Real Estate Management — Property owners, landlords and client links
Create owners, synchronise landlord customers, link properties to customers and manage landlord records and payouts.
01Open Property OwnersReview owner records within the current access scope.Admin Area → Property Operations → Property Owners02Create a property ownerAdd owner code, identity, contact, tax, address, profile and social details.Admin Area → Property Operations → Property Owners → New03Edit a property ownerUpdate owner identity, addresses and linked company/customer information.Admin Area → Property Operations → Property Owners → open owner → Edit04Change a property owner statusActivate/deactivate the owner through the supported status action.Admin Area → Property Operations → Property Owners → Status05Delete a property ownerRemove an owner only after reassigning properties and preserving evidence.Admin Area → Property Operations → Property Owners → Delete06Check whether a property owner already existsResolve owner duplicate checks before adding a new record.Admin Area → Property Operations → Property Owners → New/Edit07Load property-owner information into a formSelect an owner and verify populated identity/contact data.Admin Area → Property Operations → Properties → New/Edit → Property Owner08Remove a property-owner profile imageDelete the stored owner image through the supported action.Admin Area → Property Operations → Property Owners → open owner → Remove Image09Open LandlordsReview landlord customers exposed by the module.Admin Area → Property Operations → Property Owners / Customers landlord group10Create a landlord CRM customerCreate the customer/contact record required for landlord linking and portal use.Admin Area → Customers → New Customer11Verify landlord customer-group synchronisationConfirm customer/contact hooks maintain the intended landlord grouping/link.Admin Area → Customers → open landlord customer12Link properties to a CRM clientSelect one or more properties and save the client/tenant/landlord relationship.Admin Area → Customers → open customer → Properties / Link Properties13Change the landlord on a property-client linkMove an existing link to a new landlord client when supported.Admin Area → Customers → open customer → Linked Properties → Change Landlord14Remove a property-client linkDelete only the relationship record, not the underlying property/customer.Admin Area → Customers → open customer → Linked Properties → Remove Link15Review landlord payout linksSee which property/landlord relations feed payout records.Admin Area → Customers → open landlord → Landlord Payouts16Create or update a landlord payoutRecord amount, property address, status, payment mode, transaction ID, paid date and admin notes.Admin Area → Customers → open landlord → Landlord Payouts → Add/Edit17Change a landlord payout statusMove the payout through the supported status action.Admin Area → Customers → open landlord → Landlord Payouts → Status18Review landlord payout history in the client portalAllow an authorised landlord contact to view linked payouts.Client Portal → Real Estate → Payouts19Open the landlord maintenance viewReview property maintenance jobs visible to the landlord.Landlord Portal/Client Portal → Maintenance20Open a landlord maintenance job reportView the job report for an authorised linked property.Landlord Portal/Client Portal → Maintenance → open job report21Use property owner codes and numberingVerify the owner prefix/next number generates the intended code.Admin Area → Settings → Prefix Settings and Property Owners → New22Troubleshoot a missing landlord propertyCheck owner/customer link, property owner fields, active status and portal contact.Admin Area → Customers → landlord → Linked Properties