“Establishing a property, whether for your own use or on behalf of a client, is the crucial first step in fostering alignment among stakeholders, as it transforms into a collaborative hub where team members can seamlessly contribute, organize, share, and effectively process information, together.”


Property Set Up

  • Give your property a name
  • Enter the property address

Property Details

  • Select the type of property.
  • Enter Building Size
    • # Bedrooms
    • # Bathrooms
      It’s that easy, your initial set up is complete.

Property Info

At any time, you can update detailed property info and have access to everything in one place.
  • Building and Parcel Data
  • Utility Provider and Bill Pay
  • Insurance Info
  • Property Taxes
  • Purchase Documents
  • Sale Documents
  • Homeowner Assoc. Info