Admin Portal

• Getting Started
• Admin Dashboard
• People
• People
• Applicants
• Owners
• Users
• Properties
• Properties & Creating a Property
• Property Overview
• Details & Ownership
• Listing Content
• Units & Unit Types
• Questionnaire Scoring
• Listing Page Content Review
• Scoring Review
• Billing
• Reports
• Settings
• Settings
• Neighborhoods & Places
• Unit Types
• Publish Requirements
• Housing Laws
• Master Questionnaire
• AI Compliance
• Resident Benefits
• Messages
• Profile
• About & Help
• Overview
• FAQ
• Troubleshooting
• Policies

Getting Started

Admin Dashboard

The Dashboard is your starting point each day. It shows what needs the LeaseOps team's attention across the whole platform — unread messages, contact requests, and owner changes waiting for review.

📸 Screenshot: the Admin Dashboard.

Today's counts

Five cards count the work waiting for you. Each card is a shortcut — select one to open that queue.

Card	Counts	Opens
Contact Us Requests	Applicant contact requests, with an "unanswered" tag	The contact-us queue
Property Owner Messages	Unread messages from owners	Messages from owners
Applicant Messages	Unread messages from applicants	Messages from applicants
Portfolio Reviews	Owner content changes waiting for review	The review queue
Publication Requests	Properties waiting to be published	The publication queue

Portfolio changes awaiting review

Below the counts is your main work queue: the owner changes that need a decision. A counter shows how many are pending.

• Use the Queue filter to narrow the list. Select Everything to see all pools.
• Select Review on an item to open it and decide.

When the queue is clear, it reads "No portfolio changes are waiting for review."

Related: to review owner scoring-rule changes, see Scoring Review.

People

People

People is your directory for everyone on the platform — applicants, owners, and users. Use it to find a person or a record and open it.

📸 Screenshot: the People directory.

What the directory holds

The screen groups people into tiles. Select a tile to open its list.

Applicants — everyone applying for a home:

• Questionnaires — submitted pre-qualification questionnaires.
• Submitted Applications — completed applications.
• Guest Card Applications — guest card entries.
• Withdrawn Applications — applications that were pulled.

Owners — the property owners you serve. See Owners.

Users — the people with a login on the platform. See Users.

To work with applicants in detail, see Applicants.

Applicants

This is where you track everyone applying across the platform. The work is split into lists, so you can focus on one type at a time.

📸 Screenshot: an admin applicant list.

The lists

List	Holds
Applicants	Everyone applying — "Manage and view all applicants"
Questionnaires	Submitted pre-qualification questionnaires
Submitted Applications	Completed applications
Guest Card Applications	Guest card entries
Withdrawn Applications	Applications that were pulled
Contact Us Requests	Questions sent through the contact form

Work a list

Each list works the same way:

• Search to find a person fast.
• Filter by status where the list offers it.
• Select Export to download the list (where available).

Open one applicant

Select a row to open the applicant. From there you can see their questionnaire and their application in full.

The Withdrawn list shows the applicant, email, property, and the date they withdrew.

Owners

Owners is your directory of the property owners you serve. Use it to find an owner and manage their account, users, properties, and billing.

📸 Screenshot: the Owners list.

Read the list

The table covers owners across every region.

Column	Shows
Owner Name	The company or owner name
Region	Where the owner operates
Users	How many users the owner has
Properties	How many properties the owner has
Billing	The owner's billing status

Add or edit an owner

Open an owner, or add a new one, and set their Company Details:

• Company / Owner Name
• Region

From an owner you reach their users, their properties, and their billing.

Users

Users is your directory of everyone with a login on the platform. Use it to add a user, set their roles, and check their account.

📸 Screenshot: the Users list.

Read the list

Column	Shows
Email	The user's sign-in email
Relationship	How the user is tied to the platform
Roles	The roles that set what the user can do
Email Verified	Whether the user confirmed their email
Actions	Edit the user

A user who is switched off shows an Inactive status.

Add or edit a user

Open a user, or add a new one, and set:

• First Name and Last Name
• Email
• Relationships — how the user connects to owners or properties
• Roles — what the user is allowed to do

Roles control access, so set them with care.

Properties

Properties & Creating a Property

The Properties screen is your command view of every property on the platform. Use it to find a property or add a new one.

📸 Screenshot: the Properties list.

Find a property

Type in the search box to filter the list. The table shows each property with its Neighborhood, Owner, and Listing status.

Create a property

Select Create (or Add Property) to start a new one. You then set its basic details. See Property Overview for what a property holds.

