Managing Properties & Units

How to organize a portfolio of properties and units, assign them, and keep records clean across a management company.

Management companies can organize a whole portfolio — properties, units, leases, and the people responsible for them.

Keeping a portfolio organized

Add properties and units with their details.
Assign staff and responsibilities.
Track leases, rent, and maintenance per unit.
Keep books at the property level for clean reporting.

You’re responsible for the accuracy of assignments and records and for having authority to act for the owners whose properties you manage.

Bulk actions across a portfolio

For repetitive updates across many units — a policy change, a rent reminder, a compliance check — use bulk actions instead of touching each property one at a time.

Reporting to owners

Because books, leases, and maintenance all live at the property level, generating an owner report is a matter of filtering to that owner’s properties rather than assembling data from scratch each time.

Frequently asked questions

Can a property have multiple owners?

Yes — properties can be associated with the correct owner or ownership group so reporting and payouts route correctly, even across a portfolio with mixed ownership.

How do I transfer a property to a different manager?

Reassign the property’s responsible staff or, for a change in the managing company itself, contact support to help ensure records and history transfer cleanly.

Can I group properties by owner or region?

Yes — organize your portfolio by owner, region, or any structure that matches how you actually operate, and filter reports the same way.