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Article - How to add a New Security Property
Article - How to add a New Security Property

Enter the Property that is being purchased

Liz avatar
Written by Liz
Updated over 8 months ago

Overview

New Purchases are all new security properties that are being acquired in this loan application.

Step-by-Step Instructions

Step 1

To enter details about the property you are going to purchase, click on the New Requirements tab.

The New Property Purchase Menu icon should now be highlighted.

Step 2

Click on Add Property Purchase.

Now you are offered the choices of property type (depending on what security types the Lender accepts):

  • Residential

  • Rural

  • Commercial

  • Industrial

Step 3

Assume that the first property is a Residential Real Estate Property, select that option.

You will be taken to the New Property Page.

Notice the Page menu has expanded with the selection of Residential, Property Address.

Tool Tip

You can always hover over a field name to read a Tool Tip, this may assist you with the data entry of that particular field.

There is an Address popup field on this page.

For more information on how to complete this field, refer to 'How to Add an Address'.

Real Time Messages

Fields with red boxes are mandatory field. Notice the messages dropdown menu located at the top right hand corner of the page.

If you click on one of these messages, it will take you to the respective field for completion.

Step 4

You have successfully completed this page when there are zero Messages and there is a green "thumbs up" in the Page menu against the page.

Step 5

Proceed to the Property Details section by clicking on Property Details in the Page menu.

You will be taken to the Property Details page.

Complete all required information.

Step 6

You have successfully completed this page when there are zero Messages and there is a green "thumbs up" in the Page menu against the page.

Step 7

At this stage, you may wish to add another property.

Do this by clicking on New Property in the Page menu.

You can see the property that you already successfully added in the New Properties List.

You can delete properties from this screen view by clicking the trash can.

Once complete, you may wish to enter New Loan Details - proceed to How to Add New Loans.

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