PROPERTIES ⭐ Featured

PROPERTIES MANAGEMENT

The Properties Management module is the operational foundation for a real estate company that manages individual properties, multi-unit buildings, rental listings, client applications, leases, recurring rent, inspections, documents and portfolio performance.

Leaseora Jul 29, 2026 44 min read 10 views

LEASEORA

PROPERTIES MANAGEMENT

End-to-End User and Technical Operations Guide

Properties • Units • Listings • Applications • Screening • Leases • Rent Payments • Inspections • Renewals • Analytics

For real estate companies, corporate landlords, property managers and operations teams

Version 1.0 | July 2026

Purpose of this guide

This guide explains how to operate the Properties Management module from initial property setup through public rental listing, client application, screening, lease creation, payments, inspections, renewals, termination, reporting and advanced AI-assisted analysis. It also provides a technical reference for the supplied controllers, models, services, events and notifications.

1 Purpose, Scope and Terminology

Item	Description
Primary audience	Corporate landlords, real estate companies, property managers, leasing teams, finance teams, facility teams, legal teams and customer-support teams.
Client audience	Individuals or organisations that browse listings, apply, sign leases, make rent payments and manage their tenancy through the web or mobile application.
Core scope	Property and unit records, rental listings, applications, screening, lease creation, e-signature, activation, payment schedules, rent collection, lifecycle operations and analytics.
Related modules	Property Sales / Property Purchases handles sale transactions. Mortgage Applications and Lease Angel provide separate financing workflows. Commercial Lease Management adds commercial-specific terms.
Technical scope	Models, controllers, services, payment flows, jobs, events, notifications and storage paths supplied in the scenario.
Terminology	This guide uses Client in user-facing explanations. Backend class and route names may use Tenant; those technical names are preserved exactly where relevant.

Important module boundary

The Properties Management listing workflow described here is primarily for rental listings. Properties offered for sale should use the separate Property Sales / Property Purchases module.

What one connected record should contain

· Property - the physical asset, location, type, currency, documents and media.

· Unit - an individual apartment, office, shop or other space inside a multi-unit property.

· Listing - the public rental advertisement linked to a property or unit.

· Application - the client request to rent the listed property or unit.

· Screening - identity, background, credit, references and AI-assisted risk information.

· Lease - the formal contract, dates, rent, deposit, frequency, signatures and status.

· Payment - each scheduled rent amount, due date, status, receipt and payout record.

· Lifecycle records - inspections, violations, amendments, renewals, transfers, versions and termination.

· Analytics - occupancy, revenue, ROI, risk, health, sentiment and market positioning.

2 Roles and Responsibilities

Role	Main responsibilities	Key controls
Corporate Landlord / Real Estate Company	Creates properties, units and listings; reviews applications; creates and manages leases; receives rent and reports.	Maintains accurate data, approved pricing, legal compliance and authorised decisions.
Property Administrator	Maintains property, unit, media, documents and listing data.	Should not independently confirm bank settlement or legal exceptions.
Leasing / CRM Team	Manages inquiries, applications, client communication and lease preparation.	Uses approved criteria and records follow-ups in the company system.
Screening / Compliance Team	Runs background, credit and reference checks and reviews AI scores.	Final decisions require human review and applicable-law compliance.
Finance Team	Configures payment channels, verifies rent, manages late fees, reconciles and exports.	Uploaded proof is not settlement until verified.
Property / Facility Manager	Manages specific assigned properties, inspections, maintenance and occupancy.	Access is delegated only to assigned properties.
Legal / Authorised Signatory	Reviews lease terms, amendments, termination and documents.	AI or templates do not replace legal approval.
Client / Tenant	Browses, applies, signs, pays, views documents, requests renewal and reports issues.	Must use accurate information and approved payment channels.
Leaseora Super Admin / Support	Supports platform configuration and system-level operations.	Does not replace company approval, legal, finance or property decisions.

3 Complete Module Journey

Figure 1. Properties Management lifecycle

Phase	Business outcome	Main records
1. Property setup	The company creates a reliable digital record of every property and unit.	Property, Unit, Image, PropertyTemplate.
2. Public listing	Available rental properties are published with pricing, media and discoverability tools.	PropertyListing.
3. Application and screening	Client interest becomes a structured application that can be screened and approved.	ListingApplication and screening records.
4. Lease creation	Approved clients receive a formal lease, payment schedule and e-signature request.	Lease, Payment.
5. Active tenancy	The client views the lease, pays rent and accesses documents, utilities and support.	Lease, Payment, payout and proof records.
6. Lifecycle management	The company manages renewals, amendments, violations, inspections, transfers and termination.	Lease lifecycle records and audit logs.
7. Intelligence and growth	Management monitors occupancy, ROI, revenue, risk and competitor position.	Analytics, AI and financial-reporting outputs.

4 Implementation Prerequisites and Account Configuration

Business information to prepare

☐	Approved list of properties and ownership or management authority.
☐	Property addresses, countries, currencies and classifications.
☐	Unit inventory with unique unit numbers.
☐	Approved rental prices, deposits, frequencies and late-fee rules.
☐	Property and unit images, floor plans, videos and virtual tours.
☐	Amenities, features and listing descriptions.
☐	Company bank accounts and accepted payment gateways.
☐	Standard lease templates, clauses and signing authority.
☐	Tenant-screening policy and required consent.
☐	Inspection, violation, renewal and termination procedures.
☐	Staff list, roles, permissions and assigned properties.

Recommended implementation sequence

1. Configure the corporate account, currency and staff permissions.

2. Start with one active property or building as a controlled pilot.

3. Create the property and units.

4. Configure payment channels and late-fee rules.

5. Create and test one rental listing.

6. Submit a test application and complete screening.

7. Create, sign and activate a test lease.

8. Process a test payment using the configured methods.

9. Test an inspection, document upload, renewal and termination workflow.

10. Review dashboards and audit logs before expanding the portfolio.

Use role-based accounts

Every employee should use an individual account. Shared passwords weaken audit logs and make it difficult to identify who changed a property, confirmed a payment or altered a lease.

5 Phase 1 - Create and Configure Properties

Steps 1 to 5: build the property and unit records before advertising or leasing.

STEP
1

Create a Property

Primary user: Corporate Landlord / Property Administrator

Navigate to Properties -> Add Property. Enter the asset information, upload media and save the record. The Property model becomes the primary record to which units, listings, leases, payments, documents, floor plans and analytics are linked.

Field	Purpose	Example / control
Title	Approved name of the property or building.	Use a clear business name such as Meridian Court.
Description	Explains the asset, location, layout and value.	Can be drafted with AI and then reviewed by staff.
Address, city, country	Defines the physical location and regional context.	Country also supports currency suggestions.
Property type	Classifies the asset.	Apartment, office, commercial, land or another configured type.
Bedrooms / bathrooms	Residential layout information.	Use zero or leave non-applicable values for non-residential assets according to the form.
Size	Property floor or land size in square feet where used.	Use approved measurements.
Currency	Property financial currency.	Suggested through getCurrenciesForCountry() after country selection.
Feature image	Main image shown on cards and summaries.	Use a clear authorised image.
Gallery images	Additional images stored under properties/.	Remove duplicates and outdated images.
Amenities / features / tags	Searchable and descriptive attributes.	Lift, parking, security, power, furnished, etc.

