Real Estate

The Real Estate module tracks your real property holdings and everything attached to them. Each record covers who owns the property, its leases, the debt and interests against it, and (optionally) its insurance, taxes, permits, and inspections. The property is the central record; everything else hangs off it.

The Properties list

Open Real Estate from the left navigation to see your properties, with ownership and status. Filter with the row beneath the headers, and select rows to Export.

What a property record holds

Open a property to see its details and these sections:

• Owners — ownership interests, including joint ownership.
• Investors — equity interests for investment properties.
• Leases — commercial or residential leases, each with their parties (tenants, co-signers, guarantors) and amendments.
• Encumbrances — mortgages, liens, easements, and other interests.
• Financing — debt secured by the property, with its parties and covenants to maintain.

Several property-level sections are toggleable per your configuration: Property Insurance, Property Tax, Property Permits, and Property Inspections.

Creating a property

Creating or editing records requires Editor access to the Real Estate module.

1. From the Properties list, click New.
2. Enter the property’s identifying details, ownership, and status.
3. Click Save, then open the record to add leases, financing, encumbrances, and the other sections.

Who can access real estate

• Viewing requires access to the Real Estate module.
• Creating or editing requires Editor access.

On Enterprise plans, organizational unit (OU) scoping limits the list to properties within your assigned OUs.