Agency Dashboard
How properties and units connect to leases
A short explanation of the relationship between a property, unit, tenant, lease, and payments.
The correct sequence
A property contains one or more units. A unit can be connected to a lease, and the lease connects the tenant to that unit while defining rent and payment cycle.
- Property: the main asset
- Unit: the rentable space
- Lease: the financial and legal relationship
- Payment: linked to the lease and invoice
Important rent note
Lease rent is stored within the lease rent structure. Enter rent from the lease screen and avoid relying on unclear duplicate fields.
Operational numbers to review before deciding
Use this article together with dashboard metrics: collection rate, overdue rent, expiring leases, open expenses, owner balances, and alerts.
If the decision affects an owner, tenant, or financial transaction, ask the responsible role to review the record before execution.
- Collection rate
- Overdue rent
- Leases
- Expenses
- Owner balances
- Alerts
How to apply this inside the agency
Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.
If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.
- Open the record
- Review data
- Take action
- Document outcome
- Escalate when needed
Product status and review needed
This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.
If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.
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