to a pdf version of the user manual
Contents
1. 7 Stanley Rd Details Photos Photo 1 JPG Photo 2 JPG Photo 3 JPG Album viewings Mortgages http local theinvestmentpropertyclub co uk p manual nh asp top delete edit new Tenancy Finances Documents capt Browse for yf a photo to upload Caption first previous page 1 o011 mex last Viewings Top 7 Stanley Rd ki delete edit new Dashboard Contacts Details Pholips viewings Mortgages Tenancy Finances Documents Documents F TETTE Edit this viewin new Add a viewin c EAL User Manual Sone tQ ENG Edit this C i C ct elete viewin puel delete Tools cht rat sm contact Delete VIEWING sil oe Deal Evaluator Estate Agent MounMordEstste Agents C Estimated Works Oe Sas ih Damp Reading Not Given Balhroom New shower 325 00 Property Notes Email Boiler Needs to be updated 500 00 Hew Property Really liked tre propiftis contact New Lounge diningroomand 400 00 i Carpets bedroom 1 AAS xm i 15 Contingency 183 75 VAT 15 211 31 GRAND TOTAL 1 620 06 Mortgages Top 6 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual _nh asp top Portfolio 7 Stanley Rd X delete edit new Dashboard Contacts Details Photos Viewings Mortgages Tenancy Finances X Documents Documents m Edit this mortga User Manual2. Date Wed 12 Aug 2009 Notes Really liked tt Estate Agent Mountford Estate Agents Bradley Dean 07454 846595 07595 612345 more Damp Reading cy Deleting a Viewing Top Select the property and choose the Viewings tab Click the delete link on the viewing you wish to remove The software will ask you to confirm the deletion click Ok to remove it 17 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual_nh asp top Viewings Mortgages Tenancy Finances Documents Be delete edit Agents L Estimated Works Bathroom New shower 325 00 o Are you sure you want to delete this viewing Adding Estimated Works Top Estimated works can be recorded against a property viewing Select the property and choose the Viewings tab Create a new viewing see Adding a Viewing or edit an existing one see Editing a Viewing In the Estimated Works section select the category action and estimated cost of your works item and then click the Add button to add the item to your works list You can add as many items as you wish and the software will total the items for you and also include a contingency of 15 and calculate the VAT Estimated Works Category Action New Carpets Lounge and dining room Other Category Action Action Cost Lounge and dining room 450 Cost ee Editing Estimated Works Top Select the property and choo
3. The software will ask you to confirm the deletion click Ok to remove the payment ry From To Inv No Amount ther Income Rosemarie Harding L 725 00 x 4 Click the ther Income Rosemarie Harding LJ EE button 29 00 x x ther Income Rosemarie Harding L ther Income Rosemarie Harding L 725 00 her Income Rosemarie Harding L 725 00 x Adding an Expense Top Select the property and choose the Finances tab Select the category that your expense falls into Enter the due and paid dates the description company and amount If the expense did not include VAT then select the No 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top VAT Charged checkbox Click the Add Expense button to add the expense Category Please Select tnnenannennennnennnenanennnnernnnnnentenennenrennarennnennernnnennnennenennnenennaranennnnennnnnnnnnnnnnennrnnernnnnnennnnnnnne Please Select Due INCOME Bi Paid Rent Other Income from Land and Property Chargeable Premium Descriptio Reverse Premium Furnished Holiday Letting Profit EXPENSE Main Phone Mobile Phone jen Invoice No 1564 Amount 375 25 No Add Expense Editing an Expense Select the property and choose the Finances tab From the Income and Expenses section click the expense payment you wish to edit When you have finished edit
4. Fill in the details of your new contract period and click the Add Contract Period button to set up the new period The new contract period will now appear in the list of contract periods for the selected tenancy Viewings Mortgages Tenancy Finances Documents House delete renew edit Contacts Tenant 1 Rosemarie Harding L Contract Periods new StartDate EndDate Rent a 01 10 2009 01 10 2010 725 00 Monthly x vice v Contacts 26 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual_nh asp top _Ontact Name Main Phone Mobile Phone more Statutory Term Viewing Freq Add Contract Period Cancel Aaa LontTact reroa cancel Start Date End Date Rent 01 10 2009 01 10 2010 725 00 Monthly x 01 10 2010 01 10 2011 725 00 Monthly x Contacts Editing a Contract Period Select the property and choose the Tenancy tab Edit the tenancy you wish to add a contract period to see Editing a Tenancy for more information In the Contract Periods section click the contract period you wish to edit When you are finished editing click the Update button to save your changes Top Note that if you alter the contract period start or end date then the rent payment schedule will automatically be recalculated for you Viewings Mortgages Tenancy Finances Documents House delete renew edit Contacts Tenant 1 Rosemarie Harding
