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How do I switch my account mode from Landlord to Property Manager?

Updated over 3 months ago

You can decide between two types of account modes depending on you and your business needs. Please read below the description of each mode.

Landlord Mode: For landlords who manage their own properties. This mode will assume you are the owner of all properties and will assist in managing your properties in an easy-to-use manner. It will allow you to create an invoice and will automatically assign each invoice to a property for easy organization and record-keeping.

Property Manager Mode: For Property Management Companies that manage properties for other people ("owners"). This mode will require you to assign each property to an "owner" in order to separate the accounting. It will also include tools for charging owners a management fee and keeping track of owner balances.

Please note: The Property Manager Mode is available starting from the Pro plan.

To change your current mode, please click on your profile picture and see the “Settings” option. Then select “My plan” from the Subscription section.

Here you can switch between the Landlord and Property Manager modes. Then choose the mode of your account either "Landlord" or "Property Manager" and enable the necessary radio button. Do not forget to click the "Update" button to save the changes.


Switching account types

You can switch between account types (Landlord or Property Manager) at any time - no need to create a new account.


What’s included in Property Manager mode?

When Property Manager mode is enabled, you’ll get access to tools for managing owners, fees, and accounting.

Property Manager + Owner Tools

  • Add and manage owners

  • Assign owners to specific properties

  • Track owner balances

  • Add a required reserve amount for each owner

PM Accounting Tools

  • Add management fees

  • Invoice owners for those fees

  • Create owner distributions and owner contributions

  • Add tenant fees that are hidden from owners

Management Fee Tool

  • View open or partially paid invoices

  • Update fee amounts

  • Mark invoices as paid

  • Transfer funds between accounts

Owner Report Settings

  • Choose which reports are visible or hidden from owners

  • Send reports directly to owner email addresses

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