Questions before
you get started.

ESTATEREAL OS brings the work around rental property into a connected workspace: properties and units, listings and applications, tenancies and agreements, rent and expenses, repairs, documents and tenant communication. The aim is to keep the record and the next action together, so your team spends less time reconstructing a tenancy from spreadsheets, inboxes and separate files.

It is designed for individual landlords, professional property managers and larger portfolio teams. The useful starting point is the work you need to coordinate: a few tenancies and repairs, a team handling leasing and finance, or an operation managing buildings for external owners. Tell us your portfolio size and operating model so we can discuss the right plan and setup.

Yes. You do not need to be a computer expert to explore the platform. Start in the official demo, choose a preset user and try one familiar task at a time, such as finding a property, checking rent or following a repair. You can do this without signing up or setting up your own portfolio.

The Support Centre provides illustrated guides to help you work through the available workflows. If you would like help getting started, discuss your setup and training needs with our team so we can explain what assistance is available.

A spreadsheet can hold a rent figure; an inbox can hold a repair conversation. ESTATEREAL OS connects those details to the relevant property, person and tenancy. For example, staff can follow a repair’s request, contractor, appointment, messages and costs from the same record. You still review the information and make decisions, but there is less context to piece together by hand.

Yes. We would be more than happy to discuss your specific needs with you. Tell us about your portfolio, current processes and what you would like to improve, and we can explore how ESTATEREAL OS could fit your business.

Yes. We would love to show you ESTATEREAL OS through a presentation focused on your business. Share your portfolio type, team roles and priorities when booking so we can focus the demo on the workflows that matter most to you.

Yes. Open the official demo and select a preset user. The sample portfolio is already there, so you can explore without creating an account, entering your properties or inviting tenants. Start with an office role, then return to the user picker and choose Sofia Nikolaou to see the tenant’s side.

The demo includes Administrator, Property manager, Finance, Leasing & screening, Maintenance, Office manager and Tenant perspectives. Some preset people have more than one role: Nikos offers Administrator, Finance and Property manager, while Eleni offers Property manager and Leasing & screening. Check the current person, company and selected role when comparing what you see.

The demo is a ready-made environment with preset people and fictional records. A trial is a separate account-creation route for evaluating a workspace under the trial conditions shown at signup. You can use the demo first to understand the product, then review the trial’s duration, included functions and any payment requirements before creating your own account.

No. The demo shows the current interface and sample workflows, and some actions or external services are simulated or unavailable. A payment button, signature option or message composer is not confirmation that a real transaction or delivery will take place. Use it to evaluate the experience, then confirm the functions and providers enabled for your intended account.

Follow one tenancy through the work you do most often: find its unit, review the terms and balance, inspect the documents, and look at a repair or conversation. Then compare the finance, maintenance and tenant perspectives. Bring us a short list of your essential workflows and anything the demo does not establish; that makes a focused demonstration much more useful.

The published Entry plan covers 1–5 units at £39 per month with annual billing, or £49 with monthly billing. Standard covers 5–20 units at £99 per month with annual billing, or £129 with monthly billing. Enterprise is available by discussion for portfolios above 20 units.

These are the published plan prices for the indicated portfolio bands. Confirm your plan’s scope, applicable taxes and any separately charged services before subscribing.

It is the monthly equivalent of an annual charge, not a monthly payment and not a £39 annual subscription. At the published rates, Entry is £468 for 12 months and Standard is £1,188 for 12 months, before any applicable tax or separately agreed charges. The monthly-billing alternatives are £49 and £129 per month respectively.

At the published rates, Entry costs £120 less over 12 months with annual billing: £468 instead of 12 monthly payments totalling £588. Standard saves £360: £1,188 instead of £1,548. Compare the payment timing and the applicable subscription terms as well as the saving before choosing.

The pricing page gives plan highlights, rather than a complete feature-by-feature entitlement schedule. Before you subscribe, ask us to confirm the workflows, users, services and limits included in your chosen plan. This is particularly important for integrations, assisted onboarding, larger teams and any requirement that is essential to your operation.

The platform keeps building and unit records separately, and the published plans are organised by unit bands. The public pricing page does not define every charging case, such as inactive units, vacant units, rooms within a property or archived records. Describe your setup and ask us to confirm the billable unit count in writing.

The current published ranges overlap at five units: Entry says 1–5 and Standard says 5–20. Ask us to confirm the appropriate plan for your requirements before subscribing. We will need to consider the functions and service scope you need as well as the number of units.