After you create a property, you build it out: details, listing content, units, screening, and settings. The rest of this chapter covers each part.

Property Overview

Open a property to reach everything about it in one place. The overview shows the property's key facts and links to each part you can edit.

📸 Screenshot: the property overview.

The key facts

The overview shows the property at a glance:

• Property Name
• Contact Number
• Total Units
• Owner
• Address — Street, City, State, ZIP Code

What you can edit

From a property you reach each part of its setup:

• Details & ownership — the basics, who owns it, and its owner users. See Details & Ownership.
• Listing content — what applicants see. See Listing Content.
• Units & unit types — the homes and their price bands. See Units & Unit Types.
• Questionnaire scoring — how applicants are scored. See Questionnaire Scoring.
• Listing page content review — the owner's onboarding submission. See Listing Page Content Review.

Details & Ownership

This is where you set who owns a property and its core facts.

📸 Screenshot: the property basic details.

Basic details

Set the property's fundamentals. Required fields are marked.

• Property name
• Owner
• Property Ownership
• Visibility — set the property Public when it is ready to show.

Change the owner

Use Ownership to see who owns the property right now, or to hand it to a different owner.

1. Open Ownership.
2. Choose the New owner.
3. Confirm the transfer.

Owner users

The People section lists the owner's users tied to this property. For each you see their Email, Status, and Messages. If none are linked, it reads "No owner users found."

Listing Content

Listing content is everything an applicant sees about a property. Set it here so the public listing looks right.

📸 Screenshot: a property's listing content.

Amenities

Add the amenities the property offers. You can add a custom amenity, or remove one you no longer need.

Call-to-action buttons

Set the property's action buttons in their Slots — the labels applicants tap to contact or apply. Select Discard Changes to drop edits you have not saved.

Flyers

Manage the property's flyers. Search and filter by Type and Status to find one.

Special offers

Add the offers an applicant should see. Search and filter by Type and Status the same way.

Each part feeds the public listing, so keep it current and accurate.

Units & Unit Types

A property's homes are set up as units and unit types. Unit types set the price bands; units are the individual homes.

📸 Screenshot: the property units.

Unit types

A unit type is a floor plan with a price range. Add one and set:

• Min Price and Max Price — the price band.
• Media — photos for the type.

Before you add any, it reads "No unit types added yet."

Units

A unit is one home of a given type. Add one and set its Unit Name, Unit Type, and details such as Baths.

Before you add any, it reads "No units added yet."

Set your unit types first, then add units against them.

Questionnaire Scoring

Each property has its own questionnaire scoring — the points that decide how applicants rank. This is the admin view of the same rules owners set.

📸 Screenshot: the property questionnaire scoring.

Set the rules

Set the points for each answer, the pass score, and the starting score for this property. The screen works like the owner's scoring editor.

For a full walk-through of pass scores, starting points, and per-question points, see the Owner Portal pages:

• Pass Score & Starting Points
• Rules by Question

Reset

To drop this property's changes and return to the master defaults, use the reset action. It shows "Resetting…" while it runs.

Listing Page Content Review

When an owner submits their property content, you review it here before it goes live. This is the admin side of the owner's onboarding worksheet.

📸 Screenshot: the listing page content review.

Request the content

You start the process by asking the owner for their content. From the property's Settings, send the request:

• Send From Here — send it straight away.
• Send From Communications Page — send it with the rest of your owner messages.

The owner then fills the worksheet. See the owner's side in Adding a Property.

Review each section

When the owner submits, review their content section by section. For each section you can approve it or reject it. A rejected section returns to the owner with your Admin feedback, so they can fix it and resubmit.

If the owner has not started, the screen reads "Listing page content review not started."

Scoring Review

Scoring Review is where you approve the scoring changes owners make. When an owner edits their portfolio-level questionnaire scoring rules, the change waits here until you decide.

📸 Screenshot: the Scoring Review queue.

Read the queue

The queue lists each change awaiting review, with its Owner and Portfolio, under the heading "Scoring changes awaiting review." Each item shows its status.

Approve or reject

For each change:

• Approve — the new rules take effect.
• Reject — the change is turned down. Add feedback so the owner knows why.

Owners see the outcome on their side. For the owner's view of scoring, see Overview & Inheritance.

Billing

Billing shows how owners are enrolled and what they pay. Use it to track revenue and spot owners who are past due.

📸 Screenshot: the Billing screen.

See the numbers

Four cards give you the health of enrollment at a glance.

