Real Estate Management — Client and landlord portals
Use client property, request, status, compliance and payout pages plus landlord maintenance visibility.
01Open the client Real Estate menuUse the client portal module entry and available children.Client Portal → Real Estate02Browse client portal propertiesReview properties visible to the current customer/contact.Client Portal → Real Estate → Properties03Open a client property detailReview listing, media, map, agent/company and available actions.Client Portal → Real Estate → Properties → open property04Preview a client property fileOpen an authorised attachment.Client Portal → Real Estate → Properties → open property → Files05Delete a client-uploaded Real Estate attachmentRemove a file only when the portal exposes the supported action and ownership allows it.Client Portal → Real Estate → relevant profile/request → Files → Delete06Use the client portal buy applicationCreate and review buy requests.Client Portal → Real Estate → Buy Application07Use the client portal rental applicationCreate and review rent requests.Client Portal → Real Estate → Rental Application08Use the client renter profileMaintain identity, address, income, occupants, pets and files.Client Portal → Real Estate → Renter Profile09Open linked property statusReview property/status information linked to the portal customer.Client Portal → Real Estate / Property & Compliance → Linked Property Status10Download a linked compliance certificateOpen a compliance certificate for a linked record.Client Portal → Property & Compliance → open linked property → Certificate11Open client supplier/maintenance informationReview tenant-visible maintenance data and submit feedback.Client Portal → Real Estate → Maintenance12Open client payout informationReview the current linked client/landlord payout records.Client Portal → Real Estate → Payouts13Open landlord maintenanceReview jobs for linked landlord properties.Landlord Portal/Client Portal → Maintenance14Open landlord job reportReview a single authorised maintenance job report.Landlord Portal/Client Portal → Maintenance → Job Report15Understand client portal menu omissionsDo not expect commented Saved Properties or My Rental Listings menu entries.Client Portal → Real Estate16Troubleshoot a portal property or certificate access denialCheck current contact/customer, property link, record status/privacy and certificate relationship.Admin Area → Customers → client → linked properties and Client Portal