Capturing property data is essential in Vault, ensuring accurate records and efficient management of your properties. Learn the process of adding and managing a prospect/not currently listed property within the system.
Contents:
Step by step
1. Go to: Properties > Add Property
2. Select the property class
3. Set the property status type
4. Select the status. You can add the property as a Prospect/Not Currently Listed; otherwise, you can add the property as an appraisal or listing.
If you add those details to the property, you can learn more about pipelines and Pipeline - Expected Opportunity.
5. Click Add Prospect
6. Add the property details, including:
- Property Address
- Particulars
- Legal Details & Rates (If applicable)
- The Contact/Enquiry Staff Member(s) - You can have up to two staff members
- Who has access to this Property? - The user/s who can view/read the property and who has access to edit the property
7. Click on Save/Update to add the property to your database
8. Once added, click on the Owners tab on the property card to add a new contact or an existing contact as the owner of the property
As you enter property details, the system will automatically check for duplicates. You can review these potential matches and update the existing property card instead of creating a new one.
Additional information
The class you select will determine what information/fields will populate for you to complete. This will vary to cater to the class of property you have selected and ensure you have the relevant fields available.
You must select the correct class, whether residential, commercial, business, rural, holiday rental, land, livestock, or clearing sales, to avoid issues changing the classification.
You can add and remove multiple owners to the property.
To add an owner:
- Click the Options button in the owner tab
- Click Attach Another Owner
You can either attach an existing contact or create a new one.
To remove an owner:
- Click the Options button in the owner tab
- Click Unlink from Property
Switch between owner contact cards using the drop-down in the top-right corner.
CoreLogic, National Property Data & Pricefinder Search
If you have set up the integration for NPD (National Property Data), Corelogic, or Pricefinder, the property search will allow you to pull property data directly into the property card. This data includes the property type, address, particulars, and other relevant information.
These integrations can be set up for individual users under My Integrations > Corelogic, National Property Data, or PriceFinder.