Documents, portals & messages
Instant landlord report links
Send a landlord a private, expiring report link.
Ready to use today
How to use instant landlord report links
Send a landlord a private, expiring report link. Use it within Owner, tenant & investor portals alongside the linked property, contact and transaction records, rather than maintaining a separate disconnected list.
The connected workflow
- 1.Enable portal access on the appropriate contact with a confirmed matching email.
- 2.Landlords and investors read their own reports; tenants see their balance and notices and can report a payment.
- 3.Staff verify reported payments. Agents have a separate own-commission view; contractor outside access is still planned.
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.
- Tenant portalTenants see balances, notices and repairs.
- Investor portalInvestors see their returns and statements.
- In-app notificationsAlerts for mentions, approvals and due items.
- Email & WhatsApp notificationsSoonThe same alerts sent by email or WhatsApp.
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