5. w add 2 mortgage ow meagsge te Teste Purchase 99 400 00 Delete Mortgage mmm icici ect Dea Evaluator Power Lenders Purchase Product Property Jargon Capital amp Repayment Fixed rate mortgage for 99 400 00 over 30 years at 4 18 with Halifax Property starting Tue 1 Sep 2009 Edit this New Property Purchase Price 142 000 00 Contacts Vd contact A d EUN T0009 Lender Halifax Deposit 29 820 00 30 Estate Agent Mountford Estate Agents L J Loan Cover 9 940 00 10 Solicitor Harrop and Barnsley Calculation Rate 994 00 196 Broker Jones amp Jones Bank Account 20 98 74 54612587 ietValuer Easy Valuations L Monthly Payment 750 00 Fees Conditions mail Arrangement 800 00 6 month si GODIaC Mon 1 Mar 2010 Solicitor 600 00 6 month minimum term before remortgage Search 350 00 expires Mon 1 Mar 2010 Broker 0 00 Add a valuati 2 500 00 Paid on riarum egy mio 3 months Sun 23 2009 View this valuation a Aug 2009 1st Valuation at 250 00 x Mifi Delete this valuation 142 000 00 Delete this ae Not Given TOTAL 4 500 00 Tenancy Top 7 of 37 23 02 2010 20 24 The Investment Property Club 8 of 37 Dashboard Contacts Documents User Manual Tools Deal Evaluator Property Jargon Property New Property xd Finances Edi http local theinvestmentpropertyclub co uk p manual nh aspztop 7 Stanley Rd delete edit new Details Photos Viewi
6. Kitchen o O The page at http theinve tmentpropertyclub co uk says xe About Viewings Top You can store your property viewings and estimated works against your property This is useful for planning a refurbishment keeping track of works required and carried out over the lifetime of the property and recording periodic viewings during the course of a tenancy Adding a Viewing Top Select the property and choose the Viewings tab Click the new link to create a new property viewing Select the date of the viewing and enter any other details When you are done click the Save Viewing button to save the viewing You can also record any works required against the viewing see the estimated works section 7 Stanley Rd Details Photos Viewings Mortg new D Wed 12 Aug 2009 h Date x Notes Estate Agent C 0 nta ct Name Main Phone Mobile Phone more Damp Reading 16 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual_nh asp top MALUI Editing a Viewing Top Select the property and choose the Viewings tab Click the edit link on the viewing you wish to edit Edit the viewing details and when you are done click the Update button to save your changes Viewings Mortgages Tenancy Finances Documents delete edit Agents L Estimated Works Bathroom New shower 325 00
7. edit Rosemarie Harding delete edi Property Jargon Guarantour Tenant Property Main Phone 08456 715123 rosemarie hegsbl com Hew Property ME pe ain Phone 05466 8724568 d a wr i E TER this contact Paul Harding delete edit B amp Q Supply and Fit delete edit Tenant Evan Bunce Main Phone 05468 872468 Company Mobile Phone 09558 456158 E dil Best Boilers delete edit Easy Valuations delete edad Chen Hopkins Ted Wolsley Company Valuer Main Phone 07485 Fp late tedireaswaluations co uk iz Main Phone 06588 575235 thig contact Halifax delete edit Harrop and Barnsley delete edid Joe Debussy Greg Harop Lender Solicitor Global Documents Top Filter by Filter by Free text Portfolio Documents ert property category search Deshboerd Property All RelatedTo ShowAll Contacts ac Rollover for info first lt previous page 1 ofi nex last Usar haniai Property P click to edi Type Date Expires Tools 7 Stanley Rd Valuation Mongage amp x casei 7 Stanley Rd Tenancy Agreement Download document udi x 7 Stanley Rd Bes Boilers Quote ae x Property 7 Stanley Rd Best Boilers Invoice Financi Delete document dow Property macer first previous page 1 011 mem last Property Details Top 4 of 37 23 02 2010 20 24 The Investment Property Club 5 of 37 http local theinvestmentpropertyclub co uk p manual nh asp top Add a property m Delete this property mille 551500 eot ph
8. 0 00 atic accel 2 500 00 Paid on The early redet Sun 23 Aug 2009 expires Tue 1 mum add a valuation Notes 1st Valuation at 250 00 x 142 00 E Not Given TOTAL 4 500 00 Main Phone Mobile Phone x Cost 0 3 Date Paid BI Save Valuation Broker 0 00 2 500 00 Paid on The early redei Exchange Deposit Sun 23 Aug 2009 expires Tue 1 add a valu The star indicates 1st Valuation at p s the accepted valuation Notes 142 000 00 TOTAL 4 500 00 Not Given Editing a Valuation Select the property and choose the Mortgages tab On the mortgage click the valuation you wish to edit Top When you have finished editing the details simply click the Update button to save your changes Broker 0 00 2 500 00 Paid on Sun 23 Aug 2009 add a valuation Exchange Deposit 1st Valuation at 250 00 x 142 000 00 TOTAL Click the valuation 1 to edit it Not Given The early rede expires Tue 1 22 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top 23 of 37 y yv v 06598 575235 25 m ri21Aug2009 i Date Paid Sat 22 Aug 2009 WW Deleting a Valuation Top Select the property and choose the Mortgages tab On the mortgage click the delete button next to the valuation you wish to remove The software will ask you to confirm the deletion click Ok to remove the valuation Br
9. 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual_nh asp top Contract Periods Fri 1 Oct 2010 to Sat 1 Oct 2011 Thu 1 Oct 2009 to Fri 1 Oct 2010 ena Mec Viewings are every 3 months on the following dates Fri 1 Oct 2010 Click the payment j All Type you wish to edit Status 7 Rent Fri 1 Oct 2010 Unpaid 7 Rent Mon 1 Nov 2010 Unpaid F Rent Wed 1 Dec 2010 Unpaid r Rent Sat 1 Jan 2011 Unpaid h Date Paid Amount No payments Update Part Paying Rent Top Select the property and choose the Tenancy tab Edit the rental payment see Editing a Rental Payment for more information In the Payments Received section select the date of the payment and enter the amount then click the Add Payment button to make the payment When you are finished adding part payments click the Update button to return to the Tenancy screen x Payments received DatePaid Tue 9Nov2010 fx Amount 300 Add Payment No payments 30 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top Uatt raiu IUS 2 INUV ZU IU EAJ Amount 300 Add Payment Date Amount Tue 9 Nov 2010 300 00 x TOTAL 300 00 Outstanding Balance 425 00 Date Tue 9 Nov 2010 TOTAL Outstanding Balance Un paying Rent Select the property and choose the Tenancy tab Top In the tena
