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Creating Your New Property
Creating Your New Property
Rain avatar
Written by Rain
Updated over 4 months ago

The new property form is used by one of the team members to process a transaction. These include property details, dates, loan details, commission details, and contact information.

It can be used in any scenario: transactions, listings, pre-listing, new clients, rentals, etc. The form is fully customizable.

Create a New Property

Step 1:

Click the +New link in the navigation bar, or click the Add Property button by going to your dashboard or the house icon and clicking the Add Property button.

Step 2:

Choose the New Property option.

Step 3:

Once you click the New Property button, it will open up a new property form. These are all of the fields that need to be filled out before building a transaction. All of these are required except for assigning it to an agent portal user.

  • Contract Title - this is where you add the property address and it will be populate from Google. If the property address is not available, you need to hit ENTER/Return on your keyboard to proceed with the form.

  • Choose Team - this can be one or more teams within your organization.

  • Choose Team User - this can be you or your other team members.

  • Assign to Agent Portal User - if you have an agent that can be assigned to the property, add their name here.

  • Address, City, State, and Zip - when you enter the Contract Title (property address), it will automatically populate the address details, but if the property address is not available through Google, you will need to manually enter the information.

Step 4:

Apply a Property Template (optional) and click the Next button.

  • Property Template - It’s a collection of selected templates. You can assign and group the Trigger, Task, Field, Document, and Date Templates so that you don’t have to individually apply these templates when you're in the property. We recommend applying a Property Template when using a new property intake form to make your transaction easier and more efficient than adding templates one by one.

Step 5:

Fill in all the property details, transaction details, dates, loans, commissions, etc.

  • Field Groups - this can be customized in the Field Editor and the order of these groups can be sorted e.g. Details, Dates, Loan, Commission

  • Field Sections - this can be customized in the Field Editor and the order of these sections can be sorted e.g. Property Details, Transaction Details, Referral Details, etc.

  • Fields - you can customize these fields according to your preference and all fields can be sorted as well e.g. Address, County, MLS, etc.

Important:

Contract Title, Contract Status, Contract Client Type, Address, City, State, and Zip are Required. These are the only fields that you can’t delete or edit, but you can change the choices.

Step 6:

You can search or add new Contacts to the property before it is created. You can upload and manage Documents once the property is created.

Step 6:

You will see the Settings for team & team users, the property template selected, and the default details and communications tab for this property transaction.

  • Team & Team User

  • Property Template: You can check the selected templates that are about to be applied to the property once it is created.

  • Defaults: Tab Defaults are for the Details Tab (or field group you initially want to see inside the property), and the Communication Tab is for Tasks, Emails, Documents, Contacts, Notes, or Summary & Status

Step 7:

After filling out the New Property Intake Form, you can click the Create Property button to submit the transaction.

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