AI tools available during creation

Tool / controller action	What it provides	Required human review
generateDescription	Drafts a professional property description.	Confirm all claims, measurements and amenities.
aiRecommendations / getAIRecommendations	Suggests pricing, amenities and property improvements.	Compare against approved budgets and local knowledge.
marketInsights / getMarketInsights	Provides local market and comparable-pricing insight.	Treat as decision support, not a formal valuation.
getPortfolioAnalysis	Examines the landlord portfolio for gaps and opportunities.	Review data completeness before relying on the result.

AI does not publish automatically

AI can prepare or suggest content, but authorised staff should review descriptions, price guidance, amenities and market claims before saving or publishing.

STEP
2

Add and Manage Units

Primary user: Property Administrator / Property Manager

For a multi-unit apartment block, office building or commercial complex, add each rentable space as an individual Unit. A single-unit property may not require a separate unit record if the company workflow permits.

Unit field	Purpose	Example / control
Unit number	Unique reference within the property.	A-101, Office 4B, Shop 17.
Floor	Physical level or section.	Ground, 2, 5.
Unit type	Internal classification.	Studio, 3-bedroom, office suite, shop.
Size	Unit floor area.	Use the approved measurement.
Price / rent amount	Current approved charge.	Update through updatePricing.
Status	Availability for operations.	Available, Occupied or Maintenance.
Images	Unit-specific media.	Upload, delete and set primary image.
Features / description	Unit-specific attributes.	Balcony, corner unit, fitted kitchen.

Unit operations

· show / edit / manage / update - view and maintain a single unit.

· uploadImage / deleteImage / setPrimaryImage - control unit photography.

· updatePricing - change unit rent or price using an authorised process.

· bulkUpdateStatus - change several unit statuses at once, for example during occupancy or maintenance updates.

One physical unit, one unique record

Duplicate unit numbers can cause double allocation, incorrect payments and reporting errors. Use a consistent property and unit naming standard.

STEP
3

Configure Payment Gateways, Auto-Collection and Late Fees

Primary user: Finance / Account Administrator

Open the property payment configuration and choose the payment channels the company accepts for that property. Test the connection before a live tenant is asked to pay.

Configuration	What to set	Business control
Accepted gateways	Flutterwave, Stripe, Revolut, Paystack and/or Squad.	Only enable gateways for which the company account is correctly configured.
Automatic collection	Enable or disable automatic rent collection.	Confirm consent, mandate and retry policy before enabling.
Late fees	Flat or percentage rule and grace period.	Ensure lease terms and local law support the rule.
Gateway test	Use testGatewayConnection.	Do not publish payment instructions until the test passes.
Webhook URL	Retrieve using getGatewayWebhookUrl.	Configure the same URL in the gateway account and secure it.

Configuration is property-specific

Confirm whether the gateway and late-fee settings apply to one property or are inherited from a broader company configuration before relying on them.

STEP
4

Create and Reuse Property Templates

Primary user: Property Administrator

A PropertyTemplate allows the company to save a repeatable property structure and create new property records faster. It is useful for standard estates, apartment blocks or recurring asset types.

1. Create a correctly configured property.

2. Open createTemplate and choose the information to reuse.

3. Name and save the template.

4. Use createFromTemplate for the next similar asset.

5. Review the new property and replace all project-specific information.

6. Update or delete outdated templates through updateTemplate or deleteTemplate.

Templates accelerate setup, not review

A property created from a template must still be checked for its correct address, unit inventory, currency, prices, images, payment rules and documents.

STEP
5

Clone an Existing Property

Primary user: Authorised Property Administrator

The clone action duplicates an existing property and its settings for rapid portfolio expansion. Use it only for genuinely similar properties and immediately review the copy.

☐	Change the copied property title and address.
☐	Confirm country and currency.
☐	Replace images and documents that belong to the original property.
☐	Review all units and unique unit numbers.
☐	Review prices, amenities, gateway and late-fee settings.
☐	Confirm no active tenant, lease or payment history was unintentionally copied.

6 Phase 2 - Create and Manage Rental Listings

Steps 6 and 7: publish availability and manage incoming applications.

STEP
6

Create a Public Rental Listing

Primary user: Leasing / Marketing Team

Use PropertyListingController@create and @store to create a PropertyListing linked to a property and, where applicable, a specific unit. The Properties Management module uses listing_type = rent; property sales are handled in the Property Sales module.

Listing field	Purpose	Good practice
Property / unit link	Identifies the exact asset being advertised.	Confirm the unit is Available.
Listing type	Defines the transaction as rent.	Do not use this rental flow for a sale.
Rent amount / asking price	Published recurring amount.	Use the property currency and approved price.
Currency code	Currency displayed and used for the listing.	Confirm after selecting the property.
Price negotiable	Allows the company to indicate negotiation.	Enable only where sales policy permits.
Available from	Expected occupancy date.	Keep current when availability changes.
Description	Public listing content.	Use accurate, approved information.
Images and amenities	Visual and searchable details.	Use current media and verified features.

Listing growth and AI tools

Action	Purpose
optimizeSeo	Improves the listing title and description for discoverability.
generateSchemaMarkup	Produces structured data markup for search engines.
generateQrCode	Creates a QR code that can direct prospects to the listing.
socialShare	Generates social-media sharing content.
getSeoRecommendations	Suggests improvements to listing SEO.
applyAIPrice	Suggests and applies an AI-recommended rental price after review.
aiSuggestions	Provides listing-improvement suggestions.
getAIPortfolioInsights	Analyses performance and opportunity across all listings.

Price recommendation is not valuation

An AI-suggested price should be reviewed against management approval, market evidence, property condition, legal restrictions and the company pricing strategy.

STEP
7

Manage Listing Applications

Primary user: Leasing / Screening Team

Open the applications area for a listing to see all ListingApplication records and applicant profiles. Applications should remain Pending until the required screening and business review are complete.

· applications - view all applications for the listing.

· showApplicantProfile - review the applicant record and submitted information.

· updateApplicationStatus - move the application through the approved lifecycle.

· bulkApprovePending - approve multiple pending applications only when each has satisfied the company criteria.

· aiApprovalSuggestions - receive AI recommendations based on tenant profiles.

· analytics - review listing views, inquiries and applications.

Bulk approval requires caution

Do not use bulk approval to bypass screening, unit availability, affordability, consent or legal requirements. Review exceptions individually.

7 Phase 3 - Client Discovery, Inquiry and Application

Steps 8 to 10: convert interest into a screened applicant.

STEP
8

Browse Active Listings and Send an Inquiry

Primary user: Client / Prospective Tenant

Clients browse active rental listings on the public property portal. Filters can narrow results by city, price range, bedrooms, property type and negotiability. CurrencyService can display prices in the client preferred currency.

Client action	System result
Search and filter	Returns relevant active listings.
Open listing	Shows property, unit, rent, currency, availability, description and media.
Submit inquiry	Creates a structured property inquiry through the web or mobile property-inquiries endpoints.
Review converted price	Shows a preferred-currency amount where FX conversion is available.
Continue to application	Opens the rental application process for the selected listing.

FX display is informational

The contractual rent should remain clear in the property or lease currency. Converted amounts may change with exchange rates unless otherwise fixed by the company agreement.

STEP
9

Submit a Rental Application

Primary user: Client / Prospective Tenant

The client submits an application for the selected rental listing. Leaseora creates a ListingApplication with status = pending and sends NewTenantApplicationNotification to the landlord.

