Open the property section of the product.

Familiarize yourself with the types of property cards: existing location, specific area, and new construction.

Click on 'Create New Property'.

Enter a nickname for the property card (e.g., Client's Name + Address).

Select the property card type (Existing, Specific Area, New Construction)

Confirm if the property is listed by selecting 'Yes'.

Input the property address (e.g., 1865 Valley Brook Drive, Alpharetta).

Click on 'Search Property Card' to find the listed property.

Check the nickname and full address.

Review the sales price or estimated value.

Verify the listing information: MLS ID, listing status, broker name, listing agent details, subdivision name, and high school district.

Review the property details: Parcel ID, property type, bedroom/bathroom count, square footage, acreage, year built, and HOA fee.

If applicable, click 'Get Mortgage Information' to retrieve recent mortgage details.

Review the most recent county market value, tax year, tax amount paid, and tax rate percentages.

Check estimates for homeowner's insurance based on the property area and credit score.

Decide how to present the information to the client. This section is where you will select the amount of property tax, homeowner’s insurance, and HOA information you want to present for this deal.

Click 'Finalize and Save Property Card'.

If additional information is received, return to edit the property card as necessary.

Ensure all data entered is accurate to avoid discrepancies.

Double-check the property address and details before finalizing.

Use consistent naming conventions for property nicknames to streamline searches.

Familiarize yourself with the property data providers to understand their reliability rates.