Managing agent help.

Create your PropFlow account

Sign up as a managing-agent firm.

Complete onboarding

Set your password and confirm your company profile.

Understand your dashboard

Multi-landlord overview, stats, and the left navigation.

Invite landlords whose properties you manage

The /team flow for adding the landlords on your books.

Invite property managers (optional)

Add internal staff. Skip if you're a sole-trader managing agent.

Collaborate with an RSL (when applicable)

Two modes — what works today, what's in development.

Add a property on behalf of a landlord

The 4-step wizard, with the Owner picker that managing agents always see.

Bulk-import properties across landlords

.xlsx import with per-row landlord routing.

Invite a supported tenant

Tenancy creation, then add a housing officer and support workers as collaborators.

The per-tenant welfare workspace (Enterprise)

Notes, goals, sessions, team. Shared vs professional notes, retention, digest.

Invite a housing officer or support worker

Direct-invite collaborators with three participation modes.

Compliance for managing agents

The compliance dashboard across multiple landlords' portfolios.

Triage and approve maintenance jobs

Same dispatch flow — support-worker context appears for supported tenants.

Your plan, Power Team caps, and billing

Plans for managing-agent firms — Business or Enterprise typically.