Property Table View | Open to Close

When going to the Properties page, you will see a list of any transaction you are a part of. Along with the address of the property, you have a number of different options to choose from to manage your transaction.

Under Property Title, you will see a box, plus symbol, circle, and four stacked discs next to the address of the transaction. Each of these options can help you quickly access different parts of the transaction.

Select (box)

Checking this box will select the property, so you can perform a number of different actions. You can select more than one property if you need to apply one of these options to multiple properties.

+ Add to Queue - This is where you can add the property to your queue. The queue allows you to build a list of properties so you can quickly work through them. For more information on how the queue works, follow this article: Property Queue.
Assign - If you need to assign the property to another team member, you can do so by clicking on Assign. You will need to select the Team and Team Member that you want this property assigned to.
Color - You can choose a specific color for the property that you can then filter by, making it easier to find specific groups of properties based on the color.
Delete - If you choose to delete a property, be sure it's the correct one. This action cannot be undone.
X - Close out of the options.

Image shows the choices under the Property Title, from left to right. First option is the Select box. Choices are in the lower center of your screen.

Add to Queue (plus symbol)

This is the same as the + Add to Queue described above, but this option is one less click.

Image shows the color option between the plus symbol and property options.

Color (circle)

Choosing the color can be done by clicking on the circle or from the options when selecting a property.

Image shows the circle option between the plus icon and the four stacked discs.

Property Options (four stacked discs)

Anywhere you see the Property Options gives you quick access to different portions of the transaction.

Image shows the property options. They are split into two columns with the left showing Emails, Texts, Contacts, Contact Drawer, Documents, File Drawer, Notes, One-Sheets, Triggers. Right side shows Details, Search Details, Defaults & Settings, Manage Fields, MoveEasy, Follow Up Boss, SkySlope, Dotloop, Brokermint, Agent API Keys.

Health Bar/Priority Bar

In the section to the right of the property address, you will find a small bar, called the health bar or priority bar, and a box with a number in it. The bar represents any priorities you have for that property, and the number indicates how many documents are missing. Both of these are important because they let you know where you need to focus your time.

After the health bar section, you will find your default columns in your Property Table view. You can click on most of the column titles to sort them.

Image shows the different default columns; Time Zone, Team, Team User, Created By, Date Created.

You can always add or remove columns depending on what you want to see in the Property Table view. To do this, click on Table Columns on the left side and add or remove the different options you need to see.

Image shows the Property Table Filters with the Table Columns option highlighted with a purple box.

Want to learn more about what the Properties page has to offer? Check out these articles: