Skip to content
← Have an idea? Share it with us

Settings and activity

3 results found

  1. Compliance tab on Creditor Profile

    176 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Ready for Votes  ·  30 comments  ·  Property Tree » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Catherine commented  · 

    Compliance tab under creditor file. Could there be an automated email sent to the creditor advising them to send up their renewed insurance? or could there be an automated notification to the Property Manager that the insurance is about to expire and a task be set to update the new insurance details?
    And a report that can be generated with expiry dates so this can be audited easily every month

    An error occurred while saving the comment
    Catherine commented  · 

    Please add a compliance tab to the creditor file so we can track contractors insurance and license details and can set reminders to chase them up for the updated certificate of currency annually.

    Catherine supported this idea  · 

  2. Management Agency Agreement - available in Ownership Tab

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Catherine supported this idea  · 

  3. Breach and Terminations notices showing on Rental Ledgers

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Catherine supported this idea  ·