Shared Ownership
Own property with family, partners or through a trust? Manage it together in one shared workspace. The people running it make the changes, and every co-owner can see the money, documents and repairs without having to ask.
The challenge
- “Who paid for the roof?” turns into a week of emails
- Trust deeds, agreements and minutes sit on one person’s laptop
- No one can see the reserve fund without asking
One org, the right access
- One workspace per trust, company or partnership
- Clear access for managers and co-owners
- Property and financial tracking in one place
- Deeds, agreements and minutes in one place
Key capabilities
Who you invite
Add the people running the properties as staff. Invite co-owners, beneficiaries and accountants as guests or finance partners, so they don’t use a staff seat.
Portfolio and finances
Every property and unit in one view, with separate accounts like operating and reserve, and every transaction linked to the property it was for.
Documents
Keep trust deeds, agreements, minutes and leases with the property they belong to, so no one has to go looking.
Reporting and visibility
Built-in reports show income, costs and performance per property, so co-owners can check how things are going themselves.