In this article we'll show you how to add an individual property record from the Records page. This option is best for when you're needing to add a single property. if you have multiple records to add, you can upload them instead. See how to upload here.
How 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.
Step 1: Add Property
Property Address: Start typing the property address. Click a property address to autocomplete. Then click Continue.
If you see a message stating the property already exists, it means the record was previously added to your account. Click the link to view or edit the property and you'll be taken to the record to make any changes necessary.
Step 2: Owner Information (Optional)
For many addresses we are able to automatically populate the owner address. If you need to make changes to the owner address, you can do so by clicking Edit.
On the owner step you can also add the owner's email address and any phone numbers.
Step 3: Property Details (Optional)
Under the Property Details, you can add a status to the property, assign the record to yourself or a teammate, add lists and tags, and add notes.
Confirmation Summary
On this step, review the information you selected then click Add Property to add the record to your account.
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." 💬
Related Trainings