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Record owners
Owners are the people or companies that can appear on this portfolio’s ownership record. Add them on the Ownership tab, then use them on schedules. How schedules work is in Ownership schedules.
1. Where owners are recorded
Each portfolio has its own owner list. Open the portfolio, then open the Ownership tab.
In the app
- Landlord Portfolio
- Open the portfolio
- Ownership
- Owners belong to this portfolio only. A person who also owns another portfolio is added again there.
- You need at least one owner before you can create a schedule. Add them before you try New draft.
2. Add an owner
Use Add owner for each person or company that should be able to appear on a schedule.
In the app
- Ownership
- Add owner
- Choose Person or Company, then enter a display name. The name is required.
- Email, phone, and notes are optional. They help you recognise the owner later.
- You can edit an owner from the same list. An owner on an active or past schedule cannot be deleted.
3. Reuse owners on schedules
Once saved, an owner can be picked on any schedule for this portfolio, including a property override. You do not add them again each time the shares change.
- A typical sole owner is one person or one company at 100%. Joint owners are added as separate parties, then given shares on the schedule.
- After the owners are in place, create the first schedule as in Ownership schedules.