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Properties

This section will cover the tools available within Property files. This includes how to create, manage, and what tools you will find within each file.

  • Video - Searching for Properties

    This video will cover: - How to Filter a List of Properties - How to Save a Search - Where to find details for each Property...

  • Properties Overview/ Add new

    Properties Overview/ Add newThe Properties section within your account is used to help identify the properties that you are working with, find vital information for each property, and link them to con...

  • Importing - Properties

    Below is the step by step process on how to import a list of properties. Important Details to Know: ** To Import you must use an Excel spreadsheet saved as a .CSV file ** If you are uploading a proper...

  • Import - List of fields & Valid Values

    When Importing a list of Properties &/or Contacts, you will need to follow the below list of Values that can be imported. You will see    Import Type        Description Valid Values- If nothing is ent...

  • Create a Property Listing Link / Property Flyer

    For every property you enter into your account, there is a specific URL link to view the property online.  The link includes various details you entered into the property file.  This link can be provi...

  • Tracking Property Expenses

    The expense generator will allow you to track all expenses for your properties.   To access Expenses, Enter the Property file you would like to add the expense for Click on EXPENSES in the 'Manage' se...

  • Video - Property Overview - Create New Property

    This video will cover: - Add Property - General Layout of a Property File - Group Properties (tag, color code) - How to Access your Properties- How to Update your Properties...