Managing Your Properties

To protect your records, RentFig only permanently deletes a property that has no history. A property with tenancies or financial history is archived instead, so its records are kept. Either way, RentFig asks you to confirm first.

Steps

1. Go to Properties in the left sidebar.
2. Click the property you want to remove to open its detail page.
3. In the page header, click the Delete property icon button. (If the property has tenancies or financial history, you’ll see an Archive property button there instead.)
4. A confirmation prompt will appear. Read it carefully, then click Delete.
5. The property is removed and will no longer appear in your list.

Archiving hides a property from your default view without deleting any data. Use this when a property is no longer active — for example, a property you have sold or taken off the rental market temporarily.

Archive one or more properties at once

1. Go to Properties.
2. Tick the checkbox on the left of each property you want to archive. You can select multiple.
3. An actions bar appears at the bottom of the screen once at least one property is selected.
4. Click Archive Selected in the actions bar.
5. A confirmation dialog asks you to confirm. Click Archive.
6. The selected properties are archived and disappear from your list.

Viewing archived properties

Archived properties are hidden by default. To view them, switch on Show inactive in the filters bar at the top of the Properties page. Archived properties are shown with a label to distinguish them from active ones.

RentFig organises properties into portfolios. A portfolio is a named group — for example “London Properties”, “HMOs”, or “Ltd Company Portfolio”. Every property must belong to a portfolio, so RentFig asks you to choose one when adding a new property.

Adding a property: choosing a portfolio

1. Go to Properties and click Add Property.
2. Fill in the property details (address, type, etc.).
3. In the Portfolio field, select the portfolio this property belongs to. This field is required — you cannot save the property without choosing one.
4. Click Next — Add Sub-Units. The property is added to the selected portfolio.

What if I do not have a portfolio yet?

Every account starts with a default portfolio, so you can add properties straight away. To create another portfolio:

1. Go to Settings → Portfolios.
2. Click Add Portfolio and give it a name.
3. Return to Properties → Add Property and select the new portfolio.

Moving a property to a different portfolio

You can reassign properties at any time two ways:

• Single property: open the property, edit it, and change the Portfolio field.
• Multiple properties: select them on the Properties page, then click Assign Portfolio in the actions bar and choose the destination portfolio.

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