All Collections
Articles
Intake Forms
Creating Your New Property Intake Form
Creating Your New Property Intake Form
Rain avatar
Written by Rain
Updated over a week ago

New Property Overview

The new property intake 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 +Add link in the navigation bar, or click the Add Property button by going to your dashboard or by clicking on the house icon and clicking the Add Property button.

Step 2:

Choose the New Property link.

1.png

Step 3:

Once you click this link, it will open up the property intake form. Simply fill out the contract title, team, team user, and assign it to the agent portal user.

These are all required fields and need to be filled in before building a transaction.

  • Contract Title - this is where you can add the property address and it will be pre-populated by Google. If the property address is not available, you just need to hit ENTER from 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 - the agent that is assigned to the property transaction.

  • 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, you need to manually enter the information.

1.png

Step 4:

Apply a Property Template and click the Next button.

  • Property Template - It’s a collection of other templates. You can assign and group the Trigger, Task, Field, Document, and Date Templates so that you don’t have to individually select these templates anymore when filling out the Internal Intake Form. 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.

1.png

Step 5:

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

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

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

  • Field - you can add, remove or edit these fields according to your preference and can be sorted as well e.g. Address, County, MLS, etc.

1.png

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 will see the Settings for team & team users, contacts, and all of the communication options (tab defaults) for this property transaction.

  • Team and Team User as required fields.

  • The Property Template is optional

  • Contacts are for people involved in the transaction

  • Tab Defaults are for Details Tab (or field group), and Communication Tab is for Tasks, Emails, Documents, Contacts, Notes, and Summary & Status

Step 7:

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

Did this answer your question?