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How to add a property

Sara reads your property list on every call so she can confirm addresses with prospects and pull rent / amenity details.

Add one at a time

• Open your dashboard → Properties section
• Click + Add property
• Fill in: address (required), type (e.g. "3 bed 2 bath"), rent ("$2,200"), notes (lockbox, pet policy, availability date, etc.)
• Click Save changes

Bulk import via CSV

• Open the dashboard → Properties → expand Bulk upload via CSV
• Column order: `address, type, rent, notes`
• First row should be headers
• Upload replaces the current list (it's not an append)

What goes in notes

Notes are surfaced to Sara on every call. Good things to put here:

• Lockbox code ("Lockbox: 4729 on the front door")
• Availability ("Available June 1")
• Pet policy specific to this property ("Dogs under 30lbs only, no cats")
• Listing URL ("Photos: example.com/123-maple")
• Owner notes ("Owner prefers tenants without children") — only include if legally appropriate in your jurisdiction

Don't include lease terms longer than a few sentences — paste those into your main playbook instead.