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How do I add associated landlord tenancy information when adding a property?

Use the Web [Add Property] wizard when you need to create a chartered property and record the landlord tenancy information in the same setup flow. The [Tenancy Information] section only appears when the property is kept as [Charter].

Entry:

  • Web: [Properties] -> [All Properties] -> [Add Property]

Web​

Step 1 Open [Add Property]. On the first step, keep the ownership as [Charter], choose the property [Type], and complete the landlord information block:

  • [Landlord's Name]
  • [Email]
  • [Cell Phone]
  • [Bank Name]
  • [Account Holder]
  • [Account Number]

Add Property landlord information

Step 2 Click [Next] to move to [Address & Lease]. In the same step, complete the [Tenancy Information] block for the landlord lease:

  • [Lease Term]
  • [Rent]
  • [Deposit]
  • [Payment Frequency]
  • [Payment Date]

Add Property tenancy information

Step 3 After the landlord tenancy details are complete, continue with the remaining property setup steps until the property record is ready to save.

Note:

  • If you switch the ownership to [Own], the landlord tenancy section is removed from [Address & Lease].
  • Each step must pass validation before you can continue to the next step.
  • This flow is currently available on Web only. App does not provide a dedicated [Add Property] page at this time.