Customise Notifications and Emails

Overview

Want fewer emails? Or just want to make sure you never miss something important?

PaTMa gives you control over the notifications and reminders you receive, so you can decide which updates are useful to you and which ones you'd prefer to switch off.

This includes optional emails such as newsletters and market insights, as well as important reminders about certificates, rent and tenancy activity.

Please note that certain account-related emails cannot be disabled, as they are required for account security and subscription management.

Managing Email Preferences

To customise your email settings, open Your Profile and navigate to Email Preferences.

From here, you can control which types of email notifications you'd like to receive.

Optional Updates from PaTMa

These emails help you get the most out of PaTMa and keep you informed about useful resources.

You can choose whether to receive:

  • Introduction Emails – Helpful onboarding emails, user guides and feature suggestions.
  • Property Market Insights – Market updates and occasional webinar invitations.
  • Property Management Tips – Letting advice, landlord tips and occasional webinar invitations.

PaTMa Emails

These emails are completely optional and can be enabled or disabled at any time.

Important Account & Property Alerts

These notifications help keep you informed about important activity across your portfolio.

Available alerts include:

  • Certificate Expiry Warnings – Alerts when stored certificates are approaching expiry.
  • Fixed Mortgage Expiry Warnings – Reminders when fixed mortgage products are due to end.
  • Overdue Rent Reminders – Alerts when rent is due but hasn't been logged.
  • Receive Messages from Tenants – Notifications when a tenant contacts you via the Tenant Portal.
  • Blind Carbon Copies of Tenant Emails – Copies of emails sent to tenants.
  • Ticket Notifications – Updates and replies relating to tasks or tickets.
  • Open Banking Alerts – Notifications when new bank transactions are received.
  • Open Banking Rent Alerts – Alerts when a transaction appears to be a rent payment.
  • Prospect Changes – Updates relating to prospective tenants.
  • Account Change / Renewal Notifications – Subscription and account reminders.
  • Tenancy Administrative Reminders – General tenancy-related reminders.

Transactional Emails

Some of these alerts can save you from missing important deadlines, so we strongly recommend keeping critical reminders enabled.

You can view the reminder timing schedule here.

SMS Reminders

If you'd prefer, certain important reminders can also be sent by SMS (text message).

Currently, SMS reminders are available for expiring safety certificates.

To enable SMS reminders, open Property Manager Settings.

Add your phone number, enable Send Certification SMS Reminders, then click Save.

Enable SMS Messages

SMS reminders follow the same schedule as email reminders and can help ensure urgent compliance deadlines aren't missed.

A Quick Tip

For most landlords, the most important notifications to keep enabled are:

  • Certificate expiry warnings
  • Mortgage expiry reminders
  • Overdue rent alerts
  • Tenant messages
  • Account renewal notifications

These help ensure you stay on top of compliance, cash flow and important tenancy activity.

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