How To Make Property Edits

Once your property has been added, it will be presented in a column, with its picture, name and address. You can make more advanced edits, such as adding Expenses, Mortgage Payments and EPC, when you view the property's display page.

  • To navigate, click Properties and select the Property Name you wish to edit.

You will be directed to a page displaying an overview of the property's information as below.

Adding A Tenancy

After you've created your first property, it's time to account for all your tenancy agreements and here's how to Get Started.

Our tenancy checklist helps you to navigate the property management process from scratch.

PaTMa's Property Manager allows you to keep track of any payments and additional details relating to the agreements made with a specific tenant.

Recording An Expense & Mortgage Payments

Many property manager's use PaTMa to keep track of their investment properties as a way of amplifying and gearing their returns by analysing expenses and income. PaTMa has the ability to record all mortgages and property values and displaying instant visual data of the information recorded. However, to make the most of this feature, you have to account for the expenses and any mortgage payments made on the property.

Learn more by completing this step-by-step guide on How to Record Expenses and this guide on recording mortgage payments.

Adding A Task

To keep track of any property management tasks that need to be completed in regards to the property, you can start to note these down using PaTMa's task management tool.

  • On the property display page, scroll to locate the Tasks column.

  • Click Create Task

Fill in the form with:

  1. the Details of the task,
  2. its Status (ie. pending/with tenant),
  3. a Follow-Up Date or choose the option of following up after the tenancy is over.
  4. reference of who to follow up with under Follow-Up Owner
  5. Details of the tenants

  6. Once complete, click Save

Adding Safety Certificates

There are a number of documents that must be provided to tenants before they sign a new tenancy agreement and these include safety agreements. Failure to provide these essential documents to tenants can prevent the use of a Section 21 notice to end a tenancy and in severe cases financial penalties for the landlord.

If you have gone through the tenancy checklist, this step will be complete with the gas safety certification and an electrical safety certificate (required for HMOs).

However, if you wish to add other certificates or start from scratch, here's a step-by-step guide on How To Add a Safety Certificate.

Add Valuation

With PaTMa, you can store as many valuations as you like against each property. It's easy to make changes or to enter in your property's history for an accurate overview of how your investment value is performing.

PaTMa also offers visual representations of this data, showcasing the overall performance of your property and portfolio. This feature is perfect for spotting trends and offering a clear perspective your future. of - To start, scroll to locate the Valuation column.

  • Click Add Valuation.

Fill in the form with:

  1. the Date of Valuation,
  2. name the person valuing the property under Valuer.
  3. the numerical Value set for the property.

Note: If this is not an accurate estimate of the property's value, click Approximate

  • Once completed, click Save

Add EPC

Amongst the required documents to be provided to tenants before they sign the contract is the EPC.

Note: If you have gone through the tenancy checklist, this step will be complete with the gas safety certification and an electrical safety certificate (required for HMOs).

  • Scroll to locate the EPC column.

  • Click Add EPC

Fill in the form with:

  1. the Issued Date,
  2. an Uploaded copy of the scanned document
  3. the Rating set for the EPC.

  4. Once complete, click Save

Storing Documents

PaTMa's property management software allows you to store all your documents on the cloud, so they're always on hand. With an Add Document section on the property display page, recording essential files becomes that much easier.

  • Scroll to locate the Documents column.

  • Click Add Documents

Fill in the form with:

  1. the Type of document you wish to record (eg.Manual/Purchases) using the dropdown menu to select .
  2. an Uploaded copy of the scanned document.

  3. the Label you wish to set for the document ― ie. the name you will use to distinguish the document.

  4. Additional Notes on the document that you wish to store on the cloud.

  5. Once complete, click Save

Adding Property Utility.

Along with all the above features, PaTMa also offers the option to record property utilities, delegating them to who is due to pay them.

  • Scroll to locate the Utilities column.

  • Click Add Utility

Fill in the form with:

  1. the Type of utility you wish to record (eg.Broadband/Gas) using the dropdown menu to select.

  2. who pays the utility using the dropdown menu to choose between tenant/landlord.

  3. the property Unit to which this utility is being paid to.

Note: If the utility is being metered, mark the Metered box to include this factor.

  • Once complete, click Save