You have your account set up and your team invited. Now the platform needs to know what it is managing.
Adding your first property takes about five minutes. By the end you will have a property with at least one unit, an owner assigned to it, and the basic lease information recorded — enough for the financial module to start tracking what comes in and what goes out.
What you need
- An active BasePro account with at least one team member invited (or just yourself, to start)
- The property address and type
- The name and contact information of the property owner
- The basics of the lease: start date, rent amount, and the tenant's name
Steps
1. Navigate to your portfolio and add a new property.
From your dashboard, open the portfolio you want to add the property to — or create a new portfolio if this property has a distinct owner or entity. Inside the portfolio, find the option to add a property.
Enter the property address and select the property type (residential, commercial, or mixed-use). Save.
2. Add the unit or units.
Most properties have at least one rentable unit. Add the units that make up this property — unit number or name, floor, and any useful descriptors. If this is a single-family home, one unit is enough.
You can add more units later. Get at least one in now so the lease step has somewhere to land.
3. Assign the property owner.
Properties in BasePro are grouped under portfolios, and each portfolio is associated with an owner. If you already added the owner when you created the portfolio, this is already set. If not, navigate to the portfolio settings and assign the owner — name, contact email, and preferred report-delivery method.
This is the person who will receive the owner statement you generate at the end of each period. You generate it and decide when and how to send it. BasePro does not contact them automatically.
4. Record the lease basics for the unit.
Open the unit you just added and create a lease. Enter:
- The tenant's name and contact email
- The lease start and end dates
- The monthly rent amount and the currency
You do not need every field filled in to proceed. The platform will prompt you for additional details over time. The four fields above are enough to start.
5. Confirm and review.
Go back to the portfolio overview. The property should now appear with its unit listed and the lease status showing active. The financial module will start tracking income and expenses against this property from the lease start date you set.
What you have when it is done
A property with at least one unit, an active lease, and an assigned owner — all recorded in one place. Your reporting module can now generate statements for this portfolio. Your operations module has a property to anchor maintenance orders and inspections to.
If anything is unclear
The exact field labels and section names in your account may differ slightly from this guide — BasePro may have been updated since this was written. For the precise steps in your workspace, open BasePro Support from inside the app.
Related: Getting Started with BasePro · How to Invite Your Team and Set Roles