☐	Client profile and contact details are complete.
☐	The correct property and unit are selected.
☐	Required supporting information is supplied.
☐	The client consents to the required screening process.
☐	The application status shows Pending after submission.
☐	The landlord receives the new-application notification.

STEP
10

Run Tenant Screening and Decide

Primary user: Screening / Compliance / Authorised Landlord

TenantScreeningController brings the applicant profile, checks and references into one review. OpenAIService can calculate an AI-assisted screening score and recommendation, but the landlord remains responsible for the final decision.

Screening action	Purpose	Output / next step
show / getScreeningData	Loads the applicant and available screening data.	One review view.
initiateBackgroundCheck	Starts criminal or eviction-history checks where supported.	Background result.
initiateCreditCheck	Starts the credit-score check.	Credit information.
sendReferenceRequests	Sends requests to the applicant references.	Reference responses.
updateReference	Records received reference feedback.	Updated screening record.
calculateScore	AI analyses the combined screening data.	Risk score and recommendation.
approve	Sets ListingApplication to approved.	ListingApplicationApprovedNotification to client.
reject	Sets ListingApplication to rejected.	ListingApplicationRejectedNotification to client.
statistics / export	Provides screening analysis and exports.	Management oversight.

High-risk alert requires review

HighRiskTenantNotification signals that an applicant needs attention. It should not be treated as an automatic rejection without examining the underlying information and applicable law.

8 Phase 4 - Lease Creation, Signing and Activation

Steps 11 to 14: turn an approved application into an active tenancy.

STEP
11

Create the Lease

Primary user: Landlord / Leasing / Legal Team

After application approval, open LeaseController@create and @store. Search for the client by unique code or tenant search, link the property and unit, and enter the approved commercial and legal terms.

Lease field	Purpose	Control
tenant_id	Links the approved client.	Use fetchTenantByUniqueCode or searchTenants to select the correct account.
property_id / unit_id	Links the tenancy to the physical asset.	Confirm the unit is still Available.
Start and end dates	Defines the term.	Review notice and renewal implications.
Rent amount and currency	Contractual recurring rent.	Must match the approved offer and listing or documented change.
Payment frequency	Sets monthly, weekly or quarterly dues.	Confirm the business and legal terms.
Deposit amount	Records the tenancy deposit.	Keep separate from regular rent where required.
Grace period days	Defines when a late payment becomes overdue.	Align with late-fee settings and the lease.
Terms and conditions	Contains the legal tenancy obligations.	Use legal approval and version control.
Status	Initially Pending.	Activate only after required signatures and checks.

LeaseCreatedLandlordNotification confirms creation to the landlord. LeaseAssignedNotification informs the client that a lease has been assigned.

STEP
12

Generate the Rent Payment Schedule

Primary user: Finance / Lease Administrator

Use generatePaymentSchedule to create the individual Payment records for the lease. The due dates are calculated from the payment frequency and lease duration.

☐	Start and end dates are correct.
☐	Payment frequency is correct.
☐	First due date follows the lease terms.
☐	Each due amount matches the contractual rent.
☐	Deposit is not duplicated as rent.
☐	Grace period and late-fee rules are aligned.
☐	The number of scheduled payments matches the term.
☐	Any prorated period is reviewed and approved.

STEP
13

Request and Complete Electronic Signatures

Primary user: Landlord and Client

Open the lease-signature area, request the client signature and monitor completion. The client signs through the web or mobile application. verifySignature checks signature authenticity, and accessLogs records who accessed the lease document.

1. Review the final lease terms and payment schedule.

2. Request signature from the client.

3. Client opens and signs electronically.

4. Authorised landlord signatory signs where required.

5. Verify signature status and authenticity.

6. Confirm the final signed PDF is available to both parties.

7. Review the access log if a signature or access question arises.

E-signature is part of the legal workflow

The company should confirm that its electronic-signature process, signing order, witness requirements and document retention comply with the applicable jurisdiction.

STEP
14

Activate the Lease

Primary user: Authorised Landlord / Lease Administrator

Use LeaseController@activate or the QR-based activation process after all required conditions are met. Activation changes Lease status to Active and Unit status to Occupied. LeaseActivatedNotification informs the client.

Figure 2. Simplified application, lease and unit status flow

Activation checklist

☐	Application is approved.
☐	Required screening is complete.
☐	Lease terms and payment schedule are approved.
☐	Required signatures are complete.
☐	Deposit or initial payment condition is satisfied where applicable.
☐	Unit status is Available.
☐	Move-in or handover requirements are ready.
☐	Client receives activation notification.

9 Phase 5 - Client Lease Dashboard and Documents

Steps 15 and 16: give the client clear self-service access.

STEP
15

Use the Lease Dashboard

Primary user: Client / Tenant

The client can view their leases through the web or mobile controllers. The dashboard should answer the most common tenancy questions without requiring repeated manual contact.

Dashboard area	What the client can see
Lease summary	Property, unit, dates, rent, currency, status and terms.
Payment history	All recorded rent payments and statuses.
Payment statistics	Paid, overdue and upcoming amounts.
Maintenance information	Maintenance requests linked to the lease.
Utilities	Utility charges or payments linked to the tenancy.
Health score	A lease health score based on payment behaviour and compliance.
Current lease	The mobile getCurrentLease view for the active tenancy.
Print details	A printable or downloadable lease summary.

STEP
16

Download Lease Documents

Primary user: Client and Landlord

The client downloads signed documents through Tenant\LeaseController@downloadDocument or Mobile\LeaseController@documents. The landlord can use LeaseController@downloadPdf. Additional lease documents remain accessible according to permissions.

Protect document access

Lease documents contain personal, financial and legal information. Give access only to authorised users and retain an access history where available.

10 Phase 6 - Rent Payments and Landlord Payouts

Steps 17 and 18: collect rent, confirm settlement, issue receipts and reconcile.

STEP
17

Client Pays Rent

Primary user: Client / Tenant

The client selects a due payment in the web or mobile rent-payment area. Three payment methods are supported: configured payment gateway, wallet or bank transfer with proof upload.

Method	Process	Key controls
Payment gateway	initiate creates the gateway session; mobileCallback or handleGatewayCallback verifies the return. CurrencyService and ExchangeRateService support FX.	Use transaction reference, gateway verification and webhook status; do not rely only on the browser return.
Wallet	Tenant wallet is debited; FeeCalculationService records the platform fee; LandlordPayout is created and ProcessLandlordPayout is dispatched.	Check balance, currency conversion, fee and transaction status.
Bank transfer	Client uploads proof; LeasePaymentProofUploadedNotification informs landlord; authorised staff approve the bank-transfer payment.	Compare proof with bank records before approval.

Figure 3. Rent payment, verification and landlord payout flow

Payment notifications and records

Notification / action	Recipient or purpose
LeasePaid	Confirms payment to the client.
LeasePaymentReceivedNotification	Informs the landlord that rent was received.
TenantPaymentConfirmation	Provides the client with detailed payment confirmation.
getPaymentStatus	Checks a specific payment status.
getPaymentSchedule	Shows the full due-date schedule.
getPaymentHistory / history	Shows all previous rent payments.
upcoming	Shows future due payments.
getAnnualSummary	Provides annual rent-payment summary.
downloadReceipt / downloadPdfReceipt	Provides client receipts.
downloadPaymentReceipt	Provides landlord receipt access.

