Property manager onboarding

Property manager onboarding creates a workspace for your portfolio and team. It is the right choice for letting agents, property managers, block managers, build to rent operators and landlords running their own portfolio. Start it from onboarding by choosing Property manager.

Step 1: Business

Tell us who you are. Enter a Workspace name (your business or trading name), your Full name and Email address. A Phone number is optional. The workspace name, your name and a valid email are required before you can continue.

Step 2: Portfolio

Describe your portfolio and choose the tools you want.

• Operating model (required): Property manager (manage for owners), Landlord / owner-operator, Block management, Build to rent or Mixed portfolio.
• Property types (choose at least one): HMO, Single-let, Block or Commercial.
• Number of properties and Number of units.
• Regions you operate in.
• Core modules to switch on: Tenancies, Maintenance, Compliance, Money, Communications and Documents. All are on by default.
• Team size and the key roles you plan to invite, such as Property Manager, Maintenance Coordinator or Accounts / Finance.

Step 3: Workflows

Choose how your team will handle incoming work under Work allocation: Assign centrally, Assign by property or Team members claim work. Pick the option closest to how you work today.

Step 4: Team

Confirm your team size (1, 2–5, 6–20 or 21+) and choose whether to receive Product and account updates, which bring useful setup guidance and important workspace news. You do not need everything in place yet: you can invite people and add billing details after setup.

Step 5: Go live

Review a summary showing your Workspace, Owner, Focus and Team. Use Back if anything needs changing. Then tick to agree to the Terms of Service and Privacy Policy and press Create workspace. You become the workspace owner and are taken into your new workspace.