Managing Properties

Learn how to create new properties and manage existing.

Back to Admin Permissions

How to Add Children
The term "children" refers to the count of minors accompanying adults on a lease, which is important for determining occupancy limits, applying appropriate pricing, and managing legal or safety requirements.
How to Assign Rental Add-Ons to Units
Assigning rental add-ons involves linking pre-defined services or products (like appliances, parking, or extra fees) to a specific resident or unit folio to ensure proper billing.
How to Create Buildings
A building is nested under a property, which groups multiple related units that share the same physical structure and address for easier management of maintenance, utilities, and access.
How to Create, Edit, or Delete a Make Ready Board
The Make Ready Board is a Unit based feature of ExactEstate that allows you to mark off items that need to be completed to make a Unit ready for move-in.
How to Create,Edit, or Remove Application Denial Letters
ExactEstate has a simple application process instituted with customized Application Denial Letters. This page shows you how to create Application Denial Letters, so they can be used in the system.
How to Create, Edit, or Remove Application Denial Reasons
ExactEstate has a simple application process with customized Application Denial Letters. Application Denial Letters will include "Application Denial Reasons" to be selected when generating a denial letter.
How to Create, Edit, or Remove Floorplan Pricing & Designations
Price Designations and their Keys allow you to set different price points for units using a specified floorplan. For example; in Affordable Housing you may have income limit based designations (i.e. 30%, 60%, 90%) for your units, while in conventional/market rate apartments you may have different price points for units set based on the floor level in the building (i.e. Floor 1, 2, 3, etc...). Price Designations allow you to utilize the same floorplan while having varied pricing between units.
How to Create, Edit, or Remove Inspection Items
Inspection Items are used with Floorplans to help dictate which items need to be 'inspected' during move-in, pre-move-out and move-out inspections.
How to Create, Edit, or Remove Inspection Locations
Inspection Locations are used with Floorplans to help dictate which Locations need to be 'inspected' during move-in, pre-move-out and move-out inspections. NOTE: You have the ability in ExactEstate to manually declare what Inspection Locations you wish to have for each Property.
How to Create, Edit, or Remove Staff Reports
ExactEstate provides the ability to create custom reporting options for your staff to submit to specified users. For example, you can create a marketing report that staff fills out on a daily basis notating which locations they visited.
How to Create, Edit, or Remove Storage
A storage unit is an individual, rentable unit for storage items.
How to Create, Edit, or Remove Work Order Locations
Work Order Locations are the areas that can be selected during the submission of a Work Order in the system. ExactEstate allows Admin users to define and customize the locations that appear for users of the system.
How to Create/Edit/Remove Tenant Screening Accounts
Tenant Screening accounts allow you to process background and criminal checks through the Application process in ExactEstate. It is seamless and easy to work with, but first you must have an account with our screening partner, TenantAlert. Once you've set up an account with them you're able to use their services in our system.
How to Create, Edit, Remove Work Order Inventory
Work Order Inventory includes the items used to complete a work order; such as paint, light bulbs, nails, etc...ExactEstate allows you to store this information and keep track of it so you always kno
How to Create Floorplan Blueprints
floorplan blueprint is an interactive visual map of a property's layout, showing the location and real-time status of all individual units for quick operational overview.
How to Create & Manage Merchant Accounts
Merchant Accounts allow users of ExactEstate to process Merchant Payments in our system. In order to use our full suite of payment options (ACH, Credit and Debit payments) you must register a Merchant Account in our system with Payabli, our partnered payment processor.
How to Create or Add Residents
There are a few ways to add Residents. Manual Entry, CSV Bulk Upload and Historical Resident Upload. To create or add Residents, please follow the steps below. Note: Historical Resident Upload is to document historical Residents. This process will transfer data to move them in and out of units to show historical records only.
How To Create Rental Add-Ons
Rental Add-Ons are optional amenities or services that can be added to a rental unit for an additional fee. Examples include washer/dryers, cable TV, or internet access. Each property may offer different add-ons, and these can be assigned as needed.
How To Create Rental Add-Ons
Rental add-ons are optional, fee-based amenities or services, such as parking spaces, storage units, in-unit laundry privileges, or pet allowances, that enhance the standard lease agreement.
How to Create Units
A Unit is a specific physical space or apartment that is tracked for occupancy, rates, maintenance, and revenue.
How to Create Work Order Categories
To cover all aspects of work orders, ExactEstate uses a system of Categories and Items, which are linked to specific Locations. This structure allows for precise tracking and classification of issues. They can be added manually or via csv.
How to Edit a Property
A Property is the highest-level organizational entity, representing the entire building, complex, or asset whose financial, operational, and unit-level activities are centrally managed in ExactEstate.
How to Manage Garages
Managing garages involves tracking the inventory of parking spots within one or more garage structures, assigning those spots to units or tenants, and managing the associated access credentials, fees, and capacity limits.
How to Manage Late Fees
ExactEstate provides the ability to charge delinquent residents Late Fees if they fail to pay their full balance on time. NOTE: To remove a late fee, edit the amounts to be $0.00 OR remove the Late Fee Task in the Admin Settings.
How To Manage Parking Passes
Assigning parking passes digitally links a specific pass or designated parking space to a unit.
How To Upload Ledger History
ExactEstate allows uploads for historical entries for resident ledgers in the event you require historical accuracy of payments and charges from other systems.