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How to Manage Rented Homes in Housing Market CRM

Tutorial 120 of 181 · 46 s

Open the product

Property management in Housing Market CRM, part of the Pro plan, is the register of the homes your agency manages for somebody else: the unit, who owns it, what share each owner holds, and how many of your allowance you have used. This tutorial opens the register, reads a unit and its owners, adds one, shows what archiving a unit does to your allowance, and opens the five screens that hang off it — rent, tenancies, maintenance, screening and owner statements.

In this tutorial you will learn

  • What the unit register holds
  • How owners and their shares are recorded
  • How the unit allowance is counted
  • Where rent, tenancies and maintenance are

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Property management in the left menu.
  3. Rent is tracked here. Housing Market never collects it.
  4. Each home, who owns it, and what share each owner holds.
  5. An unrecorded share is what stops a statement later — record it now.
  6. Archived homes give the allowance slot back.
  7. Rent, tenancies, maintenance, screening and owner statements.
  8. Rent, tenancies, maintenance, screening and statements all read these units.
  9. So record every owner and share while the paperwork is in front of you.