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Properties - Navigating your Property Files

Learn how to create, manage, and make the most of the powerful tools inside each Property File.

  • 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 entere...

  • 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...

  • Updating Files in Bulk

    You can update files when viewing your Property/Contacts list.  To do this, you will 1st select the Property/Contacts you would like to update. You will select the leads by either: 1. Clicking on the ...

  • 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...