Property details capture address, ownership, insurance, physical characteristics, compliance, and financial context for a client property.

Create a Property

The most common way to create a property is from a client record.

1. Open the client.
2. Go to the Properties tab.
3. Select Add Property.
4. Enter available property details.
5. Save the property.

After the property is saved, continue setup by adding a loan or work plan when appropriate.

Core Property Information

The Property Info section may include:

• Property status
• Property ID
• Property type
• Units
• Year constructed
• Square feet
• Program or reporting identifiers used by your agency

Property Location

The Property Location section includes: