Properties
Learn how to create, update and manage property records, ownership details, documents, performance information and archived properties.
Adding a new property?
Start with the property creation guide to add the address, property type, ownership information and initial portfolio details.
Manage your property records
Use these guides to maintain accurate property information and connect each property with its related records.
Add and edit a property
Create a property record, enter the address and update the main property information.
› 02Upload property documents
Store deeds, certificates, invoices, photographs and other documents against the correct property.
› 03Add ownership and mortgage information
Record how the property is owned and maintain relevant mortgage and lender information.
› 04View property performance
Review income, expenses, rent performance and other financial information linked to the property.
› 05Archive a property
Remove a property from active portfolio views while retaining its historical records.
›What connects to a property record?
The property record acts as a central hub. Most property management information is stored directly against it or linked through related tenants and tenancies.
Tenants and tenancies
Connect the people occupying the property and the terms of their tenancy.
Compliance
Maintain certificates, checks, renewal dates and supporting compliance documents.
Documents
Store property-specific documents and supporting records in one place.
Maintenance
Track repairs, costs, notes, attachments and completed property work.
Financials
Review income, expenses, rent schedules, transactions and property performance.
Communication
Keep relevant messages and communication history connected to the property.
Notes and activity
Maintain internal notes and review relevant property activity history.
Property health
Review key indicators and identify records requiring attention.
Need help with a property record?
Review the frequently asked questions or contact Estavo support if you cannot create, update or locate a property.