Find and review properties in your portfolio
Search your properties, review their recorded details and open the right property or rental workspace.
On this page
Before you start
- Use the portfolio that owns the property. Have part of its address ready if you manage several rentals.
Step 1: Find a property
Open Properties. Use Search properties to find an address or unit, and use All types to narrow the property type.
- Use Search properties and Filter by property type together to narrow the list.
Step 2: Read the property and rental rows
Check the address, Status, Rent and Next step. For a property with several rentals, use Show units and rooms to review the individual unit or room rows before opening one.
- Use the arrow beside the property to show or hide its units and rooms.
- Select a unit name to open that rental.
- Room rows sit under their parent unit.
Step 3: Open the property workspace
Select the property address or rental name to open its Overview, then choose the property area you need, such as Marketing or Settings. Use Add property on the Properties page to create another rental.
- Open Overview or Marketing for the selected property.
- Choose Settings to review the property’s recorded details.
Step 4: Update recorded property details
Open Settings for the selected property. In Rental Settings, update the address as needed. To change a unit’s bedroom count, open that rental first or choose its Edit action in Units. Choose Save changes, then reopen Settings and reload to confirm the new values remain saved.
Step 5: Read portfolio totals with their labels
On the Properties page, open Summary to review Portfolio distribution, Rent this month, Occupancy rate and Expiring leases when available. Check the unit counts, date period and any billing coverage notes.
Check the result
- Search narrows the property list; opening a property or rental reveals its available setup actions.
FAQs
Why can I not find a property I just added?
Clear the property search, confirm the active portfolio and check the sample-data banner. If the original save showed an error, the property may not have been created.
Why does one property have several rental entries?
A building can contain separate units or room rentals. Open the property and check the unit label before editing a listing or lease.
How do I correct a property address or bedroom count?
Open the property, choose Settings, and edit the fields in Rental Settings. Select Save changes, then reopen or reload Settings to verify the values were saved. If saving shows an error, keep the original record and resolve the error before continuing.