10. Document Deleting a Document Downloading a Document The Portfolio Manager is powerful and easy to use property management software which allows you to keep all of your property information in one place and get a global view of your portfolio as it grows This brief guide will help you to quickly get the most out of your portfolio manager If you have any questions for us please visit our contact page About Screens Top All of the screens in the property software are designed to be simple to understand and quick and easy to use Each screen is set up to be flexible enough to allow you to enter as much or as little information as you need so if you don t have all of the details to hand you can return later to enter them If you miss any mandatory data when you fill out a screen the software will prompt you enter the missing details by highlighting the required fields in red Roll your mouse over the highlighted field for instructions on the data you need to enter Dn aa Address 1 Bedrooms Asking Price 0 About Contacts 1 of 37 Type Please S Top 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual_nh asp top When you enter contact information into the software your contact is saved centrally which means when you come to enter the same contact again later on the software will automatically prompt you to selec
11. Ifthe contract period includes historic rent payments then automatically pay them will manually pay historic rent payments myself roa inciuaes nistoric rent automatically pay them ay historic rent payments Editing a Tenancy Top Select the property and choose the Tenancy tab Click the edit link on the tenancy you wish to edit Change the tenancy information The Contract Periods section lists the tenancy contracts that exist for the selected tenancy see Editing Contract Periods for more information When you are finished editing click the Update button to save your changes Viewings Mortgages Tenancy Finances Documents House delete renew edit Contacts Tenant 1 Rosemarie Harding L 24 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual_nh asp top Tenant 4 Organisation Main Phone Mobile Phone Update Cancel Renewing a Tenancy Top Select the property and choose the Tenancy tab Click the renew link on the tenancy you wish to edit The tenancy screen will load and the software will automatically populate the new contract terms for you based on the previous contract period You can now edit the contract information if the new contract term is different When you are happy with the details of your new contract period then simply click Add Contract Period to add the new contract period to the tenancy When you are finis
12. Principle AIP Uy aki Kez The first document provided by an mortgage lender which shows any prospective seller that you can actually get a mortgage to cover the purchase price It also provides a handy reference for some of the key features of your mortgage and what your repayments will be for the introductory offer period if there is one You need to get one of these before you start hunting Annual Percentage Rate APR This is an indicator used to compare interest rates It takes into account the costs involved in setting up the mortgage any discount periods how often interest is calculated and calculates what the average rate of interest will be over the life of the loan All lenders that comply with the consumer credit act must ensure that the borrower is informed of the APR Testing a Deal Top The deal evaluator allows you to test property deals either by adding the deal to an existing property or by creating an ad hoc evaluation for property that is not yet in your portoflio To do an ad hoc deal evaluation go to the Deal Evaluator screen enter a reference and fill in the fields Click Save when you are happy with your deal To evaluate a deal against an existing property in your portfolio from the Property Detail screen click the new link from the Deal Evaluations section To attach an existing deal to an existing property select the property click the new link from the Deal Evaluations section and then select th
13. 48 2 134 52 Top 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual _nh asp top Portfolio 7 Stanley Rd delete edit new Dashboard Contacts Details Photos Viewings Mortgages Tenancy Finances Documents Document Browse for a User Manual Duk Usage 1 7 Mb document Tools Document Browse Deal Evaluator Title Date Received S sfx Related To Please Select Expiry Date efx Property xad a your document Documents RelaedTo ShowAl mmmm Filter these documents first lt previous page 1 9 of 1 nex last conus ak Type Date Delete this Valuationt Mortgage document a Tenancy Agreement ER Best Boilers Quote rnBownload this document mmi Best Boilers invoice Finance amp x first lt previous page 1 9 of1 nex last Deal Evaluator Top 10 of 37 23 02 2010 20 24 The Investment Property Club Dashboard Contacts Documents user ManSelect Tools a deal Dea Evaluator Property Jargon Property New Property xd Deal Evaluator My deaivi Initial Costs Property Value Expected Rent Deposit Mortgage Rate Enter a deal nce Ref My deal v1 Lenders BTL Multiple amp Building Work Estimate Roll over orm 700 Q TORRE ooo 0 Bn ist Lenders Loan Fees Void Loan Interest Costs 2nd Lenders Valuation Fee Solicitors Remortgage Fee Expected Revaluabon Rent Af
