Before you begin
- Gather building addresses, codes, ownership arrangements and landlord or owner contacts.
- Prepare unit references, areas, room counts, photos, market rents and practical utility or access notes.
- Work in the correct company before adding property records.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Keep core property facts and practical notes together across a small collection of homes.
What the workflow coordinates
The interface groups units and related records beneath buildings and summarizes occupancy and current rent from the records shown.
What people review
People supply and check addresses, unit references, ownership context, property facts and the correct company association.
Check company details and display defaults
Open Settings → Company profile. Company name, VAT number, city, reply email, area unit and brand controls are shown together. Account settings contains the shared hours and reminder policies.
The selected company and area display are appropriate for the portfolio.
The selected company and area display are appropriate for the portfolio.
Find or start the building record
Open Properties. Search existing records before choosing Add property. The form includes address, short code, area unit, agreement default, external-owner management and a one-unit-property option.
You have found the correct existing building or started one new building record.
You have found the correct existing building or started one new building record.
Record ownership and common spaces
Open a property and review Details & shared areas. Ownership/management context and the units belonging to the property must be checked against the actual record before it is changed.
Ownership context and the building’s common locations are identifiable.
Ownership context and the building’s common locations are identifiable.
Add and distinguish the units
Open Units and use Add unit for an eligible property. Review reference, floor, type, size, bedrooms, bathrooms, market rent, operating status and property defaults; occupancy is derived from leasing/tenancies.
Each rentable space has a clear building association and unit reference.
Each rentable space has a clear building association and unit reference.
Complete practical unit information
Open the unit’s Overview and Leasing tabs. Check access instructions, utilities, listing terms and readiness in the current record. A vacant unit and a ready-to-let unit describe different things.
The unit can be understood without searching a separate property note.
The unit can be understood without searching a separate property note.
Check the building-to-unit view
Return to the property’s Units tab and confirm that each reference belongs to the intended property. The illustration uses Lykavittou Residences from the current official demo.
The building summary and unit-level records tell a consistent story.
The building summary and unit-level records tell a consistent story.
What you should have at the end
The portfolio has a navigable structure from company to building, unit and shared area, ready to hold tenancies, assets, documents and work records.
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.
Useful answers
Can owned and managed buildings sit in the same portfolio?+
The building cards show both Owned portfolio and Managed for an owner arrangements. Record the correct arrangement and contact rather than assuming every building is directly owned.
Where should equipment in a lobby or roof area belong?+
Create or identify the shared area in the building record, then use that location when registering the equipment. The inventory includes common-area equipment as well as assets inside units.