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What are Properties?

Properties are the individual locations of the assets belonging to a deal or portfolio.

In Intapp Properties, Properties are defined as actual addresses or the individual locations that can be purchased.

Properties provide another level of granularity to deal or portfolio data.property-layout

💡Things to Consider

Properties are not turned on by default for all customers. To enable Properties, please reach out to support@termsheet.com

Similar to how deals have "Deal Layout Templates" that can be customized to help surface pertinent information, Properties also have Property Layout Templates that can be added or edited.

Adding/Editing a Property Layout Templates follows the same basic steps as adding/editing a deal layout.


Properties Overview

View Related Deals

A property can be related to multiple deals or portfolios. If a property is a part of a deal/portfolio that is underwritten but does not closed (as an example) the data around the property and deal are preserved in Intapp Properties so that if a new deal presents itself with the same property, the details of past deals can be referenced.

associated-deals-properties

Add Views, Control Visible Columns, and Search and Filter

Create views to organize properties into lists. property-views

Use the "Fields" button to enable and disable property fields as columns on the table. 

Use the search bar to keyword search and the "Filter" button to filter the list of properties by various criteria.

property-search-n-filters

Properties are simply intended to provide greater flexibility around tracking data in the account. If this level of data management is too granular for the types of deals typically managed, the Properties tab should not be enabled (or can be hidden). 

🚀Getting Started with Properties

✅Evaluate how you manage your deals today. Is it important to be able to view the assets data details separate from the deals?