Accessing the Owner Details page
To access the owner details page, click the owner’s name from the Records page or open the record and click the owner’s name from within the Property details page.
Editing Owner Information
To edit the owner name or mailing address, click the pencil icon to the right of the owner’s name.
After clicking the pencil icon, you can edit or update the owner’s name and mailing address and select if the owner is a company, trust, or person. One you are done editing, click Save Changes.
We create owner profiles by mailing address. When you edit the owner name only, the name will be updated for any properties with the same mailing address.
When editing the mailing address, the mailing address will be updated only for the property you accessed the owner details page from. If an owner owns multiple properties, editing the mailing address on one property will not affect the other properties.
Need to bulk update owner information? Check out this article: Explaining the Swap Owners Upload Option
Related Trainings
Clean vs. Incomplete Data
How to Find Owners with Multiple Properties
Explaining the Swap Owners Upload Option