Use the published bands as the starting point for a plan discussion. If you expect to grow beyond your current band, ask how a change would take effect, when it would be billed and whether any adjustment applies to an existing annual subscription. For more than 20 units, contact us about Enterprise; the website does not publish a fixed Enterprise price.

Review the conditions displayed in the trial signup flow or ask our team before registering. The marketing website offers a free-trial route but does not state a fixed duration, card requirement or automatic-conversion policy in the material reviewed for this FAQ. You can explore the preset demo without completing a signup form.

Check the application subscription terms and the order or quote applicable to your account. The website’s Terms of Use cover the marketing website; they do not establish a subscription cancellation notice period, refund entitlement, renewal rule or billing-cycle change policy. Ask for these details before committing, especially to annual billing.

The published pricing does not provide a complete schedule for tax, onboarding, message credits, payment-provider charges or other optional services. Ask for a total-cost breakdown covering your plan, billing frequency, users and expected use of external services. Do not assume that a feature shown in the demo means its provider fees are included.

The current product guide includes an Import existing route as well as manual tenancy creation. That gives you a way to review existing tenancy terms and opening information rather than treating every tenant as a new letting. Plan the cutover date, unit references, balances and signed agreements before bringing live records across.

Yes. You can create a lease that is already running by entering it manually or using the Import existing route. Add the property and unit, the parties, the original start and end dates, the rent and payment terms, the deposit and any brought-forward balance.

Keep the existing signed agreement with the tenancy record and check the opening figures before you start using the platform for day-to-day work. Recording an existing lease does not require you to create a new letting or change its agreed terms.

The reviewed tenancy-import interface uses CSV data, either pasted with a header row or selected as a file. If your source is an Excel workbook, prepare and check an appropriate CSV rather than assuming any workbook layout can be imported directly. The guide describes the current tenancy route; it does not establish a universal importer for every type of record.

Start with building codes and unit references, then the people, tenancy dates, rent, deposit, due day and any brought-forward balance. Keep signed agreements and the information needed to identify tenants or guarantors available through an appropriate secure process. Matching the property and unit records first is especially important before validating tenancy-import rows.

The current interface has a Check rows stage and a preview showing ready rows and rows with errors that will be skipped. Review unit matching, names, dates and amounts, correct the source, and check it again before proceeding. A successful preview is a useful check; it still needs a person to confirm that the underlying information is right.

The documented onboarding routes distinguish a new electronic-signature journey from an agreement already signed offline. The manual form includes a signed-PDF route, and the import guidance describes attaching signed paper agreements after import. Review which document belongs to each tenancy and retain the signed original; importing a record does not rewrite its legal terms.

Keep the monthly rent, deposit and balance brought forward separate. The import guidance says a brought-forward balance becomes an open invoice, while the manual form has a specific deposit-already-received choice. Reconcile the starting position against your source records and check each resulting tenancy before using the figures for reminders or reporting.

There is no single published setup time that applies to every portfolio. A small, clean register and a larger migration with inconsistent unit references, missing agreements or disputed balances need different amounts of preparation. Start with a sample of your records and agree the migration scope, review steps, training and responsibilities before setting a go-live date.

Ask us to agree the level of help you need and whether it is included in your plan or quoted separately. A practical onboarding plan should name who prepares the source data, who checks imports and balances, who handles documents, and how staff and tenants are introduced. The published pricing does not promise a standard managed migration or training package.

The demo and guide connect a unit’s leasing details with its listing, viewing activity and applications. Staff can review viewing requests and appointments, then move into the applicant’s record without losing the property context. Check your own enquiry and appointment process during a demonstration, including how requests are assigned and confirmed.

The reviewed application workflow keeps the decision with staff. It brings evidence, check states and meeting notes together, and describes the score as an aid. Your reviewer still needs to assess missing information, your organisation’s criteria and the requirements that apply to the tenancy; a score is not an automatic approval.

The current manual tenancy form provides separate places for tenants, other occupants and guarantors. The illustrated agreement flow also accounts for the required signers and signing order. Review all parties and their details before preparing the agreement; do not assume that the main tenant’s signature covers everyone else.

Company tenants are exposed as a separate area in the current official demo, alongside the individual tenant and tenancy records. If corporate lets are important to you, ask us to walk through your exact case: the contracting company, occupants, authorised signatories, billing information and any guarantees. The menu’s presence alone is not a commitment to every corporate-letting arrangement.

