BrokerBrain Help

 
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Searching for and Editing Existing Properties

To search for an existing property within Broker Brain, click on the Properties Tab. The
following options will appear on the left side of your screen:


The Search option allows you to search for any of your existing properties
The New option allows you to enter a new property.
The remainder of the options are labeled to correspond to the status of the property being searched.

 
 
 
Important:
A market must be selected before you can search for any property in the system.
These options will only look for properties in the Market you have selected.

 
Using the Search Feature

1. Click on Search, and the following screen will appear:



2. Enter the search criteria you wish to use, and click Search. If your search criterion matches
an existing property or properties in that market, they will display as in the screen below:



The search above simply searched on the word Beautiful in the address.

Important:
  • In the address section, you can have the system search for properties that contain, start with, end with, or match exactly the address information that you have placed in the field.
  • In the Square Footage section, you can search either Greater or Equal, or Lesser or Equal than what you have entered.
  • Most of the fields will allow you to type only a portion of the information, if that is all you have. The zip code field requires the entire zip code.
  • If you click the view button next to a property, you can return to the search results by clicking the Back to Search” button at the top of the property menu. (screen shot on next page).
  • Editing basic property information on an Existing Property

    1. Once you have found the address that you need to edit, click View next to the property. The Main page for that property will appear. A portion of the screen that appears is below:



    2. Click on Edit to make the desired changes to the property information. The following screen will appear:



    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 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 the exact format as shown (streetname x streetname) including spaces, and press the update button below that field. (There is no need to validate when only updating the cross streets.)
    As you scroll through Main Property screen, you will have the ability to edit property address information, as seen above, property specs, owner information, servicer information, MLS information, escrow information, eviction information, miscellaneous information and the financial and closing information for that property by filling in the blanks.

    Owner section

    If you click on Edit in the Owners section a portion of the screen that you will see appears below:



    Note the following information about editing owner information:
    • The Rep drop down box that is circled above will only appear if you have representatives assigned to the property owner (See the Owners and Reps section) If you select a rep from the drop down box, that rep’s information will be auto-populated in this section
    • If you have set up a default rep for this owner, the rep information will have been populated automatically when you added this property.
    • The Owner Rep information in this section will only be visible to users who are in a group with Property Owner Power User privileges (See the Groups section)
    Misc Section

    If you click on Edit in the Misc Section, the following screen will appear:



    Note the following information about editing the Misc section:
    • If you want to remove this property from view on your public website check the box.
    • The field inspector listed is based on the zip code of the property. If the property is in a zip code with no assigned field inspector, it will say Not Assigned. The inspector cannot be added here. (For information on how to add an inspector, see the Users Section)
    Other Sections:

    Eviction Info – This section can be updated from either the property’s Main page or from the Eviction Info section for that property

    Escrow – This section can be updated from either the property’s Main page or from the Offers section for that property

    Financials and Closing – This section is only visible to those users who are in a group with Property Financials privileges

    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 SECTION IS THE FINANCIALS AND CLOSING SECTION!

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