Ultimateimmo 24.0.0

📌 Module version: 24.0.3 📅 Last updated on: 08/24/2026 👤 Publisher / License: Philippe GRAND / GPL 🌍 Interface languages: 📧 Support: by email at contact@atoo-net.com ✅ Compatibility: Dolibarr 24.0.x 💡 Free updates for one year for the same version, then a 50% discount on the next version.

Manage your real estate portfolio directly in Dolibarr with UltimateImmo

The UltimateImmo module turns Dolibarr into a complete real estate and rental management solution.

It allows you to centralize information about your property owners, properties, tenants, rental agreements, rent receipts, payments, rental charges, property condition reports, end of lease and management mandates.

All information is managed directly within Dolibarr, avoiding the need for multiple applications and external files.

🆕 What's new in version 24.0.3

Versions 24.0.1 and 24.0.2 introduced joint ownership, shared tenancy, guarantors, the end of lease workflow, the property management mandate and the management statement.

🏠 Real estate management integrated into Dolibarr

UltimateImmo covers the main stages involved in managing a real estate portfolio:

🏢 Property management

The module allows you to record and manage the different properties in your real estate portfolio:

• Apartment buildings

• Houses

• Apartments

• Commercial premises

• Offices

• Garages and parking spaces

• Cellars and outbuildings

Each property card centralizes the administrative, technical and rental information related to the property:

🧱 Organization using parent properties

The parent property concept allows you to create a hierarchical organization of your real estate portfolio.

A main building can, for example, contain several individual properties:

 Building ├── Apartment A ├── Apartment B ├── Garage 1 └── Cellar 3 

This organization makes it possible to:

• Group several rental units under the same building

• Clearly structure the real estate portfolio

• Centralize shared information

• Simplify the administrative management of the different units

🧾 Tax lot management

Tax lots represent the legal or cadastral organization of the real estate portfolio.

They can be used to:

• Identify lots within a jointly owned property

• Record co-ownership shares

• Manage tax and legal information

• Associate several physical properties with the same tax lot

The parent property represents the physical organization of the portfolio, while the tax lot represents its legal organization.

👤 Property owner management

UltimateImmo allows you to record property owners and associate them with the corresponding third parties in Dolibarr.

You can quickly access:

• The property owner's contact details

• The properties they own

• The associated rental agreements

• The management mandates entrusted to a managing agent

• The administrative information required for rental management

🤝 Joint ownership (indivision)

A property is not always owned by a single person. UltimateImmo allows several joint owners to be recorded on the same property, each with their own share.

• Unlimited number of joint owners per property

• Share expressed as a percentage

• The share of the reference owner is deduced from the others, so it never has to be entered twice

• Immediate check that the total of the shares is consistent

This is particularly useful for inherited property, family real estate companies and properties bought by several buyers.

🧑 💼 Property management mandate and management statement

When the portfolio is managed on behalf of a third party, UltimateImmo allows a management mandate to be recorded between an owner and a managing agent.

The management statement can then be produced over any period. It is calculated on the cash actually received, based on the payment date, with rent excluding charges prorated on partial payments.

It shows the rent collected, the charges, the fees due to the managing agent, the net amount payable to the owner, and, for information, the security deposits settled during the period.

🧑 🤝 🧑 Tenant management

Each tenant can be associated with an existing Dolibarr third party or created directly from UltimateImmo.

The tenant card centralizes:

📝 Rental agreement management

Rental agreements allow one or more tenants to be associated with a property.

You can manage information such as:

• Rental start date

• Optional end date

• Rent amount

• Service charge amount

• Security deposit, with its collection date and payment method

• Billing frequency, taken from an editable dictionary running from daily to yearly

• Information required for rent reviews

• Documents associated with the agreement

Validated agreements are then used as the basis for generating rent calls and rent receipts.

👥 Shared tenancy and guarantors

A rental agreement can be signed by several tenants and backed by one or more guarantors.

Shared tenancy (colocation):

• Several co-tenants on the same agreement

• Individual share of the rent for each of them

• Joint and several liability flag

• Individual start and end dates, useful when co-tenants come and go

Guarantors:

• Individual or legal person

• Joint and several guarantee or simple guarantee

• Maximum guaranteed amount

• Link to the co-tenant the guarantor stands for

• PDF guarantee deed generated from the guarantor card

📄 Document templates

UltimateImmo ships with a complete set of PDF templates, each of them selectable in the module setup:

A generic ODT template is also available for users who prefer to edit their documents in a word processor.

🧾 Rent receipt generation

UltimateImmo allows you to generate rent receipts from active rental agreements.

The generation page displays the list of active agreements. You can select the rentals to process before launching the creation of rent calls.

