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Real Estate reports and setup

Updated in 5.20.43

The reports an agency reads every month, and the settings and plans each company keeps for itself.

Where

Real Estate › Reports · Setup › Settings · Setup › Plans and agencies

Who

Real Estate Reports for the reports; Real Estate Settings (Manage) for settings, plans and agencies.

Reports

Choose the Period and a report: Rent paid, Vacant for rent, Units rented, Delinquent tenants, Leases ending (the next 90 days), Vacant for sale, Units sold, Occupancy and Arrears by tenant. Each row opens the record it counts. Print prints the report.

Real Estate reports

Settings

Each company keeps its own settings. Set the Area measured in, the Default commission (%), whether New listings wait for approval, the next numbers, the Security deposit (months of rent), Tell the agent before a lease ends (days), the Late fee and the Days of grace before the late fee. Under Outside brokers you decide whether brokers have their own portal. Under Public listings, Show the public listings puts the active listings on a public page; Open the public page shows it. Press Save.

Plans and agencies

For a business that hosts several agencies: New plan gives a plan a Name, Listings a month (empty means no limit), a Price and the role its people get. A read-only plan lets its agencies look but list and change nothing. The agencies table shows each company's plan and how many it has listed this month.

Questions

Where is “Real Estate reports and setup” in Zyntra OS?

Real Estate › Reports · Setup › Settings · Setup › Plans and agencies

Who can use “Real Estate reports and setup”?

Real Estate Reports for the reports; Real Estate Settings (Manage) for settings, plans and agencies.