Currency control

The lease should clearly state the contractual rent currency. Currency conversion is used to support payment and display, but the company should verify the settlement amount and exchange-rate treatment for every cross-currency transaction.

STEP
18

Landlord Manages and Reconciles Payments

Primary user: Finance / Property Administrator

The landlord payment area provides payment history, verification, manual processing, reminders and exports. The finance team should treat it as the operational source for rent collection while reconciling it to bank, gateway and accounting records.

· payments / paymentHistory - view lease payment records.

· markPaymentAsPaid - manually record a payment only after authorised verification.

· verifyPayment / getPaymentDetails - check transaction and supporting details.

· sendPaymentReminder - send an individual reminder.

· processManualPayment - record an approved offline payment.

· PropertyPaymentController@sendPaymentReminder - send broader property reminders.

· history / exportHistoryCsv - review and export property payment history.

· exportPayments - export lease payment data.

Automated reminders

· LeasePaymentReminderNotification can notify a client before a payment becomes due.

· LeaseReminderNotification can deliver a general lease reminder.

· Staff should verify the amount, due date and lease status before sending manual or bulk reminders.

Manual payment changes require an audit reason

A manual paid status can affect balances, receipts, arrears and payout reporting. Restrict it to authorised finance users and retain evidence.

11 Phase 7 - Ongoing Lease Lifecycle Management

Steps 19 to 27: manage change, compliance, property condition and closure.

STEP
19

Create and Manage Lease Amendments

Primary user: Landlord / Legal / Client

Use the amendment area to record an approved change to rent, term or a lease clause without losing the original lease history.

1. Create the amendment and describe the proposed change.

2. Attach or generate the amendment document.

3. Review the commercial and legal impact.

4. Approve or reject the amendment through the configured workflow.

5. Send the amendment email to the client.

6. Obtain required signatures or acceptance.

7. Keep the amendment linked to the lease and version history.

8. Delete only Draft amendments that should not proceed.

STEP
20

Manage Lease Renewals

Primary user: Client, Landlord and Leasing Team

Clients can request renewal through web or mobile. The landlord manages requests, uses AI recommendations, sends notices and records approval or rejection.

Action	Purpose
requestRenewal / showRenewalForm / renew	Client submits a renewal request.
LeaseRenewalRequestedNotification	Informs the landlord.
renewalsIndex / renewalsManagement	Shows all renewal requests and the management dashboard.
generateAIRecommendations	Suggests renewal candidates and potential price.
approveRenewal / approveRenewalRequest	Approves and notifies the client.
rejectRenewal / rejectRenewalRequest	Rejects and notifies the client.
sendRenewalNotice / urgent / bulk	Delivers renewal communications.
exportRenewalData	Exports renewal records.
renewalsSettings / email templates / legal compliance	Configures the workflow.

AI renewal recommendation is advisory

Management should consider property strategy, client history, market conditions, legal restrictions and approved pricing before renewing or changing rent.

STEP
21

Record Lease Violations

Primary user: Property Manager / Landlord

Use the violations area to create a structured record for noise, damage, unauthorised occupants or other alleged breaches. The process should remain fair, evidence-based and aligned with the lease and local law.

☐	Select the correct lease and violation category.
☐	Record the date, description and evidence.
☐	Review the lease clause and company policy.
☐	Set the appropriate violation status.
☐	Notify the client using sendViolationEmail where required.
☐	Record resolution, warning, charge or escalation.
☐	Retain the complete history.

STEP
22

Schedule and Complete Property Inspections

Primary user: Property / Facility Manager

Inspections help the company document condition and compliance. The module supports scheduling, checklists, photographs, findings, notes, reports and client communication.

Action	Purpose
storeInspection	Schedules or records the inspection.
InspectionBookingReceived	Notifies the client of the scheduled inspection.
completeInspection	Marks the inspection complete.
showInspection	Displays all inspection details.
uploadInspectionPhotos	Adds visual evidence.
updateInspectionFindings	Records findings.
addInspectionNote	Adds further context.
downloadInspectionReport	Creates the report PDF.
emailInspectionReport	Sends the report to the client.

InspectionChecklist, InspectionChecklistItem and InspectionPhoto store the structured inspection record.

STEP
23

Manage Additional Lease Documents

Primary user: Landlord / Legal / Property Manager

Upload addenda, notices, receipts and other tenancy records through documentsIndex and uploadDocument. Use notifyTenant when a client must review a new document. Delete only documents that are genuinely incorrect and not required for legal or audit retention.

STEP
24

Review Lease Versions and Audit Logs

Primary user: Management / Legal / Compliance

The version and audit tools preserve the history of changes and access. Use versions and showVersion to compare changes, restoreVersion only through an authorised process, auditLogs to review actions, and accessLogs to see who viewed the lease.

Restoring a version is a controlled action

Restoring an earlier lease version can affect active terms and legal records. Restrict it to authorised users and document the reason.

STEP
25

Transfer or Split a Lease

Primary user: Landlord, Existing Client and New / Co-Tenant

Lease transfer supports assignment or subletting workflows. SplitLeaseController supports multiple co-tenants. Invitations and status notifications keep the parties informed.

· Confirm the lease and local rules permit transfer or splitting.

· Screen and approve the incoming client or co-tenant.

· Update rent, deposit and liability terms where required.

· Issue and sign the necessary transfer or split documents.

· Use SplitLeaseInvitationNotification to invite a co-tenant.

· Use SplitLeaseStatusNotification to communicate status changes.

· Keep the original lease and transfer history connected.

STEP
26

Terminate a Lease

Primary user: Landlord or Client

LeaseTerminationController manages early termination, notice, penalties and deposit-refund calculations. Landlord and mobile client routes can initiate termination. When the approved termination is completed, the Unit returns to Available.

☐	Termination initiator and reason are recorded.
☐	Required notice period is calculated.
☐	Outstanding rent, fees and penalties are reviewed.
☐	Deposit deductions or refund are calculated and approved.
☐	Inspection and handover are completed where required.
☐	Final documents and receipts are issued.
☐	Lease status is closed according to the workflow.
☐	Unit status returns to Available after possession is returned.

STEP
27

Use Bulk Lease Operations

Primary user: Authorised Portfolio Administrator

bulkActivate, bulkTerminate and bulkUpdate help manage large portfolios. export provides lease data. Bulk operations should only be used after filtering the correct records and reviewing the impact.

Bulk actions multiply mistakes

Preview the selected leases, test with a small group, and require approval for bulk activation, termination or financial changes.

12 Phase 8 - Advanced Analytics and AI Tools

Steps 28 to 35: turn property and lease data into management insight.

Figure 4. AI and analytics touchpoints

STEP
28

Review Lease Analytics

Primary user: Management / Portfolio Team

LeaseController@analytics and LeaseAnalyticsController provide occupancy, revenue, payment performance and lease-expiry forecasting. Review data completeness before presenting results to management.

STEP
29

Review Property Analytics and ROI

Primary user: Management / Finance

PropertyAnalyticsController provides per-property revenue, occupancy and ROI. AdvancedAnalyticsController@calculatePropertyROI calculates ROI for a property. Use consistent income, expense and asset-value definitions when comparing results.

