Learn how to add a prospect or unlisted property, including setting property status, entering details, and attaching owners.
This article covers:
About adding prospect properties
Adding a property as a prospect or unlisted allows you to track opportunities before they become listings or appraisals. This helps maintain complete property data and supports pipeline management.
Add a prospect property
To add a property:
- Go to: Properties > Add Property
- Select the property class (e.g., residential, commercial, rural) to ensure relevant fields appear
- Set the property status type
- Select the status. Choose Prospect/Not Currently Listed or select appraisal/listing if applicable
- Click Add Prospect
- Enter property details, including:
- Property Address
- Particulars
- Legal Details & Rates (if applicable)
- Contact/Enquiry Staff Member(s) (up to two)
- Property Access (users who can view/edit)
- Click Save/Update to add the property to your database
- Add owners
Note: MRI Vault automatically checks for duplicate properties. Review matches and update existing records instead of creating duplicates.
Additional information
- The property class determines which fields appear for completion
- Selecting the correct class avoids issues when changing classifications later
- Integrations with Cotality, National Property Data, and Pricefinder allow you to pull property data directly into MRI Vault