iFImmoFlow Help
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OverviewHow to use the help
01Workspace and property management
Starting the working dayUnderstanding properties and tenanciesChecking the occupancy of a propertyTelling the unit and the lease apartLooking up contract data and partiesPreparing a rent changeOrganising viewingsKeeping track of appointments and deadlinesHandling a tenant requestDocumenting a handoverMaintaining contacts, merging duplicates and keeping addresses currentSharing tasks and deadlines within the teamFiling, sharing and requesting documents from tenantsSending serial letters and circularsPreparing a listing and exporting it for the portalsSplitting move-out damage, billing it and summarising the handoverReport damage to the building insurerNotify the energy providers at a change of tenantRenewal options and amendmentsCommercial lease: use, VAT and transferTurnover rent: reports, reminder and annual settlement
02AI in everyday work
Where the AI supports youCapturing a letter or a voucherReviewing a supplier invoiceClarifying posting findings with the AIFinding missing bills before closingTaking contact details from a signaturePreparing the week with focusExplaining a statement clearlyDrafting messages and letters from the dataSummarising a tenancy's historyAsking the help a question
03Accounting from voucher to payout
Handling invoices and paymentsTracing a posting back to its sourceUnderstanding account balances and movementsReconciling the tenant accountTaking a supplier invoice furtherAssigning and reconciling bank paymentsHandling overdue claimsCreating and documenting a reminder letterFollowing payment orders through to executionSettling service charges transparentlyPreparing an owner statementPaying out the ownerRecording bank accounts and confirming the rent account per accounting bookHandling VAT for commercial propertiesSetting up the chart of accounts and bringing it to the new templatePosting accruals and closing a periodSending reminders automatically or after approvalPlanning a budget and comparing it with actuals
04Managing condominium ownership (STWEG)
Managing a STWEG communityMaintaining ownership and responsibilitiesPreparing the budget and allocationFollowing contributions and advance invoicesFollowing the annual accountsPreparing and concluding a meetingTaking over a community and posting the opening position
05Portals for working together
Using the tenant portalUsing the owner portalTaking part as a condominium ownerHandling a contractor orderUploading requested documentsService charges, handovers and profile in the tenant portalDeciding requests from the managementSubmitting an invoice for a completed orderSigning in with one loginSwitching between management companies and rolesAll management companies at a glanceManaging connections, invitations and the start view
06Reports and owner documents
Reading owner statementsUsing reports effectivelyCreating property reportsCreating, commenting on and scheduling owner reportsExporting data to ExcelYear-end dossier and export for the fiduciary
07Organisation, security and setup
Set up a mandate and take over dataTeam, roles and property assignmentsSet up two-factor sign-inSet the firm's details and rulesMaintain text templates for messages and lettersReview lease contract templates and generate contractsLegal texts, official forms and conciliation authoritiesBring e-mails into the inboxFollow long operations in the backgroundAnswer data protection requestsUse the audit log, the archive and offboardingContacting support
AActions and terms
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ImmoFlow Help

How can we help?

What each area does, where to find it and how to follow a case to its next step.

Reviewing a supplier invoiceAssigning and reconciling bank paymentsCreating and documenting a reminder letterPreparing and concluding a meetingDocumenting a handoverUsing the tenant portal
01

Workspace and property management

From the dashboard through properties, units and leases to viewings, tickets and handovers: the everyday routes of property management.

21 topics
02 · ✦ AI

AI in everyday work

Where the AI reads vouchers, explains findings and drafts texts, and where your review and decision begin.

11 topics
03

Accounting from voucher to payout

The path of an amount from the voucher through posting, payment and reminder to the service charge and owner statements.

18 topics
04

Managing condominium ownership (STWEG)

Ownership, budget, contributions, annual accounts and meetings of a condominium owners' community.

7 topics
05

Portals for working together

What tenants, owners and contractors see and do in their own access.

12 topics
06

Reports and owner documents

Read statements and reports and find the right documents for owners and their fiduciary.

6 topics
07

Organisation, security and setup

How to set up a management firm, take over data, run the team with roles and assignments, secure the sign-in and manage templates, legal texts, e-mail intake and data protection.

12 topics
Getting started

How to use the help

How topic pages are built, the colour code and the sample data.

Appendix

Actions and terms

What Post, Issue, Confirm dispatch and Reversal each do.

As of 29.10.2026Question not answered? Get in touch