Skip to content
English
  • There are no suggestions because the search field is empty.

Properties Overview

This article gives an overview of the properties page including how to add and organize your properties.

1. Overview

The Properties module is the foundation of PropertyTools.ai, serving as your central hub for all property-related data. From here, you can:

  • Add new properties
  • Attach and organize documents
  • Track key property details and statistics such as purchases details, current valuations, and property equity
  • Access property specific dashboards to see financial performance
  • Easily track property-related financial objects—including property taxes, insurance policies, leases, loans, and service contracts—associated with each of your properties.

2. Accessing the Module

To begin, access the Properties module by:

  1. Clicking Properties in the left sidebar navigation.
  2. You’ll enter your main property dashboard.

3. Main Dashboard

Viewing Your Properties

Every property in your portfolio appears as a row in a sortable table displaying these details:

Address

 Purchase Price
Property Estimate Purchase Date

Mortgage Balance

 Property Equity

Appreciation %

 Associate Fee Status

Insurance Status

 Lease Status

Loan Status

 Property Tax Status

Services Status

  

Table Actions

Every property row allows you to:

  1. Edit – Update property details
  2. Upload Documents – Add or review files attached to the property
  3. View Details – Open the comprehensive property record
  4. Delete – Remove the property (with safeguards if dependencies exist)

4. Adding Properties

Manual Entry

Add a property manually by:

  1. Clicking Add Property
  2. Entering all required information:
    1. Address: Street, City, State, ZIP
    2. Purchase Info: Purchase Price and Date
    3. Property Details: Bedrooms, Bathrooms, Square Footage
    4. Estimate (optional): Current value
    5. (Optional) Uploading property documents
  3. Clicking Add to finalize

AI-Powered Bulk Upload

Accelerate onboarding multiple properties:

  1. Click AI Upload
  2. Prepare an Excel (.xls or .xlsx) file containing:
    1. Address, City, State, ZIP
    2. Purchase Price, Purchase Date
    3. Bedrooms, Bathrooms, Square Footage
    4. Upload the file (max 20MB)
  3. Review the AI-detected property rows
  4. Approve or reject each proposed row
  5. Approved properties will appear on your dashboard


5. Filtering and Search

Narrow your list of properties using quick filters at the top of the dashboard:

Filter Use Case
Purchase Price Filter by minimum or maximum price
Property Estimate Filter by current estimated market value
Purchase Date Filter by acquisition date

Filtering Tips:

  • Filters auto-apply as you enter values
  • Use the calendar picker for date fields
  • Remove filters by clicking the X next to the filter
 
Suggested Articles

Property Details Page

Property Estimates

Property Depreciation

Property Object Related Articles:

Associations

Insurance

Loans

Leases