Written by johnpatrick The Property Details section is a place where you can record several types of data on the property lead so you have all the pertinent information at your fingertips when you are working with the seller. This is also the area where you’ll enter values for the home including rental value, asking price, taxes. etc.
Opportunity Property Details > Property
- Click Opportunities in the left side navigation menu
- Search for or filter the Opportunity you’re looking for and click on the address to edit.
- Click the Opportunity/Property Address to view the Opportunity
- Click the Property Details tab
- In the Form Fields area that appears below, under the Property tab, you can add information about the property including address, property type (single family home, duplex, condo, etc), # of bedrooms and bathrooms, size (sqft), year built, estimated repairs needed, and more. As you type in your data it will automatically save.
Opportunity Property Details > Property > Pricing
The Pricing tab is for any and all information about the pricing for the property including the asking price, selling price, mortgage amount, etc.
- Click the Pricing tab
- Enter the relevant information in the Pricing form
Opportunity Property Details > Property > Details
The Details form is for any further details you wish to collect on the Opportunity that isn’t already captured in the Property or Pricing forms.
- Click the Details tab
- Enter information in the Details form such as reason for selling, the estimated time to sell, and/or the current occupancy of the property.
