Documents in context
- Property and ownership records
- Finance and mortgage documents
- Tenancy and lease documents
- Compliance evidence
- Maintenance records
Documents & property lifecycle
A connected property record through ownership and disposal
Keep the records behind a property connected throughout ownership and preserve the history when it is eventually sold.
Start free trialConnected property recordConceptual model
01
Portfolio
02
Ownership
03
Property
04
Finance
05
Tenancy / Lease
06
Income
07
Costs
08
Compliance
09
Maintenance
10
Documents
11
Disposal / History
Relationships are the point. Each record remains connected to the property and portfolio context behind it.
The context
The record is more useful when the relationships stay visible.
The document behind a decision is rarely useful on its own. Ownership records, finance documents, tenancy documents, compliance evidence and maintenance records all gain meaning from the property lifecycle they belong to.
A sold property should leave the active portfolio without erasing the history behind it.
Demo data — Northstar Property Partners is a fictional organisation used for demonstration and marketing purposes. Properties, people and financial information shown are illustrative and do not represent real client data.
Representative coverage
A connected foundation for day-to-day portfolio work.
Lifecycle history
- Ownership and operation
- Finance history
- Listed, under offer, sold, withdrawn and relisted states
- Retained sold-property history
From Fructus Insights
Useful thinking around this part of the portfolio.
Keep exploring
Connected feature areas, not isolated tools.
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