Property intelligence setup
Add a property
Address
Search or paste address
Street address
Address line 2
City
State
ZIP
County
Property type
Asset class
Residential
Commercial
Tax use
Rental
Primary residence
Second home
Mixed use
Rental type
Long term
Short term
Seasonal
Vacant
Not applicable
Status
Active
Under renovation
Vacant
Sold
Inactive
Investment strategy
Plan
Hold as rental
Flip / resale
BRRRR
Development
Convert personal to rental
Ownership
Ownership structure
Individual
LLC
Partnership
S corp
Trust
Other
Legal entity name
Add owner
Total ownership: 100%
Added owners are stored with property access, ownership %, and income/expense visibility so each owner can later sign in and see their share of the property picture.
Lease and rent income
Leaseholder / tenant name
Lease status
Draft
Active
Month to month
Ended
Eviction review
Tenant email
Tenant phone
Monthly rent
Due day
Security deposit
Autopay
Unknown
Enabled
Disabled
Lease start
Lease end
Reminder days before
Grace days
Rent terms become the basis for income forecasting, rent due alerts, late alerts, owner distributions, and tenant reminders.
Owner communication
Default audience
All owners
Selected owners
Preferred channel
In-app
Email
SMS
WhatsApp
Request a WhatsApp group link for this property when messaging integrations are enabled. Messages should still sync back to the system as the source of record.
Dates
Purchase date
In-service date
Each property receives a unique receipt email alias after creation. It becomes an active inbox when a receipt domain is connected through inbound email routing.
Save property