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Everything in Proprietas hangs off a site. Compliance obligations, leases, issues, work orders, documents and rent all attach to a site (or to a property within one). Get your sites right and the rest of the app organises itself.

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Sites and Properties

A site is a building or location you’re responsible for. Sites come in two shapes:
  • Standalone — the site is the unit. A single school, office or shop. Every record attaches directly to it.
  • Multi-property — the site is a container for properties (floors, units, blocks). Exchange Tower’s twelve floors are one site with twelve property scopes. Records can attach at the building level (a whole-building FRA) or the property level (a single tenant’s lease).
Each site carries a type (educational, office, care, healthcare, hotel, retail, residential, commercial) and a tenure (owned, leased, licensed, managed). The type drives which compliance regimes get seeded — see Compliance.

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Adding Properties

1

Let a document create it

The quickest path: drop a commercial lease (or a whole folder of them). Proprietas reads the demised premises, derives the building address, and creates the site automatically — grouping a multi-floor building’s leases into one site with a property per floor. Certificates do the same: drop a gas cert for a building you haven’t added yet and the site is created to receive it.
2

Add one at a time

Use Add Property from the Properties page (or the + on any page). Enter the address — Proprietas canonicalises it against the national address database so two spellings of the same building don’t become two sites.
3

Bulk-add a portfolio

Paste a list of addresses into Bulk Add. Each line is verified, de-duplicated by postcode, and multi-floor buildings are auto-grouped into one site with property children. Stand up a portfolio in minutes, not days.
4

Set the Responsible Person

Every site has a named Responsible Person from day one — the individual reminders escalate to. Reassign it in a click.

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The Active Property Scope

The most important control in the app is the property switcher in the top bar. Proprietas is portfolio-wide by default, but pick a site (or a single floor) and the entire app narrows to it — dashboard, compliance, leases, rent, issues, work orders, documents, even the audit pack and public reporting link.
Your scope is remembered across reloads via a cookie. When a number surprises you, check the scope first — you may be looking at one floor rather than the whole estate.
A clear scope banner (“Viewing Oakfield Primary — Show All Sites”) sits under the page title whenever a scope is active, so you always know what you’re looking at.

Next: Compliance

See how regimes and obligations are seeded against your sites.