14. L aa conrad rengoa cancel Start Date End Date Rent 01 10 2009 01 10 2010 725 00 Monthly x 01 10 20 01 10 2011 725 00 Monthy x Click to edit the contract period Contacts 27 of 37 23 02 2010 20 24 The Investment Property Club 28 of 37 ym me om 110d2000 BK Managing Agent Mountford Estate A 1 Oct 2010 x Bradley Dean 07454 846595 07595 612345 Deleting a Contract Period Select the property and choose the Tenancy tab Edit the tenancy you wish to add a contract period to see Editing a Tenancy for more information Click the delete button next to the contract period you wish to remove The software will ask you to confirm the deletion click Ok to remove the contract period Viewings Mortgages Tenancy Finances Documents House delete renew edit Contacts Tenant 1 Rosemarie Harding _ aa contract r eriog cancel Start Date End Date Rent 01 10 2009 01 10 2010 725 00 Monthly x 01 10 2010 01 10 2011 n Click to delete the contract period entpropert lub co uk says Are you sure you wish to delete this entry The rental schedule and all payments will be deleted Paying Rent in Full Select the property and choose the Tenancy tab http local theinvestmentpropertyclub co uk p manual nh aspztop Top Top In the tenancy contract period section select the contract period and the rent payments you wish to pay in full or click the A
15. The Investment Property Club 9 of 37 Portfolio Dashboard Contacts Documents User Manual Tools Dea Evaluator Property Jargon Property New Property x8 Documents 7 Stanley Rd http local theinvestmentpropertyclub co uk p manual nh aspztop delete edit new Details Photos Viewings Mortgages Tenancy Finances Documents Category Please Select Due Paid Descnption Company Contact Name Main Phone Mobile Phone more Invoice No P d Add Amount MoM Vat Cha ged e a Income and Expenses Tax Year 2009 2010 Filter Show All INCOME Description Paid Rent 1 Feb 2010 Rent n 2010 Editthis 1Dec 2009 payment 1 Nov 2009 Rent 1 Oct 2009 TOTAL INCOME EXPENSES New Shower 22 Sep 2009 Boiler 15 Sep 2009 New carpets 8 Sep 2009 NET EXPENSES VAT on Expenses TOTAL EXPENSES NET PROFIT Category Rent Other Income Rent Other income Rent Other income Rent Other income Rent Other Income Refurb Repair Main Refurb Repair Main Refurb Repair Main Sos nas Ts wn v more options From pelete this payment unt Rosemarie Harding CI 725 00 x Rosemarie Harding 725 00 x Rosemarie Harding CI 725 00 x Rosemarie Harding E 725 00 x Rosemarie Harding CI 725 00 x 3 625 00 Email this B amp O Supply and Fit 154667 415 23 x Best Boilers 1154 675 25 x My Carpets mc 0956 400 00 X 1 266 91 223 57 1 490
16. The Investment Property Club http local theinvestmentpropertyclub co uk p manual_nh asp top The Property Inves ommuunity Topics The Basics Introduction About Screens About Contacts About Documents Location Information Quick Reference Dashboard Global Contacts Global Documents Property Details Photos Viewings Mortgages Tenancy Finances Documents Deal Evaluator Property Jargon Deal Evaluator Testing a Deal Property Details Adding a Property Selecting a Property Editing a Property Photos About Photos Adding Photos Editing Photos Setting the Default Photo Deleting Photos How to use the Portfolio Manager The Investment Property Club 2010 Viewings Tenancy About Viewings Adding a Viewing Editing a Viewing Deleting a Viewing Deleting Estimated Period Mortgages About Mortgages Adding a Mortgage Editing a Mortgage Deleting a Mortgage Adding a Valuation Editing a Valution Deleting a Valuation About Tenancies Adding a Tenancy Editing a Tenancy Renewing a Tenancy Adding Estimated Works Deleting a Tenancy Editing Estimated Works Adding a Contract Period Editing a Contract Period Works Deleting a Contract Paying Rent in Full Editing a Rental Payment Part Paying Rent Un paying Rent Finances About Finances Adding Income Editing Income Deleting Income Adding an Expense Editing an Expense Deleting an Expense Documents About Documents Adding a Document Editing a
17. document that you wish to delete The software will ask you to confirm the deletion click Ok to remove the document first previous page 1 of1 next last Type Date Expires Mortgage amp x vw Tenancy Click to delete Finance the document Finance X Oe CC SEE rm The page at http theinvestmentpropertyclub co uk says x o Are you sure you wish to delete this entry Lok emen Downloading a Document Top Select the property and choose the Documents tab 36 of 37 23 02 2010 20 24 http local theinvestmentpropertyclub co uk p manual nh asp top The Investment Property Club In the Documents section click the download button to the right of the document that you wish to download The software will prompt you for where you wish to save the document 37 of 37 first lt previous page 1 of1 next gt last Type Date Expires Mortgage x Tenancy Click to download EA x Sasa the document Sa x Finance x The Investment Property Club 2010 23 02 2010 20 24
18. e Porttolio E Dashboard i j Contacts Select Details Photos Viewings Mortgages 3 TenancEdit Documents a propert ty detai Docaments PRSY room Temaced House property stals Mer 7 Stanley Rd Swanscombe Kent DATO ipic Source findaprpperty com Deal Evaluations Purchase Price 142 000 00 adea Y Property Hew Property Exchanged Not Given Completed Hot Green 4X4 bi E e in E i View this Summary M morigace Current Mortgage Power Lenders Purchase Product Capital amp Repayment Fixed rate mortgage for 99 400 00 ier 30 years at 4 18 with Halifax _ starting Tue 1 Sep 2049 Purchase 99 400 00 Monthly Payment 750 00 view tie tenancy im Tenancy Rent is 725 00 paid Monthly with a 150 00 setup fee and an E management fee The statutory term is 6 months expires 01 04 2010 g T dial Finances 2008 2010 Total Income Total Expenses Het Profit Cashfiow Rental Income Mortgage Payment MONTHLY TOTAL ANNUAL TOTAL dates d montEdit this E mu 1042009 Sotument Fri 1 Jan 2010 Thu 1 Apr 2010 Thu 1 Jui 2010 Photos Tenancy Agreement Best Boilers Invoice 3 525 00 E1 490 48 E2 134 57 4 H awnload this document 7 aos SHELL 1 Top 23 02 2010 20 24 The Investment Property Club Dashboard Contacta Documents User M ual Toals Deal Evakialer Property Jargon Property Hew Property 4 ad
