Property Intelligence Help Center

Company Admin

Loan Officer

Homeowners

Explore

Company Admin

Dashboard

View company details at a glance

Click the Edit Details button to modify company details including default contact information, logo, and company color

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Default Company Email: Email address that appears on a homeowners Property Intelligence page when there is not an individual User assigned to the Property

Default Company Phone: Phone number that appears on a homeowners Property Intelligence page when there is not an individual User assigned to the Property

Default Profile Image: Profile image that appears on a homeowners Property Intelligence page when there is not an individual User assigned to the Property

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Properties

Statistics

Total Properties: Total number of properties under the management of the company.

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Unassigned Properties: Number of properties that do not have an active User assigned to them.

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Inactive Properties: Number of properties that do not have a homeowner. Either they have not ever been invited to claim the property page, or they have but the invitation has expired.

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Pending Properties: Number of properties that have an open invitation to the homeowner which has not been accepted yet.

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Adding a Property

Start by clicking the Add Property button in the upper right of the Properties table.

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Select User: Choose a User from the list of existing active Users

Provide the property address, the loan amount, the interest rate, the closing date, and the purchase price of the property.

The loan details can be changed by the Company Admin, the User, or the Homeowner at any time.

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Properties Table

Actions

Menu: Access all actions available for the property.

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Edit: Edit the loan details for the property.

Copy: Copy the unique web address for the property to share directly with others.

Delete: Delete the property.

View: View the property web page.

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Bulk Actions: When selecting two or more properties, the Actions header will become active and multiple properties can be deleted at the same time.

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Property Statuses

Send Invite: By clicking the Send Invite status button, the User or Admin can enter the name and email address of the homeowner to send them a personalize email inviting them to visit their Property Intelligence page

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Resend Invite: The Resend Invite status appears when an initial invitation has been sent but an amount of time has passed without the link in the email having been clicked and the page visited by the homeowner. Clicking Resend Invite will allow the User or Admin to modify the name and/or email address before resending.

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Active: The page has been viewed by the homeowner/recipient of the invitation email.

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Users

Manage Users and Admins from the Users table.

Menu: Access all actions available for the User.

Edit: Edit the loan details for the property.

Deactivate: Deactivate the User. If a User is Deactivated, any properties that have not been reassigned will remain associated with the User when they are reactivated.

Address: Shows the property address the Homeowner is associated with.

Properties: This column shows the number of active Properties over the total number of assigned Properties for that User.

Homeowners: This column shows the number of active Homeowners over the total number of known Homeowners for that User.

Disclaimers

Available Disclaimers

There are five available disclaimers that can be created and customized for Property pages.

Main Footer: This is found at the bottom of the page and typically includes the company address, company licensing, User licensing, and any other required language.

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Refinance Calculator: Appears at the bottom of the Refinance Calculator

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Pay Down Calculator: Appears at the bottom of the Pay Down Calculator

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Rental Calculator: Appears at the bottom of the Rental Calculator

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Marketplace Module: Appears at the bottom of the Marketplace Module

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Adding a Disclaimer

Click the Add Disclaimer button in the upper right of the Disclaimers table.

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Choose an available Disclaimer Type from the dropdown list.

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Use the editor to create your disclaimer. Copy and paste variables from the Variable List below to create a dynamic disclaimer that pulls address and licensing information from the company and User profiles

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