Jointly owned property

What Are Joint Properties?

A joint property is a rental property owned by two clients together. Instead of entering the same transactions twice, one client (the "Sharer") enters all data once, and it automatically appears in both accounts.

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Key Terms

Sharer: The client who enters transactions for the property.

Sharee: The co-owner who receives the data automatically.

Before You Start

Both clients must already be set up in ApariPro. Add any missing clients via Add a new client on your Agent Dashboard.

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How do I do this?

The Setup (7 Steps)

Step 1: Decide Roles

Choose which client is the Sharer (enters data) and which is the Sharee (receives data).

Step 2: Impersonate the Sharer

Go to Agent Dashboard

Find the Share

Select the three-dot menu → Impersonate

Step 3: Create Landlord Business

Select Profile & Settings → Business Sources

Create a new Landlord business if one doesn't exist

Step 4: Create Joint Property

In Business Sources, click Add new UK Property

Enter property details

Toggle Joint property to Yes

Enter Sharer's ownership % (e.g., 50% if equal)

Select Confirm

Step 5: Share with Sharee

Select the three-dot menu on the property

Select Share

Enter Sharee's email address

Important: Enter the date property sharing starts (use 6 April 2024 if unsure)

Click Confirm

Step 6: Sharee Accepts (If Your Client)

Exit Sharer's account (click Exit view)

Impersonate the Sharee client

Go to Profile & Settings → Business Sources

Select the three-dot menu on the invitation

Select View invitation → Accept Invitation

Step 7: Enter Transactions

All future transactions should go in the Sharer's account only so they reflect correctly in the sharee’s account.