19. e deal you want to attach from the deal evaluations selector Click Save to attach the deal to the property Source findaproperty com Deal Evaluations new Asking Price 140 000 00 No deals Purchase Price 142 000 00 Exchanged Not Given Adding a Property Top To add a property click the New Property link enter the property details and click Save Property to add your new property to your portfolio Property Source New Property 4 A d 12 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top New Property Address 1 35 Eversham Road Type Semi de Address2 Bedrooms 3 Town Worthing Asking Price 225000 County West Sussex Purchase Price 0 Post Code BN13 1PH Property Value o Source findaproperty com Exchange Date Completion Date SOTI EXxulIdiluc Ld le Completion Date Selecting a Property Top Select a property by clicking it s image in the left menu choosing it from the property selector or anywhere in the software where you see the property address as a link Property Source New Property mn umm Click the property you ae ui wish to select Select the property from 7 Stanley Rd cud the property lookup Details Photos Viewings Mortgages T 3 bedroom Terraced House 7 Stanley Rd Swanscombe Kent DA10 16 pickering place guildford surrey GU2 8AH 4 bedroom Semi detached House Click to select Source goo
20. es Main Phone Mobile Phone Deleting a Mortgage Top Select the property and choose the Mortgages tab Click the delete link on the mortgage you wish to remove The software will ask you to confirm the deletion click Ok to remove the mortgage Viewings Mortgages Tenancy Finances Documents aE delete edit t nortgage for 99 400 00 over 30 years at 4 18 with Halifax The page at http theinvest o Are you sure you want to delete this mortgage Adding a Valuation Top Select the property and choose the Mortgages tab On the mortgage you have received the valuation for click the add a valuation link Enter the valuation information The valuation date valuation amount and the date you received the valuation are the only required fields although you can optionally enter the cost valuer and the date you paid for the valuation and the software will reflect this on your mortgage 21 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top if you wish to accept this valuation or this is the only valuation you are expecting on this property then you can tick the Accepted checkbox to automatically update the property value on the property details screen When have entered your valuation click the Save Valuation button to save your changes Note that the accepted valuation is indicated by a star icon on the mortgage information Broker
21. gle Finances 2009 Asking Price 360 000 00 Purchase Price 300 000 00 Total Expenses property Value 450 000 00 Meieosos Editing a Property Top Total Income Select the property you wish to edit and simply click the edit link to edit the property details After you re finished editing click the Update button to save your changes 13 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual_nh asp top delete edit new jewings Mortgages Tenancy Finances Documents findaproperty com Deal Evaluations new ee ant Purchase Price 142000 A10 Property Value 0 idaproperty com Exchange Date Completion Date About Photos Top You can store photos against each property you add to the software This is useful for before and after photos of a refurbishment for recording the condition of the property before and after a tenant moves in and for planning works Adding Photos Top Select the property and choose the Photos tab To add photos simply click the Browse button and find the photo on your hard drive If you like you can also enter a caption for your photo You may upload up to 3 photos at a time When you have selected the photos you want then simply click Upload Photos to add your photos to the property Details Photos Viewings Mortgages Ten Photo 1 JPG Caption Photo 2 JPG Caption Photo 3 JPG Caption Upload Photos Photos Edit
22. hed editing click the Update button to return to the tenancy overview screen Viewings Mortgages Tenancy Finances Documents House delete renew edit Tenant 1 Rosemarie Harding Statutory Term 6 Viewing Freq 3 Add Contract Period Start Date End Date Rent 01 10 2009 01 10 2010 725 00 Monthly x Tenant 4 Main Phone Mobile Phone Deleting a Tenancy Top Select the property and choose the Tenancy tab Click the delete link on the tenancy you wish to remove 25 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual_nh asp top The software will ask you to confirm the deletion click Ok to remove the tenancy Note that all data related to the tenancy you remove will also be deleted Viewings Mortgages Tenancy Finances Documents House delete renew edit Contacts Tenant 1 Rosemarie Harding L Are you sure you want to delete this tenancy All contract periods payment schedules and payments will also be removed Lox cnu Adding a Contract Period Top Note that the software can automatically fill out the details of the new contract period for you if you use the renew feature see Renewing a Tenancy for more details Select the property and choose the Tenancy tab Edit the tenancy you wish to add a contract period to see Editing a Tenancy for more information In the Contract Periods section click the new link
