1. Check out the dummy information so you understand the type of information you can store
  2. Delete the dummy info
  3. Add your own categories for property type, rental status, rental type and rental agent .
  4. Add property info and use the property database template, to include pictures, documents, notes and a location map.

Property Type

House Individual dwelling
Apartment Block of properties

Rental Status

To rent Empty and available to let
Rented Occupied
Under refurb Empty and undergoing cosmetic works
Other Catch all for other situations (e.g. up for sale)

Rental types

Single family home Single rented unit
Vacation rental Private property rented to people on a short term basis
Multi-family home Single building accommodating more than one family
Other Anything else

Summary

Quickly view basic info on each property in your portfolio and click through for more info

Financials

Check out key information on the mortgage and rental. The template let’s you know when there’s less than 6 months to go on your mortgage deal

Rentals

View the rental status of each property including the agent, amount and type of rental