Click on the New Construction tab in the system.

Review existing examples of property cards.

Identify the subdivision where the properties are located.

Note the tax rates applicable to the subdivision (county taxes, city taxes, etc.).

Collect Homeowners Association (HOA) information.

Click on Create New Property.

Enter a nickname for the property card, typically the subdivision name.

Enter the estimated sales price or value (e.g., $650,000).

Input the property address (e.g., Lot 55 in the community).

Specify the state and county (e.g., Cherokee County).

Enter the community name (e.g., Windward West).

Input the agent's name, phone number, and email.

Select or enter the builder's name associated with the property.

Input the estimated tax rates based on the title company’s information (e.g., 1.25% for Cherokee County).

Toggle city taxes on or off as applicable.

Enter the estimated homeowner's insurance rate based on the credit score range.

Choose the county property tax method (e.g., factor of value).

Determine if prorations are necessary based on the property's tax status.

Input annual HOA dues (e.g., $1,200) and initiation fees (e.g., $750).

Click on Finalize and Save Property Card to complete the process.

If necessary, view and edit the property card for specific properties or subdivisions.

Ensure all information entered is accurate to avoid discrepancies in property details.

Double-check tax rates and HOA information to ensure compliance with local regulations.

Use templates for common subdivisions to save time on data entry.

Keep a checklist of required information to streamline the process.