Case management
A case is your marketing snapshot of a unit. You create it from a tenancy in the portfolio and work with rent, copy, images and channels — without breaking master data.
Highlights
Clear pipeline
Draft → Active → Reserved → Completed. Change status in one click, filter lists by status and classification (residential, commercial, parking and more).
Everything on the case
Identity, rent/deposit, expenses, descriptions, facilities, media, floor plans, virtual tour and responsible agent in one place.
Channels per case
Choose which portals and websites the case appears on — only once it's active or reserved.
Customers and matches
Attach interested parties, applicants and tenants. See interest-list matches and contact them from the case.
Timeline
Changelog and activities so the team can follow what happened on the case.
Create from tenancy
Start one or many cases from a property/tenancy — data is copied in as a snapshot ready for marketing.
How it fits together
Portfolio → property → tenancy → case. The case is what you publish. That means you can tune listing copy and images for the market without changing fixed unit data.
Why it matters
One source of truth for the team: same rent, same status, same channel choices. Less copy-paste between Excel, Outlook and portals.