark an invoice sent guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSend an invoice email
Detailed send an invoice email guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSend an overdue notice
Detailed send an overdue notice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate an invoice PDF
Detailed generate an invoice PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload or delete an invoice attachment
Detailed upload or delete an invoice attachment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementToggle invoice file visibility
Detailed toggle invoice file visibility guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRecord an invoice payment — Contracts, invoices, payments and PDFs
Detailed record an invoice payment — Contracts, invoices, payments and PDFs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete an invoice payment
Detailed delete an invoice payment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen a payment and generate its PDF
Detailed open a payment and generate its PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEmail a payment receipt
Detailed email a payment receipt guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSchedule an invoice email — Contracts, invoices, payments and PDFs
Detailed schedule an invoice email — Contracts, invoices, payments and PDFs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete an invoice
Detailed delete an invoice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a contract/invoice PDF or email
Detailed troubleshoot a contract/invoice PDF or email guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter tenant applications
Detailed filter tenant applications guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen a tenant application
Detailed open a tenant application guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSend a tenant application invitation
Detailed send a tenant application invitation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRevoke a tenant application invitation
Detailed revoke a tenant application invitation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the public application form
Detailed open the public application form guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete applicant identity fields
Detailed complete applicant identity fields guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete current address fields
Detailed complete current address fields guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete employment and income fields
Detailed complete employment and income fields guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete previous-landlord fields
Detailed complete previous-landlord fields guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChoose requested move-in date and term
Detailed choose requested move-in date and term guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDeclare pets
Detailed declare pets guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDeclare smoker, benefits and children flags
Detailed declare smoker, benefits and children flags guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEnter number of occupants
Detailed enter number of occupants guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEnter the right-to-rent share code
Detailed enter the right-to-rent share code guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAccept data-processing consent
Detailed accept data-processing consent guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAccept referencing and credit-check consents
Detailed accept referencing and credit-check consents guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChoose marketing consent
Detailed choose marketing consent guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSubmit the public tenant application
Detailed submit the public tenant application guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview a submitted application
Detailed review a submitted application guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a tenant application
Detailed approve a tenant application guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReject a tenant application
Detailed reject a tenant application guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementArchive a tenant application
Detailed archive a tenant application guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConvert an approved application into the next workflow
Detailed convert an approved application into the next workflow guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand public application options
Detailed understand public application options guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfigure privacy and terms URLs
Detailed configure privacy and terms URLs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot an invalid or expired application link
Detailed troubleshoot an invalid or expired application link guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a duplicate or incomplete application
Detailed troubleshoot a duplicate or incomplete application guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Onboarding workspace
Detailed open the Onboarding workspace guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate an onboarding record
Detailed create an onboarding record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementContinue an onboarding draft
Detailed continue an onboarding draft guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete an onboarding draft
Detailed delete an onboarding draft guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSelect the property context
Detailed select the property context guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSelect or create the tenant client context
Detailed select or create the tenant client context guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementQuick-add a tenant
Detailed quick-add a tenant guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfirm landlord and tenant parties
Detailed confirm landlord and tenant parties guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd onboarding occupiers
Detailed add onboarding occupiers guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet tenancy start, end and move-in dates
Detailed set tenancy start, end and move-in dates guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet rent amount and frequency
Detailed set rent amount and frequency guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet deposit and holding-deposit amounts
Detailed set deposit and holding-deposit amounts guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChoose the deposit scheme
Detailed choose the deposit scheme guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChoose an agreement template
Detailed choose an agreement template guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEdit agreement body HTML
Detailed edit agreement body HTML guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSave and continue an onboarding step
Detailed save and continue an onboarding step guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand onboarding workflow statuses
Detailed understand onboarding workflow statuses guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMove from draft to context selected
Detailed move from draft to context selected guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMove to parties confirmed
Detailed move to parties confirmed guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMove onboarding into progress
Detailed move onboarding into progress guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark onboarding ready for review
Detailed mark onboarding ready for review guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfirm the draft for tenant e-signature
Detailed confirm the draft for tenant e-signature guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSend the tenant e-signature request
Detailed send the tenant e-signature request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRecord tenant signature completion
Detailed record tenant signature completion guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the landlord countersign link
Detailed open the landlord countersign link guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete landlord countersignature
Detailed complete landlord countersignature guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementVerify a fully executed agreement
Detailed verify a fully executed agreement guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove or final-approve onboarding
Detailed approve or final-approve onboarding guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCancel or terminate onboarding
Detailed cancel or terminate onboarding guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload onboarding documents
Detailed upload onboarding documents guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview onboarding document records
Detailed review onboarding document records guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSend onboarding messages
Detailed send onboarding messages guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview onboarding audit history
Detailed review onboarding audit history guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand onboarding invoices and downstream records
Detailed understand onboarding invoices and downstream records guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a blocked onboarding transition
Detailed troubleshoot a blocked onboarding transition guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a missing tenant or landlord signature
Detailed troubleshoot a missing tenant or landlord signature guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a duplicate onboarding record
Detailed troubleshoot a duplicate onboarding record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen client maintenance requests
Detailed open client maintenance requests guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementVerify maintenance-request property access
Detailed verify maintenance-request property access guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload maintenance photos
Detailed upload maintenance photos guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the admin maintenance register
Detailed open the admin maintenance register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview maintenance-request details
Detailed review maintenance-request details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate or update a maintenance request in admin
Detailed create or update a maintenance request in admin guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSet maintenance priority
Detailed set maintenance priority guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAssign maintenance to staff
Detailed assign maintenance to staff guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAssign maintenance to a supplier
Detailed assign maintenance to a supplier guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpdate maintenance status
Detailed update maintenance status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRecord maintenance cost
Detailed record maintenance cost guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a maintenance PDF
Detailed generate a maintenance PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEmail a maintenance request or work order
Detailed email a maintenance request or work order guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview maintenance from the landlord view
Detailed review maintenance from the landlord view guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen a landlord maintenance job report — Maintenance requests and tenant feedback
Detailed open a landlord maintenance job report — Maintenance requests and tenant feedback guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSubmit tenant feedback
Detailed submit tenant feedback guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview tenant feedback
Detailed review tenant feedback guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a missing maintenance request
Detailed troubleshoot a missing maintenance request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a maintenance email or PDF
Detailed troubleshoot a maintenance email or PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Suppliers and Jobs hub
Detailed open the Suppliers and Jobs hub guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate or allocate a supplier job
Detailed create or allocate a supplier job guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand automatic maintenance-job creation
Detailed understand automatic maintenance-job creation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSend the supplier work-order email
Detailed send the supplier work-order email guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpdate an allocated supplier job
Detailed update an allocated supplier job guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a supplier job
Detailed delete a supplier job guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRevoke a supplier job
Detailed revoke a supplier job guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementResend a supplier job email
Detailed resend a supplier job email guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a supplier job status in admin
Detailed mark a supplier job status in admin guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementResend a supplier alert
Detailed resend a supplier alert guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a supplier job PDF
Detailed generate a supplier job PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview supplier notes
Detailed review supplier notes guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the supplier portal
Detailed open the supplier portal guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAccept or acknowledge a supplier job
Detailed accept or acknowledge a supplier job guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a supplier job in progress
Detailed mark a supplier job in progress guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a supplier job completed
Detailed mark a supplier job completed guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCancel or void a supplier job from the portal
Detailed cancel or void a supplier job from the portal guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview supplier job status normalisation
Detailed review supplier job status normalisation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload supplier completion photos
Detailed upload supplier completion photos guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAdd supplier completion notes
Detailed add supplier completion notes guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a supplier job report
Detailed generate a supplier job report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementPrint a supplier receipt
Detailed print a supplier receipt guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand automatic supplier invoice creation
Detailed understand automatic supplier invoice creation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen supplier invoices in admin
Detailed open supplier invoices in admin guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a supplier invoice paid
Detailed mark a supplier invoice paid guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementPay a supplier through the payout action
Detailed pay a supplier through the payout action guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementChange supplier payout status
Detailed change supplier payout status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpdate a supplier invoice
Detailed update a supplier invoice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a supplier portal access failure
Detailed troubleshoot a supplier portal access failure guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot duplicate supplier invoices
Detailed troubleshoot duplicate supplier invoices guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementBrowse client portal properties
Detailed browse client portal properties guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen a client property detail
Detailed open a client property detail guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementPreview a client property file
Detailed preview a client property file guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a client-uploaded Real Estate attachment
Detailed delete a client-uploaded Real Estate attachment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the client portal buy application
Detailed use the client portal buy application guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the client portal rental application
Detailed use the client portal rental application guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the client renter profile
Detailed use the client renter profile guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen linked property status
Detailed open linked property status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDownload a linked compliance certificate
Detailed download a linked compliance certificate guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen client supplier/maintenance information
Detailed open client supplier/maintenance information guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen client payout information
Detailed open client payout information guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen landlord maintenance
Detailed open landlord maintenance guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen landlord job report
Detailed open landlord job report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand client portal menu omissions
Detailed understand client portal menu omissions guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a portal property or certificate access denial
Detailed troubleshoot a portal property or certificate access denial guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Real Estate dashboard
Detailed open the Real Estate dashboard guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementFilter the Real Estate dashboard by period
Detailed filter the Real Estate dashboard by period guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview buy-request status analysis
Detailed review buy-request status analysis guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview rent-request status analysis
