Properties in CDM represent the physical addresses connected to client rehabilitation, loan, inspection, tenant, and work plan activity.

A property usually belongs to a client record and becomes the anchor for loans, work plans, inspections, documents, photos, and compliance information.

What the Properties Module Is Used For

Use the Properties module to:

• Find property records
• Review property status and linked records
• Track address, property type, unit, and construction details
• Maintain insurance information
• Track compliance and risk items
• Navigate to loans, work plans, tenants, documents, and photos
• Review setup progress from property to loan to work plan

Where Properties Appear

Properties can be opened from:

• Modules -> Properties
• A client record's Properties tab
• Related loan or work plan workflows

When opened from a client record, staff can add new properties for that client.

Property Workspace Areas

A property workspace may include:

• Summary