Before you begin
- The office must link documents and home records to the intended tenancy.
- Confirm the company and unit shown at the top of the portal.
- A file marked signed, locked or acknowledged is a displayed record state, not an independently verified legal or security certification.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Make the original agreement and move-in references easy for tenants to find when questions arise.
What the workflow coordinates
The portal displays issued file metadata, rule-version acknowledgements and the confirmed move-in record. The screenshots show these states but do not establish automatic document generation, production file storage or legal signature validation.
What people review
The office prepares accurate visible records; the tenant reads current rules, checks recorded details and requests corrections or clarification when needed.
Find the agreement and issued files
Open Documents and distinguish the agreement card from the Files list. Read its reference, signing date, version and document type before using the relevant Download control, which is simulated in this prototype.
You have selected the correct named agreement or file and read its visible version/status.
You have selected the correct named agreement or file and read its visible version/status.
Review building information and office roles
Open My home → Building & contacts for shared areas, home features, utility information and building notes. Use the listed role and contact details to identify the appropriate office person, rather than assuming every issue belongs to the same member of staff.
The property details and office role you need are available in the home reference.
The property details and office role you need are available in the home reference.
Read and acknowledge current rules
No house-rules document is seeded for this tenancy. Check My home and Documents for current availability. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Versioned house rules and acknowledgement
No house-rules document is seeded for this tenancy. Check My home and Documents for current availability.
Confirm current availability before attempting this stage.
Check the move-in condition record
No signed handover is seeded for this tenancy. The former signed-report illustration is retired. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Move-in report, meters and keys
No signed handover is seeded for this tenancy. The former signed-report illustration is retired.
Confirm current availability before attempting this stage.
Identify furnishings and appliances
No tenant-visible inventory is seeded for this tenancy. The former populated inventory illustration is retired. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Home inventory with condition and warranty
No tenant-visible inventory is seeded for this tenancy. The former populated inventory illustration is retired.
Confirm current availability before attempting this stage.
Request a correction to personal details
Open My details to review the information used for agreements, receipts and refunds. Use Ask to change when something is wrong. The details page is read-only, so route the correction to the office and recheck the field after it has been reviewed.
You have identified the incorrect field and the office-managed correction entry point.
You have identified the incorrect field and the office-managed correction entry point.
What you should have at the end
The tenant can retrieve the right file and refer to the recorded rules, condition, meters, keys and inventory for the home.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
- Current demo limits: No house-rules document is seeded for this tenancy. Check My home and Documents for current availability. No signed handover is seeded for this tenancy. The former signed-report illustration is retired. No tenant-visible inventory is seeded for this tenancy. The former populated inventory illustration is retired.
- Documents contains a tenant-visible agreement file, while the separate agreement-version workflow has no agreement record on file. These are different UI states and should not be conflated.
Useful answers
Where are the house rules: Documents or My home?+
The Files list can contain a rules PDF, while My home → House rules shows the versioned text and acknowledgement state. Use the latter when a Home notice asks for acknowledgement.
Can the tenant edit the move-in report?+
The supplied screen shows a confirmed record with signers and a confirmation date. Use the office conversation to raise a discrepancy, referring to the room, item or reading in the report.
Why does inventory show warranty dates?+
They are stored asset metadata that can help identify an item and its service context. The dates do not independently confirm manufacturer coverage.
Can the tenant change their bank or tax information directly?+
Screen 122 presents read-only cards and an Ask to change button. It demonstrates a correction-request entry point, not direct editing or identity/bank verification.