Properties

One file per address, with every campaign and management period on it, and everything ever filed against it.

Core capabilities

The address is created once and the work hangs off it.

One record per property
Created once, never replaced. Engagements come and go around it, and its history is never split across deals.
Campaigns and management periods
Each is an engagement with a start, an agreement and an end. A tenanted property being sold carries both, and the file names both.
Parties in their place
Vendor, purchaser, landlord, tenant and their solicitors, tied to the engagement they belong to and carried forward when the next one opens.
Documents against the file
Nothing lands in a folder. A document lands on the property, under its engagement, and the paperwork the Act asks for is generated from the record.
Classes and filters
Residential, commercial, rural and business, in one list with filters by class, status and agent.
An activity tab on every record
The audit log, read from the property itself: who changed what, when, and what it was before.

The property file is the screen most people spend most of the day on.

Open a campaign against an address that is already on file, with the previous owner one click away.

Run a management period with every tenancy in sequence and the gaps between them visible.

See which engagement is live on any address, what is owing and what is overdue.

Read a property’s whole history, read-only, without asking anybody for a folder.

The root record, its parties, its documents — and the two kinds of engagement on it.

What happens when a property sells?
The campaign closes and the record stays: the agreement, the parties, the offers, the trust movements and the register entries it generated. The next campaign on that address starts with the file already there.
Can a property be sold while it is tenanted?
Yes. It carries a live management period and a live campaign at the same time, both named on the file, and the entry notices the tenancy requires are still the tenancy’s.
Can I delete a property?
A property can be archived. Compliance records are never hard-deleted, and history is not editable: a record entered in error is corrected with a correction that keeps the original and the reason.
Can you bring our existing properties across?
Tell us what you are on now and we will say honestly what carries across and what does not.

One file per property, with all four modules on it, on every plan.