Detailed review rent-request status analysis guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview request analysis by property type
Detailed review request analysis by property type guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview listing analysis by status
Detailed review listing analysis by status guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the rent-paid report
Detailed run the rent-paid report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the vacant rental-property report
Detailed run the vacant rental-property report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the rental-unit report
Detailed run the rental-unit report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the delinquent-tenants report
Detailed run the delinquent-tenants report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the leases-ending report
Detailed run the leases-ending report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the vacant sale-property report
Detailed run the vacant sale-property report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the sold-unit report
Detailed run the sold-unit report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the top-city listing report
Detailed run the top-city listing report guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Real Estate app search
Detailed use Real Estate app search guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen broker portal notifications
Detailed open broker portal notifications guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMark a broker notification read
Detailed mark a broker notification read guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementPoll broker notifications
Detailed poll broker notifications guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview Real Estate activity
Detailed review Real Estate activity guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete an incorrect property activity entry
Detailed delete an incorrect property activity entry guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot an empty report or dashboard
Detailed troubleshoot an empty report or dashboard guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview Real Estate email templates
Detailed review Real Estate email templates guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Real Estate merge fields
Detailed use Real Estate merge fields guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSend property, request, contract, invoice, payment and maintenance emails
Detailed send property, request, contract, invoice, payment and maintenance emails guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand Real Estate global SMTP dependency
Detailed understand Real Estate global SMTP dependency guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Real Estate PDF organisation text
Detailed use Real Estate PDF organisation text guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Real Estate PDF logo branding
Detailed use Real Estate PDF logo branding guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a property-status PDF — Email, PDF branding and integrations
Detailed generate a property-status PDF — Email, PDF branding and integrations guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate request PDFs
Detailed generate request PDFs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate contract, invoice and payment PDFs
Detailed generate contract, invoice and payment PDFs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate maintenance and supplier-job PDFs
Detailed generate maintenance and supplier-job PDFs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Google Maps places/marker integration
Detailed use Google Maps places/marker integration guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand Google Maps region configuration
Detailed understand Google Maps region configuration guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse optional Compliance Monitor links
Detailed use optional Compliance Monitor links guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse CRM customer-profile tabs
Detailed use CRM customer-profile tabs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse project, task and reminder links where exposed
Detailed use project, task and reminder links where exposed guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand module route compatibility and portal themes
Detailed understand module route compatibility and portal themes guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot Real Estate email delivery
Detailed troubleshoot Real Estate email delivery guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot Real Estate PDF branding/output
Detailed troubleshoot Real Estate PDF branding/output guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot Google Maps
Detailed troubleshoot Google Maps guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApply least privilege to Real Estate Management
Detailed apply least privilege to Real Estate Management guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementProtect public application tokens
Detailed protect public application tokens guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementProtect agreement countersign tokens
Detailed protect agreement countersign tokens guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementProtect renter identity and income evidence
Detailed protect renter identity and income evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementProtect property-owner and tenant contact details
Detailed protect property-owner and tenant contact details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementProtect supplier job evidence
Detailed protect supplier job evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementProtect broker portal accounts
Detailed protect broker portal accounts guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview Real Estate stored tables
Detailed review Real Estate stored tables guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview core table extensions
Detailed review core table extensions guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview property activity and audit evidence
Detailed review property activity and audit evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview tenant application audit evidence
Detailed review tenant application audit evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview onboarding audit and workflow evidence
Detailed review onboarding audit and workflow evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview supplier and payout audit evidence
Detailed review supplier and payout audit evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand file-storage responsibilities
Detailed understand file-storage responsibilities guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand application retention setting
Detailed understand application retention setting guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand public application consent separation
Detailed understand public application consent separation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand no generic Real Estate REST API
Detailed understand no generic Real Estate REST API guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand no Real Estate webhook framework
Detailed understand no Real Estate webhook framework guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand no registered Real Estate cron hook
Detailed understand no registered Real Estate cron hook guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview backup and checkpoint files as excluded artefacts
Detailed review backup and checkpoint files as excluded artefacts guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun a Real Estate security review
Detailed run a Real Estate security review guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot Real Estate activation
Detailed troubleshoot Real Estate activation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a 404 Real Estate page
Detailed troubleshoot a 404 Real Estate page guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a permission denied message
Detailed troubleshoot a permission denied message guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a form validation error
Detailed troubleshoot a form validation error guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a duplicate email error
Detailed troubleshoot a duplicate email error guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a missing owner/company/broker selector option
Detailed troubleshoot a missing owner/company/broker selector option guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a property attachment
Detailed troubleshoot a property attachment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot a request conversion
Detailed troubleshoot a request conversion guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot client portal login or visibility
Detailed troubleshoot client portal login or visibility guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot broker portal login
Detailed troubleshoot broker portal login guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot public application or countersign link
