Getting started
Getting started with Propria
Section titled “Getting started with Propria”This page is a practical path into the dashboard — not a full feature list. For the big picture and every guide link, see the documentation overview.
Your first steps in the dashboard
Section titled “Your first steps in the dashboard”- Property holdings — register owners, buildings, and units; add PEB data and building documents where you have them.
- Parties & leases — create tenants, open leases on the right units (contracts, guarantors, base rent).
- Payments — let monthly rent lines generate for active leases; issue receipts when needed.
- Bank transactions — import via Ponto and match incoming transfers to expected rent.
When rent must follow the health index or you need printable paperwork, open Rent revision and the Documents hub in that order of need — not on day one for everyone.
For arrears spread over time, attach a Repayment plan on the lease before you rely on matching amounts.
Day-to-day extras
Section titled “Day-to-day extras”- AI assistant — portfolio, Belgian law, and building PDFs when you select a property in chat.
- Users & access — admin vs agent roles and who can change matching or legislation settings.
Try the demo
Section titled “Try the demo”No installation required: demo.propria.be