STEP
30

Use AI Lease Risk and Predictions

Primary user: Management / Leasing / Customer Success

Controller	Purpose	Management use
LeaseRiskController	Scores lease risk such as payment-default probability and tenant behaviour.	Prioritise review and early intervention.
LeasePredictionController	Predicts renewal, churn and vacancy periods.	Support renewal and occupancy planning.
LeaseHealthController	Creates health scores across the portfolio.	Identify leases requiring attention.
LeaseSentimentController	Analyses sentiment in client communications.	Escalate dissatisfaction or relationship risk.
LeaseAIController	Provides a general AI assistant for lease questions.	Summarise and explore lease information with human review.

LeaseRiskNotification alerts the landlord when a lease is identified as high risk.

STEP
31

Compare, Search, Bulk Update and Export Properties

Primary user: Portfolio Administrator

· PropertyComparisonController - compare properties side by side.

· PropertyBulkOperationsController - bulk update, delete or export properties.

· PropertySearchFilterController - use advanced search and filtering.

· PropertyExportController - export property data for authorised use.

STEP
32

Review Property Financial Reports

Primary user: Finance / Management

PropertyFinancialReportController provides income statements, expense tracking and net operating income per property. Reconcile the report to accounting and bank records before formal use.

STEP
33

Manage Property Documents

Primary user: Property Administrator / Legal

PropertyDocumentController manages title deeds, certificates, permits and other property-level documents linked through PropertyDocument. Apply access restrictions and retention rules.

STEP
34

Manage Property and Unit Floor Plans

Primary user: Property / Listing Team

PropertyFloorPlanController uploads and manages floor-plan images for properties or units. Use approved drawings and identify versions clearly.

STEP
35

Manage Property Media

Primary user: Marketing / Property Team

PropertyMediaController centralises photos, videos and virtual tours. Remove outdated media and ensure the public listing uses the correct primary image.

13 Phase 9 - Special and Extended Features

Steps 36 to 41: financing, commercial operations, delegation and regional collections.

STEP
36

Use Lease Angel Rent Financing

Primary user: Landlord and Client

Lease Angel allows an eligible client to finance rent in instalments while the landlord receives the full rent upfront. This is a separate financing workflow with its own approval, fraud, payment and repayment controls.

Notification / event	Meaning
LeaseAngelBankTransferInitiated	Client is informed that a bank-transfer process has started.
LeaseAngelBankProofUploaded	Landlord is informed that proof has been uploaded.
LeaseAngelCardPaymentPending	Client is informed that the card payment is pending.
LeaseAngelPaymentFailed	Client is informed that payment failed.
LeaseAngelFraudFlagged	Landlord is alerted to a fraud concern.
LeaseAngelScheduleCreated	Client receives the repayment schedule.
LeaseAngelScheduleReminder	Client receives an upcoming repayment reminder.
LeaseAngelLandlordNotification	Landlord receives Lease Angel updates.
LeaseGiftSent / LeaseGiftReceived	Records rent gifting between parties.

Financing requires separate approval

Do not present Lease Angel as automatically available to every client. Eligibility, terms, fees, risk controls and funding conditions apply according to the configured programme.

STEP
37

Manage Mortgage Applications

Primary user: Client, Landlord and Admin

Tenant\MortgageApplicationController allows clients to apply for mortgage financing. NewMortgageApplicationNotification and related status notifications inform the landlord, admin and client throughout the application lifecycle.

STEP
38

Manage Commercial Leases

Primary user: Commercial Property Team

CommercialLeaseController supports commercial-specific terms such as CAM charges, percentage rent and other commercial conditions. Use the specialised workflow where residential terms are insufficient.

STEP
39

Analyse Competitor Properties

Primary user: Management / Marketing

CompetitorPropertyController tracks comparable properties and pricing in the same market. AI insights can support competitive positioning, but staff should verify competitor data and dates.

STEP
40

Assign Property Managers

Primary user: Corporate Landlord / Administrator

PropertyManagerController assigns delegated access to specific properties. A property manager should see only the properties and actions required for their role. LeaseAssignedNotification can inform the manager of an assignment.

STEP
41

Use SEPA Direct Debit for European Tenants

Primary user: Finance / European Operations

SEPA direct debit can automate rent collection for eligible European tenants. TenantSepaExpiryNotification and TenantSepaMandateExpiring inform the client when the mandate requires attention or renewal.

Mandate control

Automatic SEPA collection depends on a valid mandate, correct account details, consent and regional payment compliance. Expired or revoked mandates should stop automated collection.

14 Status Lifecycles and Record Relationships

Record	Key statuses supplied	Operational meaning
Property	No full status list supplied; properties may be active or under operational control.	The master asset record.
Unit	Available, Occupied, Maintenance.	Controls whether a unit can be leased and its current operational state.
PropertyListing	Active when published.	Controls public rental visibility.
ListingApplication	Pending, Approved, Rejected.	Tracks applicant decision.
Lease	Pending, Active; later renewed, terminated or expired through lifecycle workflows.	Tracks the tenancy contract.
Payment	Paid, overdue, upcoming and gateway / verification states as used by the payment flow.	Tracks each rent obligation.
Renewal	Requested, approved or rejected.	Tracks continuation of the lease.
Inspection	Scheduled and completed.	Tracks property-condition reviews.
Violation	Workflow status is updateable.	Tracks alleged and resolved breaches.

Status names should be confirmed against the live build

This guide preserves the statuses explicitly supplied. Where the implementation has additional states, the product and technical teams should validate them before formal training or process documentation.

15 Notification and Event Matrix

Notification / event	Recipient	Purpose
NewTenantApplicationNotification	Landlord	New rental application received.
ListingApplicationApprovedNotification	Client	Application approved.
ListingApplicationRejectedNotification	Client	Application rejected.
HighRiskTenantNotification	Landlord	Applicant flagged as high risk.
LeaseCreatedLandlordNotification	Landlord	Lease record created.
LeaseAssignedNotification	Client or property manager	Lease assigned.
LeaseActivatedNotification	Client	Lease activated.
LeasePaid	Client	Rent payment confirmed.
LeasePaymentReceivedNotification	Landlord	Rent payment received.
TenantPaymentConfirmation	Client	Detailed payment confirmation or receipt.
LeasePaymentReminderNotification	Client	Automated due-payment reminder.
LeaseReminderNotification	Client	General lease reminder.
LeasePaymentProofUploadedNotification	Landlord	Bank-transfer proof uploaded.
LeaseRenewalRequestedNotification	Landlord	Client requested renewal.
LeaseRenewalApprovedNotification	Client	Renewal approved.
LeaseRenewalRejectedNotification	Client	Renewal rejected.
InspectionBookingReceived	Client	Inspection scheduled.
SplitLeaseInvitationNotification	Co-tenant	Invitation to split a lease.
SplitLeaseStatusNotification	Relevant parties	Split-lease status changed.
LeaseRiskNotification	Landlord	High-risk lease alert.
TenantSepaExpiryNotification	Client	SEPA mandate expiry notice.
TenantSepaMandateExpiring	Client	SEPA mandate renewal required.
NewMortgageApplicationNotification	Landlord / Admin	New mortgage application.
MortgageApplicationReceivedNotification	Client	Mortgage application received.
MortgageApplicationStatusNotification	Client	Mortgage status update.
MortgageApplicationStatusUpdateNotification	Client	Mortgage status update.
MortgageApplicationLandlordUpdateNotification	Landlord	Mortgage application update.
LeaseAngelLandlordNotification	Landlord	Lease Angel process update.
LeaseAngelScheduleCreated	Client	Lease Angel repayment schedule created.
LeaseAngelScheduleReminder	Client	Upcoming Lease Angel repayment.
LeaseAngelFraudFlagged	Landlord	Fraud alert.
LeaseGiftSent / LeaseGiftReceived	Sender / recipient	Rent gift transaction update.

