Advanced Property Information
Overview
PaTMa is designed to keep all information about a property in one easy to use webapp.
Our knowledge base provides detailed explanations of each category on dedicated pages. This page offers a brief overview of the information you might store for each property in your portfolio:
- Adding tenancies
- Adding mortgages
- Adding a property valuation
- Creating and viewing tasks
- Storing certificates
- Expense management
- Utility management
- Adding images
- Key management
Getting Started
You should have already added a property to your portfolio by this point.
You can then select the relevant property from Your Portfolio to open the Property Overview.
On the Property Overview you'll see a number of tabs, which default to Overview. We'll be working in each of these.
If you need more information about any topic, follow the links provided to more extensive documentation.
Adding A Tenancy
What use is a rental property with no tenants?
PaTMa supports full tenancy management and you'll need to start by adding a tenancy.
If you don't have a tenant already lined up, you can arrange viewings with the built in calendar.
Next, add the tenant if you didn't already do so, and assign them to the property.
PaTMa includes a full tenancy checklist to ensure you don't miss a step.
Adding a Mortgage
PaTMa can record mortgages as well as payments made towards the mortgage.
You'll need to start by adding the mortgage.
After that, just remember to log the payment towards the mortgage each month, and PaTMa will do the rest.
You can also receive a reminder for any expiring fixed rate mortgages.
Adding a Property Valuation
PatMA can log any number of valuations for a property, helping you to keep track of the value of your portfolio over time. You can also store historical valuations.
From the Overview tab click New valuation and add the valuation along with the date received.
Tasks
PaTMa includes task management tools on a per-property or per-landlord basis.
Any open tasks are displayed on the Overview tab, or you can add a new task by clicking Add task.
You can also view all open tasks across all properties from the Task Overview, or click here to learn more about task management
Storing Certificates
PaTMa has several document management features, covering every type of documentation you might need. In particular, a landlord must provide several certificates or licenses for a property, and PaTMa will walk you through these.
⚠️ Failure to provide required documents to tenants can prevent the use of a Section 21 notice to end a tenancy and may lead to financial penalties for the landlord.
If you complete the tenancy checklist, your certificates will already be stored and displayed in the Certificates / Licenses tab. You can view, manage, or update certificates at any time.
For documentation that is not a certificate or license, you can use the Documents tab in the same way.
Expense Management
PaTMa's tools include income and expense management. Power users can also link their business bank account to PaTMa for advanced transaction reconciliation.
You can manage expenses for a property from the Expenses tab, or click here to read about expense management across your entire portfolio.
Utility Management
Hopefully your property has some utilties connected! PaTMa helps you keep track of the available utilities, the supplier, and who pays the bills.
Click the Utilities tab to get started with Utility Management.
Adding Images
You can add any relevant images from the Images tab. At least one image should be of the outside of the property - this is the one used in your portfolio and shown to tenants and tradespeople.
Key Management
Keep track of how many keys exist for a property, and who controls them, with the Key Manager.