Business growth
Start every relationship with a shared plan.
Track the practical steps between winning an owner and being ready to manage their home.
Try the workflowHarbour workspace · Illustrative data
Your portfolio, in focus.
Properties12
Open work8
Due today4
Harbour HouseCleaning reviewReady to review
Seabrook ApartmentKitchen tap repairIn progress
Parkside StudioArrival inspectionScheduled
One job. A connected history.
- Photo added
- Cleaning completed
- Timeline updated
- Update ready for review
Illustrative product preview · no live customer data
Why this matters.
A signed agreement is only the beginning: keys, property information and operational preparation still need owners.
Keep the important details connected.
Track agreement, access, photography and preparation checks.
Keep blocked steps visible until they are resolved.
A practical path through the work.
- Create the owner onboarding record.
- Assign the next action and complete the checks.
- Confirm readiness before activating the relationship.
Before you start
How does owner onboarding fit the property record?+
Create the owner onboarding record. Assign the next action and complete the checks. Confirm readiness before activating the relationship.
Who can use this workflow?+
Managers own the checklist; the organization sees progress and blockers.
What should I know about this release?+
Agreement signing itself is outside the application; record completion only after it happens.
Keep exploring
01
Property timeline
Follow changes, completed work and published updates in chronological order.
Explore 02Owner CRM
Keep potential owners, follow-ups and onboarding in one connected pipeline.
Explore 03Financial visibility
Record revenue, expenses, management fees and payouts alongside the relevant property.
ExploreRun your portfolio
from one place.
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