How to Use Streamline’s Bulk Update Tool

Dec 4, 2024 | Property Managers Blog

Managing a large portfolio of properties can often feel like a juggling act—especially when it comes to updating settings across multiple units. But with Streamline’s new bulk update tool, those days of manual, unit-by-unit changes are over. Here’s how this exciting feature simplifies property management and saves you valuable time.

Why Bulk Update?

If your property portfolio includes large subsets of units—like condos in the same building or homes with shared attributes—you know how tedious it can be to make the same changes across each one. The bulk update tool changes the game by allowing you to adjust settings for groups of units in just a few clicks.

Whether you need to update check-in times, modify pet policies, or adjust any other common settings, this tool ensures quick, consistent changes across selected properties.

How It Works

The bulk update tool is intuitive and straightforward. Here’s a breakdown of how to get started:

Enable the Tool:

Bulk updates are controlled at both the company and user levels for added security. Once your company has access, superusers can enable specific users to utilize the feature, ensuring only authorized individuals can make changes.

Filter and Select Units:

Navigate to the bulk update section from your home list. Use filters to identify the properties you need to update. You can filter by:

  • Location
  • Neighborhood
  • Number of bedrooms
  • Property groups
  • Owner
  • Home type

Select the units that need updates. Not sure if you’ve included the right ones? Don’t worry—units can be easily added or removed before finalizing your changes.

Make Your Updates:

Once you’ve selected your units, choose the settings you want to update. Current options include:

  • Check-in/out times
  • Max pets allowed
  • Other basic settings (with more options coming soon!)

Review and Confirm:

A summary page displays your proposed changes for review before submission. This ensures accuracy and prevents unintended updates.

Track Changes:

After the updates are applied, your property history will reflect the changes made, along with the responsible user for full accountability.

Built for Growth

While the current bulk update tool focuses on key general settings, this is just the beginning. Future phases of development will introduce additional filters and expanded update capabilities, giving property managers even more flexibility and control.

Who Benefits Most?

The bulk update tool is a game-changer for property managers with:

  • Large portfolios: Quickly apply sweeping changes to properties in bulk.
  • Condo complexes or similar unit types: Update shared settings in one go.
  • Dynamic policies: Easily adapt to policy changes without manual labor.

Start Saving Time Today

Updating your property settings doesn’t have to be a chore. With Streamline’s bulk update tool, managing large groups of units becomes effortless, secure, and efficient.

Ready to explore this powerful feature? Connect with a StreamTeam member today!

SHOW ME HOW IT’S DONE