16 Staff Permissions and Segregation of Duties

Role	Typical access	Control point
Property Administrator	Properties, units, templates, images, floor plans and documents.	Cannot independently approve rent waivers or legal exceptions.
Listing / Marketing Officer	Listings, media, inquiries and listing analytics.	Cannot alter signed leases or verify bank settlement.
Screening Officer	Applicant profile, checks, references and score.	Cannot make unsupported or discriminatory decisions.
Lease Officer	Create leases, schedules, signatures and lifecycle records.	Activation and major changes should use approval controls.
Finance Officer	Gateways, payment verification, reminders, late fees, payouts and exports.	Cannot change legal tenancy terms without amendment.
Property Manager	Assigned properties, inspections, violations, maintenance and client support.	Access restricted to delegated properties.
Legal Officer	Lease terms, amendments, termination and document review.	Uses approved templates and signatory authority.
Director / Approver	Pricing, exceptions, bulk operations, termination and policy decisions.	Reviews audit trail and management reports.
Customer Support	Client inquiries, document guidance and escalation.	Cannot approve applications, payments or legal actions.

Minimum security practices

· Use individual accounts and two-factor authentication where available.

· Apply least-privilege permissions.

· Review access when staff change roles.

· Restrict exports containing personal or financial data.

· Require reasons for manual paid status, late fees, waivers, restoration and termination.

· Use audit and access logs for sensitive actions.

· Remove access immediately when employment or assignment ends.

17 Dashboards, Reports and Management Review

Dashboard / report	Management questions answered
Property portfolio	How many properties and units exist, and what is their status?
Occupancy	Which units are available, occupied or under maintenance?
Listing analytics	Which listings generate views, inquiries and applications?
Application pipeline	How many applications are pending, approved or rejected?
Screening statistics	What is the applicant-risk distribution and screening completion rate?
Lease portfolio	Which leases are pending, active, expiring, renewed or terminated?
Payment performance	What is paid, overdue, upcoming and collected by property?
Financial report	What are income, expenses and net operating income?
Renewal management	Which leases need notices or decisions?
Inspection and violation oversight	What is scheduled, outstanding or unresolved?
AI risk and health	Which leases or clients need early intervention?
Portfolio comparison	Which properties lead or lag on occupancy, revenue and ROI?

Recommended review cadence

Frequency	Review
Daily	New inquiries and applications, failed or unverified payments, overdue alerts, urgent support and maintenance.
Weekly	Unit availability, listing performance, screening, upcoming payments, inspections and violations.
Monthly	Occupancy, collections, arrears, payout reconciliation, income, expenses, NOI and property performance.
Quarterly	Pricing, competitor positioning, portfolio ROI, lease health, renewal forecast and staff access.
Before renewal	Client history, market conditions, inspection findings, risk, price and legal notice.
Before termination / handover	Outstanding payment, deposit, inspection, documents, keys and unit status.

18 Worked Example - From Property Setup to Lease Renewal

Scenario

HarbourGate Properties manages a 24-unit apartment building called HarbourGate Court. Client Amara finds Unit B-12, applies, passes screening, signs a 12-month monthly lease and pays rent through Leaseora.

Stage	What happens
1. Property record	HarbourGate Court is created with address, country, currency, images, amenities and documents.
2. Units	Twenty-four unit records are added. B-12 is Available and has its own images and rent amount.
3. Payments	The company enables approved gateways, configures late fees and tests the webhook.
4. Listing	A rental listing is published for B-12 with AI-assisted description, SEO and approved rent.
5. Inquiry	Amara opens the listing and sends an inquiry.
6. Application	Amara submits a ListingApplication. Status: Pending.
7. Screening	The landlord runs background, credit and reference checks and reviews the AI score.
8. Approval	Application becomes Approved, and Amara is notified.
9. Lease	The landlord creates a 12-month monthly lease with deposit, grace period and terms. Status: Pending.
10. Schedule	The system generates monthly Payment records.
11. Signatures	Amara and the authorised landlord sign electronically.
12. Activation	Lease becomes Active and B-12 becomes Occupied.
13. Payment	Amara pays monthly through gateway or wallet; the landlord receives payout records and notifications.
14. Operations	Amara views receipts, utilities and maintenance. The property manager records an inspection.
15. Renewal	Before expiry, Amara requests renewal. Management reviews AI recommendation and property market data.
16. Renewal decision	The landlord approves the renewal, updates the term through the approved workflow and sends the notification.

Records management can trace

· Property and unit history.

· Listing and application source.

· Screening checks and decision.

· Signed lease and version history.

· Full payment schedule, receipts and payout records.

· Inspections, violations, maintenance and documents.

· Renewal request, recommendation and decision.

· Audit and access logs.

19 Real Estate Company Onboarding Checklist

Data migration / setup

☐	Property register cleaned and approved.
☐	Unit numbers and statuses reconciled.
☐	Property countries and currencies confirmed.
☐	Rental prices, deposits and payment frequencies approved.
☐	Active leases and payment schedules prepared.
☐	Outstanding balances and historical payments reconciled.
☐	Client identities and contact details verified.
☐	Property documents, floor plans and media organised.
☐	Existing inspections, violations and amendments identified.

Configuration and training

☐	Staff roles and permissions created.
☐	Payment gateways connected and tested.
☐	Bank accounts and payout methods confirmed.
☐	Late fees and grace periods configured.
☐	Lease templates legally approved.
☐	Screening policy and consent process confirmed.
☐	Notification templates reviewed.
☐	Property manager assignments completed.
☐	Support and escalation contacts agreed.
☐	Pilot property selected and success measures agreed.

20 User Acceptance Testing and Go-Live Validation

Test area	Test case	Expected result
Property creation	Create property with AI description, images and currency suggestion.	Record saves and displays correctly.
Units	Add, edit, price and bulk-change unit statuses.	Unique units and correct statuses.
Template / clone	Create from template and clone.	No incorrect address, media, lease or payment data copied.
Gateway	Test configured gateway and webhook.	Connection and verification succeed.
Listing	Create rental listing, QR code, SEO and social share.	Public listing shows correct data.
Application	Submit test application.	Pending record and landlord notification.
Screening	Run checks, references and score.	Results and human decision recorded.
Lease	Create lease and payment schedule.	Terms and due dates correct.
Signature	Request, sign and verify.	Final signed document and access log.
Activation	Activate lease.	Lease Active; Unit Occupied; client notified.
Gateway payment	Pay test rent and verify callback / webhook.	Payment, receipt and payout record correct.
Wallet payment	Pay from wallet.	FX, fee, debit and payout correct.
Bank transfer	Upload proof and approve.	Pending proof becomes verified payment.
Inspection	Schedule, photograph and complete.	Client notification and PDF report.
Renewal	Request, approve and reject test cases.	Correct status and notifications.
Termination	Complete termination and deposit review.	Lease closes and Unit returns Available.
Analytics	Review occupancy, revenue, ROI and risk.	Results reconcile with test records.
Permissions	Test every staff role.	No unauthorised access or action.

