When you initially set up your system you will need to add all of the owners for each property that you
work with. In addition, you will need to add all of the information for the representatives that work for those owners. This information is added via the Owners tab. Owners are basically the banks that own the properties that you represent.

Adding Property Owners

1. Click on the Owners tab on the left hand side of the screen. The following options will appear:



2. Click on the + next to Add New Owner. The following screen will appear:



3. Fill in the Owner name. (Depending upon the owner, you may also need to select a Form Set that will be used when you create your reports. Form sets are forms that are specific to a given owner and are accessible in various areas of the system. These forms and forms sets are continually being added to the system.

4. Click on Add and your Owner will appear on the screen as shown below:



Repeat steps 1-4 until you have added all of your owners into the system.

Important:

• Once an owner has been added to the system, it cannot be deleted.

Adding a Rep

1. Click on the + next to the owner for whom you want to add a rep. The following screen will appear:



2. Click on the New Rep icon and the below screen will appear:



3. Complete the fields and press Update

Important:

• If there is only one rep associated with a given owner, select that rep as the default rep. This will allow the reps information to automatically populate on the Main page of all properties that are owned by the corresponding owner.
• Phone numbers should be entered area code first. No dashes or spaces are required, and phone extensions are permitted.

Reassigning a Rep

If properties that are assigned to a given rep need to be reassigned, the process begins from the
Owners Tab as well.

1. Click on the + next to Reassign Property Owner Reps to view the below screen:



2. Select the owner from the Current Owner drop down and the following screen will appear:



3. Make the desired selection from the Current Rep drop down. (Choices will include: Properties with no assigned rep, All properties for this owner, and the individual reps.)

4. Make the desired selection from the Replace with Rep drop down.

5. If you only want to reassign properties within a particular zip code(s), you may filter the selection by typing in the zip codes being reassigned. These are separated by a comma.

Important:

• Any properties that are in an archival status at the time reassignment is attempted will remain with their current rep.
• Reassigning a single property from one rep to another, in most cases, should be done from the Main page of that specific property.