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Property and Person pages on mobile

Use this guide to view details, add prospects, manage activity, and take action on a property or person from the DealMachine mobile app.

Written by Joy

Tap a property on the map and swipe its card up, or open a record from search results, a list, or a drive summary.

View a property

The property page gives you quick access to important details and actions.

At the top of the page, you’ll see:

  • Back

  • Favorite (star)

  • Activity

  • More options (three-dot menu)

A Prospect chip appears when the property has been added as a prospect. You’ll also see chips for any lists the property belongs to.

Tap Photos on the property image to view available photos. Below the image, three property insights are displayed. Tap Customize to choose which three insights appear here and on the map card.

Add a property as a prospect

Tap Add Prospect to start working the property.

Once the property is added as a prospect, the available actions change to:

  • Send mail

  • Add note

  • Tag

  • Camera

Add photos

Tap the camera icon, then choose:

  • Take more Photos

  • Upload from Photo Library

If DealMachine doesn’t already have permission to access your camera or photos, your phone will ask you to allow access first.

View and add activity

Tap the Activity icon to see:

  • When the property became a prospect

  • Tags

  • Notes

  • Photos

  • Changes made by teammates

To add a note, type in What did you notice?

More property actions

Tap the three-dot menu to access:

  • Add to list

  • Share property

  • Copy address

  • Customize sections

  • Archive prospect

Use Customize sections to reorder or hide sections on the property page. Property overview always stays at the top.

View a person

The person page shows available information about the person, including:

  • Name

  • Address

  • Demographics

  • Insights, such as Likely to Move

Tap + Add prospect to add the person as a prospect.

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