Unit
Apartment and sub-unit.
Management feature
Owner and tenant records: every unit, person and contract in one place
Personal data is handled under UK GDPR and ICO guidance, so access, retention and deletion are defined early instead of bolted on later. When the question who lives where, under which contract and with which contact details is spread over spreadsheets, e-mails and folders, every move-in carries a risk of error. One record links unit, person and contract.
- English and community languages
- Bacs and GBP
- Roles and audit log
Record structure
Each unit is defined as an object; the owner, the tenant or both are linked to it. Move-ins, move-outs and contract changes are recorded with a date stamp.
The same person can appear in several units.
Access and documents
The manager sees all records; an owner or tenant sees only their own unit. Contracts, letters and minutes are attached to the record, and who opened them is logged.
Role and permission scope are clarified in writing.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
UK-specific points
Rented properties and condominium ownership (Stockwerkeigentum) need different records; which applies is clarified with your management. Personal data is protected with UK GDPR in mind.
Frequently asked questions
Can one person be both owner and tenant?
Yes; a person can appear in several units with different roles.
Can old spreadsheet data be imported?
Usually yes; clarified in writing depending on scope and data quality.
Related topics
Resident portal
Resident portal information, requests and documents in one account in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn moreDocument archive
Document archive: every file linked to the right building, unit and person in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn moreRent and fee collection
Rent and fees invoice, payment matching and reminder together in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn more