Overview
The Deal Details section follows a "most recent first" organization principle. When you create a new property card or clone a template, it immediately moves to the top left position. This mirrors how we naturally read (top to bottom, left to right) and ensures you're never hunting for something you just created.
Before You Start
Requirement | Details |
Access to Deal Details | Navigate to the Deal Details section from your main dashboard |
Basic navigation familiarity | Know how to access property cards and templates |
How It Works: Properties
1. Create a new property card
Enter the property address and search
The system auto-populates property taxes and insurance estimates
Add HOA dues if applicable, then save
2. Locate your new property
Your newly created property appears at the top left of the Deal Details screen
This becomes the first option in any property dropdown when building scenarios
Benefit | Why It Matters |
Instant access | No scrolling or searching for your latest work |
Dropdown priority | Most recent property shows first when selecting for scenarios |
How It Works: Templates
1. Clone an existing template
Find the template you want to duplicate (e.g., a settlement fee template)
Click to clone it
Modify the details as needed (fees, names, etc.)
2. Name and save your template
Give your template a descriptive name (e.g., "Weissman Law")
Click Save
3. Check your template position
Your new template now appears at the top left of the templates list
It becomes the first option in related dropdown menus
⚠️ Important: The automatic top-left positioning affects dropdown order throughout your workflow. Your newest template will appear first in selection lists.
Customizing Display Order
You can override the default ordering if needed:
Reordering items manually
Locate the six-dot drag handle next to any item
Click and drag to reposition items in your preferred order
New order reflects immediately in all related dropdown lists
Action | Result |
Drag item up | Appears earlier in dropdown lists |
Drag item down | Appears later in dropdown lists |
Quick Reference
Create/Clone Item → Auto-placed Top Left → Appears First in Dropdowns → Drag to Reorder (optional)
Tips for Success
Plan your workflow around recency: The most recent items surface first, so create properties in the order you'll work on them
Use descriptive names: Since items stack chronologically, clear naming helps you identify templates at a glance
Reorder strategically: If you have frequently used templates, drag them to the top so they always appear first in dropdowns
Check dropdown order before presentations: If showing the software to clients, verify your preferred items appear first
Related Topics
Creating a Property Card
Managing Settlement Fee Templates
Building Loan Scenarios