Detailed troubleshoot public application or countersign link guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot onboarding workflow state
Detailed troubleshoot onboarding workflow state guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot supplier job allocation
Detailed troubleshoot supplier job allocation guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot supplier completion
Detailed troubleshoot supplier completion guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot supplier invoice payment
Detailed troubleshoot supplier invoice payment guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTroubleshoot Real Estate reports
Detailed troubleshoot Real Estate reports guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand the absence of a module-specific cron scheduler
Detailed understand the absence of a module-specific cron scheduler guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand the absence of a generic API/webhook interface
Detailed understand the absence of a generic API/webhook interface guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand commented or hidden portal features
Detailed understand commented or hidden portal features guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand module version and migration details
Detailed understand module version and migration details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Agreement_countersign controller reference
Detailed use the Agreement_countersign controller reference guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Apply controller reference
Detailed use the Apply controller reference guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Authentication_broker controller reference
Detailed use the Authentication_broker controller reference guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Broker controller reference
Detailed use the Broker controller reference guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Client controller reference
Detailed use the Client controller reference guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Realestate controller reference
Detailed use the Realestate controller reference guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Maintenance and supplier controller references
Detailed use the Maintenance and supplier controller references guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Realestate_portal reference
Detailed use the Realestate_portal reference guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the Real Estate Management production verification checklist
Detailed run the Real Estate Management production verification checklist guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementEnable Compliance Monitor permissions
Detailed enable Compliance Monitor permissions guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand the Compliance Monitor menu groups
Detailed understand the Compliance Monitor menu groups guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Compliance Monitor dashboard
Detailed use the Compliance Monitor dashboard guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementInterpret dashboard compliance risk metrics
Detailed interpret dashboard compliance risk metrics guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSynchronise linked properties
Detailed synchronise linked properties guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSynchronise suppliers
Detailed synchronise suppliers guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the compliance records register
Detailed use the compliance records register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSearch and filter compliance records
Detailed search and filter compliance records guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen an approved compliance record PDF
Detailed open an approved compliance record PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDownload a compliance record PDF safely
Detailed download a compliance record PDF safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand compliance record statuses
Detailed understand compliance record statuses guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse display references and certificate numbers
Detailed use display references and certificate numbers guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview the notification and intimation engine
Detailed review the notification and intimation engine guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun the intimation engine manually
Detailed run the intimation engine manually guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand staged compliance notifications
Detailed understand staged compliance notifications guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a notification PDF
Detailed generate a notification PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRepair a missing notification PDF
Detailed repair a missing notification PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementResend a compliance notification email
Detailed resend a compliance notification email guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementResend the latest notification for a record
Detailed resend the latest notification for a record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the latest notification PDF for a record
Detailed open the latest notification PDF for a record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the renewal submissions register
Detailed use the renewal submissions register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview an external renewal submission
Detailed review an external renewal submission guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementMove a renewal submission into document review
Detailed move a renewal submission into document review guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove, reject or mark a renewal under review
Detailed approve, reject or mark a renewal under review guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the public compliance renewal link
Detailed use the public compliance renewal link guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload renewal evidence from the public page
Detailed upload renewal evidence from the public page guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementConfigure and run the Compliance Monitor cron
Detailed configure and run the Compliance Monitor cron guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Gas Safety / CP12 evidence
Detailed upload Gas Safety / CP12 evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Gas Safety / CP12 evidence
Detailed parse Gas Safety / CP12 evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Gas Safety / CP12 details
Detailed review and edit Gas Safety / CP12 details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Gas Safety / CP12 compliance record
Detailed approve a Gas Safety / CP12 compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Gas Safety / CP12 PDF record
Detailed open the Gas Safety / CP12 PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Gas Safety / CP12 intake evidence safely
Detailed delete Gas Safety / CP12 intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload EICR evidence
Detailed upload EICR evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse EICR evidence
Detailed parse EICR evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit EICR details
Detailed review and edit EICR details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a EICR compliance record
Detailed approve a EICR compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the EICR PDF record
Detailed open the EICR PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete EICR intake evidence safely
Detailed delete EICR intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse EPC / MEES tracking
Detailed use EPC / MEES tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload EPC / MEES evidence
Detailed upload EPC / MEES evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse EPC / MEES evidence
Detailed parse EPC / MEES evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit EPC / MEES details
Detailed review and edit EPC / MEES details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a EPC / MEES compliance record
Detailed approve a EPC / MEES compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the EPC / MEES PDF record
Detailed open the EPC / MEES PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete EPC / MEES intake evidence safely
Detailed delete EPC / MEES intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Smoke & CO Alarms tracking
Detailed use Smoke & CO Alarms tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Smoke & CO Alarms evidence
Detailed upload Smoke & CO Alarms evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Smoke & CO Alarms evidence
Detailed parse Smoke & CO Alarms evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Smoke & CO Alarms details
Detailed review and edit Smoke & CO Alarms details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Smoke & CO Alarms compliance record
Detailed approve a Smoke & CO Alarms compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Smoke & CO Alarms PDF record
Detailed open the Smoke & CO Alarms PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Smoke & CO Alarms intake evidence safely
