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Adding Properties

Adding Properties

Adding your properties is a crucial part to being able to save time and streamline case workflow. The good thing is, you only need to add your properties once.

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Bulk Importing Properties If you have multiple properties and need some help importing them into your account, contact our team and we can help add them all at once. Help me import properties →

1. Navigate to the Properties & Units Page

First step is to navigate to the Properties & Units page using the left menu pane.

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2. Add Property Details

Once on the Properties & Units page, in the Properties section, select Create New. This will open up a window asking for the information on the property.

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Property Details

  • Property Name: This is the friendly name of the property that will help you identify one property from another
  • LLC Name: The name of the property owner (typically an LLC)
  • Authorized Signatory: The name of the person who is marked as the authorized signatory for each property.
  • Address: Street address of the Property
  • State: The state where the property is located
  • County: The county where the property is located
  • City: The city where the property is located
  • Zip Code: The zip code of the property
  • Owner Occupied Status: Is this property owner occupied?
    • If yes, all cases for that property will be marked as being owner occupied.
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To avoid errors on case filings, please make sure that all the information on a property is accurate.

Once you add all the information on the property, click Save. You will be redirected to the new property’s page where you can view the information.

This page will also list the units and cases for each property, which we will cover in the next section.

Learn More

Check out the next page on adding units to a property → 🏠 How to add units