Go-live gate

Do not move a live property portfolio into production until payment verification, unit status, lease dates, signatures, reminders, permissions and reporting have passed user acceptance testing.

21 Common Issues and Troubleshooting

Issue	Recommended action
Property currency is wrong	Confirm country selection, getCurrenciesForCountry result and the saved property currency before creating prices or leases.
Unit cannot be listed	Check that it exists, is linked to the property and has status Available.
Listing is not public	Confirm listing status is active and required information is complete.
Application notification not received	Check notification configuration and that the application saved as Pending.
Screening result is incomplete	Confirm required consent, checks and reference responses; do not rely on a partial AI score.
Payment schedule has incorrect dates	Review lease dates, frequency, first due date and duration; regenerate only through the approved process.
Client cannot sign	Check lease status, assigned client, signing order, document access and supported format.
Lease cannot activate	Confirm required signatures, unit availability, payment conditions and user permission.
Gateway payment shows pending	Check gateway verification, callback and webhook; avoid manual confirmation until settlement is verified.
Bank proof uploaded but unpaid	Finance must compare it with the bank account and approve or reject.
Landlord payout not completed	Review LandlordPayout status, configured payout method and ProcessLandlordPayout job.
Late fee is incorrect	Check flat / percentage rule, grace period and lease terms.
Renewal notice missing	Check expiry date, renewal settings, templates and notification delivery.
Unit remains occupied after termination	Complete the approved termination and handover workflow, then update status to Available.
Property manager sees the wrong assets	Review assignments and role permissions.
AI output seems incorrect	Review source data, ignore unsupported output, make a human decision and use feedback where available.
Export does not match dashboard	Check filters, date range, currency, status and data-refresh timing.

Support information to include

When contacting Leaseora support, provide the company name, property, unit, lease or payment reference, affected user, date and time, action attempted, expected result, actual result and a screenshot without exposing unnecessary sensitive data.

22 Frequently Asked Questions

Can one property contain many units?

Yes. Each apartment, office, shop or rentable space can have its own Unit record, pricing, status and images.

Can I reuse property information?

Yes. Use PropertyTemplate or clone, then review all copied information.

Can Leaseora create a public rental listing?

Yes. Link a PropertyListing to the property or unit and set the listing as active.

Can AI write the property description?

Yes, but authorised staff must verify every claim.

Can AI select the tenant?

No. AI can score and recommend, but the landlord makes the final decision.

Can clients pay in another currency?

CurrencyService and ExchangeRateService support conversion, while the lease should still clearly state the contractual currency.

What payment methods are available?

Configured gateways, wallet and bank transfer with proof upload.

Does uploaded bank proof mean paid?

No. Finance must verify settlement against the bank record.

Can rent be collected automatically?

Auto-collection can be enabled where the required payment setup and consent are valid.

Can late fees be configured?

Yes, as a flat or percentage rule with a grace period, subject to the lease and law.

Can the lease be signed online?

Yes, through the electronic-signature workflow.

Can the client download the lease and receipts?

Yes, through web and mobile document and receipt functions.

Can we manage inspections and violations?

Yes. Both have structured records, evidence and notification workflows.

Can clients request renewal?

Yes. The landlord can review, approve or reject and use AI recommendations.

Can leases be transferred or split?

Yes, through transfer and split-lease workflows, subject to approval and legal terms.

Can a lease be terminated early?

Yes, through LeaseTerminationController with notice, penalties, deposit and unit-status controls.

Can a property manager manage only assigned properties?

Yes. PropertyManagerController supports delegated access.

What is Lease Angel?

A separate rent-financing workflow where eligible tenants repay in instalments while the landlord receives full rent upfront.

Does the module support commercial leases?

Yes, through CommercialLeaseController for CAM charges, percentage rent and commercial terms.

Does it support SEPA?

Yes, for eligible European tenants with mandate-expiry controls.

23 Quick Reference - 41 Operational Steps

1. Create the Property record.

2. Add individual Units.

3. Configure gateways, auto-collection and late fees.

4. Create or maintain Property Templates.

5. Clone only genuinely similar properties.

6. Create the public rental PropertyListing.

7. Review applications and listing analytics.

8. Client browses listings and submits inquiries.

9. Client submits ListingApplication.

10. Run screening and approve or reject.

11. Create the Lease.

12. Generate the Payment schedule.

13. Request and verify signatures.

14. Activate Lease and mark Unit Occupied.

15. Client uses lease dashboard.

16. Client downloads lease documents.

17. Client pays rent through gateway, wallet or bank transfer.

18. Landlord verifies, reminds and exports payments.

19. Create lease amendments.

20. Manage renewal requests and decisions.

21. Record lease violations.

22. Schedule and complete inspections.

23. Upload additional lease documents.

24. Review versions, audit logs and access logs.

25. Transfer or split lease when approved.

26. Terminate lease and return unit to Available.

27. Use bulk lease operations carefully.

28. Review lease analytics.

29. Review property analytics and ROI.

30. Use AI risk, health, prediction and sentiment tools.

31. Compare, filter, bulk update and export properties.

32. Review income, expenses and NOI.

33. Manage property documents.

34. Manage floor plans.

35. Manage photos, videos and virtual tours.

36. Use Lease Angel where eligible.

37. Manage mortgage applications.

38. Use commercial lease workflow for commercial terms.

39. Track competitors and market position.

40. Assign property managers.

41. Manage SEPA mandates and direct debit where applicable.

24 Technical Reference - Core Models, Controllers and Services

Model / record	Purpose
Property	Core property record: type, location, currency and images.
Unit	Individual space: status, pricing, description and images.
Image	Property or unit image record.
PropertyTemplate	Reusable property setup.
PropertyListing	Public rental listing.
ListingApplication	Client rental application and decision status.
Lease	Core tenancy contract.
Payment	Individual rent schedule and payment record.
PropertyDocument	Property-level deeds, permits and certificates.
InspectionChecklist / Item / Photo	Structured inspection records.
LandlordPayout	Tracks payout for a landlord.
Wallet	Client payment wallet and landlord payout wallet.
Bank transfer proof / transaction records	Track manual transfer evidence and verification.

Controller / area	Responsibility
PropertyController	Create, store, AI description, recommendations, insights, portfolio analysis, templates, clone and multi-unit management.
UnitController	View, edit, manage, update pricing, images and bulk status.
PropertyPaymentController	Gateway configuration, late fees, auto-collection, manual payments, reminders and history.
PropertyListingController	Listings, applications, SEO, schema, QR, social share, AI price and analytics.
TenantScreeningController	Background, credit, references, AI score, decisions, statistics and export.
LeaseController - Landlord	Create, schedules, signatures, activation, payments, renewal, violations, inspections, amendments, documents, versions, audit, transfer, termination and bulk operations.
Tenant\LeaseController	Client lease dashboard, renewal, documents, utilities and health score.
Tenant\RentPaymentController	Client rent-payment initiation, storage and history.
Mobile\LeaseController	Mobile lease view, sign, payment schedule / status / history, bank proof and termination.
Mobile\RentPaymentController	Mobile initiation, callbacks, receipts, history, upcoming and annual summary.
LeaseTerminationController	Termination, penalties and deposit calculations.
LeaseTransferController / SplitLeaseController	Transfer, assignment and co-tenant split.
LeaseAnalyticsController	Lease performance and forecasting.
PropertyAnalyticsController	Property revenue, occupancy and ROI.
LeaseRisk / Prediction / Health / Sentiment / AI Controllers	AI risk, churn, vacancy, health, sentiment and assistant features.
PropertyComparison / Bulk / Search / Export Controllers	Portfolio administration and exports.
PropertyFinancialReportController	Income statement, expenses and NOI.
PropertyDocument / FloorPlan / Media Controllers	Property documents, plans, photos, videos and tours.
LeaseAngel Controllers	Rent-financing workflow.
MortgageApplicationController	Client mortgage applications.
CommercialLeaseController	Commercial-specific lease management.
CompetitorPropertyController	Competitor pricing and positioning.
PropertyManagerController	Delegated manager assignment.