This feature allows you to:

• Generate several rent receipts in a single operation

• Automatically calculate rent and service charges

• Track paid and unpaid rent receipts

• Generate PDF documents for tenants

• Keep a complete history of rent calls

💳 Payment recording

From an unpaid rent receipt, an incoming payment can be recorded directly.

The module supports:

CAF payment management makes it possible to distinguish the amount paid directly by the organization from the amount still payable by the tenant. A certificate can be generated as a PDF for the paying organization.

🧮 Rental charges and annual service charge adjustment

Charges borne by the property can be recorded and classified by type and by family: recoverable from the tenant, deductible from the owner's taxable income, or neither.

At the end of the year, the module compares:

• The provisions called from the tenant through the rent receipts

• The actual recoverable charges recorded on the property

It then produces the annual adjustment with a statement broken down by kind of charge, as required by article 23 of the French law of 6 July 1989, and shows whether the balance is in favour of the tenant or of the owner.

The adjustment covers several charge families at once and can be issued as a PDF statement handed to the tenant.

📈 Rent reviews using a rent index

UltimateImmo includes a configurable rent revision index, designed to be extended to new indices without any code change:

The module allows you to:

• Retrieve the latest index values

• Save index values in Dolibarr

• Identify agreements whose rent must be reviewed

• Automatically calculate the new rent amount

• Keep a full revision history, with the indices and the amounts used for each past review

The following calculation is applied:

New rent = current rent × new index ÷ reference index

The module also handles the rent freeze on F and G energy-rated dwellings introduced by the French « Climat et Résilience » law, with an explicit setting to lift it.

The dashboard highlights validated agreements whose last rent review was more than twelve months ago.

⚡ Energy diagnostics (DPE / GHG)

Each property can carry its regulatory diagnostics: energy performance certificate, greenhouse gas emissions, lead, asbestos, electricity, gas, and the other reports required when letting a dwelling.

• Diagnostic type, completion date and validity date

• Result of the diagnostic: energy class, greenhouse gas class, observations

• Warning on the dashboard when a certificate is approaching expiry

• Alert on F and G rated dwellings, with a reminder of the legal deadlines for rental bans

• Automatic link with the rent freeze applied to F and G rated dwellings

💧 Meters and readings

Meters can be recorded on each property, with their readings over time:

Readings are automatically included in the property condition reports. For a check-in report, the module uses the first recorded reading. For a check-out report, it uses the latest reading available before the inspection date.

🔑 Property condition report management

UltimateImmo allows you to create check-in and check-out condition reports directly in Dolibarr.

Each property condition report can be associated with:

• A property

• A rental agreement

• A tenant

• An inspection date

• Public or private notes

The rooms in the property are automatically prepared according to the number of main rooms entered on the property card.

🚪 Detailed room assessment

Several elements can be assessed for each room:

A room that does not apply can be disabled so that the corresponding fields are not displayed.

📸 Photos for property condition reports

One or more photos can be added for each room in the property.

Each photo can include:

• The room name

• A caption

• An additional observation

Common image formats are supported: JPG, PNG, GIF and WebP.

Photos are displayed as thumbnails and can be opened in a full-screen viewer.

📄 Property condition report PDF generation

Once the condition report has been completed, a full PDF document can be generated.

The PDF includes:

• General inspection information

• The relevant property and rental agreement

• Property owner and tenant information

• Meter readings

• The detailed condition of each room

• The recorded observations

• Photos organized by room

• Signature areas for the property owner and tenant

After validation, the property condition report is locked to preserve the integrity of the recorded information.

🧾 Security deposit receipt

The security deposit is not a product being sold but a sum held on the tenant's behalf, outside the scope of VAT. What the French law of 6 July 1989 expects from the landlord is a receipt for the amount collected, not an invoice.

The rental agreement therefore carries its own security deposit receipt, generated as a PDF once the collection date and the payment method have been entered.

The receipt restates:

• The property and the move-in date

• The rent excluding charges

• The amount received, its date and its payment method

• Its equivalent in months of rent, so the statutory cap can be checked at a glance

• The legal conditions for its return

• A signature area for the landlord

The receipt is stored separately from the signed lease: regenerating one never overwrites the other.

🚪 End of lease and security deposit settlement

UltimateImmo drives the end of a rental agreement from the notice received to the refund of the deposit, in three successive steps:

Deductions are split by kind – unpaid rent, service charge adjustment and tenant repairs – each of them justified, with the statutory refund deadline and a reminder of the 10 % per month late penalty.

An adjustment invoice can be created directly from the exit card, as a draft customer invoice carrying the service charge adjustment and the tenant repairs.

