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Help/Portals/Landlord portal: portfolio visibility, maintenance context and digital approvals
How-to guide

Landlord portal workflow

The landlord portal is designed as the owner-facing digital workspace for portfolio oversight, maintenance visibility, compliance confidence, documents and paperless approval flows.

PortalsHow do I use the landlord portal?What can landlords see?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Website > Portals > Landlord Portal
Portal login > Landlord workspace
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Open the website page Portals > Landlord Portal.
  2. Sign in through the landlord portal login.
  3. Use the landlord workspace to review portfolio visibility, maintenance context, documents and related digital actions.
  4. Open the relevant property, document or approval item inside the portal when you need more detail.
  5. Use the portal as the landlord-facing digital workspace rather than relying on separate email chains for every update.

What this feature does

  • The portal is role-based and intended to expose landlord-relevant portfolio records only.
  • Property and service visibility are key landlord portal use cases.
  • Maintenance job visibility, compliance record access and document downloads are core landlord-facing functions.
  • The portal direction includes e-signature-ready approvals and digital acknowledgements.
  • Paperless delivery is part of the landlord portal value story.

What to do next

  • If the landlord asks for operational changes rather than visibility, continue in the Real Estate admin workflows.
  • If the issue is compliance-heavy, cross-check the Compliance Monitor record behind the portal view.

Related guides

Tenant portal: service requests, tenancy records and digital acknowledgements

The tenant portal is the resident-facing digital workspace for tenancy-related documents, service interaction and paperless communication. It should reduce friction around routine requests while preserving a clean tenancy history.

Portals

Supplier portal: job allocation, updates, uploads and digital sign-off

The supplier portal is designed as the contractor-facing workspace for allocated jobs, progress updates, uploads, job reports and cleaner completion flow.

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Portal architecture, role-based access and paperless delivery

The current website and application structure support a portal-led operating model with separate landlord, tenant and supplier portal experiences. This guide explains the cross-portal features that matter before you move into role-specific portal help.

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Client Database, Tenants and Landlords under Customers

The Real Estate module extends the Customers menu with Client Database, Tenants and Landlords. This keeps property-facing customer records anchored in the core customer system while exposing dedicated tenancy and landlord paths.

Real Estate Module

Related questions

How do I use the tenant portal?

The tenant portal is the resident-facing digital workspace for tenancy-related documents, service interaction and paperless communication. It should reduce friction around routine requests while preserving a clean tenancy history.

How do I use the supplier portal?

The supplier portal is designed as the contractor-facing workspace for allocated jobs, progress updates, uploads, job reports and cleaner completion flow.

How do portals work?

The current website and application structure support a portal-led operating model with separate landlord, tenant and supplier portal experiences. This guide explains the cross-portal features that matter before you move into role-specific portal help.

How do I create a tenant account?

The Real Estate module extends the Customers menu with Client Database, Tenants and Landlords. This keeps property-facing customer records anchored in the core customer system while exposing dedicated tenancy and landlord paths.