The reviewed product includes Agreement templates with draft and published versions. The tenancy form selects published templates, and the guide distinguishes a locked published version from a new editable version. Discuss your document format, required fields and approval process with our team; the software does not decide whether your wording is appropriate for a particular jurisdiction.

The demo illustrates an electronic-signature route, signer ordering and progress states. Confirm the enabled signing provider, identity checks, audit evidence, applicable plan and supported document workflow for your account. Whether a particular agreement can be validly signed that way depends on the agreement and local requirements, so obtain appropriate advice rather than treating a demo signature as legal assurance.

The current guide covers renewal and term-change forms, their history and the need to review their effect before saving. Keep a recorded operational change distinct from a signed agreement, a statutory notice or a legally effective rent increase. Your team remains responsible for the correct approval, wording, notice and timing for the tenancy.

The guides cover move-in and move-out handovers, condition and inventory checks, meter readings, keys, inspections and house-rule versions. These records help keep the agreed baseline and later observations connected to a tenancy. Staff and tenants still need to check the evidence and any acknowledgement; an inspection flag is not an automatic deposit deduction.

Rent records connect charges, payments, allocations and outstanding balances. The guide also covers arrears review and follow-up, so staff can investigate an amount from the relevant tenancy rather than relying only on a portfolio total. Keep a recorded receipt, a payment allocation and money that has actually cleared distinct when reviewing an account.

The demonstrated workflow keeps rent and expenses in separate ledgers, each with its own invoices, payments and balance. Building-expense preparation includes allocation and review before issuance. This helps explain what a tenant owes without losing the basis of a shared cost, but your team must still check the allocation rules and the tenancy’s applicable terms.

The current guide describes a quantity of utility use included in rent, a rate for additional use and dated readings for review. Usage above the allowance creates a draft expense invoice in the illustrated workflow. Review the readings, rate and agreement before issuing anything; it is not a silent change to rent or an automatic confirmation that a charge is correct.

The tenant portal includes a Pay online area and the office has an online-payment register. Live checkout depends on the payment service enabled for the account, its availability and the relevant ledger. The reviewed demo displayed a provider-availability state; it did not establish a completed real payment. Confirm supported methods, countries, settlement and fees before relying on collection through the portal.

The product guide shows recorded payments and allocation against charges. That is different from proving that a live bank feed, Open Banking connection or automatic matching service is enabled. Tell us which banks, accounts and reconciliation process you use, and ask us to demonstrate the supported connection before including it in your operating plan.

No. A deposit record in the platform is an operational record; it is not evidence that money has been placed with an authorised protection scheme or that required information has been served. You remain responsible for the rules applicable to the tenancy. Confirm any scheme integration separately and retain the relevant external evidence.

The platform helps organise operational rent, expense, payment and cost records. Those records can support an accounting review, but the published guide does not establish a replacement for your accountant, a complete statutory ledger, a tax-return service or a specific accounting integration. Agree how information will move into your existing accounts process before switching workflows.

The current product separates day-to-day running costs from acquisition and renovation records, and includes an owner-statement area. That separation matters: operating cash, purchase costs, project budgets and an external owner’s statement answer different questions. Use the source records and reporting period to check a figure, and confirm the reporting outputs your accountant or client needs.

The reviewed tenant flow asks for the issue, optional item, photographs, urgency and access details across a short reporting journey. The office can then review the request in the maintenance workspace. This gives the team a clearer starting point than an isolated phone call, while the urgency, access arrangements and next action still need staff attention.

The repair workflow brings together the ticket, staff owner, contractor, appointment, messages, evidence and costs. Keeping these details on the relevant record makes it easier for someone else to understand what has been agreed and what is outstanding. Discuss how your contractors will receive and update work in the enabled service; a contractor record alone does not define a paid user seat.

Repair and calendar workflows include appointment and access context, helping staff plan who attends and when. Record the actual arrangement and communicate it through the appropriate channel. Scheduling a visit in software does not itself grant a right to enter a home or operate a door; permissions, notice and any hardware service remain separate.

The guide separates work status, completion evidence, any tenant review and staff confirmation. Review the photographs, notes and outstanding prerequisites before closing the job. A ticket labelled resolved should be read with its evidence and process context, rather than treated as proof that every underlying issue or tenant concern has been settled.

The asset-registration form covers location, identifying details, condition and operational status, with purchase, supplier or warranty information where appropriate. It can distinguish an item inside a unit from equipment in a shared area. The reviewed demo’s register is empty, so ask for a populated example if asset history, labels or export formats are essential to your decision.

