Add a Property

Track property details, home information, and important real estate data for every client in your database.

Why Track Properties?

RealOffice360 CRM allows you to store comprehensive property information for each contact—whether it's their current home, a listing you're working on, or investment properties they own. This keeps all relevant real estate details organized in one place alongside your client relationship data.

What You Can Track:

When you add a property to a contact's profile, you can include:

• Property type (single-family, condo, townhome, etc.)
• Complete street address and location details
• Home size, lot size, and physical characteristics
• Market values and CMA data
• Property-related files (photos, inspection reports, documents)
• Custom notes and important dates

This tutorial will show you how to add one or multiple properties for any contact and manage all their property details efficiently.

Important Note: A contact's primary mailing address (used for mailing labels and correspondence) is stored separately under the "Contact Information" section.

How to Add a Property

Here's how to add a property for a contact. You can add multiple properties for a contact by repeating the following steps.           

Click Add a property.

Select Home type. If the type is not available from the drop down menu, type it into the field.

Search property address, or enter manually.

Optional: add a short description

Click Save.

Add or Edit Property Details

Click the three dots next to the property.

Choose Edit property.

Edit or add the Basic info for the property.

Click the menu tabs to edit the Property values and upload Files.

All changes are auto-saved.