How do I add/edit/remove property purchase information to/from my property?

The software offers a Property Financials Tool that lets you add the purchase, loan, and insurance information to the property. 

In order to add purchase information to your property, please go to the Portfolio page from the left-side menu, select the Properties sub-page, and open the desired property. Select the “Financials“ tab and click “ + add“ under the Purchase section. Fill in all required fields and press the “Create“ button.

To edit previously added property purchase information, hover on the property purchase information and choose the “Edit” option. Then adjust the information according to your needs and submit the changes by pressing the “Update“ button. 

If you would like to remove the current property purchase information, be sure to hover on the property purchase information and choose the “Delete” option.

Last updated:
Sep. 25, 2024