View, Add, Import, Edit, Search/Filter, Delete Property

 

Viewing Properties List

Accessing your real estate portfolio and toggling between visual management layouts.

Steps:
To view and manage your buildings:

1. Navigate: Click the Properties (Building Icon) under the "General" category in the left sidebar.
2. Choose View: Use the top-right buttons to switch your display preference:
   
   • LIST: A clean, vertical list.
   • GRID: A visual card-based layout.
   • TABLE: A detailed spreadsheet view (best for comparing data).
3. Understand Columns: In the Table view, you can track the Property Name, Type (Single vs. Multi-Unit), total Units, and Availability status at a glance.
4. Refresh Data: Click the Circular Arrow Icon at the top right to pull the latest updates.

Adding a New Property

Step-by-step guide to onboarding a new building or unit into the system.

Steps:
To add a new asset to your portfolio:

1. Initiate: Click the orange ADD PROPERTY + button in the top right corner.
2. Enter Primary Details: Fill in the Property Name, Type, and Usage (e.g., Residential).
3. Physical Specs: Enter the Plot Size (sqft) and the complete Property Address (City, State, Zip, Country).
4. Configure Payments: On the right-side panel, select a Merchant Account, set a Late Fee amount, and define the Due Date Interval (grace period).
5. Submit: Click the SUBMIT button to save the new property.

Importing Properties in Bulk

Using file uploads to quickly onboard multiple properties and historical data.

Steps:
To move existing property data from another system:

1. Navigate: Click the orange IMPORT button on the Properties main page.
2. Upload File: Click IMPORT FROM FILE to upload your CSV or Excel spreadsheet.
3. Map Data: Follow the 11-step wizard to verify data for Property Name, Type, Usage, Plot Size, Address, City, State, Country, Zip, Amentities and Location Tags.
4. Validation: Review the table to ensure there are no red errors. You can manually ADD ROW or REMOVE ALL to clean up the data.
5. Submit: Click SUBMIT to create all property records simultaneously.

Editing Property Details

Modifying property information, managing amenities, and reviewing asset history.

Steps:
To update information for an existing property:

1. Locate: Find the property in your list and click the Pencil (Edit) Icon in the "Actions" column.
2. Navigate Tabs: Use the left-side menu within the popup to manage different details:
   
   • Property Information: Update address, usage, and bank details.
   • Amenities: Use the Select Amenities dropdown to add features like a Tennis Court or Gym.
   • Gallery: Upload and manage property photos.
   • Documents: Store insurance papers or title deeds.
   • Activity Log: View a history of all changes made to this property.
3. Save: Click the SAVE button at the bottom right to apply changes.

Searching & Filtering Properties

Using search bars and advanced filters to locate specific assets quickly.

Steps:
To find a specific property in a large portfolio:

1. Search Bar: Type the name or address into the Search Bar above the property list for instant results.
2. Advanced Filters: Click the Filter Icon (three lines) to the left of the search bar to filter by specific criteria.
3. Column Customization: Click the More Columns dropdown to add or remove data points (like unit count) from your main table view.

Deleting a Property

Permanently removing an asset from your active management list.

Steps:

1. Action: Click the Red Trash Icon in the "Actions" column next to the property you wish to remove.
2. Confirm: A confirmation prompt will appear. Ensure all active leases are closed before deleting.
3. Note: Deleting a property is permanent and will remove all associated unit and history data.