One reliable record
Find the lease, balance, messages and repair history without reconstructing the story from separate files.
Explore the workflowTHE ESTATEREAL OS PRODUCT GUIDE
Understand the work.
See the product.
Explore the screens, decisions and handoffs behind a more organised rental operation. Practical guidance for individual landlords, professional property managers and institutional teams, from the first property to a growing portfolio.
40 practical guides113 product screens4 connected journeys
Start from the unit. Keep its listing, viewing activity and applications connected.
START WITH YOUR OPERATION
Keep your process.
Remove the scattered work.
Fewer routine follow-ups
Use clear request details, visible next steps and a tenant portal to reduce avoidable calls and repeated explanations.
Explore the workflowClearer money conversations
Distinguish rent from expenses, explain shared costs and review what has actually cleared.
Explore the workflowFOLLOW THE HANDOFFS
See the workflow move forward.
Choose a journey. Move through the real screens and see which person, record and decision comes next.
Follow the records and handoffs that connect your leasing process.
Property manager
Step 1 of 6
Check vacancy, works status, price and property details before marketing.
These tours illustrate the demo workflow. They do not operate your account or submit actions in the application.
A GUIDE FOR THE NEXT TASK
Find your way through the work.
Each guide connects the starting point, the practical steps, the relevant screens and the record you should review next.
40 guides · Detailed content in English
Portfolio · 6 steps
Start the day from your operational dashboard
Turn portfolio figures, overdue work and approaching tenancy milestones into a practical daily queue.
Portfolio · 6 steps
Build a connected building and unit register
Organize owned or managed buildings, their units and shared areas so leasing and operational records have the right home.
Portfolio · 6 steps
Register equipment and review its identity, warranty and history
Keep appliances, furniture and shared equipment linked to their location, identifying details and repair context.
Leasing · 6 steps
Prepare a vacant unit and manage its listing
Connect a unit’s availability, advert terms and public listing page with the viewings and applications that follow.
Leasing · 6 steps
Review public viewing requests and coordinate appointments
Follow a prospect from a live listing’s time selection to the office’s request, assignment and confirmation queue.
Leasing · 6 steps
Review an application and document the staff decision
Bring applicant evidence, outstanding checks and meeting notes together before a person makes the tenancy decision.
Leasing · 6 steps
Set an evidence checklist and track submitted documents
Make requested evidence clear, find what has been supplied and keep each file connected to its applicant or tenancy.
Leasing · 7 steps
Prepare an agreement and follow every signer
Use a published template, review the tenancy terms and distinguish an agreement that is viewed or partly signed from one signed by every party.
Onboarding · 7 steps
Create a tenancy and check import availability
Choose the manual route for an individual tenancy or validate a CSV preview when bringing an existing portfolio into the register.
Leasing · 7 steps
Follow a tenancy from preparation to its next milestone
Use the tenancy record to connect people, agreed terms, onboarding, documents and the work needed before renewal or departure.
Leasing · 6 steps
Review renewal and recorded tenancy changes
Review the current renewal and term-change forms, their immediate effect and their history before saving.
Onboarding · 7 steps
Prepare a move-in condition, inventory and key record
Bring the room check, opening readings, issued keys and supplied inventory together before tenant and staff review the handover.
Operations · 7 steps
Complete a move-out handover and review the inspection
Work through rooms, meters, returned keys and inventory, then compare the draft with the move-in baseline. Keep the move-out checklist and deposit decision connected without treating an inspection flag as an automatic deduction.
Onboarding · 6 steps
Publish house rules and follow version acknowledgements
Review the company and building rule sets, issue the intended version and follow each tenant’s acknowledgement. Keep earlier versions available so staff and tenants can see exactly which wording was received.
Operations · 7 steps
Check the availability of access-control workflows
The earlier access/locks prototype is not exposed in the official demo reviewed for this release.
Operations · 7 steps
Review direct bookings, their calendar and payment records
Follow the current direct-booking workspace and distinguish booking, tenancy, invoice and payment status.
Operations · 6 steps
Report and follow a maintenance request
Use the tenant’s four-step problem report to capture the issue, optional item, photos, urgency and access details. Follow the same request for updates so the office has context and the tenant can see what needs attention next.
Operations · 6 steps
Assign a repair and coordinate the contractor visit
Move from the maintenance queue into a named staff owner, contractor and appointment while retaining the tenant’s request and access context. Keep costs, messages and evidence attached to the job for later review.
Operations · 6 steps
Review repair evidence and closure prerequisites
Distinguish the work status, evidence, any required tenant review and the separate staff confirmation.
