General

The General page is the default landing page when editing or reviewing a property after performing a search.

ID Bar

The blue ID bar appears at the top of all the data pages. It lists the Property ID, address, and property type. 

Click +Add Property on the right side of this bar to create a new, blank property record.

Action Bar

Overview

In this section, you will enter property and owner-related information, such as Property Type and various address fields.

Name

The Name field does not allow duplicate Naming conventions. For functionality as use as a comparable, the Name should also not solely be the ID number.

Creating a Property with a name identical to an existing Property, or editing an existing Property's Name so that it is identical to an existing Property Name, will trigger a popup. The popup will list other properties with that name. Click on the blue link to open that Property in a new browser tab. 

Click Append ID to current property name to create/edit the name so that it is a duplicate as one or more existing names, but ALSO append the property record to the end of that name. In the example above, the duplicate name is LBX-02052024. Clicking Append ID to current property name to set the name to the following:

Appraisal Usage

This menu allows the user to apply one of the following labels to the Property record:

• Subject: The Property is only intended to be used as a Subject
• Comparable: The Property is only intended to be used as a Comparable
• Both: The Property can be used as either a Subject or Comparable

When a Property is created through the Job Manager, the default Appraisal Usage is Subject. When a subject Property is created through Excel Subject Export, the Appraisal Usage is Subject. 

Property Major Type, Property Type and Property Sub Type

Entering in an address for which there is already a property record triggers a popup listing all records with the same address. Click on the Property ID(s) to view the record in a new tab.

Click Save Anyway to save with the duplicate address. 

For more information about managing duplicates, refer to Duplicate Resolution.

Lat/Long

Any edits to the Address fields will highlight the Lat/Long fields and turn the "View Map" button, red. indicating that the user may need to adjust the Latitude/Longitude for the property.

Map View

The textbox in the above figure will draw its contents from your address field entries within the Overview section of the General page.

 To modify the property's longitude and latitude:

1. Type Into the Address Field

The data from the Address fields within the Overview section will automatically populate this text box.

2. Hit Go To

If you make any changes to the Address fields - in the Overview section or the text box below the map - you must click Go To to update the pointer on the map.

3. Adjust the Pointer

After clicking Go To, the pointer on the map will adjust to the new location.
 
If you notice that the pointer is not in the precise spot, you may click on the map to cause the pointer to relocate.

4. Set the Lat/Long

Once you have positioned the location pointer as desired, click Lat/Long. This information will be then be entered into the Lat/Long section of the Overview section.

Property Image

Each record may contain images that will be stored within the database. These images will be exported to your Excel file, and featured in your appraisal report. The primary image can also be imported to Word if the property is imported as a subject.

a. Add Image

The Add button allows you to upload images from your computer to be associated with your comp record. You may choose to drag and drop multiple images or select them via a Windows Explorer browser. For the best collage results, we suggest adding a maximum of four images and adding any other images via attachments.

Click +Add Image to open the Add Images modal. 
 
To upload an image via drag and drop, highlight one or more images on your computer and then drag them to the Drop files here to upload box. 

• Enter captions as necessary.

• Remove files by clicking the "X" icon on each line or click the Clear button to remove all.
• If satisfied, click the Upload button.
  

The modal will provide a status for each file and will provide a notification if an image exceeds the 5 MB size limit or is not a supported file type. If all image uploads are successful, the modal will close automatically.

To upload an image via the Select Files method:

• Click Select Files.
• Navigate to your desired image or images, select and click Open.
• Enter captions as necessary.
• Remove files by clicking the "X" icon on each line or click the Clear button to remove all.
• If satisfied, click the Upload button.

b. Order Images

Click Order Images to open the Order Images modal. Within the modal, drag and drop images to determine their order. The first/top image is automatically designed the primary image.

c. Navigate Images

Click the arrows to the left and right sides of the Images panel to cycle through the images. Note: Arrows only appear when there are more than three images.

c. Edit, Make Primary, and Delete

There are three buttons beneath each image. 

Click the pencil icon to edit the image's caption. 

1. Change the caption.
   
2. Click the checkmark button to accept or the X button to cancel.

If you have a collection of images, making one a primary image can designate which one will be featured as the cover image for thumbnails throughout the database. It will also be the
default picture imported into your appraisal report. 

Click the middle button to set that image as the primary image. This also moves it to the left-most position in the image carousel.

Click the trashcan icon beneath an image to delete that image from your database. Note: This action cannot be undone; the image will be unrecoverable from that point forward. Only admin users have the ability to delete an image.

Location Summary

Area Analysis

The Area Analysis section stores fields that assist in market analysis and sentiment. This section is hidden by default. 

User Assigned Fields

The User Assigned Fields section displays any fields the user assigned to the page in the Customize Pages tool. Refer to Custom Pages and Fields for more information.Note: The above is an example only; your organization may choose to associate different User Assigned Fields with the page, or none at all.

Property Characteristics

The Property Summary table allows the user to view important property data points. Fields can be edited in the Site and Improvements data pages. A user can navigate to these pages by clicking on the corresponding page link. 

Transaction Data

This section provides a summary of all instances of sales.

The user may click on any Heading and sort by ascending or descending, or decide to show specific columns.

Financial Data

This section provides a summary of all instances of Income/Expense. Use the dropdown to switch views.

Commercial And Multi-Family Rent Summaries

The Commercial and Multi-Family summary sections provide aggregate data summaries of the active instances. Click the View Details buttons to view active instance rent details.

Property Comments

The Comments field should be used for overall comments on the property. We suggest utilizing the Sales Comments field for a summary of the sale, the Comm Lease Comments sale for a summary of the leases, etc.