Advanced Property Information
Overview
Once you've added a property to your portfolio, the Property Overview page becomes the central hub for managing everything related to that property.
From here you can manage tenancies, track expenses, store certificates, monitor tasks, record valuations and much more.
Think of it as the property's digital filing cabinet - everything relating to that property can be found in one place.
If you've not yet added a property, start with our guide on Setting Up a Property.
Opening a Property
To access a property's information, head to Your Portfolio and select the property you'd like to manage.
The Property Overview page contains a number of tabs, each covering a different area of property management.
As your portfolio grows, you'll probably find yourself spending most of your time here.
Managing Tenancies
For most landlords, the tenancy is where the real work begins.
From the Property Overview page you can create tenancy agreements, assign tenants to the property and manage tenancy-related information throughout the tenancy lifecycle.
If you're still looking for a tenant, PaTMa can also help you organise viewings and manage prospective tenants.
Useful guides:
Managing Finances
PaTMa allows you to keep track of the financial side of your property, including mortgages, expenses and valuations.
You can:
- Record mortgage details and payments
- Track property expenses
- Record property valuations over time
- Monitor changes in portfolio value
Useful guides:
Managing Compliance
Landlords are responsible for maintaining various certificates, licences and compliance documents.
PaTMa helps you keep these organised by storing them against the property and making them easy to access when required.
Many documents are added automatically during tenancy setup, but they can also be viewed and updated at any time.
⚠️ Failure to provide required documentation to tenants may affect your ability to use certain possession procedures and could result in financial penalties.
Useful guides:
Managing Tasks
Need to arrange a repair, organise a contractor visit or keep track of ongoing work?
Tasks can be created directly against a property, allowing you to monitor progress and keep a complete history of updates, appointments and communications.
Any active tasks relating to the property are displayed on the Overview tab.
Useful guides:
Utilities, Images and Keys
The remaining tabs help you manage the day-to-day details of the property.
Utilities
Record utility suppliers, account information and responsibility for bills.
Images
Store photographs of the property for future reference.
We recommend including at least one external image, as this is the image displayed throughout PaTMa for landlords, tenants and suppliers.
Keys
Keep track of how many keys exist and who currently has possession of them.
This can be particularly useful when managing contractors, tenants or letting agents.
Need More Information?
Each section of the Property Overview page has its own dedicated guide.
If you're looking for more detailed instructions on a particular feature, follow the links above to explore that area in more detail.