How do I add a new property to EA?

There are 5 ways to enter a new property:

1.   From the Properties dropdown list on the Top Menu

Hover over Properties in the top menu and select ‘Add a New Property’ from the drop down.

2.   From the Property Dashboard

Use the ‘Add a New Property’ link found in the Quick Links section. 

3.   From the Property Grid

By right clicking and selecting the ‘New Property’ option.

4.   From an Applicant Record

By right clicking and selecting the ‘Create Property’ option.

5.   From the Weekly Diary

When booking an appointment (for example a valuation), click ‘Choose’ to assign the property, then use the ‘New Property’ button to add the property details.

For full information on adding property records please see the Booking the appointment and fact finding chapter which covers each page of the new property wizard in detail.