Osool platform help center
Osool Knowledge Base
Practical help articles for real estate agencies covering properties, listings, collections, owners, tenants, analytics, and AI tools in Osool.
Platform Overview
What Osool manages and how properties, units, leases, and payments connect.
Agency Dashboard
Daily agency workflows, from data entry to performance follow-up.
How an agency moves from data entry to collections, issue tracking, and reporting.
5 min readA short explanation of the relationship between a property, unit, tenant, lease, and payments.
4 min readA practical way to read collections, profit, leases, alerts, and portfolio health without slowing the team down.
8 min readA practical checklist for property and unit data so leases, collections, owners, listings, and reports stay reliable.
9 min readHow to use the Collections Center to review expected, collected, and outstanding rent, identify overdue balances, and record payments cleanly.
10 min readHow to record property expenses without mixing them with agency income, and when they appear in owner wallets or financial reports.
9 min readSteps to review collections, expenses, owner balances, and financial reports before closing a monthly period.
10 min readHow to track leases nearing expiry and decide renewal, move-out, or repricing without losing important dates.
9 min readHow to run a maintenance request from report to done, get the owner's approval, and record the invoice on the owner statement or the agency's expenses.
10 min readHow to review receipt, payment, and lease before treating a collection as complete and reportable.
9 min readHow to prepare property, unit, and tenant files before importing so bad data does not enter the agency dashboard.
8 min readHow to treat alerts as a daily work queue and prevent responsibility gaps between finance, marketing, and operations.
8 min readOwners
Manage owner profiles, wallets, balances, and reporting.
How to store owner information and follow balances, payouts, and statements.
5 min readHow to review owner balances, collections, and expenses before issuing statements or transferring payable amounts.
10 min readHow to prepare owner data and reports before inviting an owner to use a portal or digital statement.
8 min readTenants
Store tenant records and connect them to leases, payments, and portals.
Tenant profile, lease, payments, and tenant-facing portal basics.
4 min readHow to read tenant history, delays, payments, and communication before taking operational or escalation action.
8 min readHow to review tenant, lease, and invoice data before inviting a tenant to use a portal or payment link.
8 min readMarket Analysis
Read city, district, and investment signals with practical caution.
How to read market, city, district, and recommendation signals without treating them as guarantees.
5 min readHow to use city, district, and comparable rent indicators to price a unit without relying on one number.
9 min readOsool Listings
Create public listings and improve media, descriptions, pricing, and inquiries.
The workflow for publishing a public listing from an existing unit in the agency workspace.
6 min readHow to keep a listing clear with enough media, understandable pricing, bilingual descriptions, and accurate features.
7 min readA checklist to review before publishing or sharing a listing with customers.
5 min readHow public links and inquiry tracking reduce scattered conversations and spreadsheets.
6 min readA listing is not a separate standalone record; it extends the unit connected to a property.
3 min readHow to read interest requests and views, then turn them into organized follow-up instead of scattered WhatsApp chats and Excel files.
10 min readHow to review the public link, published unit status, WhatsApp button, and checks before sharing the link with clients.
8 min readA practical editorial checklist for copy and images that makes listings clearer for clients and easier for marketing follow-up.
8 min readOsool Studio
Create listing-ready marketing images with AI virtual staging.
Use virtual staging to turn an empty-room photo into a review-ready marketing image.
5 min readWhat is currently available in Studio and what needs product confirmation around social publishing and sharing.
4 min readHow to use Osool Studio to prepare marketing images for units while tracking credits, gallery output, and available sharing options.
9 min readOsool AI CFO
Financial questions, collections, cashflow, and risk with clear usage limits.
Examples of questions agencies can ask about collections, risks, balances, and profitability.
6 min readHow AI CFO helps read collections, overdue balances, and cashflow while some coverage remains in progress.
5 min readPractical rules for using AI analysis without treating it as the final decision.
5 min readHow AI CFO uses profit, collections, and owner payable indicators to generate answers and action drafts that still need human review.
10 min readHow to handle AI signals about risk or financial anomalies without treating them as final decisions or accusations.
8 min readAdmin, Settings, and Account Management
Agency setup, permissions, account settings, and public links.
Settings that affect public identity, listings, and agency data.
4 min readWhy screens and actions differ based on the user role inside the agency.
4 min readHow to configure account language, timezone, user roles, and permissions before granting access to agency data.
9 min readWhat an agency admin should know about plan limits, sample workspaces, and moving into live operations.
8 min readSaudi Market Integrations
ZATCA, VAT, payments, FAL, Ejar, and Saudi market data workflows.
Troubleshooting
Practical steps when login, data, or listing publishing issues occur.
What to do when login fails, data is missing, or a listing cannot be published.
6 min readWhat information to collect before contacting support so issues can be solved quickly without exposing sensitive data.
7 min readFAQ
Key Terms
- Agency
- The workspace for a real estate agency or company inside Osool.
- Property
- The main real estate asset, such as a building, compound, villa, or commercial site.
- Unit
- A rentable space inside a property, such as an apartment, office, or shop.
- Listing
- A public page or marketing card for an available unit.
- Owner Wallet
- A balance that shows owner receivables and obligations based on collections, expenses, and payouts.
- ZATCA
- Saudi Arabia Zakat, Tax and Customs Authority, including e-invoicing and tax requirements.
- FAL
- A licensing or regulatory workflow related to real estate advertisements and brokerage requirements.
- AI CFO
- An AI financial assistant that answers questions about collections, risk, and profitability, with human review required.
- Collection Rate
- The percentage of collected amounts compared with expected rent or invoices for a selected period.
- Overdue Rent
- Amounts due that have not been paid after the lease or invoice due date.
- Interest Request
- An inquiry from a potential customer about a unit published on the public listings link.
- Public Listings URL
- A link the agency shares so clients can browse available units without dashboard access.
- Virtual Staging
- Creating a marketing image for an empty room by adding virtual furniture or visual style using AI.
- Month Close
- Reviewing a monthly financial period and preventing unreviewed changes after numbers are approved.
- Manual Entry
- A user-entered financial entry that needs review when it affects reports or owner balances.
- Needs Product Review
- A status meaning the information or workflow needs Product confirmation before it is treated as complete.
- In Progress
- A status meaning the feature exists partially or is not yet a complete workflow for every agency.
- Planned
- A status meaning the feature is planned and should not be relied on for live operations until it appears in the product.