Documents, portals & messages
In-app notifications
Alerts for mentions, approvals and due items.
Ready to use today
How to use in-app notifications
Alerts for mentions, approvals and due items. Use it within Team work & approvals alongside the linked property, contact and transaction records, rather than maintaining a separate disconnected list.
The connected workflow
- 1.Create the task with an owner, priority, due date and optional recurrence.
- 2.Use the team board, notes and knowledge pages to keep handoffs visible. Mentions notify permitted colleagues.
- 3.Review approvals and overdue work. Money approvals remain controlled by the configured approval rules.
Visibility follows your company, branch and section access. Important financial and approval actions remain subject to the app’s controls.
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.
Found in
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.
- Email & WhatsApp notificationsSoonThe same alerts sent by email or WhatsApp.
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