Overview
Documents brings together all the documentation related to your properties in one place. From here, you can create professional PDF reports based on your analysis data, upload your own documents, and manage them using search, filter, and sort functions. The module is organized into two sections: Create, for generating reports, and Manage, for administering all uploaded and generated files.
Create PDF reports
Based on your property data, the system generates professional PDF reports. First, choose the properties you want to include—select a single property, select multiple properties, or click “Select All” for the entire portfolio—and then choose the type of document. There are three types available: the portfolio report, the detailed property report, and the lease agreement.
Portfolio Report
The portfolio report summarizes the financial data for individual properties or the entire portfolio. You can choose from six sections: an executive summary with key indicators, the real estate portfolio with a list of properties, the financing summary with loan details, financial indicators with calculated KPIs, charts with visual analysis, and, optionally, an appendix for your own notes. It is ideal for meetings with banks, financing applications, and for documenting the performance of your portfolio.
Detailed Property Report
The detailed report generates a comprehensive document on a specific property. You can choose from three sections: basic information, which includes general details and property features; financial information, which provides a summary of financing and costs; and rental price analysis, which covers income and profitability calculations. It is suitable for tax advisors, property managers, or for internal documentation regarding specific properties.
Rental Agreement
Based on the property and tenant information, the system can also generate a lease agreement, ready for review and use.
Custom design
The reports offer customization options: a cover image—your company logo or a photo of the property—gives the document a professional look, your name appears as the author, and you can hide chapters you don’t need to create shorter reports. Once generated, the PDF downloads automatically and is saved to your document list at the same time.
Upload documents
You can upload your own documents by dragging them into the upload area or by selecting the file. The system supports PDF files, Microsoft Word documents, and images in JPG and PNG formats, with a maximum size of 10 MB per file. When you upload a document, its type and the property it corresponds to are indicated.
Types of documents
There are more than 30 categories to choose from: purchase agreement, lease agreement, property registry extract, energy efficiency certificate, property description (exposé), loan agreement, financing offer, building permit, declaration of division, statement of common expenses, insurance certificates, minutes of homeowners’ association meetings, floor plan, site plan, cadastral map, and many more. A clear classification makes it easier to search and filter later.
Assignment of real estate
Each document can be assigned to a property in your portfolio, allowing you to filter by property and keep related documents together; it can also remain unassigned if it does not yet correspond to any property. For documents that apply to multiple properties, select the primary one.
Manage documents
The document table displays all uploaded and generated files, along with their name, type, assigned property, and date. The search, filter, and sort functions make it easy to quickly locate any file.
Search and filters
The search field filters by file name, document type, or property name and displays results instantly. Two drop-down filters allow you to narrow your search by document type and property, and a button resets all filters.
Planning
The sort buttons organize the list according to different criteria: “Newest First” and “Oldest First” for chronological order, “Name (A-Z)” and “Name (Z-A)” for alphabetical order, and “By Type” to group by category. You can also sort by clicking on the column headers.
Available actions
For each document, you can download or delete it. PDF files open directly in the browser, while other formats are downloaded. If you select multiple documents using the checkboxes, a bulk action bar appears, allowing you to delete them all at once. When there are many documents, pagination lets you scroll through the pages.
Supported document types
The categories cover the entire life cycle of the property. For purchases: sales contract, property description, land registry extract, financing offer, and loan agreement. For rentals: lease agreement, expense statements, and correspondence. Technical documentation includes the energy efficiency certificate, floor plan, site plan, construction plans, and building permits. For day-to-day management: minutes, insurance certificates, and statements of account.
In addition, reports generated by the system itself are automatically saved in this list: ImmoCheck analyses are archived, and individual reports created via “Create Documents” are stored in their corresponding category.