Real Estate Management
Track ownership and rental contracts, monitor renewals due in the next thirty days, store contract attachments, and report on your property portfolio.
Overview
Real Estate Management is for organizations that own or lease property as part of their operations — or manage units for customers and tenants. Register ownership contracts and rental agreements with key dates, parties, and terms.
The dashboard highlights renewals due in the next thirty days, recent ownership activity, and upcoming rental endings so nothing renews by surprise. Attach scanned contracts and supporting documents for audit and handover.
Key Capabilities
Ownership contracts
Record property ownership agreements with customers and dates.
Rental contracts
Manage tenant leases with start, end, and renewal tracking.
Renewal alerts
See agreements expiring in the next thirty days on the dashboard.
Contract attachments
Store deeds, leases, and amendments with each agreement.
Recent activity
Latest ownership and upcoming rental endings at a glance.
Property reports
Renewals due and portfolio registers for management review.
Task Assignment Catalog
The Task Assignment Catalog connects workflow events in this module — documents submitted or approved, thresholds crossed, lifecycle handoffs — to the people who should act next. When an event fires, PerfectoERP assigns follow-up tasks, sends in-app notifications, or both, according to each catalog entry. Teams collaborate through My Desk instead of polling lists or chasing status in email.
Lease contract expiring
Notification
A lease or rental contract is approaching its end date.
Default recipients
- Notification → Real Estate Manager
Default routing is customizable per catalog entry — add job functions or individual users, or disable tasks or notifications in Configure.
Rental contract renewal due
Notification
A rental contract is approaching renewal or expiry.
Default recipients
- Notification → Real Estate Manager
Default routing is customizable per catalog entry — add job functions or individual users, or disable tasks or notifications in Configure.
Interface Showcase
Ownership and rental counts, renewals due, and contract quick actions.
Connected Modules
Projects
Development projects on owned land.
Customers
Owners and tenants on contracts.
Invoicing
Rent and service invoicing.
Ready to manage your property portfolio?
Know which rentals are expiring soon and keep contract documents attached for every agreement.
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