Add a Property to an Existing Deal

Deals can be created without an associated property. Properties can then be added at a later date.

📑Learn To:

Add a New Property to a Deal
Link an Existing Property to a Deal

💡 Things to Consider

The street address fields in the Deal Information panel cannot be manually updated. Instead, properties are associated with the deal in the Location panel.

⚙️ Steps

Add a New Property to a Deal

Select a deal to view the Deal Overview page.
Locate the Locations panel.
Select the + icon. Then, select "Add Property"
If the property does not exist in TermSheet, it can be added manually in this step.
Select Add to Deal (existing properties) or Save (new properties).
Multiple properties can be added to a deal. To add an additional property, repeat the steps above.

Link Existing Properties to a Deal

Navigate to the existing property using global search (select the magnifying glass in the TermSheet header and start typing the property name/address).
From the Property record, Select the "Deals" subtab
Select "Link
Search for the Deal that you want to link the property to and click Save.