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 with specific problems and queries, or just if you'd like to ask if there's a more efficient way to accomplish something.
For the free PaTMa products, please try to find any required information in this documentation. If you cannot find the answer you need, please do email us.
Browser Extension
- Installing Property Tools Browser Extension
- Customising Calculations in the Browser Extension Options
- Watching For Property Changes
Property Prospector
- Introduction
- Creating a Property Prospect
- Adding Custom Images to a Prospect PDF
- Recording a Conversation
- Recording an Offer
- Set Reminders to Follow Up on an Offer
- Recording A Viewing
- Editting Prospect Scenarios
- Creating Buy To Sell Scenarios
- Including mortgage fees in the loan
Property Manager
- Introduction
- Get started with your first rental property
- Making Property Edits
- Storing an EPC
- Recording Expenses
- Accessing Tax Returns
- Recording a Rent Payment
- Adding Tasks
- Updating a Task
- Recording Utility Suppliers
- Recording a Property Valuation
- Creating An Inventory
- Adding images to an Inventory
- Getting Safety Certificate Renewal Reminders
- Recording A Mortgage
- Getting Fixed Rate Mortgage Reminders
- Creating a Property With Multiple Landlords
Property Investment Glossary
Use the navigation menu about for a full list of terms, or check the glossary home page
Some of the most important terms in property investment: