The Property Details Tab

The Property Details tab contains all the relevant details available about a property (with the exception of its address, which is located in the Property Address tab). The Property Details tab contains information about the land, structural features, rooms, local community, finance, and the property description that is used when you import the property into flyers or upload it to websites.

 

HOW TO FIND THIS SCREEN

FEATURE

ROUTE

Contacts

From the Properties tab of the Contact Record screen, click the address of the property and then select the Property Details subtab.

Listings

From the Listing Record screen select the Property Details tab.

Closings

From the Closing Record screen select the Property Details tab.

 

TOPICS RELATED TO THIS SCREEN

FEATURE

PROCEDURES

Contacts

Listings

Closings

 

FIELDS AVAILABLE ON THIS SCREEN

FIELDSET

FIELD

COMMENTS

Property Details

Year built, Property ID, Last Sold, Area, Zoning, Lot Size, Square Footage, Levels

The Area and Zoning drop-down lists can be edited to add any values missing from the default selections.

Features

Bedrooms, Bathrooms, Flooring, Heating, Air Conditioning, Fireplace, Basement, Parking, View, Features and Amenities

The Flooring, Heating, Air Conditioning, Fireplace, and Basement drop-down lists can be edited to add any values missing from the default selections.

Room Dimensions

Living Room, Kitchen, Master Bedroom, Master Bathroom, 2nd Bedroom

When the screen is in Edit mode, the Add Room link enables you to add an unlimited number of rooms and their details.

Community

Distance to Transit, Distance to School

Both drop-down lists can be edited to add any values missing from the default selections.

Construction & Materials

Construction, Exterior, Roof, Sewer, Water

All drop-down lists can be edited to add any values missing from the default selections.

Financial & Legal

Taxes, Tax Year, Tax Assessment, Land Assessment, Tax Roll Number, Building Improvement, Financing, Legal Description

The contents of the Financial & Legal fieldset are particularly relevant if you plan on using a paperless transaction management service.

Property Price

Price Range (Minimum Price and Maximum Price), List Price, Sale Price

When entered from a contact record, these fields will automatically be populated when a listing or closing record is created for that property.

When entered from a listing or closing record, these fields will also be updated in the contact record.

Additional Details

Property Description

The Additional Details field is used as the Property Description in flyers and presentations.