How to Onboard a Property Portfolio into Finishline Manage

Portfolio onboarding works best in stages: create the organisations and properties first, add current relationships and recurring obligations next, then import only the historical information that still has operational value.

Stage 1: properties and people

Create each canonical property, owner, tenant and management relationship. Confirm addresses and Google Maps locations.

Stage 2: live obligations

Add active tenancies, rent schedules, open maintenance, recurring inspections, contractors and important documents.

Stage 3: useful history

Bring across major repairs, warranties, recurring defects and recent invoices rather than every old message.

When to call Finishline

If the work needs inspection, coordination, specialist trades or recurring follow-up, Finishline can turn the issue into a tracked request with visits, quotations and work history linked to the property.