Have you ever considered that there might be a *much* easier way to organise your tenant admin, property compliance and maintenance issues..
That doesn’t need a subscription and you can access immediately?
Spoiler alert... you'll find it on the page below!
Introducing..
No Property Software? No Problem!
Downloadable template bundle for organising your lettings, maintenance and operations
💥 Including 60+ lettings steps template to guide you through self managing 💥
Property investors, this template bundle will enable you to:
centralise all your tenancy details
track maintenance and repairs
be reminded of important expiry dates
have all your portfolio’s docs, details and data at your fingertips
track tasks within the portfolio
collaborate with your team from just one location
What’s included?
Lettings tracker template for BTLs (Buy To Let) and HMOs (houses of multiple occupation)
Ready to use boards which enable you to view your rental property & tenant data within one single window per property. No more hunting across different platforms!
Track your tasks, track your lettings steps and set reminders for expiry dates.
For use with free Asana and free Trello plans.
Property maintenance tracker
A central place to record new maintenance and repair issues, attach photos, comments and set reminders as they progress to completion.
For use with free Asana and free Trello plans.
Portfolio operations overview board
Keep all portfolio account logins, bank details, company details, process guides and templates in one place - great if you have a team, a business partner or want to onboard a VA easily into your business.
Bonus checklist: 60+ Lettings steps to guide you through - from ad response to check out
Follow these steps to
What it is..
Inspired by the content of popular subscription-based property CRMs
A single place to store logins, accounts, key codes, appliances, contractors, expenses, invoices, ASTs and more!
A ready-made framework to assist with onboarding a team
Pre-built workflows to track your property portfolio management
A way of tracking your to-do list
Fully customisable to your portfolio
Buy Now
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Buy Now ☆
Limited Time Only
FAQs
I don’t use Asana or Trello. Which should I choose?
Both Asana and Trello templates are provided with your purchase, they are exactly the same and you can choose to use them with either platform after purchasing. We would suggest looking at a few YouTube tutorials for Trello and Asana to see which you prefer.
Do I need to know how to use Asana or Trello?
A basic understanding of either would be beneficial, but they are simple to understand by watching a few Youtube tutorials to get started. We don’t provide training videos on how to operate Asana or Trello.
Do I need to pay for Asana or Trello to be able to use your templates?
No. These are designed to be used with the free version’s features of Trello and Asana.
What if I’m not tech savvy?
We show you exactly step by step how to install the templates into your own Asana Project Management software. And don’t worry it is actually pretty easy! Trello templates do not need to be installed.. by clicking on the link provided you can immediately view the template and copy the board to your own Trello account.
Will instructions be included on how to install and use the Asana templates?
Yes, instructions are be given on how to use each Asana Template in the walkthrough video and also written within each template.
Will instructions be included on how to use the Trello templates?
Once you have clicked on the Trello template link you can see how to use each template written within the template itself. You simply click on the link and follow the instructions!
How do I get my property information into the templates?
This is for you to complete in your own time, or ask your virtual assistant to do so for you.