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TUTORIAL

Add a Property

Whether you get a new deal from an agent, seller, or wholesaler, sometimes you will need to add a new property to Effie. Follow this simple guide and you’ll be adding properties in no time.

  1. Click the ‘New’ Button on the Top Right
  2. In the dropdown, choose ‘Property’
  3. Enter the Address of the property you’d like to add
    • A list of addresses will show up under the search bar - select the address you’re adding.
  4. At the bottom, choose the contact that you want to make the primary contact for the property
    • The primary contact is the person who will receive automatic messages for the deal, and is the person who appears as the main contact in future screens.
    • When you type in a name, Effie will ask you to select a contact if it already exists in the system. Otherwise, click ‘autoSearch Redfin’ if they are a new agent.
    • If the person you want to add is Not an Agent, or they aren’t in the system, you’ll need to add a contact first. Learn how to add a contact
  5. Choose the Relationship
    • This sets what role the primary contact plays regarding the property. For example, they could be the agent, the seller, or a wholesaler we are partnering with.
  6. Click ‘Add Property’
    • If everything was entered correctly, after a short time you’ll be taken to the screen for the new property.

You’re done!