In this guide, we'll walk you through the steps to manually add a new property record in your account. Whether you're adding a new property or linking a property to an existing owner, you'll find the process straightforward.
Steps to Add a New Property Record
Navigate to the Records Page:
From your REISift dashboard, select Records on the left sidebar of your account.
Click on "Add New Property."
Enter Property Information:
Owner Address: Start by filling out the owner’s address.
Property Address: Next, enter the property address.
Phone Number: If available, you can enter the phone number.
Notes: Add any notes that will be displayed on the property record's message board.
Lists and Tags: You can add the property to any of your existing lists or create a new list. Also, add any relevant tags.
Create the Property:
Click on "Create Property" to save the new property record.
Handling Duplicate Properties:
If you receive a message stating that the property already exists, use the search function to locate the existing property record and make any updates needed.
Ensure you select the "All" tab when searching to include both clean and incomplete records.
Review the Property Record:
After creating the property, you can pull up the record to review all the details.
Additional Updates:
Once the property is added, you can upload photos and add any additional information.
Adding a Property to an Existing Owner
If the owner already exists in your REISift account and you need to add a property to that owner:
Select "Add New Property" from the Records page.
Enter the existing owner’s mailing address.
The property will automatically be added to the owner’s profile.
Adding Multiple Records
To add multiple records, use the upload feature and upload a csv.
For more on uploading, please see:
Uploading New Records
Need Help?
If you have any questions or need further assistance, please reach out to our support team via the support chat by clicking "Talk to Us." 💬
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