Card	Tells you
Total Enrolled	How many owners are enrolled
Active	How many are paying and current
Past Due	How many owe a payment
Monthly Revenue	What you are billing per month

Work the list

• Search to find an owner.
• Filter by Status to focus on one group, such as past due.
• Select Export to download the list.

Reports

Reports is where you pull the numbers you need about the platform. Each report covers one area, and you can export what you find.

📸 Screenshot: the Reports screen.

The reports

Report	Covers
Special Offers Report	The offers running across properties
Unresolvable Addresses	Addresses the system could not match
Properties Report	Your properties
Tenants Report	Your tenants
Financial Report	Money in and out
Maintenance Report	Maintenance activity
Custom Reports	Reports you build to your own needs

Use a report

1. Open the report you need.
2. Read or filter the results.
3. Select Export to download it.

Settings

Settings

Settings holds the platform-wide defaults that shape every property and listing. Set them once here, and they apply across LeaseOps.

📸 Screenshot: the Settings hub.

What Settings holds

The settings sit in tiles, grouped into three sections. Select a tile to open its editor.

General

• Neighborhoods — the locations your properties sit in. See Neighborhoods & Places.
• Neighborhood Places — the establishments near your neighborhoods.
• Unit Types — the master list of unit-type labels. See Unit Types.

Property Listing Page

• Resident Benefits — the benefits owners can show. See Resident Benefits.
• Publish Requirements — what a property must have before it can go live. See Publish Requirements.

Laws & Scoring

• AI Compliance — the record of AI reviews. See AI Compliance.
• Housing Laws — the housing laws you apply. See Housing Laws.
• Master Questionnaire — the master scoring rubric. See Master Questionnaire.

Neighborhoods & Places

Neighborhoods are the locations your properties sit in. Set them up so listings show the right area and nearby places.

📸 Screenshot: the Neighborhoods list.

Neighborhoods

The list shows each neighborhood with its City, State, how many Properties it holds, its Highlights, and when it was Created. Use the Filters to narrow the list.

Add or edit a neighborhood to set its location and highlights.

Neighborhood Places

Neighborhood Places are the establishments near your neighborhoods — the spots you show on a listing. The list shows each place with its City, State and the Neighborhoods it belongs to.

Add a place and link it to one or more neighborhoods. A place with no location reads "No city yet."

Unit Types

Unit Types is the master list of unit-type labels every property draws from. Set them here so all properties use the same names.

📸 Screenshot: the Unit Types list.

Read the list

The list shows each unit type with its Bedrooms count, its Status, and Actions to edit it.

Add or edit a unit type

Add a unit type and set its label and Number of Bedrooms. Set its status to control whether properties can use it.

These labels feed each property's own unit types. See Units & Unit Types.

Publish Requirements

Publish Requirements set what a property must have before it can go live. Turn a requirement on to make it a gate; turn it off to let properties publish without it.

📸 Screenshot: the Publish Requirements screen.

Set your requirements

The requirements are grouped — for example, Preconditions and Landing page items.

• To make an item required, select Start requiring it.
• To drop it, select Stop requiring it.

See who is affected

The screen tells you how many properties meet each requirement and how many do not, so you know the impact before you change a rule.

Housing Laws

Housing Laws is where you manage the housing laws LeaseOps applies. These laws keep screening compliant across properties.

📸 Screenshot: the Housing Laws screen.

Manage the laws

Add, edit, or review each housing law from this screen. The laws you set here feed the scoring rules, so applicants are screened within the law.

Related: laws shape questionnaire scoring. See the Master Questionnaire and the owner-facing Rules by Question.

Master Questionnaire

The Master Questionnaire is the scoring rubric every property starts from. Set the master rules here, and each property inherits them until it customizes its own.

📸 Screenshot: the Master Questionnaire Scoring screen.

Choose a profile

The rubric is set per questionnaire profile.

1. Use Select Questionnaire Profile to pick the profile you want.
2. The screen shows the Current Profile you are editing.

Set the scoring

For the chosen profile, set:

• Pass Score Configuration — the score an applicant must reach.
• Starting points — the score every applicant begins with.
• The points for each question.

Properties and portfolios inherit this master rubric. For the owner's view, see Rules by Question.

AI Compliance

AI Compliance is the record of how LeaseOps uses AI in screening. It keeps AI reviews and their training examples in one place, so your process stays accountable.

📸 Screenshot: the AI Compliance screen.

What it holds

• Reviews — the AI reviews on the record.
• Training examples — the examples that guide the AI.

