The Property List is the main place to find and review property records across an account or within a client.

What You Can Do From the Property List

Use the Property List to:

• Search for properties
• Open a property workspace
• Add a property when viewing properties from a client record
• Filter for insurance issues
• Review linked client, loan, and document indicators
• Open documents or add a loan when available

Searching for Properties

Use the search box to find properties by address or other indexed property details.

Property Row Information

Each property row shows address and operational context.

The property identity area may show:

• Property address
• Linked client
• Property ID or county

The status and linked records area may show:

• Property status
• Client linked indicator