This template applies the four-block method — THE THINGS, THE LINKS, THE STATES, THE NUMBERS — to rental management: an independent agency or property manager tracking a portfolio owner by owner. It's filled in for a small agency: the example shows how to describe the portfolio, monthly rent tracking and lease deadlines, without ever describing a screen.
The trade has two clocks: the lease (months, sometimes years, with a deadline to watch) and the rent (every month, with a payment status). The template separates them: the lease carries the property-tenant relationship over time, the rent carries the month — and each rent entry attaches to a lease.
Filled with your vocabulary, this text briefs a developer — or is submitted as-is to Blueprint Maker, which turns it into an application plan you validate, then a generated application: database, screens, dashboard and demo data.
The template to copy
My business: independent real-estate agency, 25 apartments managed for 12 different owners. THINGS tracked: - Properties (address, type, owner) - Owners (name, contact details) - Tenants (name, contact, property occupied) - Leases (property, tenant, start date, end date, rent, charges) - Rent payments (lease, month, amount, status — paid, pending, late) LINKS: - A property belongs to an owner. - A lease links a property to a tenant for a given period. - A rent payment attaches to a lease, month by month. STATES of a lease: active, notice given, ended. NUMBERS to see every month: - Rent collected this month - Payments pending or late - Leases ending within 90 days - Portfolio occupancy rate
Adapting this template to your portfolio
- Several owners: if your portfolio spans different owners, say so from the description — that's what produces a report filterable by owner, the question every owner eventually asks.
- Notice given: the "notice given" state separates a lease about to end from one that just started — without it, a missed renewal is discovered the day the tenant leaves, not three months before.
- Recoverable charges: if you distinguish recoverable from non-recoverable charges, describe it explicitly — otherwise the template keeps a single overall charges amount per lease.
- Shared tenancy or multi-tenant lease: if a property can have several tenants on one lease, say so — the default structure assumes one primary tenant per lease.
- Rent and arrears tracking is structured, but collection (direct debit, transfer, receipt) stays on your usual tools — the code being exportable, a developer can connect a payment method if needed.