Proplix Help Centre · A Britixo brand
Tenancies & portals
Follow applications, onboarding and customer access with fewer loose ends.
67 guides
Guides for tenancies & portals
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.
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