Property Management Template

Keep track of your properties, leases, payments, and more.

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Overview

This free template helps you build a residential property management system using your existing data — so you can eliminate scattered spreadsheets, missed payments, and lost maintenance requests.
It includes a sample database to show how to structure your data for managing properties, leases, payments, and maintenance. You can also connect to any Softr-supported source like Airtable, Google Sheets, Notion, monday.com, HubSpot, and more.

Why use this property management template

Centralize your entire portfolio in one place: Manage properties, leases, rent payments, and maintenance requests in a single, organized system.
Get instant visibility into financial performance: Automatic rollups show total rent collected per property and total paid per lease — no manual calculations needed.
Speed up maintenance workflows with AI: AI automatically generates titles and categories from maintenance descriptions, saving time and ensuring consistency.

Template features:

Property directory
Store comprehensive property details including type, address, beds/baths, square footage, current status, and notes — with linked views to related leases and maintenance requests.
Lease management
Track lease terms, start and end dates, rent amount, deposit, payment frequency, tenant contact information, and status, all linked to the property record.
Payment tracking
Log every rent payment with date, amount, payment method, status, rent period, reference number, and notes — automatically rolled up to show total paid per lease and total collected per property.
Maintenance request system
Capture maintenance issues with title, description, category, priority, status, reported and completed dates, photos, access windows, and assigned vendor — all linked to the property and lease.
AI-powered assistance
Automatically generate maintenance request titles and categories from descriptions using AI, reducing manual data entry and ensuring consistency.
Linked data views
Drill down from any property to see all related leases, payments, and maintenance requests, giving you complete visibility into each asset's history and performance.
Automatic financial rollups
Instantly see total rent collected per property and total paid per lease, with no manual calculations required.
Works on any device
Access the platform from desktop, tablet, or mobile with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this property management template for?

This template is built for residential property managers, landlords, and real estate professionals who need an organized way to track their portfolio. It's a great fit for:

Property management companies: Oversee multiple properties, leases, and maintenance requests across your residential portfolio.
Independent landlords: Manage your rental properties without juggling multiple spreadsheets and email threads.
Real estate agencies: Offer white-label property management services with a professional, branded portal.
HOA management companies: Track property maintenance, collect payments, and maintain detailed records for homeowners.
Small to medium-sized property firms: Centralize operations as you scale from a handful of units to dozens of properties.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your property management portal template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Softr Databases, Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your property management portal is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

What is a property management system?
A property management system is a digital platform designed to help landlords and property managers organize and track residential properties, leases, rent payments, and maintenance requests in one centralized location.
Can I customize this property management template?
Yes! You can easily customize layouts, fields, branding, and workflows to match your specific property management processes. Add custom fields, change statuses, or adjust permissions as your business grows.
What data sources does this template integrate with?
Softr supports over 15 data sources including Airtable, Google Sheets, Notion, monday.com, HubSpot, SQL databases, and more. You can also use Softr's built-in database to store and manage your property data directly.
How does AI improve property management?
The built-in AI assistant automatically generates maintenance request titles and categories from descriptions, reducing manual data entry and ensuring consistent categorization across all maintenance tickets.
Can I track financial performance across my portfolio?
Yes. The template includes automatic rollups that calculate total rent collected per property and total payments per lease, giving you instant visibility into your portfolio's financial performance.
Is this template secure for storing tenant information?
Absolutely. Softr is SOC 2 Type II compliant and offers enterprise-grade security. You can set role-based permissions to control who can view and edit sensitive tenant and financial data.