Documents and reports

Documents: All Your Documents in One Place

Upload, organize, and find your documents. Prepare portfolio and property reports, lease agreements, and the tax summary for Form 100—all from one place.

Difficulty:Beginner
Target audience:All real estate professionals
Documents

Overview

Manage your documentation and create new documents in separate but connected sections. SmartLandlord links your document archive to your property data and, in addition to reports, offers the ability to create lease agreements and a tax summary.

Log in and find your documents

Select a file, a document type, and the property to which it pertains. Document types include, for example, sales and lease agreements, settlement statements, floor plans, energy performance certificates, financing documents, and correspondence.

In the archive, you'll find the documents saved based on your search and filters by type and property. Sort by date, name, or type. For each document, you can edit, download, or delete it.

Prepares portfolio and property reports

Under “Create Documents,” select the properties you want to include. The portfolio report and the detailed property report are different types of documents. This allows you to choose between an overview and a view of a specific property.

Lease Agreements with Property and Tenant Information

The contract creation process combines the property, the tenant, and the terms into a single form. It specifies the start date and, if applicable, the end date of the lease, the rent, the pass-through expenses, and the security deposit. Additional details include, for example, keys, a storage unit, or furniture.

The templates include various types of contracts: fixed-term or open-ended residential leases, commercial leases, parking spaces or garages, and shared-apartment rooms. A live preview makes it easy to review. Magic Fill, the ability to upload the contract or property listing, and AI-powered assistance make preparation easier; however, the responsibility for reviewing the contract remains yours.

Tax Summary for Your Income Tax Return

The platform provides a tax summary for each property and tax year you select. The creation wizard generates a PDF. Use it as a working document to report rental income on Form 100 (IRPF) and review it with your accountant or tax advisor.

The name within the platform does not confirm that a document can be submitted as an official form without any changes. You must verify that the underlying data is complete, correctly assigned, and subject to the proper tax treatment.

AI helps, it does not authorize

The SmartLandlord assistant offers its own chat feature with file attachments and voice input. When creating contracts, there are also tools to help you edit the draft. Review important details and wording before using or sharing documents.

Features

  • ✓Upload and assign documents
  • ✓Search and filter by type and property
  • ✓Portfolio and property
  • ✓reports Rental agreements with templates and live
  • ✓preview Tax summary for Form 100 (IRPF)

Organize your documents in one place

Open the document management module or use it to create reports, lease agreements, and tax summaries.

Open documents
Back to features

Share service: