Adding a property

    Get a property in — from its tenancy contract, or by typing the address.

    Your first property comes in during setup. After that, add each one from the Properties page.

    Adding one

    The Add menu on the Properties page: Add a property, Add a block and Bulk property upload

    1. On Properties, click Add. A menu offers Add a property, Add a block and Bulk property upload. Click Add a property.
    2. In Postcode or address, type the address and pick it from the list. It then says Address confirmed.
    3. Under Who owns it?, choose I own it personally, My company owns it or I manage it for its owner.
    4. Click Continue.

    The Add a property window: 31 Chantry Road, Moseley, Birmingham picked from the list, and Who owns it with I own it personally chosen

    If you share the property, click + Someone else owns part of it under I own it personally and set the shares. See Jointly owned property. With My company owns it, pick the company or add a new one. Tick Held on trust only if the title is in someone else's name. With I manage it for its owner, enter the owner's name. See Managing a property for its owner.

    You can change the answer later. On the property's Finance tab, select the button beside Rent status, then Change who owns it. That opens the Who owns this property? window, which offers the same three answers as Me, One of my companies and For someone else.

    Residential or commercial

    The next window asks What kind of property is this?

    The What kind of property is this window, offering Residential and Commercial

    Click Residential for a home let to tenants. The property is added as soon as you click it. Click Commercial for a shop, office or unit let to a business. It asks a few facts about the premises first, and you add the property with Create property.

    The property is then in your list with no tenancy yet.

    Reading the contract

    You are then offered the tenancy contract. The window says the property is added and asks What does this contract cover? Choose The whole property or One room, and switch on This is an HMO if it is one.

    The window after 31 Chantry Road, Moseley is added: What does this contract cover, This is an HMO, and the Upload tenancy contract box with Choose file

    Select Choose file and add the contract as a PDF. Alfred reads the tenant, the rent and the dates straight off it, so the property arrives filled in rather than blank.

    It is optional. Skip for now or Done, below the upload box on a computer, finishes with only the address. You can add the contract later from the property's Documents tab.

    Your new property

    A new property starts empty, and that is how it should look. Its Overview page shows no rent, no tenant and nothing in the finance figures until you add its tenancy. The compliance list is already set up, and the box in the middle invites you to upload the tenancy contract.

    The Overview page of a brand-new property, 31 Chantry Road, Moseley, nothing recorded yet: no rent, the upload box for a tenancy contract, the compliance list and finance at nothing

    If it does not go in

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