The Property Summary dashboard gives staff a quick view of property setup, financial activity, insurance risk, and related records.

Open the Property Summary

1. Open a client record.
2. Go to Properties.
3. Open a property.
4. The property opens to the Summary workspace.

Header Information

The top of the Summary page shows:

• Property address
• Property status
• Linked client
• Property ID when available
• Neighborhood or county
• Reports menu
• Edit Property button

Property Setup Progress

The setup panel helps staff connect the property to downstream work.

The setup flow is:

• Property Created
• Loan Created