Detailed delete Smoke & CO Alarms intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Fire Risk Assessment tracking
Detailed use Fire Risk Assessment tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Fire Risk Assessment evidence
Detailed upload Fire Risk Assessment evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Fire Risk Assessment evidence
Detailed parse Fire Risk Assessment evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Fire Risk Assessment details
Detailed review and edit Fire Risk Assessment details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Fire Risk Assessment compliance record
Detailed approve a Fire Risk Assessment compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Fire Risk Assessment PDF record
Detailed open the Fire Risk Assessment PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Fire Risk Assessment intake evidence safely
Detailed delete Fire Risk Assessment intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Legionella Risk Assessment tracking
Detailed use Legionella Risk Assessment tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Legionella Risk Assessment evidence
Detailed upload Legionella Risk Assessment evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Legionella Risk Assessment evidence
Detailed parse Legionella Risk Assessment evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Legionella Risk Assessment details
Detailed review and edit Legionella Risk Assessment details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Legionella Risk Assessment compliance record
Detailed approve a Legionella Risk Assessment compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Legionella Risk Assessment PDF record
Detailed open the Legionella Risk Assessment PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Legionella Risk Assessment intake evidence safely
Detailed delete Legionella Risk Assessment intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Building Safety / Higher-Risk Buildings tracking
Detailed use Building Safety / Higher-Risk Buildings tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Building Safety / Higher-Risk Buildings evidence
Detailed upload Building Safety / Higher-Risk Buildings evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Building Safety / Higher-Risk Buildings evidence
Detailed parse Building Safety / Higher-Risk Buildings evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Building Safety / Higher-Risk Buildings details
Detailed review and edit Building Safety / Higher-Risk Buildings details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Building Safety / Higher-Risk Buildings compliance record
Detailed approve a Building Safety / Higher-Risk Buildings compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Building Safety / Higher-Risk Buildings PDF record
Detailed open the Building Safety / Higher-Risk Buildings PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Building Safety / Higher-Risk Buildings intake evidence safely
Detailed delete Building Safety / Higher-Risk Buildings intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Asbestos Management tracking
Detailed use Asbestos Management tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Asbestos Management evidence
Detailed upload Asbestos Management evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Asbestos Management evidence
Detailed parse Asbestos Management evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Asbestos Management details
Detailed review and edit Asbestos Management details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Asbestos Management compliance record
Detailed approve a Asbestos Management compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Asbestos Management PDF record
Detailed open the Asbestos Management PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Asbestos Management intake evidence safely
Detailed delete Asbestos Management intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload HMO / Licensing evidence
Detailed upload HMO / Licensing evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse HMO / Licensing evidence
Detailed parse HMO / Licensing evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit HMO / Licensing details
Detailed review and edit HMO / Licensing details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a HMO / Licensing compliance record
Detailed approve a HMO / Licensing compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the HMO / Licensing PDF record
Detailed open the HMO / Licensing PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete HMO / Licensing intake evidence safely
Detailed delete HMO / Licensing intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Selective / Additional Licensing tracking
Detailed use Selective / Additional Licensing tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Selective / Additional Licensing evidence
Detailed upload Selective / Additional Licensing evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Selective / Additional Licensing evidence
Detailed parse Selective / Additional Licensing evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Selective / Additional Licensing details
Detailed review and edit Selective / Additional Licensing details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Selective / Additional Licensing compliance record
Detailed approve a Selective / Additional Licensing compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Selective / Additional Licensing PDF record
Detailed open the Selective / Additional Licensing PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Selective / Additional Licensing intake evidence safely
Detailed delete Selective / Additional Licensing intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Wales Licensing / Registration tracking
Detailed use Wales Licensing / Registration tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Wales Licensing / Registration evidence
Detailed upload Wales Licensing / Registration evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Wales Licensing / Registration evidence
Detailed parse Wales Licensing / Registration evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Wales Licensing / Registration details
Detailed review and edit Wales Licensing / Registration details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Wales Licensing / Registration compliance record
Detailed approve a Wales Licensing / Registration compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Wales Licensing / Registration PDF record
Detailed open the Wales Licensing / Registration PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Wales Licensing / Registration intake evidence safely
Detailed delete Wales Licensing / Registration intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Scotland Letting Agent Register tracking
Detailed use Scotland Letting Agent Register tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Scotland Letting Agent Register evidence
Detailed upload Scotland Letting Agent Register evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Scotland Letting Agent Register evidence
Detailed parse Scotland Letting Agent Register evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Scotland Letting Agent Register details
Detailed review and edit Scotland Letting Agent Register details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Scotland Letting Agent Register compliance record
Detailed approve a Scotland Letting Agent Register compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Scotland Letting Agent Register PDF record
Detailed open the Scotland Letting Agent Register PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Scotland Letting Agent Register intake evidence safely
Detailed delete Scotland Letting Agent Register intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse Northern Ireland Landlord Registration tracking
Detailed use Northern Ireland Landlord Registration tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload Northern Ireland Landlord Registration evidence
Detailed upload Northern Ireland Landlord Registration evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse Northern Ireland Landlord Registration evidence
Detailed parse Northern Ireland Landlord Registration evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit Northern Ireland Landlord Registration details
Detailed review and edit Northern Ireland Landlord Registration details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Northern Ireland Landlord Registration compliance record
Detailed approve a Northern Ireland Landlord Registration compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the Northern Ireland Landlord Registration PDF record
Detailed open the Northern Ireland Landlord Registration PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete Northern Ireland Landlord Registration intake evidence safely
Detailed delete Northern Ireland Landlord Registration intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse England PRS Database tracking
Detailed use England PRS Database tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload England PRS Database evidence
Detailed upload England PRS Database evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse England PRS Database evidence
