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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
• The only required column is address — everything else is optional
• First row is headers; columns can appear in any order and are case-insensitive
• Choose Append (default, adds rows to your existing list) or Replace (wipes list, uses only the uploaded rows)
• Full recognized column list + example row shows inline in the dashboard

Not sure how to make a CSV from your existing tool? We have step-by-step guides:

• [Export from AppFolio](/help/export-from-appfolio)
• [Export from Buildium](/help/export-from-buildium)
• [Save a Google Sheet as CSV](/help/export-from-google-sheets)
• [Save an Excel workbook as CSV](/help/export-from-excel)

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.