Property & Compliance Management

Open a client property detail

Review listing, media, map, agent/company and available actions.

Reviewed 27 October 2026Merged module 2.1.3
Where to goClient Portal → Real Estate → Properties → open property

Before you start

Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence.

Follow these steps

  1. Sign in to the relevant client or landlord account.
  2. Review listing, media, map, agent/company and available actions.
  3. The client property_listing_detail route validates property visibility.
  4. Only the intended linked property and permitted evidence are visible.

Fields, rules and limits

  • The client property_listing_detail route validates property visibility.

Check it worked

Only the intended linked property and permitted evidence are visible.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The client property_listing_detail route validates property visibility.

Why is the record or action unavailable?

Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence. Check the current company and record relationship before requesting additional access.