Property Card Overview
Every property in RealtyPA has a dedicated Property Card, centralising all information in one place for easy access and management.

Top of the Property Card

• View the property name and use the stage selector to move the property through workflow stages (e.g., Valuation, Mandate, Listing, etc.)

• Use the quick action buttons, which change depending on the current stage.

• Upload and view photos and videos of the property here.

Tabs for Property Management
Navigate through various tabs to manage specific aspects:

• Overview Tab: View key property details including:

  • Address

  • Owners and contacts

  • Transfer history

  • Valuations

  • Leads

  • Appointments

  • Notes, files, and access control

• Listing Tab: Access all listing information including:

  • Listing type

  • Property description

  • Media (images/videos)

  • Documents

• Leads Tab: See all potential buyers or tenants linked to this listing.

• Appointments Tab: View and manage all property-related meetings and viewings.

• Tasks & Notes Tab: Track your to-dos and communication history.

• Files Tab: Store and organize documents related to the property.

• Access Control Tab: Set permissions to manage who can view or edit the property’s information.