Unlink an Owner

Overview

Unlink an Owner

The following article covers unlinking an owner from a management agreement in Reapit PM.

Use the following steps to unlink an owner to ensure that multiple properties are unlinked. This will mean they will receive one statement per property.

1. Navigate to People > Owners.
2. Select the owner.

3. Click the Edit button.

4. Click Update Contacts.

5. Under contact two, select the Add New option.

6. Enter in the relevant contact details and click Create Contact.

7. To remove contact one, click on the X icon.

8. Click Next.

9. Scroll down to just below the payment details and ensure you tick the primary contact box

Note: If you don't tick the box, it will not save.

10. Click Save & View.

Note: You will need to enter the contact details and the bank account details again, so make sure you have them ready.