23. ing click the Update button to save your changes Click the payment EXPENSES you wish to edit New D a Sep 2009 Refurb Repair Main B amp Q Supply a Boiler 15 Sep 2009 Refurb Repair Main Best Boilers New carpets 8Sep 2009 Refurb Repair Main My Carpets NET EXPENSES VAT on Expenses tt SR RM PN v qeu 05468 872468 Mobile Phone Invoice No Amount 725 Update Deleting an Expense Select the property and choose the Finances tab In the Income and Expenses section click the delete button to the right of the expense payment you wish to delete The software will ask you to confirm the deletion click Ok to remove the payment 34 of 37 Top Top 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top Click the delete button pair Main B amp Q Supply and Fit 154667 23 x pair Main Best Boilers 1154 675 pair Main My Carpets mc 0956 400 00 x 1 266 91 225 57 o Are you sure you wish to delete this entry About Documents Top You can keep your documents stored against your property This is useful for quickly finding the information you need later and also for keeping everything neatly in one place You can also access all of your documents across your entire portfolio using the Documents option in the left hand menu Adding a Document Top Select the property and choose the Docu
24. ing Photos Top Select the property and choose the Photos tab To rename a photo click the Edit button under the photo you wish to rename fill in the Edit Caption field with the new photo name and click the Update button to save your changes 14 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top Bathroom Kitchen Edit Caption Bathroom Default Property Image Update Cancel Setting the Default Photo Top You can set the default photo you would like the software to use when displaying your property This is the photo that appears in the left hand menu the property detail screen and also them main photo you will see when you view the property elsewhere in the software Select the property and choose the Photos tab Edit the photo you wish to set as the default tick the Default Property Image checkbox and click the Update button to save your changes Kitchen Outside Edit Caption Outside Default Property d Image Update Cancel Deleting Photos Top Select the property and choose the Photos tab To delete a photo simply click the Delete button underneath the photo you wish to remove The software will ask if you are sure you wish to delete the photo click Ok to confirm the deletion 15 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top
25. lio from the global documents screen Quick Reference Top Dashboard Top 2 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top Portfolio Summary E Finance summary Dashboard Finances 7009 2010 M ue E Contacta x licences Total income 3 625 00 Uzar Manual Total Expenses 1 490 48 Net Profit 2 134 52 Tools Deal Evaluator Cashflow orte uen Rental Income 725 00 Property Mortgage Payment 750 00 New Property MONTHLY TOTAL 25 00 ry ANNUAL TOTAL 300 00 l Add a new Am cans E B Property property mme new View this y ME 16 pickering place gui dford surrey GU2 BAH p property View detailed 4 bedroom Semi detached House Vd finances Source google Finances 2009 2010 ARE EIS ani noid Total Income 0 00 PUER CHER ERO Total Expenses 0 00 Exchanged Not Given Completed Not Given Cashfiow Rental income 0 00 Mortgage Payment K0 00 MONTHLY TOTAL 0 00 ANNUAL TOTAL 0 00 Global Contacts Top 3 of 37 23 02 2010 20 24 The Investment Property Club Portfolio Contacts Dashboard Show All Contacts Al habet Documents p Miphahelical User Ma hu amp M Filter by contact type wv der mE abc defo hiikimncp e Bi EM x http local theinvestmentpropertyclub co uk p manual nh aspztop Free te t search Add a E i first previous page i of 7 nex last Tools Deal Evaluator Susan Lively delete
26. ll link to select all rental payments Click pay selected in full The software will ask you to confirm that you wish to continue click Ok to make the rental payments 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual _nh asp top Contract Periods SPP PPPEE ERE ER REE EE ERE EE EEE EE DEES ESSE EEE EE ESE EESESEREE EEE EEES ESSE SEES SEES SESE SES SS ESSE SESE EERE S SEES EEE SEES SEES Ee Fri 1 Oct 2010 to Sat 1 Oct 2011 Thu 1 Oct 2009 to Fri 1 Oct 2010 i s J Viewings are every 3 months on the following dates Fri 1 Oct 2010 Rent Payments p All Type Due Status Rent Fri 1 Oct 2010 Unpaid ent Mon 1 Nov 2010 Unpaid IV Ren Select the payments Unpaid ou wish to Rent Sart yan Id Unpaid Mountford Estate Agents ammo pay selected infull unpay selected Status Amount Due Amount Paid Unpaid 725 00 Unpaid 725 00 The pac ath Py theinvestmentpropert club co uk sz Part paid or fully paid payments will not be altered Selected payments will be paid on the due date Lok _concet_ Editing a Rental Payment Top Select the property and choose the Tenancy tab In the tenancy contract period section select the contract period and then click the rental payment that you wish to edit You can edit the due date amount and add notes When you are finished editing click the Update button to save your changes 29 of
