This article will walk you through setting up the PropertyMe integration and using it to manage your Residential Tenancy Agreements, Commercial Lease Agreements and related documents efficiently.
Steps to Set Up PropertyMe Integration
Steps to Set Up PropertyMe Integration
An Admin or Principal user will need to navigate to the 'Settings' menu in the FLK dashboard. Then select 'Integrations'.
Tick the checkbox to indicate your preference for pushing completed agreements/documents back into PropertyMe once they are finalised:
Click on "Connect with PropertyMe" and proceed to sign in.
Ensure that you sign in with the correct PropertyMe account.
After signing in, click "Yes, Allow" to grant FLK access to your properties in PropertyMe:
To confirm a successful connection, check for a green checkmark labeled "Connected" under PropertyMe:
If you encounter an incorrect portfolio name during steps 4 and 5, it may indicate that you do not have the highest level of admin access in your PropertyMe account. In such cases, coordinate with the top-level admin to complete the integration process.
To modify auto-storage preferences, a Principal or Admin user should disconnect the integration, check or uncheck the box as needed, and then reconnect following the steps above.
Related Agreements and Documents
Related Agreements and Documents
Once the integration between FLK and PropertyMe has been enabled, you gain the ability to create various documents and search for properties and contacts directly from your PropertyMe Database. It's important to note that for a property to be utilised within FLK, it must have an associated tenancy in PropertyMe.
Below are the specific documents you can create through FLK, along with the data retrieved for each:
Once any of these documents are finalised within FLK, they will be automatically pushed back to PropertyMe. For a Residential Tenancy Agreement, the Landlord Information Statement will also push back to PropertyMe as well.
This integration simplifies your workflow and enhances record-keeping efficiency across platforms.
Build a Doc and Upload a Doc
Build a Doc and Upload a Doc
To assign contacts as recipients for your documents, begin by typing their name into the search field. FLK will then search through your PropertyMe contacts. Once you've located the appropriate contact, simply select them, and their details will be automatically populated as the recipient.
FLK a Key
FLK a Key
Similar to Residential Tenancy Agreements, you can easily search for the property when checking out a key using FLK. Moreover, you have the option to search by key number or the contact who will be checking out the key, further streamlining the process.
We hope that this integration with PropertyMe will enhance your experience and improve your workflow within FLK.
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