Properties FAQ‎ > ‎

Editing a Property

 

Editing Basic Property Information on an Existing Property

1. Locate the property you wish to edit.  For information on searching for a property, click here.
 
2. Click the Main sub tab at left:
 
 
 
3.  You will note a number of sub tabs at right.
 
 
4.  Click the tab that contains the information you wish to change.  Note: You cannot change information from the Summary tab.
 
5.  Click the Edit button at the far right of the screen:
 
 
A yellow Edit screen will appear:
 
 
6.  Make any desired changes and click the green Update button.
 
Important:
  • If you do not click update after editing each section, your new information will be lost.
  • IF YOUR PROPERTY IS IN AN ARCHIVAL STATUS, THE ONLY EDITABLE SUB TAB IS FINANCIALS!
  • There is some important information you need to know when editing certain tabs.  Read on for more information.
 
 
 
Editing the Property Tab
 
Note the following about editing property address information:
  • If you are changing the street address, you will need to validate the address again by clicking the green Validate button to the right. The map on the screen above will change to reflect the new address.
  • The Map It button allows you to change the Map back to the current address, provided you have not clicked the Update button at the bottom of the section.
  • If the only part of the address that you want to update is the Cross Streets section, type in the cross streets, using this exact format (including spaces):  streetname x streetname.  Press the Update button below that field to save your change. (There is no need to validate when only updating the cross streets.)
 
 
 
Editing the Client Tab
 
If you click on Edit from the Clients tab, the following screen will appear:
 
 
Note the following about editing client information:
  • The Client Rep field that is circled above will only be populated if you have representatives assigned to the property client (See Clients). If you select an individual from the Rep drop down box, that rep’s information will be auto-populated in this section.
  • If you have set up a default rep for this client, the rep information will have been populated automatically when you added this property.
  • The Client Rep information in this section will only be visible to users who are in a group with Property Client Power User privileges  For more information, see Groups.

 

Edting the Misc Tab
 
If you click on Edit in the Misc Section, the following screen will appear:
 
 
Note the following information about editing the Misc tab:
  • If you want to remove this property from view on your public website, check the Remove from public website box, shown circled above.
  • The Field Inspector is assigned to the property based on the zip code. If the property is in a zip code with no assigned field inspector, this field will read Not Assigned. For information on how to add an inspector, see Users.
 
 
Other Sections
 
Eviction Tab – Eviction information can be updated from either the property’s Main page or from the Evictions sub tab at left.
Escrow – This section can be updated from either the property’s Main page or from the Offers sub tab at left.
Financials – This section is only visible to those users who are in a group with Property Financials privileges.