How to add a property and its units

The property is the compliance anchor — its state decides which deposit caps, interest rules, and late-fee limits apply to everything under it. Five minutes, start to finish.

Steps

1. In the sidebar under Portfolio, open Properties and create a new property.
2. Enter the address and pick the property type (multi-family, single-family, condo, and so on). Set the state carefully — Connecticut, Rhode Island, and Massachusetts each activate different statutory rules downstream.
3. Save, then open Units (also under Portfolio) and add each unit: unit number, beds and baths, market rent, and a dwelling type.
4. Optional but worth it: flag a vacant unit as listed and give it a listing description — that's what your public listings page shows later.
5. Attach anything useful to the records as you go — photos, deeds, floor plans — plus notes and tags.

What happens automatically

Nothing posts or sends yet — adding structure is safe to explore. The state you chose starts working the first time you create a lease: the deposit cap check fires on save. Next: create the lease.

Common questions

What if I pick the wrong state?

Correct it on the property record. Rules resolve when they run, so fixing the state before you create any leases is completely clean. If leases already exist, the corrected state governs future cap checks, fee assessments, and interest accrual — so review those leases, because the earlier ones were checked against the wrong rule.

Do I need a unit record for a single-family house?

Yes — one property, one unit. The unit is the ledger anchor: leases, charges, payments, and work orders all attach to a unit, so a property without one has nowhere to put a tenancy.

Can I import instead of typing?

Yes. Guided data import for properties, units, tenants, and leases is part of standard onboarding, which is free on every plan. Concierge Onboarding does the whole migration for you over 30 days if you would rather hand it over.

What is the difference between property type and dwelling type?

Property type describes the building — multi-family, single-family, condo. Dwelling type describes the unit inside it — apartment, single-family, condo, townhouse. A three-decker is one multi-family property holding three apartment units.