Add a property on behalf of a landlord

The key difference for managing agents

The property-add wizard is the same 4-step flow as for self-managing landlords: Address → Classification → Rooms & EPC → Review. The difference is the Owner picker.

For a self-managing landlord, there's no picker — they own the property. For a managing agent, the picker is shown so you can say "this property belongs to landlord X". The picker:

• Shows when you have 2+ landlords in your org (org-admin sees all of them; PM sees only the ones they invited).
• Hides when your org has exactly 1 landlord — that landlord is auto-selected.
• Is required when shown — you can't move past step 1 without picking an owner.

Walk-through

Step 1: Address (with Owner picker)

1. From the left nav, click Properties, then + Add Property in the top right.
2. The Property owner dropdown appears (if you have multiple landlords). Click it.
3. Optional: use the Type to filter… search box. Matches against name or email (case-insensitive).
4. Click the landlord this property belongs to. The dropdown closes; their name and email appear in the field.
5. Fill in Address Line 1 (required), Address Line 2 (optional), City (required), Postcode (required, auto-uppercased).
6. Click Continue.

If you change your mind about the owner, click Clear selection and pick a different landlord.

Step 2: Classification

Same as the landlord article: Usage (required, Private or Social), Accommodation Style (House / Flat / Studio / HMO — Shared House), Building Type, Construction (optional), Year Built (pre-2000 triggers asbestos), Description, and the Furnished / Garden / Garage toggles. Furnished triggers PAT testing.

Step 3: Rooms & EPC

All optional: bedroom and bathroom counts, floor area, parking, floor number (apartments/flats), EPC rating (records the letter only — certificate uploaded later on the property's Compliance tab), and weekly rent. For HMOs the rent field is replaced by a per-room panel.

Step 4: Review & Submit

Check the summary card. The Owner row will show the landlord's name + email. Click Add Property.

What happens when you submit

• The property is created with the chosen landlord as the owner.
• The Intake Agent seeds compliance obligations based on the landlord's usage type, accommodation style, year_built, and is_furnished.
• An audit-log row records you (the org-admin or PM) as the actor — not the landlord.
• You're redirected to /properties (not /properties/{id}). This is intentional: RLS scopes the new property to the landlord, so as the operator you can see it in the list but not on its dedicated detail page. The landlord (and any PM under them) can view its detail page.

Tooling notes

• Owner source: the dropdown is populated from GET /api/v1/users/search?page_size=200 with role = "landlord".
• Org-admin scope: sees all landlords in the firm.
• PM scope: sees only landlords they themselves invited (RLS via added_by).
• Cross-org imports (e.g. PropFlow Admin acting across orgs) skip the org filter — not relevant for managing-agent firms.

Common gotchas

• Picker is empty. You have no landlords on your books yet. Invite one first via Invite landlords.
• Picker doesn't show the landlord I want. Either they don't exist yet, or (if you're a PM) they were invited by a different PM and are not in your scope. Org-admin can reassign them to you.
• Owner is right but the redirect drops me somewhere unexpected. Expected — go to /properties and verify by Owner column.
• The Compliance tab is empty after creation. Refresh the page — the Intake Agent runs asynchronously and the obligations appear once it completes.

Next steps

• Bulk-import properties across landlords — if you have many properties to add for multiple landlords at once.
• Compliance for managing agents — what to do with the seeded obligations.