The current demo has a Housekeeping area, including visits and a schedule-preparation form. This keeps cleaning arrangements and checklists distinct from repair tickets. If you need a specific recurring pattern, contractor handoff or completion report, use that example in your demonstration so the available scheduling behaviour can be checked.

The reviewed workspaces include an office calendar and My tasks. Calendar views help coordinate appointments and events, while assigned tasks identify work for a particular person. Use them together: a scheduled visit, responsibility for following it up and a task’s completion status are related, but they are not the same thing.

The current Short stays workspace demonstrates direct bookings, a calendar and related tenancy, invoice and payment records. It does not establish a live Airbnb or Booking.com connection, a channel manager or iCal synchronisation. If external booking channels are central to your business, confirm the supported connections and operational scope before choosing the platform.

The demonstrated tenant workspace brings together the tenancy, rent and expense balances, documents, home information, repair reporting, messages and notifications. What is relevant depends on the tenancy and records prepared by the office. Select the tenant preset user in the demo to see the experience from the tenant’s side.

The portal separates Rent and Expenses so tenants can review the corresponding invoices and balance rather than seeing only one unexplained total. The office still needs to enter and allocate records correctly and handle questions or disputes. Clearer records support the conversation; they do not make an incorrect charge correct.

The documented repair-reporting journey includes a photo stage, alongside the problem description, urgency and access information. Photographs can help staff understand an issue before arranging a visit. Tenants should provide only relevant images and follow the guidance in their enabled account, especially where a photograph may show other people or sensitive belongings.

The tenant guide distinguishes Documents from My home information and house-rule records. This gives tenants a place to look for material the office has made available to them. Check the intended file, version and visibility before sharing; a document held internally by staff is not automatically a tenant-facing document.

The product illustrates message composition, outgoing notifications and reminder scheduling, including working-hours and quiet-hours behaviour. Real delivery depends on enabled providers, account configuration, recipient details and any applicable charges. Confirm the notification types and channels needed for your account; the demo’s recorded or simulated messages are not delivery receipts.

The reviewed repair workflow labels internal notes separately from tenant-visible updates, and document records identify an intended audience. Staff should check that audience before saving or sending information. These distinctions are useful when defining a team’s procedures, alongside a review of the production account’s access controls.

Messages contains the two-way conversation with the office. Notifications lists recorded outgoing communications, such as emails or texts and their timing. Use the relevant repair conversation when an update belongs to a repair, so the office can follow the history without moving the discussion into an unrelated thread.

You can evaluate the office workspace separately from the tenant experience, but the right operating model depends on how you intend to share documents, collect requests and communicate. Agree how non-portal tenants will be handled and what staff must record on their behalf. Do not assume every automated or self-service workflow works without an enabled tenant account.

The demo provides distinct role contexts for those responsibilities, alongside administration, property management and the tenant portal. Use them to compare the intended workspaces and tasks. The illustrated permissions matrix is marked Draft, so confirm the production role controls and record visibility needed by your organisation before introducing real personal or financial information.

Yes, the preset demo demonstrates people with multiple assigned roles. Nikos can enter Administrator, Finance or Property manager, and Eleni can choose Property manager or Leasing & screening. Role selection changes the context you are reviewing; it does not mean a person may choose any role that has not been assigned to them.

The reviewed building records distinguish an owned portfolio from buildings managed for an external owner. The product also has company and account context. Discuss your entities, clients, staff membership and reporting responsibilities before setup, particularly where legal or financial separation is important; a company selector alone is not evidence of contractual or security isolation.

The current demo includes an Owner statements area and a guide to reviewing a statement before issuing it. Treat the external property owner, reporting period, fees and underlying records as part of that review. Ask us to show the exact output and approval process you require; the owner of a software account and an external property owner are different roles.

The public pricing page does not publish a complete allowance or charging schedule for each kind of account. Ask us to confirm staff seats, tenant access, contractor participation and any limits for the plan you are considering. A demo persona or a contractor contact record should not be read as a promise of an included paid seat.

Assigned tasks, staff responsibilities and the audit-history workspace are part of the reviewed product. The guide describes filtering relevant activity by person, area, event type or date and following the linked record. Confirm the particular events, retention and reporting your organisation needs rather than assuming the history is a permanent or independently certified audit archive.

The marketing website offers nine language choices, while the current product guide and the screenshot review use English. Those website translations do not establish the application, tenant portal, document-template or notification languages available for your account. Tell us which users need which languages and ask us to demonstrate those specific interfaces and outputs.

