Documents & property lifecycle

A connected property record from acquisition to disposal

Keep the records behind a property connected throughout ownership and preserve the history when it is eventually sold.

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Connected property recordConceptual model
01
Portfolio
02
Ownership
03
Property
04
Finance
05
Tenancy / Lease
06
Income
07
Costs
08
Compliance
09
Maintenance
10
Documents
11
Disposal / History

Relationships are the point. Not every workflow is complete today.

The context

The record is more useful when the relationships stay visible.

The document behind a decision is rarely useful on its own. Ownership records, finance documents, tenancy documents, compliance evidence and maintenance records all gain meaning from the property lifecycle they belong to.

A sold property should leave the active portfolio without erasing the history behind it.
Representative coverage

A connected foundation for day-to-day portfolio work.

Documents in context

  • Property and ownership records
  • Finance and mortgage documents
  • Tenancy and lease documents
  • Compliance evidence
  • Maintenance records

Lifecycle history

  • Acquisition and ownership
  • Operation and refinancing
  • Marketing for sale and offer/SSTC
  • Sale and archived history
From Fructus Insights

Useful thinking around this part of the portfolio.

Next step

See the full connected picture.

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