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How to Create an Owner Profile and Assign Property Ownership

ethan-lieber-ceo-latchel
The Latchel Team
May 19, 2021
map Incident Troubleshooting Sales Recruiter. VP of Business Development latchel-property-maintenance-service, Sales Trainer, Sales Development Representative

How to Create an Owner Profile Step-By-Step Guide

  1. Go to the Properties tab and click on the property addressHow to Create an Owner Profile and Assign Property Ownership
  2. In the Property Details tab, scroll down to the “Owner” section, click on the three dots to open the menu with the option to “Change Owner“. Click on it.How to Create an Owner Profile and Assign Property Ownership
  3. You will be asked to either “select an existing owner” or to “Create New Owner“.
    1. If the owner is already in the system, type their name and you will see their information showing up on the search bar. Click on itHow to Create an Owner Profile and Assign Property Ownership
      1. Verify the information and click on “Submit
      2. How to Create an Owner Profile and Assign Property Ownership
    2. If the owner is not in the system, click on “Create New Owner
      1. How to Create an Owner Profile and Assign Property Ownership
    3. Enter the owner name and contact information and click on “Continue
      1. How to Create an Owner Profile and Assign Property Ownership
    4. A confirmation screen will be displayed. Verify the information and click on “Submit
      1. How to Create an Owner Profile and Assign Property Ownership
  4. Review this guide to set up owner communication settings.
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