Documented module · Version 2.0.1

HMO Manager

Manage HMO properties, rooms, occupants, bookings, public enquiries, KYC, compliance documents, inspections, agreements, terminations and audit evidence.

141 code-backed guides15 connected topicsClean and legacy URLs

Browse HMO Manager by workflow

Start with the area that matches the menu, task or issue in the CRM.

Setup, access, dashboard and lifecycle

Use the standalone property, licensing, occupancy, inspection, document, booking and audit workspaces.

7 guides

Settings, email and operational configuration

Set country, ISO code, currency code/symbol, calling code and profile.

4 guides

Security, storage and limitations

Use only allowed file types and remain within the 15 MB size limit.

4 guides

Clients, tenants and CRM links

Follow the code-backed create a tenant/client record workflow.

4 guides

Properties, licensing and compliance profile

Follow the code-backed create or edit an hmo property workflow.

12 guides

Rooms, occupancy and availability

Follow the code-backed create or edit an hmo room workflow.

11 guides

Bookings, prices, invoices and availability

Follow the code-backed create or edit an hmo booking workflow.

14 guides

Public room listings and booking enquiries

Follow the code-backed open the public hmo room listing workflow.

14 guides

Internal tenant KYC and checks

Follow the code-backed create or edit an internal occupant kyc record workflow.

12 guides

Secure online KYC and onboarding

Follow the code-backed send a secure online kyc form workflow.

14 guides

Property compliance documents

Follow the code-backed create or edit an hmo document workflow.

6 guides

Inspections, risk and audit packs

Follow the code-backed create or edit an hmo inspection workflow.

7 guides

Agreement rules and e-signatures

Follow the code-backed create or edit an hmo agreement template workflow.

13 guides

Tenancy terminations and acknowledgement

Follow the code-backed create or edit a tenancy termination workflow.

17 guides

Public property and room status board

Follow the code-backed open the public hmo property status board workflow.

2 guides