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Properties

Build and maintain property and unit records that support every downstream workflow.

Properties and units are your foundational records. High-quality setup here makes leasing, maintenance, and billing predictable.

Outcomes you should enforce

These outcomes define a healthy property data model.

  1. Every operational unit has a unique and stable identifier.
  2. Property metadata supports clear ownership and reporting filters.
  3. Archived records preserve history without polluting active operations.

Property setup workflow

Run this procedure for every new property to keep data quality consistent.

Create the property with complete naming and location information.
Create units using your approved naming and numbering convention.
Verify unit uniqueness within the property before publishing records.
Assign optional tags for portfolio segmentation and reporting.

Portfolio operations guidance

Your structure should adapt to both small and large portfolios.

Keep data complete and straightforward. Use minimum required tags and avoid duplicate naming aliases.

Enforce naming standards and location taxonomy. Audit duplicates weekly to protect search and reporting accuracy.

Data quality control checklist

Use this checklist during weekly review cycles.

  1. Unit identifiers are unique per property.
  2. Required location and status fields are populated.
  3. Archived properties are not used in active leases.
  4. Labeling standards are consistent across teams.

Change management rules

Apply these rules when updating live records.

High-impact edits

Treat property or unit renaming as high-impact. Confirm downstream references before and after any change.

Next steps

  1. Link trusted identities in Contacts.
  2. Activate occupancy workflows in Leases.
  3. Track evidence in Media.

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Quick Start

Launch your Relet workspace with a controlled setup sequence.

Contacts

Manage tenants, vendors, and contractors with reliable identity and communication records.

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Outcomes you should enforceProperty setup workflowPortfolio operations guidanceData quality control checklistChange management rulesNext steps