27. ments tab Click the Browse button and locate the document you wish to add on your local PC Enter a title select what the document is related to and select the date received and expiry date if appropriate If you don t enter a title the name of the document you have selected will be used Click the Upload Document button to add your document Note that the size of your document and your internet connection speed will affect how long it takes for your file to upload Details Photos Viewings Mortgages Ten Disk Usage 1 87 Mb 4 88 Gb Document C Users ben Desktop Title Date Received Related To Please Select EDI Date o sersibeniDesktop Date Received Please Select Y Expiry Date Upload Document 35 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top Editing a Document Top Select the property and choose the Documents tab Click the document you wish to edit from the Documents section When you are finished editing click the Update button to save your changes Documents Related To Show All v Click the document first p Title Ma you wish to edit Type Valuation1 Mortgage Related To Mortgage Date x Expiry Date x Click here to download this file Deleting a Document Top Select the property and choose the Documents tab In the Documents section click the delete button to the right of the
28. ncy contract period section select the contract period and the rent payments you wish to un pay or click the All link to select all rental payments Click unpay selected The software will ask you to confirm that you wish to continue click Ok to unpay the rental payments Contract Periods Fri 1 Oct 2010 to Sat 1 Oct 2011 Thu 1 Oct 2009 to Fri 1 Oct 2010 Viewings are every 3 months on the following dates Fri 1 Oct 2010 Rent Payments D All Type Due Status Rent Fri 1 Oct 2010 Unpaid ent Mon 1 Nov 2010 Unpaid Select the payments Unpaid SASN coy Unpaid 31 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top Mountford Estate Agents L a pay selectedinfull unpay selected Status Amount Due Amount Paid Unpaid 725 00 Unpaid 725 00 property ub co uk sz Are you sure you wish to unpay the selected payments All income for the selected payments will be removed Lok J eme About Finances Top You can keep a record of the income and expenditure against your property This is useful for keeping track of your cash flow preparing your tax return and keeping a live and updated history of the current financial situation across your entire portfolio Rental payments are automatically pulled through to the finances section as soon as they are paid and you can quickly filter your income and expenses to find the
29. ngs Mortgages Tenancy Finances Documents new a Add a tenancy Edit this tenancy Unfurnished 3 bedroom Terraced HoDelete this tenancy ml i ceieie renew eat Starting Thu 1 Oct 2009 Contacts Deposit 725 00 Tot 4 Deposit Scheme The Deposit Protection Semice T 12 cy eS Edit this Cont nen Uvey Edit E an Managing Agent 2 Mountford Estate Agents Select a Contract Periods y T aod Email Fri 1 Oct 2010 to Sat 1 Oct 2011 this contact edit Rent is 725 00 paid Monthly with a 150 00 setup fee and an 8 management fee The statutory term is 6 months expires 01 04 2011 Edit this Viewings are every 3 months on the following dates Fri 1 Oct 2010 Sat 1 Jan 2011 Fri 1 Apr 2011 Fri 1 Jul 2011 Pay Managing AserSelect all Mount Rent pay selected in full unpay selected Al Type DSi this Status Amount Due Paid mR aera ent Part Paid Unpay theo 300 00 pa Ent Mon 1 Nov 2010 Unpaid selected rent F Rent Wed 1Dec2010 Unpaid 725 00 F Rent Sat 1 Jan 2011 Unpaid 725 00 Rent Tue 1Feb 2011 Unpaid 725 00 Rent 1 Mar 2011 Unpaid 725 00 in 1 Apr 2011 Unpaid 725 00 Sun 1 May 2011 Unpaid 725 00 P Rent Wed 1 Jun 2011 Unpaid 725 00 Py Rent Fri 1 Jui 2011 Unpaid 725 00 F Rent Mon 1Aug 2011 Unpaid 725 00 Fj Rent Thu 1Sep 2011 Unpaid 725 00 TOTAL INCOME DUE PAID FOR PERIOD 8 700 00 300 00 Due to Date Paid to Date 0 00 300 00 Top 23 02 2010 20 24
30. nh asp top Select the property and choose the Mortgages tab Click the new link to create a new mortgage Select the type of mortgage that you would like to add If you have already added a purchase mortgage to the property then the software will automatically set the mortgage type to Remortgage for you Enter the lender product details conditions payments and fees and contact information Note that you only need to enter a small amount of information in order to save your mortgage so you can store as little or as much data as you like Click the Save Mortgage button to save your mortgage Details Photos Viewings Mortgages T new Details Photos Viewings Mortgages Ten Please Select Please Select Purchase Remortgage Product Payments Product Name Payment T Loan Type Please Select Monthly Pz ME EE uaa Broker Contact Name Main Phone Mobile Phone Editing a Mortgage Top Select the property and choose the Mortgages tab Click the edit link on the mortgage you wish to edit 20 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual _nh asp top Once you are finished editing your mortgage information simply click the Save Mortgage button to save your changes Viewings Mortgages Tenancy Finances Documents delete edit t nortgage for 99 400 00 over 30 years at 4 18 with Halifax Broker Jones amp Jones Nicky Jon
31. oker 0 00 Exchanae Deposit 2 500 00 Paid on The early rede i Sun 23 Aug 2009 expires Tue 1 add a valuation 1st Valuatio Click the delete button ameellmge x Notes 142 000 00 TOTAL 4 500 00 Not Given u page at http theinvestmentpropertyclub co uk says d o Are you sure you wish to delete this entry Cancel About Tenancies Top You can keep a record of the tenancies you have against your property This is useful for keeping track of details of a tenancy the tenants the deposit rent payments and contract periods for your tenancy You can also manage multiple concurrent tenancies against a single property Adding a Tenancy Top Select the property and choose the Tenancy tab Click the new link to create a new tenancy Enter the details of your tenancy The Contract Period describes the current term of the tenancy agreement you have with your tenant s The Rent Payment Setup options allow you to automatically pay historic rent if you are setting up the tenancy retrospectively Note that you only need to enter a small amount of information in order to set up a tenancy and you can return later to fill in any missing details Click the Add Tenancy button to save your changes and setup your tenancy 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top Details Photos Viewings X Mortgages Ten new ales Rent Payment Setup