Use this screen to check the record and keep it current.

Resident Benefits

Resident Benefits is the master list of benefits owners can switch on for their listings. Set them here so every owner picks from the same set.

📸 Screenshot: the Resident Benefits list.

Add or edit a benefit

Add a benefit and set:

• Description — what the benefit is.
• Icon (MDI name) — the icon shown on the listing.
• Link (URL) — a link with more detail, if there is one.

Use Actions on a row to edit or remove a benefit.

Owners choose from these benefits on their side. See the owner view in Portfolio Settings.

Messages

Messages is where the LeaseOps team talks with owners and applicants. Every conversation is a thread, so replies stay together.

📸 Screenshot: the admin inbox.

Find a conversation

Your threads sit in a list, grouped so the important ones surface first:

• Unread — threads with new replies.
• This week — recent threads.
• Open threads — everything else still open.

Search by name, unit, or message text to find one thread. Your Dashboard also splits the counts into Property Owner Messages and Applicant Messages, so you can jump straight to either.

Read and reply

1. Select a thread to open it.
2. Type your reply at the bottom.
3. To send a file, select Attach file.
4. Select Send.

Profile

Profile is where you manage your own admin account and keep your sign-in secure. Each card shows a status, so you can see what needs attention.

📸 Screenshot: the Profile hub.

General

General Information

Keep your name and contact details current.

1. Select General Information.
2. Edit your First Name, Last Name, Email, or Cell Phone.
3. Save your changes.

Profile Image

Add the photo shown across your account. Use a JPG or PNG file.

Security

Passkeys

A passkey lets you sign in without a password, using your device. It is the strongest way to protect your account, so we recommend it.

1. Select Passkeys.
2. Add a passkey, and follow your device's prompt.

About & Help

Overview

The Admin Portal is the LeaseOps team's control center. From here you manage owners, properties, and applicants, review the changes owners submit, and set the platform-wide rules.

Who uses it

The LeaseOps internal team. Access depends on each user's roles.

What you can do

• Work the queues — handle what needs attention each day. See Admin Dashboard.
• Manage people — owners, applicants, and users. See People.
• Manage properties — build and maintain each property. See Property Overview.
• Review owner changes — scoring and listing content. See Scoring Review and Listing Page Content Review.
• Set platform rules — laws, scoring, benefits, and publish gates. See Settings.

New here?

Start with the Admin Dashboard. For quick answers, see the FAQ.

FAQ

Short answers to the questions the team asks most.

Where do I start each day?

The Admin Dashboard. It shows what needs your attention — unread messages, contact requests, and owner changes waiting for review.

How do I review an owner's scoring change?

Open Scoring Review. Approve the change to make it live, or reject it with feedback.

How do I review an owner's listing content?

Open the property's Listing Page Content Review. Approve or reject each section. A rejected section returns to the owner with your feedback.

Why can't a property publish?

It has not met every publish requirement. Check Publish Requirements to see which gate is unmet.

Where do I manage housing laws or the master scoring?

Under Settings — see Housing Laws and Master Questionnaire.

How do I add an owner or a user?

Use Owners and Users under People.

Troubleshooting

Common problems and how to fix them.

An owner's change hasn't taken effect

It is likely still in a review queue. Check the Admin Dashboard, Scoring Review, or the property's Listing Page Content Review. A change is live only after it is approved.

A property won't publish

Open Publish Requirements. The screen shows which requirements the property has not met. Clear each one, then publish.

An owner says their listing is missing content

Check the property's Listing Page Content Review. If a section was rejected, it went back to the owner with feedback and needs resubmitting.

I can't find a setting

Platform-wide rules live under Settings. Property-specific settings live on the property itself. See Property Overview.

The review queue looks empty

When nothing is waiting, the Dashboard reads "No portfolio changes are waiting for review." That means you are caught up.

Policies

The rules that govern how the team approves and publishes.

Owner changes are reviewed before they go live

Owners submit changes; the team approves them. This keeps listings accurate and compliant.

• Listing content — reviewed section by section before a listing publishes.
• Scoring changes — reviewed before they take effect.

Approve a change to make it live. Reject it with feedback so the owner knows what to fix.

Publishing is gated

A property can only publish when it meets every active publish requirement. Set these gates in Publish Requirements. Turning a gate on affects every property that does not yet meet it.

Scoring follows housing law

The master scoring rubric is built to follow housing law. Manage the laws in Housing Laws and the rubric in Master Questionnaire.