Adding landlords

Add a landlord

Go to Landlords and click New landlord.

• Full name — as it should appear on statements.
• Limited company? Type its Companies House number and press Verify; the registered name fills in.
• Registration number — the landlord register under the Renters' Rights Act. Leave it blank until they are issued one, then add it with the date you checked it.
• Email and phone — the email is also how they sign in to the landlord portal.
• Payout details — account name, sort code and account number: where you send their rent after your fees.

Link them to their properties

Under Properties owned, tick every property this landlord owns, then Save landlord. A property can have more than one owner — tick it on each landlord.

The link shows both ways: the landlord page lists their properties, and each property's Landlord box shows the owner and their share.

The landlord page

• Client-money statement — rent received for them, fees and repair costs taken off, what you paid them, and what you still hold. Pay landlord records a payment out; Add a line records a holding deposit, recharge or correction; Download gives the statement and the statement of fees as PDFs.
• Landlord portal — send a portal invitation so they can see their properties and statements and approve repair quotes.
• Activity — every email, call and note; + Log activity records a call or meeting.