Detailed parse England PRS Database evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit England PRS Database details
Detailed review and edit England PRS Database details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a England PRS Database compliance record
Detailed approve a England PRS Database compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the England PRS Database PDF record
Detailed open the England PRS Database PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete England PRS Database intake evidence safely
Detailed delete England PRS Database intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse CMP / Client Money tracking
Detailed use CMP / Client Money tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload CMP / Client Money evidence
Detailed upload CMP / Client Money evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse CMP / Client Money evidence
Detailed parse CMP / Client Money evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit CMP / Client Money details
Detailed review and edit CMP / Client Money details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a CMP / Client Money compliance record
Detailed approve a CMP / Client Money compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the CMP / Client Money PDF record
Detailed open the CMP / Client Money PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete CMP / Client Money intake evidence safely
Detailed delete CMP / Client Money intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse HMRC / MTD tracking
Detailed use HMRC / MTD tracking guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload HMRC / MTD evidence
Detailed upload HMRC / MTD evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse HMRC / MTD evidence
Detailed parse HMRC / MTD evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and edit HMRC / MTD details
Detailed review and edit HMRC / MTD details guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a HMRC / MTD compliance record
Detailed approve a HMRC / MTD compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen the HMRC / MTD PDF record
Detailed open the HMRC / MTD PDF record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete HMRC / MTD intake evidence safely
Detailed delete HMRC / MTD intake evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a deposit protection intake
Detailed create a deposit protection intake guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview a deposit protection intake
Detailed review a deposit protection intake guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a deposit protection record
Detailed approve a deposit protection record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementTransition a deposit protection workflow
Detailed transition a deposit protection workflow guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementStart a deposit return or deductions case
Detailed start a deposit return or deductions case guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementBuild a deposit deductions breakdown
Detailed build a deposit deductions breakdown guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSave and initiate a deposit return case
Detailed save and initiate a deposit return case guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen and resolve a deposit dispute
Detailed open and resolve a deposit dispute guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementComplete, close or reopen a deposit return case
Detailed complete, close or reopen a deposit return case guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementExport deposit return cases to CSV
Detailed export deposit return cases to CSV guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementPrint a deposit settlement summary
Detailed print a deposit settlement summary guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a deposit protection PDF
Detailed generate a deposit protection PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSearch for a Right to Rent tenant
Detailed search for a Right to Rent tenant guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload multiple Right to Rent evidence files
Detailed upload multiple Right to Rent evidence files guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview a Right to Rent intake
Detailed review a Right to Rent intake guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAttach additional Right to Rent review evidence
Detailed attach additional Right to Rent review evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove a Right to Rent compliance record
Detailed approve a Right to Rent compliance record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a Right to Rent PDF certificate
Detailed generate a Right to Rent PDF certificate guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a Right to Rent intake safely
Detailed delete a Right to Rent intake safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Right to Rent audit workspace
Detailed use the Right to Rent audit workspace guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload AML / KYC evidence
Detailed upload AML / KYC evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse AML / KYC evidence
Detailed parse AML / KYC evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview an AML / KYC intake
Detailed review an AML / KYC intake guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementAttach additional AML / KYC evidence
Detailed attach additional AML / KYC evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRecord a manual AML credit check
Detailed record a manual AML credit check guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove an AML / KYC record
Detailed approve an AML / KYC record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementSend an AML / KYC notification
Detailed send an AML / KYC notification guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate an AML / KYC PDF
Detailed generate an AML / KYC PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementOpen an AML / KYC notification PDF
Detailed open an AML / KYC notification PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete AML / KYC evidence safely
Detailed delete AML / KYC evidence safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the AML / KYC and sanctions audit
Detailed use the AML / KYC and sanctions audit guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview GDPR retention policies
Detailed review GDPR retention policies guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementBackfill retention metadata
Detailed backfill retention metadata guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun a GDPR retention dry run
Detailed run a GDPR retention dry run guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApply a GDPR legal hold
Detailed apply a GDPR legal hold guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRemove a GDPR legal hold
Detailed remove a GDPR legal hold guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementExecute GDPR retention actions
Detailed execute GDPR retention actions guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview GDPR retention audit logs
Detailed review GDPR retention audit logs guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUnderstand GDPR anonymisation boundaries
Detailed understand GDPR anonymisation boundaries guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview the scheduled GDPR retention cycle
Detailed review the scheduled GDPR retention cycle guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse tenant information and prescribed documents
Detailed use tenant information and prescribed documents guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a tenant information service log
Detailed create a tenant information service log guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview a tenant information service log
Detailed review a tenant information service log guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementIssue an official tenant information pack
Detailed issue an official tenant information pack guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse tenant information pack acknowledgement
Detailed use tenant information pack acknowledgement guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a tenant information service certificate
Detailed generate a tenant information service certificate guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview tenant information service evidence
Detailed review tenant information service evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse possession and notice compliance
Detailed use possession and notice compliance guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUpload a possession notice intake
Detailed upload a possession notice intake guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementParse and review a possession notice
Detailed parse and review a possession notice guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove possession notice evidence
Detailed approve possession notice evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementGenerate a possession notice PDF
Detailed generate a possession notice PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview possession notice evidence
