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Platform Overview

What does Osool manage?

A practical map of properties, units, owners, tenants, leases, collections, and reporting.

The core idea

Osool brings an agency daily operations into one workspace: properties, units, tenants, leases, collections, expenses, owners, and financial reporting.

Agency data is handled in its own context, so each agency workspace remains separated from others.

  • Start with the property and units
  • Connect tenants to leases
  • Record collections and expenses
  • Review reports and balances

What should not be assumed

Not every marketed capability is automatically enabled for every agency. Some workflows depend on agency settings, permissions, or integration status.

Dashboard data to verify

Before applying this article, verify that property, unit, tenant, lease, and collection records are connected inside the agency dashboard. Most operational errors start from a missing link in this chain.

When a number or status looks wrong, return to the source record first instead of editing the report or listing directly.

  • Property
  • Unit
  • Tenant
  • Lease
  • Collection
  • Owner

How to apply this inside the agency

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

  • Open the record
  • Review data
  • Take action
  • Document outcome
  • Escalate when needed

Product status and review needed

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.

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What does Osool manage? | Osool Knowledge Base