Property Cards
Building and editing property cards in Deal Details.
16 articles
- Setting Up Condominium PropertiesCondominiums require specific property settings and fees that differ from single-family homes, and Deal Details automatically adjusts key fields like insurance type and HOA terminology when you correctly identify a…
- Creating a Manual Property CardBuild loan scenarios for properties that cannot be found in national databases, including new construction, rural properties, and recently built homes.
- Creating Property CardsProperty Cards automatically pull property data from nationwide databases so you can build accurate loan quotes in seconds instead of spending time on manual research.
- Understanding Estimated Tax Rates in Property CardsQuickly assess how property taxes relate to both the county's assessed value and the actual sales price so you can give clients accurate estimates for their future tax obligations.
- Adding Flood Insurance to a Loan ScenarioEnsure accurate monthly payment quotes for properties in flood-prone areas by adding flood insurance costs directly to your loan scenarios.
- Viewing Mortgage Information on a PropertyQuickly access public record mortgage data for any property to inform your client conversations and streamline your research process.
- Creating Property Cards for New ConstructionBuild loan scenarios for new construction properties when there's no MLS listing or existing tax records to pull from.
- Getting Preliminary Homeowner's Insurance EstimatesQuickly pull insurance cost estimates for any property to give clients realistic expectations before they shop for coverage.
- Configuring Property Taxes and Insurance in Your Loan ScenarioControl exactly how property taxes and homeowner's insurance appear in your loan presentations by choosing from multiple calculation methods that auto-calculate across all related fields.
- Entering Condo Properties with Unit NumbersProperly entering unit numbers for condominium properties ensures accurate property data retrieval and prevents confusion when multiple units share the same street address.
- Looking Up Property TaxesInstantly retrieve accurate property tax information for any address in the United States using Deal Details' built-in county tax database.
- Looking Up Property Tax DataDeal Details automatically retrieves property tax information, but when data is unavailable, the system provides multiple search tools to help you find accurate tax figures quickly.
- Configuring Property Tax Proration OptionsAccurately separate forward-looking escrow estimates from actual tax bill prorations to ensure your closing costs reflect real-world scenarios where seller and buyer tax rates differ significantly.
- Creating Subdivision Templates for New Construction CommunitiesSave time on repeat builder transactions by setting up reusable property templates with pre-filled HOA dues, tax rates, and insurance factors.
- Creating Deals with Subdivision TemplatesSubdivision templates let you quote loans instantly in builder communities by pre-saving neighborhood-specific details like tax rates, HOA fees, and insurance factors.
- Property Card OverviewBy following these steps, team members will be able to efficiently manage property cards.