HOW IT WORKS

From portfolio setup to daily operations in four clear steps.

Integrate Property gives landlords a structured path for organizing properties, connecting tenants and leases, tracking payments and maintenance, and reviewing the entire operation from one platform.

Setup

Add your portfolio

Operate

Track daily activity

Review

See the full picture

PORTFOLIO WORKFLOW

Everything connects to the same records.

Organized

Portfolio

12 units

Tenants

11 active

Collected

$8,420

Open tickets

3

COMPLETE FLOW

1

Add property and units

2

Connect tenant and lease

3

Track payment and maintenance

4

Review activity and reports

Portfolio

Properties • Units • Amenities • Images • Occupancy

Residents

Tenants • Leases • Balances • Documents • Rental history

Operations

Maintenance • Payments • Receipts • Announcements • Notifications

Business

Organizations • Team roles • Permissions • Reports • Activity history

THE WORKFLOW

A simple process that becomes more powerful as you grow.

Start with the foundation, connect your records, manage daily activity, and use organized data to make better decisions.

01

BUILD YOUR PORTFOLIO

Add your properties and units.

Create a clean digital record for every property and unit so your operation starts with the right structure.

WHAT YOU DO

  • Create properties and add property details

  • Add units, labels, rental rates, and occupancy status

  • Upload property images and track amenities

  • Organize records by property and unit

RESULT

A complete portfolio foundation that is easy to search, update, and grow.

02

CONNECT PEOPLE AND LEASES

Add tenants and assign leases.

Connect each tenant to the correct lease, unit, property, rent amount, and billing history.

WHAT YOU DO

  • Create tenant profiles and contact records

  • Assign tenants to units

  • Record lease start and end dates

  • Track rent amounts, balances, and lease status

RESULT

Clear tenant and lease records without relying on separate spreadsheets or paper files.

03

MANAGE DAILY OPERATIONS

Track payments and maintenance.

Handle the daily work of property management through structured financial and maintenance workflows.

WHAT YOU DO

  • Create invoices and track outstanding balances

  • Record full or partial rent payments

  • Generate receipts from payment records

  • Create and manage maintenance tickets

RESULT

Less time chasing messages and more control over what needs attention.

04

REVIEW AND REPORT

See the full picture and generate reports.

Use organized portfolio data to understand performance, review activity, and prepare professional records.

WHAT YOU DO

  • Review payments, balances, leases, and tickets

  • Monitor portfolio and occupancy activity

  • Generate owner-ready reports

  • Maintain a clearer operational history

RESULT

Better visibility for landlords, teams, and property owners.

ONE CONNECTED EXPERIENCE

Use mobile for setup and web for daily portfolio management.

Integrate Property is designed to support both quick mobile actions and deeper dashboard workflows. Add information, manage subscriptions, review records, and operate your portfolio from the device that fits the task.

Mobile experience

Use the mobile app for account setup, subscription management, and convenient access.

Web dashboard

Use the dashboard for portfolio visibility, detailed records, team management, reporting, and daily operations.

Download Integrate

PRODUCT EXPERIENCE

Web and mobile working together

WebiOS / Android

Dashboard

Portfolio overview, payments, maintenance, and activity.

Web
Integrate Property dashboard

Mobile app

Account setup, billing, and convenient portfolio access.

iOS / Android
Integrate Property mobile application

WHAT CHANGES

The result is a more organized property operation.

The value is not simply having more software. It is having clearer records, fewer missed tasks, and better visibility across your portfolio.

Know what is happening

See properties, units, tenants, balances, leases, and maintenance activity from one connected dashboard.

Reduce manual follow-up

Replace scattered messages and spreadsheets with structured records and repeatable workflows.

Operate more professionally

Keep better records, generate receipts, and prepare reports using organized portfolio information.

A DAY WITH INTEGRATE

One place to handle the work that normally lives everywhere.

Instead of moving between spreadsheets, paper leases, email threads, messages, and separate files, your team works from the same connected records.

Morning

Check outstanding balances and recent payments.

Midday

Review maintenance tickets and update their status.

Afternoon

Update tenant or lease information and review occupancy.

Month end

Review activity and prepare owner-ready reports.

SEE THE COMPLETE WORKFLOW

See how Integrate Property fits your portfolio.

We’ll walk through portfolio setup, tenants, leases, payments, maintenance, reports, team roles, and the daily dashboard experience.