Detailed review possession notice evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the legacy Section 21 archive
Detailed use the legacy Section 21 archive guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse rent increase and bidding compliance
Detailed use rent increase and bidding compliance guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a rent increase or bidding intake
Detailed create a rent increase or bidding intake guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and approve a rent increase or bidding record
Detailed review and approve a rent increase or bidding record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a rent increase or bidding intake safely
Detailed delete a rent increase or bidding intake safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the rent increase and bidding audit
Detailed use the rent increase and bidding audit guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse tenant fees and permitted payments
Detailed use tenant fees and permitted payments guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a tenant fee or permitted-payment log
Detailed create a tenant fee or permitted-payment log guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and approve a tenant fee record
Detailed review and approve a tenant fee record guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a tenant fee log safely
Detailed delete a tenant fee log safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the tenant fees audit
Detailed use the tenant fees audit guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse pet requests compliance
Detailed use pet requests compliance guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate a pet request intake
Detailed create a pet request intake guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and decide a pet request
Detailed review and decide a pet request guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementDelete a pet request intake safely
Detailed delete a pet request intake safely guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the pet requests audit
Detailed use the pet requests audit guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Redress Scheme Membership register
Detailed use the Redress Scheme Membership register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and update Redress Scheme Membership
Detailed review and update Redress Scheme Membership guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove and open the Redress Scheme Membership PDF
Detailed approve and open the Redress Scheme Membership PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and update ICO Data Protection Fee / Registration
Detailed review and update ICO Data Protection Fee / Registration guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove and open the ICO Data Protection Fee / Registration PDF
Detailed approve and open the ICO Data Protection Fee / Registration PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Estate Agency AML Supervision register
Detailed use the Estate Agency AML Supervision register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and update Estate Agency AML Supervision
Detailed review and update Estate Agency AML Supervision guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove and open the Estate Agency AML Supervision PDF
Detailed approve and open the Estate Agency AML Supervision PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Landlord Ombudsman register
Detailed use the Landlord Ombudsman register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and update Landlord Ombudsman
Detailed review and update Landlord Ombudsman guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove and open the Landlord Ombudsman PDF
Detailed approve and open the Landlord Ombudsman PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview and update Material Information
Detailed review and update Material Information guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementApprove and open the Material Information PDF
Detailed approve and open the Material Information PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse financial sanctions checks
Detailed use financial sanctions checks guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the legal governance register
Detailed use the legal governance register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the Legal & Audit dashboard
Detailed use the Legal & Audit dashboard guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the approved records register
Detailed use the approved records register guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse official PDF reports
Detailed use official PDF reports guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementCreate authority or regulator exports
Detailed create authority or regulator exports guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementExport an audit register to CSV
Detailed export an audit register to CSV guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementExport an audit pack PDF
Detailed export an audit pack PDF guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementExport an audit evidence ZIP
Detailed export an audit evidence ZIP guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementRun a compliance audit backbone check
Detailed run a compliance audit backbone check guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse audit logs and chain of custody
Detailed use audit logs and chain of custody guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the financial audit workspace
Detailed use the financial audit workspace guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the tenancy audit workspace
Detailed use the tenancy audit workspace guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementUse the property audit workspace
Detailed use the property audit workspace guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview Gas Safety, EICR and EPC audit evidence
Detailed review Gas Safety, EICR and EPC audit evidence guidance from the retained property and compliance task library.
Read the guide →Property & Compliance ManagementReview fire, legionella and alarm audit evidence
Detailed review fire, legionella and alarm audit evidence guidance from the retained property and compliance task library.
Read the guide →Property Management FlowStart with Property Management Flow
Use Flow alongside the active Property & Compliance Management module.
Read the guide →Property Management FlowSet up Flow access and resolve missing tabs
An administrator must make the module available in the intended workspace and grant staff the permissions required for their duties.
Read the guide →Property Management FlowUse the Control Room and refresh intelligence
Open the Control Room when you need a prioritised view of the properties your account can access.
Read the guide →Property Management FlowOpen and use a Property Digital Twin
Choose an existing property; the Twin joins information already linked to that property rather than creating a second property record.
Read the guide →Property Management FlowTrace timeline events, documents and communications
Use the Universal property timeline, Documents & evidence and Communication history together when checking what happened to a property.
Read the guide →Property Management FlowRun Compliance Autopilot and investigate findings
Compliance Autopilot highlights exceptions in native evidence.
Read the guide →Property Management FlowAcknowledge, resolve, dismiss or reopen a compliance case
Use a case decision to record how the team is handling a detected exception.
Read the guide →Property Management FlowCreate a compliance task or remedial repair
Use a staff task for accountable follow-up and remedial maintenance when the case requires physical work at the property.
Read the guide →Property Management FlowBuild and preview a Zero-Chase rule
A rule combines a trigger, optional conditions, actions, a cooldown and a review policy.
Read the guide →Property Management FlowChoose the right Zero-Chase trigger and threshold
Read the trigger behaviour before setting a threshold.
Read the guide →Property Management FlowApprove, reject and evaluate automation work
Evaluate active rules can both queue candidates and execute work that is eligible to run.
Read the guide →Property Management FlowInvestigate automation recipients, failures and retries
Use the execution log to distinguish a processed queue item from a delivered message or created task.
Read the guide →Property Management FlowConfigure cooldowns and delayed escalation
Cooldown and escalation control repeated follow-up, but they do not replace a review of whether the underlying issue still exists.
Read the guide →Property Management FlowRead and explain property health and risk
Health is an operational score: a higher percentage means lower calculated risk.
Read the guide →Property Management FlowAsk the AI Property Manager and use morning briefings
Use AI Manager for operational questions within your authorised property scope and verify the answer against source records.
Read the guide →Property Management FlowCreate and triage a maintenance request in Flow
A Flow request is created in the existing maintenance system and receives a linked Flow work order.