The card also summarizes the co-tenants and the guarantors of the agreement, and aligns their end date on the exit date so that a closed lease no longer shows them as in place.

📊 Dashboard

The UltimateImmo dashboard provides a clear overview of your rental management activity.

It allows you to monitor:

• Active rental agreements

• Rent receipts to be generated

• Unpaid rent receipts

• Received payments

• Upcoming rent reviews

• Registered properties and tenants

🧭 Property mapping

The OpenStreetMap configuration allows properties to be located on a map using their address.

This map view makes it easier to visualize your real estate portfolio, especially when properties are located in several towns or geographical areas.

📚 Built-in user guide

A complete user guide is included in the module and displayed directly from its setup page, with no need to browse an external site.

• 24 sections, following the order in which the objects are actually used

• A single worked example carried from the owner through to the end of the lease

• Points to watch and a complete workflow checklist

• Available in French, English, German, Spanish and Italian

🧰 Use cases

• Private property owners: centralize properties, tenants, rent and documents.

• Real estate companies: manage a portfolio owned by one or more property companies, including jointly owned property.

• Property managers: manage several owners and multiple real estate portfolios, with mandates and management statements.

• Real estate agencies: extend Dolibarr with rental management features.

• Companies owning real estate: manage offices, commercial premises, housing or parking spaces.

• Associations and public organizations: track the occupancy and billing of premises or housing.

⚙️ Installation

After downloading the ZIP archive, the module can be installed from:

Home → Setup → Modules / Applications → Deploy / Install an external module

The module must be installed in the following directory:

 htdocs/custom/ultimateimmo

Once the module has been activated, configure the options relating to properties, agreements, rent receipts, document templates and mapping.

Upgrading from an earlier version: deactivate then reactivate the module so that the new tables and columns are created, then enable the document templates you want to use.

❓ FAQ

• Does UltimateImmo replace rental management software?
  The module adds to Dolibarr the main features required to manage properties, agreements, rent, charges, property condition reports and the end of a lease.

• Can several property owners be managed?
  Yes. Each property can be associated with its owner and with a Dolibarr third party.

• Can a property owned by several people be managed?
  Yes. Joint ownership allows several owners to be recorded on the same property, each with their own share.

• Can several apartments be grouped under one building?
  Yes. The parent property feature allows apartments, garages, cellars or commercial premises to be linked to a main building.

• Is shared tenancy supported?
  Yes. Several co-tenants can be recorded on the same agreement, each with their share of the rent, a joint and several liability flag and their own dates. Guarantors can be attached to a given co-tenant.

• Does the module manage rent reviews?
  Yes. UltimateImmo uses a configurable index (French IRL, Colombian IPC-DANE) to identify agreements that need to be reviewed and calculate the new rent amount, and keeps the history of past reviews.

• Does it handle the annual service charge adjustment?
  Yes. The module compares the provisions called from the tenant with the actual recoverable charges and produces the statement by kind of charge.

• How is the security deposit handled?
  A receipt is generated when it is collected, and the end of lease workflow settles it with deductions split by kind, the legal refund deadline and the amount actually refunded.

• Can housing benefit payments be recorded?
  Yes. CAF payments and the amount still payable by the tenant can be tracked separately.

• Can photos be added to property condition reports?
  Yes. Several photos can be added and organized by room.

• Can a PDF property condition report be generated?
  Yes. The PDF includes general information, rooms, observations, meter readings, photos and signature areas.

• Can the rental agreement itself be printed?
  Yes. Three lease templates are provided: unfurnished, furnished and commercial or professional.

• Is the module directly integrated into Dolibarr?
  Yes. Property owners and tenants can be associated with Dolibarr third parties, and all data is managed through the same interface.

Why use UltimateImmo?

• Centralize your real estate management in Dolibarr

• Reduce duplicate data entry and external files

• Clearly structure buildings, properties and tax lots

• Handle jointly owned property and shared tenancy without a spreadsheet

• Automate rent receipt generation

• Track payments and outstanding amounts

• Settle the annual service charge adjustment on solid figures

• Anticipate annual rent reviews

• Create detailed property condition reports with photos

• Close a lease properly, from the notice to the refund of the deposit

• Report to the owners you manage on behalf of

• Generate professional PDF documents

• Keep a complete history of each rental agreement

• Benefit from the Dolibarr ecosystem and its native features

📖 Documentation

The full module documentation is available on the official Dolibarr wiki:

👉 Dolibarr Wiki – UltimateImmo Module

A user guide in five languages is also included in the module itself.

🚀 Try it online

Would you like to test the module before purchasing it? Log in to DoliWeb.com , the online Dolibarr demo platform.

You can try UltimateImmo directly in your browser, without installing it on your own server.

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