Confirm the countries, account currency, document requirements and local workflows you need with our team. The current demo uses euro amounts, while the website’s subscription prices are published in pounds sterling; neither fact proves support for multiple ledger currencies or automatic currency conversion. Country-specific agreements, screening, deposits and notices also need separate review.

The current guide describes AI assistance as being developed around support such as summaries, missing-information checks and clearer next actions. It distinguishes that direction from the connected records and staff-led review shown in the demo. Ask which AI functions are enabled in the account and plan you are evaluating, and request a live demonstration of any function you intend to rely on.

The reviewed workflows keep people responsible for applicant decisions, agreement choices, financial review and operational exceptions. Connected records and reminders help organise the work around those decisions. Agree your approval steps and responsibilities during setup, and review any future AI-assisted output before using it for a consequential decision.

Do not assume so. These services depend on the enabled provider, account configuration, plan and applicable provider terms. Before go-live, confirm who sets up each service, how delivery or settlement is checked, what it costs and how exceptions are handled. A visible control in the demo is useful for evaluation, but it is not evidence that the external service is connected.

Bring the system name and the information you need to exchange, including the direction and timing of that exchange. The reviewed public material does not establish a general customer API, webhook entitlement or a connector for every accounting or CRM product. The marketing website’s own contact integrations should not be mistaken for integrations included in an ESTATEREAL OS customer account.

The demo includes listings and a public listing/viewing journey. That does not, by itself, confirm automatic publication or synchronisation with external property portals. Tell us the portals you use and ask which connections, countries, listing fields and update rules are supported before building your marketing process around them.

Access-control integration needs a separate availability and hardware check. The earlier Access/locks prototype is not exposed in the current official demo reviewed for the guide, and no real door or credential action was verified. Ask us to demonstrate a currently enabled service with the hardware you intend to use before making a purchasing decision.

The official demo is accessed through a web browser. Check the staff and tenant workflows on the phones and browsers your team actually uses. The public material reviewed for this FAQ does not establish a native iOS or Android app or an offline mode; confirm those requirements separately rather than assuming browser access includes them.

Tell us the business requirement and the result you need, rather than only the screen you would like changed. We can then discuss the current fit and any proposed scope. A roadmap discussion or a prototype is not a delivery commitment: agree availability, timing, responsibilities and any charges in writing before making a feature a condition of your purchase.

No software purchase automatically makes an organisation compliant. Organised records, intended access boundaries and document handling can support your procedures, but your organisation remains responsible for lawful collection, use, sharing and retention. Review the application’s processing terms and production controls for your circumstances, with appropriate advice where needed.

Ask us to confirm the hosting region, subprocessors and any data-residency commitments for the service you are considering. The marketing website’s hosting or privacy notice should not be treated as a guarantee about an application account’s data location. If your clients or organisation require a particular arrangement, raise it before onboarding and have the agreed requirement documented.

ESTATEREAL Limited is certified to ISO/IEC 27001. Our Security page provides an overview of certification, hosting, platform access and security enquiries.

For the current certification scope and deployment-specific controls, including authentication, encryption, backups, restore procedures and incident handling, request the relevant details from our team. Confirm recovery and availability commitments in your service agreement.

Agree the available export formats, scope, permissions and exit process before subscribing. In particular, ask how property and tenancy records, documents, payment history and other attachments can be retrieved, and what retention or deletion terms apply afterward. The reviewed website material does not establish an unrestricted export entitlement or a fixed application deletion schedule.

No. Use the preset sample content to evaluate the demo. Keep real tenant identity records, sensitive documents, bank or card information and live credentials out of a demonstration environment and out of the marketing enquiry form. If you need help assessing migration or privacy requirements, first ask the team for an appropriate secure process.

Use the Support Centre for guidance and the website contact route to speak with the team. The published website contact hours are Monday to Friday, 09:00–17:00 UK time; that is not a contractual application support SLA or a 24/7 commitment. Confirm your plan’s support channels, coverage hours, escalation arrangements and any agreed response times before subscribing.

Yes. The main website’s product guide includes connected journeys, practical guides and an illustrated screen library. The Support Centre provides searchable articles, workflows, role guidance and a map of the current demo coverage. Use the English, light-mode screenshots to follow the interface, and read availability notes where a demo record or service is not exposed.

Tell us your role, the number and type of units, where you operate, who needs access and the three workflows that cause the most friction today. Add the systems you need to connect and any essential reporting, language or security requirements. A brief description is enough to start; do not send tenant identity documents, passwords or payment details through the website enquiry form.