Properties & Portfolio
Manage properties, documents, collaborators, and owner statements.
Creating and editing properties (manual and AI-assisted)
Two ways to add a property to your portfolio, and how to keep its details up to date.
Property documents: the document vault
Where deeds, certificates, and other property-level files live, and who can see them.
Collaborator roles and permissions
What each of the four collaborator roles can and can't do on a shared property.
Owner statements: frequency and recipients
Opt-in, manager-branded PDF summaries that recap income, expenses, and net result for an owner.
Property settings: tax regime and energy
Two settings that quietly affect your reports and reminders: fiscal regime and energy certificate expiry.