Adding a property to a deal

You can add one or more properties to a deal.

Note: Ensure that:

• A deal is created.

• Full access is provided to the Asset Management > Property Tracking permission.

To add a property to a deal, perform the following steps.

At the top-left of the page, click Portfolio.

On the Portfolio page, click Deal ID or View for the deal you want to update.

On the left navigation menu, click Property.

On the Property page, click + New Property.

In the New Property dialog box, enter the following information.

Field	Description
Property Name	The name of the property. This field is mandatory.
Property Class	Real estate property classes such as A, B, C, andD, based on their age, location, physical condition, and potential for generating income.
Property Type	The property type such as: Residential: Small Multifamily Single Family Vacant Land Residential Commercial: Multifamily Mixed Use Vacant Land Office Industrial Easements/Personal Prop/Other Agricultural Retail Commercial General/Misc. Public and Semi-Public Special Purpose Hospitality This field is mandatory.
Property Subtype	The property subtype such as duplex, triplex, apartment, townhome, nursing home, and so on. This field is mandatory. Note: The property subtype varies according to the selected property type.
Property Status	The property status such as: Pipeline Proposed Approved Draft Active Stabilized Payoff Quoted Closed Pending Conversion Archive Paid Off Converted Released Deleted This field is mandatory.
Gross Square Feet	The gross area of the property, in square feet.
Acreage	The area of the property, in acres.
Owner Occupied?	Specifies whether the property is occupied by the owner . This field is mandatory.

In the Property Address section, enter the property address details. The Country, City, State and Postal Code are mandatory fields.

Click + New Property.

A message is displayed indicating that the property is added successfully.