In addition to financial tracking, rental property owners and real estate investors often have a lot of information and key documents that need to be tracked and managed. With REI Hub's Documents & Notes feature, you can easily create notes and upload documents while linking them to the appropriate property or unit.
To Add Documents and Notes
1) Navigate to the Documents & Notes page under Organization on the left menu
You may also access the Documents and Notes page through any individual property or unit dashboard. Please note that when doing so, only documents and notes linked to that particular property or unit are displayed.
Alternatively, you can click the Organization tab on the left side menu and click Documents & Notes.
2) Click the Add Note button
You can save text-only notes or include attachments like documents, files, and images.
You can upload files from local storage or even take a picture with your webcam or phone.
3) View your Documents and Notes
Access your notes or files anytime from the Documents & Notes page or the property and unit dashboards.
Click the paperclip icon to download the uploaded file.
Still have questions? Reach out to our Support Team via email at [email protected] or call us at (888)939-6865.