PaTMa Documentation
Welcome to the documentation and user guide for PaTMa, covering all PaTMa products.
You can use the search box and navigation menus above to locate all documentation pages, or get started with the links below.
All PaTMa subscribers are welcome to contact us for priority support with specific problems and queries, feature requests, or if you're loking for a more efficient way to accomplish something.
For free PaTMa products, please try to find any required information in this documentation. If you cannot find the answer you need, please email us.
Browser Extension
| Title | Description |
|---|---|
| Install the Extension | How to set up the extension in your web browser. |
| Customise Calculations | Configure the extension options with the calculations you need. |
| Watch for Property Changes | Use the extension to keep updated about changes to selected properties. |
Property Prospector
| Title | Description |
|---|---|
| Introduction | Overview of Property Prospector's features. |
| Create a Property Prospect | Add prospects to your account. |
| View Local Property Insights | Learn how PaTMa collects data about the area a property is in, and how to access the data available. |
| Check Planning Data | Review nearby planning applications with ease using PaTMa. |
| Store a Conversation | How to keep track of conversations about the property with agents, builders, etc. |
| Record an Offer | Use Property Prospector to log offers made on a property. |
| Set Reminders | Set up reminders for followups, offer windows, and so on. |
| Log A Viewing | Use Property Prospector to arrange and maintain a viewing schedule. |
| Create a Buy To Sell Scenario | Work with a buy-to-sell (flip) scenario. |
Property Manager
Get started with the most important features of Property Manager.
| Title | Description |
|---|---|
| Introduction | List of all the great features PaTMa has. |
| Add a Property | Set up your first rental property. |
| Advanced Property Information | Learn how to work with the full range of property features in PaTMa. |
| Store Certifications | Upload safety certificates and send them to tenants. |
| Arrange Viewings | Use PaTMa to keep track of potential tenants. |
| Create a Tenancy Agreement | Set up a tenancy agreement for your lovely new tenants. |
| Tenancy Checklist | A guide to starting a tenancy using Property Manager's step-by-step checklist. |
| Record Expenses | Keep track of your outgoings. |
| Record Rent | Log all the money you're making. |
| Manage Tasks | Read about PaTMa's task management system. |
| Record Utilities | How to make sure you have utility suppliers set up for the property. |
| Create an Inventory | Log all the fixtures and furnishings in a property, with photos. |
| Add a Valuation | Store property valuations in PaTMa and see the value of your investments over time. |
Property Investment Glossary
Use the navigation menu above for a full list of terms, or check the glossary home page
Some of the most important terms in property investment:
| Title | Description |
|---|---|
| Buy-to-let Yield | Understand Yields in buy-to-let properties. |
| Buy-to-let ROI (Return On Investment) | Learn about Return on Investment for buy-to-let properties. |
| Loan to Value (LTV) | Understand loan to value calculation. |
| Mortgage Rental Cover | How rental cover is worked out by banks or lenders. |
| Stamp Duty Rates | Check stamp duty rates based on your region and the sale price of a property. |
Calculators
| Title | Description |
|---|---|
| Buy-to-Let Profit and Tax Calculator | Calculate financials including yield, ROI, profit, required investment, stamp duty, and available mortgage. |
| Rent Despoit Calculator | Use a simple calculator to determine how much deposit you can take on a rental property, based on the Tenant Fees Act 2019. |