Read the guide →Property Management FlowAllocate a supplier and request a quote
Use an active native supplier account and inspect its credential readiness before assigning work.
Read the guide →Property Management FlowRecord a quote and the landlord decision
A valid quote must be received before landlord approval can be recorded and work can progress to scheduling.
Read the guide →Property Management FlowSchedule an appointment and start work
Schedule work only after the quote has been approved.
Read the guide →Property Management FlowSubmit completion evidence and close a repair
Completion is a review stage.
Read the guide →Property Management FlowRecord and review contractor credentials
Record supplier evidence and its expiry so the team can review readiness before allocation.
Read the guide →Property Management FlowReview supplier performance and native invoice state
Use supplier performance as operational evidence alongside credential checks and the actual job history.
Read the guide →Property Management FlowCheck PRS readiness and export the register
This screen checks an internal preparation checklist.
Read the guide →Property Management FlowSet landlord, tenant and supplier portal policies
Portal policies refine access for existing native client identities; they do not create a second identity or replace the property/job relationship.
Read the guide →Property Management FlowUse Property Flow as a landlord
Sign in as the authorised landlord contact linked to the property and check that the team has enabled the functions you need.
Read the guide →Property Management FlowUse Property Flow as a tenant
Use your authorised tenant account to view the property and maintenance information made available by the property team.
Read the guide →Property Management FlowUse the supplier workbench for quotes and completion
Sign in with the native supplier account to see only jobs assigned to that supplier identity.
Read the guide →Property Management FlowCreate rent schedules and generate charges
An active tenant link and appropriate finance permissions are required before creating a rent schedule.
Read the guide →Property Management FlowRecord a receipt and understand rent allocation
Record a receipt only after verifying the real incoming payment and checking that it has not already been synchronised or reconciled.
Read the guide →Property Management FlowRead arrears ageing and landlord statements
Review allocations and source entries before acting on an overdue total or an amount shown as payable to a landlord.
Read the guide →Property Management FlowAdd an operational entry and sync supplier costs
Use manual entries only for amounts not already represented by a native source or rent schedule.
Read the guide →Property Management FlowStage and review a reconciliation CSV
Prepare a CSV with date and amount columns.
Read the guide →Property Management FlowMatch, manually resolve or ignore a transaction
Verify the actual transaction and target ledger entry before confirming a suggested or manual match.
Read the guide →Property Management FlowPlan and stage a governed migration
Migration creates native business records after review.
Read the guide →Property Management FlowMap columns, resolve duplicates and commit batches
Only valid staged rows are eligible for commit.
Read the guide →Property Management FlowImport properties with the Migration Centre
A property description/name is required.
Read the guide →Property Management FlowImport landlords with the Migration Centre
Name/company is required.
Read the guide →Property Management FlowImport tenants with the Migration Centre
Name/company and a resolvable property reference are required.
Read the guide →Property Management FlowImport tenancies with the Migration Centre
Property reference, an email resolving an existing tenant account and tenancy_start_date are required.
Read the guide →Property Management FlowImport suppliers with the Migration Centre
Name/company is required and any supplied email must be valid.
Read the guide →Property Management FlowImport compliance records with the Migration Centre
A resolvable property reference and compliance_type are required.
Read the guide →Property Management FlowImport maintenance requests with the Migration Centre
A resolvable property reference and subject are required.
Read the guide →Property Management FlowTroubleshoot missing records, uploads and background work
Start with the exact property, record reference, action and error message.
Read the guide →Property & Compliance ManagementUse the merged Property & Compliance Management module
Property & Compliance Management UK combines the former Real Estate Management and Compliance Monitor workflows under the retained realestate module identity.
Read the guide →Property & Compliance ManagementFind every property and compliance workspace
The module adds separate Properties Management and Compliance tabs in the workspace header while active.
Read the guide →Property & Compliance ManagementUse the administrator Quick Actions bar
The Quick Actions bar is available to signed-in administrators while the merged module is active.
Read the guide →Property & Compliance ManagementReview staff, property and stakeholder access after the merger
Retain least-privilege roles and verify record relationships after an upgrade.
Read the guide →Property & Compliance ManagementKeep records and replace outdated standalone links
Use current navigation after the merger and verify that historical evidence remains accessible through the intended record.
Read the guide →Property & Compliance ManagementUnderstand secure tenant invitations and public applications
A secure property-bound invitation and an open public application form are different entry routes with different controls.
Read the guide →Property & Compliance ManagementContinue onboarding without confusing viewing and saving
Use the onboarding workspace to progress the selected case through its supported actions and verification gates.
Read the guide →Property & Compliance ManagementCheck maintenance and onboarding notification delivery
Use per-recipient delivery and communication history to verify notification outcomes, especially after a workflow change.
Read the guide →Property & Compliance ManagementCheck workspace branding, PDFs and protected evidence
Generated letters, emails, public forms and PDFs use the active workspace’s configured identity and supported native services.
Read the guide →Property & Compliance ManagementFollow evidence from intake to audit export
Select the appropriate safety, tenancy, licensing or governance area and retain the distinction between source evidence, review, approval, notifications and audit output.
Read the guide →Property & Compliance ManagementBrowse the complete merged feature library
Use this directory to find inherited feature instructions without losing the current merger context.
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