Documents, portals & messages
Email & WhatsApp notifications
The same alerts sent by email or WhatsApp.
Coming soon. This needs an outside provider or is still being built. Ask us and we'll tell you where it stands.
How to use email & whatsapp notifications
The same alerts sent by email or WhatsApp. This capability is planned or depends on an outside service; it is not an enabled integration today.
The connected workflow
- 1.Choose the related property, contact, lease, deal or repair and attach the document.
- 2.Use a template or send the signing link. Signing may also be recorded in person by staff.
- 3.Signed records are protected from editing. AI summaries and Q&A depend on available document text; they do not replace legal review.
Confirm provider availability, access and fees before relying on this capability.
Why it matters
Landlords phone for updates, tenants lose their lease, and signatures need a printer.
What changes
Documents, e-signatures and private portals for landlords, tenants and investors.
More in documents, portals & messages
- Document templatesLease, mandate and offer templates that fill themselves.
- E-signatureSign on a phone by link or in person.
- Documents on every recordAttach files to any property, client, lease or deal.
- AI document summariesA short summary of a template's key terms.
- Landlord portalLandlords see their properties, rent and statements.
- Instant landlord report linksSend a landlord a private, expiring report link.
- Tenant portalTenants see balances, notices and repairs.
- Investor portalInvestors see their returns and statements.
- In-app notificationsAlerts for mentions, approvals and due items.
See PropertyFlow with your own portfolio.
Book a walkthrough, or start a 14-day trial and set up your first property today.