Company Admin - Properties

Total Properties: Total number of properties under the management of the company.

Unassigned Properties: Number of properties that do not have an active User assigned to them.

Inactive Properties: Number of properties that do not have a homeowner. Either they have not ever been invited to claim the property page, or they have but the invitation has expired.

Pending Properties: Number of properties that have an open invitation to the homeowner which has not been accepted yet.

 

Start by clicking the Add Property button in the upper right of the Properties table.

Select User: Choose a User from the list of existing active Users

Provide the property address, the loan amount, the interest rate, the closing date, and the purchase price of the property.

The loan details can be changed by the Company Admin, the User, or the Homeowner at any time.

Menu: Access all actions available for the property.

Edit: Edit the loan details for the property.

Copy: Copy the unique web address for the property to share directly with others.

Delete: Delete the property.

View: View the property web page.  

Bulk Actions: When selecting two or more properties, the Actions header will become active and multiple properties can be deleted at the same time.

Send Invite: By clicking the Send Invite status button, the User or Admin can enter the name and email address of the homeowner to send them a personalize email inviting them to visit their Property Intelligence page

Resend Invite: The Resend Invite status appears when an initial invitation has been sent but an amount of time has passed without the link in the email having been clicked and the page visited by the homeowner. Clicking Resend Invite will allow the User or Admin to modify the name and/or email address before resending.

Active: The page has been viewed by the homeowner/recipient of the invitation email.