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.