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Transactions

Keep the property’s story after the deal is done.

A property belongs in the context of the people connected to it. Keep the address, listing details, photos and files with the Contact relationship, through the transaction and beyond.

Properties

Built into your everyday work.

Start with a Contact

Create a property from a Contact and identify the Buyer, Seller or Renter relationship. Seller covers the owner relationship without adding an extra role.

Keep useful listing details

Store the address, property type, status, price and descriptive details. Photos and property files keep important material nearby.

Connect it to the deal

Choose the existing property when creating a deal, or create a property from the deal’s address. Shared relationships avoid treating every transaction as an unrelated listing.

Retain the relationship

Closing, losing or deleting a deal does not remove the property’s Contact relationships. Find the property again from the Contact page.

A closer look

What you can do.

  • Property cards and a dedicated detail page
  • Buyer, Seller and Renter Contact relationships
  • Property photos, details and file attachments
  • Connections to existing deals
  • Property history retained beyond the transaction