Open the client Real Estate menu
Use the client portal module entry and available children.
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
- Sign in to the relevant client or landlord account.
- Use the client portal module entry and available children.
- Registered children include Properties, Renter Profile, Rental Application and Buy Application.
- Only the intended linked property and permitted evidence are visible.
Fields, rules and limits
- Registered children include Properties, Renter Profile, Rental Application and Buy Application.
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?
Registered children include Properties, Renter Profile, Rental Application and Buy Application.
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.