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Under Bewirtschaftung › Liegenschaften (Property management › Properties) you find all properties of your company. This page explains how to use the list, how to create a property with address and building data, and how to export the rent roll as a PDF.

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The property list

The table shows the key figures of each property at a glance. Above the table you can search, sort by column and filter by type. With many properties, page through the list at the bottom. Clicking a row opens the property page.

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Creating a new property

1

Choose the organization

Click Neue Liegenschaft (New property). If you belong to several Organisationen (organizations), first choose which one the property belongs to.
2

Enter the address

Start typing the address. mory suggests matching addresses. Select the correct entry.
3

Import building and unit data

For the selected address, mory automatically imports building data (e.g. EGID, year of construction) and the units from the Swiss federal register of buildings and dwellings (GWR). Review the suggestions and adjust them if needed.
4

Set type and property category

Define the property type. For owners’ associations, also choose the property category STWEG (condominium) or MEG (co-ownership).
5

Assign the team

Choose the responsible property manager and other team roles. Roles can be changed later on the property page.
After saving, the property gets the status Aktiv (Active). Enter the Management-Start and, if known, the Management-Ende (management end) in the sidebar of the property page.
You can also create a property directly from a person record, for example when you register a new owner. The person is then linked to the property automatically.

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Exporting the rent roll as PDF

The rent roll lists all units with their tenancies and rents.
  1. Open the property and switch to the Einheiten (Units) tab.
  2. Choose the rent roll export function.
  3. mory creates a PDF with the current data that you can save or forward.
The rent roll is based on the recorded tenancies. Missing or outdated contracts show up accordingly. See Units & tenancies for how to maintain them.