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Managing Buy and Rental Requests in Britixo Real Estate or Property Management Software UK.
Introduction
Britixo Real Estate makes it easy to manage both property purchase requests and rental requests . These requests can be created by your internal staff or directly by clients through the client portal. Each request follows a structured workflow, moving from Draft to Approval , and then into a Contract and Invoice stage.
This guide covers how to create and manage buy and rental requests as an administrator, as well as how clients can submit requests through the portal.
✅ Step 1: Create a Buy Request (Admin)
🧭 Go to Real Estate → Buy Requests .
➕ Click New Request .
Enter the required details for the request.
💾 Save.
Workflow & Options
Newly created requests begin with Draft status .
Once approved, you’ll see options to:
Convert to Contract 📄
Convert to Invoice 💷
While awaiting contract/invoice, the linked property status changes to Pending Sale .
Once a contract is created, the property status automatically changes to Sold .
Managing Buy Requests
View requests as PDF , Download , Print , or Send by Email .
Convert requests directly into contracts and invoices.
⚠️ Requests with existing contracts and invoices cannot be edited or deleted .
✅ Step 2: Create a Rental Request (Admin)
🧭 Go to Real Estate → Rental Requests .
Fill in the required fields:
Property Name – choose from available rental properties.
Term – rental period (days, weeks, months, or years).
End Date – automatically calculated based on the rental term.
New rental requests also begin as Draft .
Once approved, you’ll see options to Convert to Contract or Convert to Invoice .
Property status changes to Pending Sale until the contract is created.
Once a contract is signed, the status updates to Rented .
Automatic Invoicing
Rental invoices are generated based on the rental unit:
Example: £100 per week for 2 weeks → 2 invoices created.
Example: £10 per day for 5 days → 5 invoices created.
Managing Rental Requests
View, print, or email rental requests.
Use Renter Profile to see details of the customer making the request.
⚠️ Requests linked to contracts/invoices cannot be edited or deleted.
Approved renters appear in the Tenants list , along with any unpaid invoices.
✅ Step 3: Client Creates a Buy Request (Portal)
👤 Client logs in and views a property for sale .
Click Request next to the staff member handling the property.
Fill in the request details.
The request appears in the Buy Applications list with status Draft .
Client Workflow
Clients can only edit or delete requests while in Draft status.
Once ready, the client selects Submitted to confirm, or Cancelled to cancel.
If staff create a contract and invoice, the client must pay the invoice to complete the property purchase.
✅ Step 4: Client Creates a Rental Request (Portal)
👤 Client logs in and views a property for rent .
Click Request next to the staff member managing the property.
Fill in rental details such as term (days/weeks/months).
The request appears in the Rental Applications list with status Draft .
Clients can only edit or delete rental requests in Draft status.
Once ready, they select Submitted to confirm, or Cancelled to cancel.
If staff generate a contract and invoices, the client must pay invoices according to the rental schedule.
Pro Tips
✅ Use approval workflows to ensure requests are valid before contracts are created.
✅ For rentals, ensure the contract amount is calculated correctly for long-term stays.
✅ Educate clients about Draft vs Submitted requests in the portal.
✅ Monitor the Tenants list for unpaid invoices and overdue rentals.
👉 With Britixo’s buy and rental request system, both staff and clients can manage property transactions seamlessly, from request creation through to contract signing and invoicing.
- © Britixo Software
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- Dashboard Overview in Britixo for Real Estate Businesses
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- Tenant and Rental Management | Britixo Real Estate Module
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- Managing Buy and Rental Requests
- Managing Renter Profiles in Britixo Client Portal
- What Clients Can View in the Britixo Client Portal
- Using the Company Dashboard, Roles, and Reports
- Roles and Permissions for Agents and Business Brokers
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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