Operations · 6 steps
Coordinate the team’s calendar and daily agenda
Use the populated Week and Agenda views to coordinate viewings, repairs, inspections and follow-up tasks with named owners. Keep calendar scheduling, personal task progress and simulated agenda dispatch distinct.
Finance · 7 steps
Review rent charges and record cleared payments
Connect tenancy terms, recurring invoice previews and payment allocations while distinguishing recorded receipts from money that has cleared. Keep rent and expense ledgers separate throughout collection and correction.
Finance · 6 steps
Review overdue balances and organize follow-up
Prioritize past-due invoices, inspect their ledger context and coordinate reminders with the account schedule. Keep disputes, repair claims and human follow-up alongside the balance rather than assuming that a reminder resolves the case.
Finance · 6 steps
Review financial accounts and payment-type mappings
Understand the accounts behind operational balances and how a payment type selects its destination. Preserve system accounts and keep receivables, deposits, income and operating costs distinct.
Finance · 7 steps
Allocate building expenses and review unit charges
Gather a building’s monthly costs, review thousandths and tenant/owner shares, then prepare locked expense invoices only after checking the preview. Use the separate single-unit charge route for an additional tenant expense.
Finance · 6 steps
Set a utility allowance and review excess-usage drafts
Define the monthly utility quantity included in rent and a price for extra units, then enter dated usage for review. Above-allowance use creates a draft expense invoice rather than silently changing rent or immediately issuing a bill.
Finance · 5 steps
Review running costs and operating cash
Compare collected rent with day-to-day operating costs for the portfolio or a selected building. Use the monthly table to understand the chart and keep this operating view separate from acquisition, renovation and a full investment-return calculation.
Finance · 7 steps
Review acquisition basis and renovation project costs
Keep the building’s purchase-related cost basis distinct from renovation projects, then review recorded stages, area allocations and budget pressure. Use source records and consistent scope before drawing an investment conclusion.
Tenant portal · 7 steps
Use the tenant portal for everyday tenancy tasks
Find the tenancy, separate rent and expense balances, notices, repairs and office messages from one tenant home screen. This guide explains the demonstrated portal, including the points where actions are simulated.
Tenant portal · 6 steps
Understand tenant balances and check online payment availability
Read Rent and Expenses separately, then check whether online payment is available for the intended ledger.
Tenant portal · 6 steps
Keep tenant conversations and notices documented
Use the correct conversation for a two-way office discussion and the notification list for outgoing notices. Staff can review recipients, templates and the simulated send queue while retaining tenancy context.
Tenant portal · 6 steps
Find tenancy documents, rules and the home record
Use Documents for files and My home for living information, rules, the move-in report and inventory. Read the visible version and acknowledgement state so you know whether a record is a reference or needs a response.
Governance · 7 steps
Find linked documents and review their intended audience
Find agreements, certificates and supporting files through the record they belong to, with a clear version and intended audience for each document.
Governance · 7 steps
Review staff roles and separate company from account authority
Organise colleagues around their company responsibilities, distinguish account-wide administration and connect everyday tasks with a clear owner. The illustrated permissions matrix is marked Draft.
Governance · 7 steps
Set company details and shared account policies in the right place
Separate company identity and local workflow choices from the shared owner-account calendar, currency and defaults. Review the scope before saving, because an account change can affect more than the company currently open.
Governance · 6 steps
Use reports and audit history to investigate a portfolio question
Choose the reporting scope, follow exceptions into their underlying records and use the audit history to explain relevant activity across the portfolio.
Governance · 6 steps
Understand AI assistance, access and privacy support
See how staff review, record visibility, roles and activity history fit together, and distinguish the illustrated workflow from planned AI assistance.
Governance · 4 steps
Explore the official demo with preset users
Choose a ready-made user, switch among the roles assigned to that person, and compare their workspaces.
Operations · 4 steps
Review housekeeping visits and prepare a schedule
Follow unit cleaning arrangements, visit ownership and the checklist without confusing them with repair tickets.
Finance · 4 steps
Review online payment status and availability
Distinguish the office payment-order view from a tenant’s amount due and provider availability.
Finance · 4 steps
Review an owner statement before issuing it
Check the external owner, reporting period and fees before the statement issue boundary.
A practical guide to the demonstration
Reviewed against the official demo on 4 November 2026 across six preset people and nine account-role contexts. The 113 illustrated references use native three-times-resolution captures. Record variants were sampled by route template. Forms were inspected without submitting payments, signatures, notifications or operational changes. Earlier unavailable states have explicit availability notes.
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