Within a property file there are multiple tabs to enter information about the property.
Here is a breakdown of the tabs:
Notes: Enter notes about the property- these are time stamped after they are saved and cannot be deleted
Activity Tab: This is the area where you can enter notes. Any one who is a follower will also receive the note to their login email. To add a person as a follower, they must 1st be a user on your account. Once they are a user, you will see a Follower section within the property file. Select their name from the drop down and they are now a follower. Anytime a note is added to that specific file they will receive a email with the note details within it.
Property: This tab includes all the details of the property such as bed, bathroom, address, sq. footage, etc.
**The Property tab is essential to fill out as this information is used to auto-fill onto property flyers, if you publish the property to your Core Website, and this info. is used for the Power Matching feature.
Public Info: This section provides you all the current public information on the property
Mortgage: Add and update any information pertaining the Mortgage on the property
Negotiation: This section includes Owner/Seller Asking price, you can also enter Reasons why the property is being sold, In house evaluation section, and a section to enter in any Offers that have been made on the property
Listing: in this section you are able to enter if the property is listed on the acquisition as well as on the sale.
Linked Contacts: see what contacts are linked to this property, you can also add contacts to the property from this section.
Custom: This is your custom fields in case there is additional information we do not have a specified field to input your info. To setup the custom fields go to the Profile section in the upper right hand corner of your screen.
QA Team
Comments