Property FAQs
Get answers to your most asked questions about properties
Property FAQs
FAQ 1: Where do I add a property a client currently owns? Answer: Open the contact's profile and click the Properties tab. Select Add Property to enter the address, estimated value, and original purchase date for their primary residence or investment properties.
FAQ 2: Can I track multiple properties for one client? Answer: Yes. ClientKeeper allows you to add an unlimited number of properties to a single contact profile, making it easy to manage portfolios for real estate investors.
FAQ 3: How do I log a client’s "Home Search" criteria? Answer: Within the Properties tab on a contact's profile, use the Search Preferences section to log details like "Minimum 4 Bedrooms," "Specific School District," or "Max Price."
FAQ 4: Does the system automatically update property values? Answer: While ClientKeeper stores the values you enter, it does not currently pull live market data. We recommend updating property values manually during your annual "Home Equity Review" calls.
FAQ 5: Can I link a property to a specific Transaction? Answer: Yes. When you create a new Transaction, you will be asked to select a property from the client’s profile or enter a new one. This ensures the deal is tied to the correct physical address.