Basic Info

Modified on Wed, 4 Jun at 2:37 AM


Step-by-Step Guide


  1. Go to the Basic Info tab under the General section of your property form


  2. Fill in the following fields:

    • Property Name – helps you identify the asset on your dashboard

    • Property Type – pre-selected when the property was created

    • Offering Price – required for loan and cash flow calculations

    • Street Address, City, State, Country – used for location mapping

    • ZIP/Postal Code – enables accurate regional tagging

    • Property Number – optional internal reference or listing ID

    • Ownership Type – select from Fee Simple, Leasehold, etc.

    • Market/Submarket – used for categorizing and reporting

  3. If you uploaded a CoStar report, many of these fields will be pre-filled

  4. Make sure all required fields are completed before proceeding

✅ The offering price is critical — without it, loan and investment metrics will not appear in your analysis.

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