32. se the Viewings tab Edit the viewing that has the estimated works you wish to alter 18 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top To edit a works item simply click it change the details and then click the Update button to save your changes Other Category Action click the item to edit it Bathroom New shower Boiler Needs to be updated New Carpets Lounge dining room and bedroom 1 TOTAL Action New shower Cost 325 Deleting Estimated Works Top Select the property and choose the Viewings tab Edit the viewing that has the estimated works you wish to alter To delete an estimated works item simply click the delete button to the right of the item in the list and then confirm the deletion when the software prompts you Click the delete button to remove the item masses x lated 500 00 x oom and bedroom 1 400 00 x 1 225 00 About Mortgages Top You can keep a record of the mortgages you have against your property This is useful for keeping track of your mortgage product broker solicitor estate agent and any mortgage fees You can also keep a history of your property valuations against the mortgage which is useful if you have received multiple valuations for the same property Adding a Mortgage Top 19 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual_
33. t the existing contact You can enter and view more information relating to a contact by clicking the more link next to the contact information This saves you an incredible amount of time as you only have to enter the first few letters of the contact and the rest will automatically be filled in for you You can access your contact information either from the property itself or via the global contact screen which gives you access to all of your contacts across your portfolio You can quickly access full contact details throughout the software by rolling your mouse over a contact name where you see it highlighted in blue Really liked the property Estate Agent Mountford Estate Agents Bradley Dean Click for 07454 846595 pE more information 07595 612345 more Really liked the property Estate Agent Mountford Estate Agents Bradley Dean 07454 846595 07595 612345 less bradley dean mountford co uk Estate Agent Mountford Estate Agents _ Estimated Works Damp Reading NotCiues Mathroom New shower Mountford Estate Agents Notes Bradley Dean oiler Needs to be up Really liked the p Main Phone 07454 846595 xm Mobile Phone 07595612345 W Lounge dining Email bradiey dean mountford co uk arpets bedroom 1 CLICK TO EDIT TAL About Documents Top When you add a document to a property it is saved centrally which means you can quickly find documents related to your property from the property details or across your portfo
34. ter Refurb New Deposit 5 6 Re mortgage rate Lenders BTL Multiple amp 9 888832 oooo0oo0o0000 SS http local theinvestmentpropertyclub co uk p manual nh aspztop Delete this deal Add a dea NC Print Saves Mouires int 489 5000 O this deal Brint Due this deal 0 00 Q Solicitors Fees 550 00 Q Search Fees 150 00 O Other Costs 500 00 Total Deal Outlay 16 450 00 Q Revised Total Deal Outlay NA OQ Mortgage Total 6375000 Q Cash Input 1645000 Loan subject to rent 6375000 Q The rent required 33137 Q 1 of rent buys of mortgage 19238 Q 1 of rent buys of property value 22634 What value rent buys 7921726 Total loan available subject to ae 67 33467 Q Mortgage Monthly Payment 265 09 Monthly Cash Flow 3491 Annual Cash Flow 1 018 88 O Loan to Value 85 00 O Real Cost of this property 82 254 00 O True Cash outlay 18 504 00 Q Free Money 1 746 00 O Property Jargon Top 11 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual _nh asp top Portfolio Property Jargon Dashboard dmm Free text filter Contacts Alphabetical index RUE dnt dex eum gt abcdet ghiikimnoparstuvwnxyz Tools Agent Dea Evaluator Property Jargon Someone who acts on behalf of another for a fee such as an estate agent No formal qualification is required to set up as an estate agent in he UK Property New Property a Agreement in
35. transactions you need when you want them Adding Income Top Select the property and choose the Finances tab Select the category that your income falls into Enter the due and paid dates the description company and amount and then click the Add Income button to add the income Details Photos Viewings Mortgages Ten Please Select INCOME Paid Rent Other Income from Land and Property Chargeable Premium Descriptia Reverse Premium Due T 07454 846595 07595 612345 Invoice No Amount 265 00 Add Income Editing Income Top Select the property and choose the Finances tab 32 of 37 23 02 2010 20 24 The Investment Property Club http local theinvestmentpropertyclub co uk p manual nh asp top 33 of 37 From the Income and Expenses section click the income payment you wish to edit When you have finished editing click the Update button to save your changes Tax Year 2009 2010 Filter Show All Click the payment INCOME you wish to edit Descripti aid Category From To Rent 1Feb2010 Rent Other Income Rosemarie H Rent 1 Jan 2010 Rent Other Income Rosemarie H M 1 tt wA RM ie ENJ 05468 872468 Mobile Phone Invoice No Amount 725 Update Deleting Income Top Select the property and choose the Finances tab In the Income and Expenses section click the delete button to the right of the income payment you wish to delete
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