Find the opportunity
Open Properties and search or filter by address, stage, owner, or status. Each property is a shared workspace for the opportunity, so open the existing record before creating another one.
Keep property data reliable
Confirm the address and core facts, connect the right contact, and update the stage only when the real milestone occurs. Property facts, assumptions, and generated analysis serve different purposes; inspect the source before relying on a number.
Open a property to continue underwriting, prepare an offer, review buyer or negotiation work, or coordinate a closing. If two records represent the same address, resolve the duplicate before running additional analysis.