Service / job	Purpose
CurrencyService	Suggests currency from country and converts listing or payment display.
ExchangeRateService	Provides exchange rates for rent payments.
FeeCalculationService	Calculates and records platform service fees.
PaymentGatewayService / Factory	Creates, verifies and abstracts gateway transactions.
OpenAIService	Property descriptions, recommendations, screening scores and AI insights.
ProcessLandlordPayout	Background job that executes landlord payout.
LandlordPayout	Tracks each payout and its status.

25 Technical Reference - Controller Actions by Functional Area

Functional area	Actions / controllers
Property creation	PropertyController@create, @store, @generateDescription, @aiRecommendations, @getAIRecommendations, @marketInsights, @getMarketInsights, @getPortfolioAnalysis.
Units	@createMultiUnit, @storeMultiUnit, @manageUnits, @unitsIndex; UnitController@show, @edit, @manage, @update, @uploadImage, @deleteImage, @setPrimaryImage, @updatePricing, @bulkUpdateStatus.
Payments configuration	PropertyPaymentController@configureGateway, @toggleAutoCollection, @configureLateFees, @testGatewayConnection, @getGatewayWebhookUrl.
Templates and cloning	PropertyController@createTemplate, @getTemplates, @createFromTemplate, @updateTemplate, @deleteTemplate, @clone.
Listings	PropertyListingController@create, @store, @optimizeSeo, @generateSchemaMarkup, @generateQrCode, @socialShare, @getSeoRecommendations, @applyAIPrice, @aiSuggestions, @getAIPortfolioInsights.
Applications	@applications, @updateApplicationStatus, @showApplicantProfile, @bulkApprovePending, @aiApprovalSuggestions, @analytics.
Screening	TenantScreeningController@show, @initiateBackgroundCheck, @initiateCreditCheck, @sendReferenceRequests, @updateReference, @calculateScore, @getScreeningData, @approve, @reject, @statistics, @export.
Lease creation	LeaseController@create, @store, @fetchTenantByUniqueCode, @searchTenants, @generatePaymentSchedule.
Sign and activate	@signatures, @requestSignature, @verifySignature, @accessLogs, @activate, @activateLease; mobile @sign.
Client lease dashboard	Tenant\LeaseController@index, @show, @getPaymentHistoryData, @getPaymentStats, @getMaintenanceRequestsData, @printDetails, @utilities, @healthScore; Mobile\LeaseController@myLeases, @show, @getCurrentLease.
Rent payments	Tenant\RentPaymentController@show, @store; Mobile\RentPaymentController@index, @pay, @initiate, @mobileCallback, @handleGatewayCallback, @history, @upcoming, @getAnnualSummary, @downloadReceipt, @downloadPdfReceipt.
Bank transfer	Mobile\LeaseController@uploadBankTransferProof, @approveBankTransferPayment, @getBankTransferPaymentStatus.
Landlord payment management	LeaseController@payments, @paymentHistory, @exportPayments, @markPaymentAsPaid, @verifyPayment, @getPaymentDetails, @sendPaymentReminder, @downloadPaymentReceipt; PropertyPaymentController@processManualPayment, @sendPaymentReminder, @history, @exportHistoryCsv.
Amendments	LeaseController@amendmentsIndex, @storeAmendment, @amendmentsShow, @amendmentsDownload, @approveAmendment, @rejectAmendment, @sendAmendmentEmail, @destroyAmendment.
Renewals	Tenant request actions; LeaseController@renewalsIndex, @renewalsManagement, @approveRenewal, @approveRenewalRequest, @rejectRenewal, @rejectRenewalRequest, @generateAIRecommendations, @sendRenewalNotice, @sendUrgentRenewalNotice, @sendBulkRenewalNotices, @exportRenewalData, @renewalsSettings, @renewalsEmailTemplates, @renewalsLegalCompliance.
Violations	LeaseController@violationsIndex, @createViolation, @storeViolation, @showViolation, @updateViolationStatus, @editViolation, @updateViolation, @sendViolationEmail.
Inspections	LeaseController@inspectionsIndex, @storeInspection, @completeInspection, @showInspection, @uploadInspectionPhotos, @updateInspectionFindings, @addInspectionNote, @downloadInspectionReport, @emailInspectionReport.
Documents and audit	LeaseController@documentsIndex, @uploadDocument, @deleteDocument, @notifyTenant, @versions, @showVersion, @restoreVersion, @auditLogs, @accessLogs.
Transfer / split / termination	LeaseController@transfer; Tenant\LeaseTransferController; SplitLeaseController; LeaseController@terminate, @bulkTerminate; Mobile\LeaseController@terminate; LeaseTerminationController.
Bulk and export	LeaseController@bulkActivate, @bulkTerminate, @bulkUpdate, @export.
Analytics	LeaseController@analytics; LeaseAnalyticsController; PropertyAnalyticsController; AdvancedAnalyticsController@calculatePropertyROI; LeaseRiskController; LeasePredictionController; LeaseHealthController; LeaseSentimentController; LeaseAIController.
Property intelligence and content	PropertyComparisonController, PropertyBulkOperationsController, PropertySearchFilterController, PropertyExportController, PropertyFinancialReportController, PropertyDocumentController, PropertyFloorPlanController, PropertyMediaController.

26 Technical Reference - Payment, Payout and FX Control Points

Control point	Required behaviour
Contract currency	Lease and payment records should preserve the approved rent currency.
Preferred-currency display	CurrencyService may convert for client display.
FX payment conversion	CurrencyService and ExchangeRateService handle conversion during rent payment.
Gateway initiation	Create session with the correct lease, payment, client, amount and metadata.
Gateway verification	Verify with the gateway and process webhook or callback idempotently.
Wallet payment	Check balance, apply conversion, calculate fee, debit wallet and record transaction.
Bank-transfer evidence	Store proof and create a pending verification state.
Bank verification	Authorised staff compare bank settlement before approval.
Platform fee	FeeCalculationService calculates and records the applicable service fee.
Landlord payout	Create LandlordPayout and dispatch ProcessLandlordPayout.
Receipt	Generate only after the payment is confirmed.
Schedule update	Update paid, overdue and upcoming values consistently.
Reconciliation	Match Leaseora transaction, gateway / bank record, payout and accounting entry.
Retry / duplicate protection	Callback and webhook processing should not create duplicate paid records or payouts.

Implementation details requiring confirmation

The supplied scenario does not state the exact transaction-reference patterns, fee rates, gateway retry rules, payout timing, deposit accounting rules or full payment-status enumeration. Confirm these from the live code and configuration before production sign-off.