Getting set up

In this chapter we show you how to join, log in to the platform and a provide a tour of the account

Getting set up

In this chapter we will cover how to login to the Total Property platform, show you a tour of the account and how to upload your signature to your profile. Read through the step by step guide or watch the video tutorials below.

Tour of the account

Once you've logged in to the Total Property platform you'll be shown your dashboard.

Dashboard homepage

Your dashboard shows you the total deposits, transferred and protected amount, pending amount, total deposits in resolution management, total deposits in release, total amount in release and total amount in resolution management.

If you scroll down you'll be able to see recent activities such as deposit list and payments received.

Next to recent activities is resolution management, where you can see all of the release requests, any ongoing negotiations, resolutions, and any funds that have been released.

Properties tab

Here you can view all the properties that are under this account. To add a new property simply select the blue 'Add property' button at the top right.

Tenancies tab

Here you're able to see all the tenancies that are on the current account. Some tenancies coul be shown as incomplete, closed or registered and you can amend this here.

To bulk upload new tenancies, select 'Bulk upload' tab and click the blue 'Start new import' button. Skip ahead to learn more on how to bulk upload.

Deposits tab

In this tab you are able to view all the deposits that are on the account.

Please note: All new protections will have an EWC number instead of a DPN. Any existing protections will remain as a DPN

Top tip: You can also export this information by selecting the 'Export CSV' button at the top right

Under deposits you are also able to see your basket.

If you have multiple deposits to protect at one time you can add them to the basket and check out at the same time.

Skip ahead for more detailed information on how to check out using your basket.

Also within this section is unallocated funds, which will show you if there are any funds that haven't been added to the deposit.

Here you can also keep track of any deposits that are currently in progress and haven't yet been finished.

Activity: Payment history

Here you are able to view all the incoming and outgoing payments on the account.

Top tip: You can export this information into CSV to be able to view and filter on an Excel spreadsheet

Activity: Resolution panel

This section will show you if there are any ongoing resolutions.

Activity

This shows you all general activities on the account, as well as the access log so you can see who has accessed the account and at what specific time.

My profile

Click on ‘My profile’ next to your name at the top. In this section you can amend your name, contact details and add a profile picture. You can also add a signature to be automatically added to the prescribed information.

Skip ahead for more information on how to upload your signature.

Top tip: At the top of the page you're able to access your basket using the icon and view all notifications by selecting the bell icon.

How to join

1. Click ‘Sign up here’ at the top of the page

2. Please enter the email address that you'd like to use for the account

3. Select continue, you will receive an email instantly and can then click the link to create your account

4. Enter your name and mobile number

5. Enter the verification code you received on your phone

6. Select the type of account you would like to create, on this occasion it would be a landlord account

7. Add your correspondence address details and click continue

8. Read through and agree with the terms and conditions and select ‘finish’

How to upload my signature for pre-populated prescribed information

1. From your dashboard homepage click on the arrow next to your name and select ‘My profile’

2. Scroll down to the bottom of the page to the signature section

3. Click on the pen icon next to signature, this will allow you to upload your signature

4. Select the camera icon and choose your signature from your files to upload to the Total Property platform

Top tip: You are able to move your signature to the left/right and zoom in to make sure this fits correctly

5. Click the blue upload button and insert the first and last name of the person's signature

6. Click the blue save button at the bottom

Remember: If you add your signature to the platform this will be automatically included on the prescribed information certificates

How to login

1. Please enter the relevant email address that's linked to the account

2. Select continue

You'll have a choice of two ways to login to the account. Option one, receive a magic link that can be sent by email, or option two, get a one time passcode sent to your phone.

3. Once you have entered the passcode, then select login

Now you have now successfully logged into the online portal.

1. Next to your name in the top left corner, select the arrow, click 'My profile' and then select 'Contact details'

2. Your email address and mobile number will now be shown

3. Select the pen icon and you are able to edit your email address, once updated please click 'Send confirmation'

How to update your contact details

Please note: Once you have edited your email address, you will receive an email to confirm that you would like to use this on your account

4. Now this has been confirmed it will be updated on the system

5. To edit your mobile number, select the pen icon in the corner and add your new mobile number

6. A verification code will be sent to your phone, enter the code and click 'Verify'

7. Your contact details are now updated

How to add a profile picture

1. Log in and select the arrow next to your name at the top left

2. Click on 'My profile'

3. Choose the pen icon underneath the about you section and then select the camera icon

4. Upload the photo you would like to use as your profile picture

5. Once you are happy with the picture in the icon, click save

Your profile picture has now been successfully added.

How to add your bank details

1. From your dashboard homepage click on the arrow next to your name and select ‘My profile’

2. Scroll down to the bottom to the account details section and select billing

3. Select ‘Add card’ and enter the card number, expiry date and CVV or CVC number

Top tip: When you have added your card details these will be used every time when transferring funds over for the deposit

5. You can now add your bank details, account holder name, account number and sort code

Your card and bank details have now been added to your account.

How to log out

1. From your dashboard homepage click on the arrow next to your name

2. At the bottom of the drop down click ‘Log out’

3. You have successfully logged out of the Total Property portal