How to Merge Properties Together
This article will run through how to merge duplicate properties within your account.
1. Navigate to Properties > either select Rentals, or Sales.
Note: To locate your property, use the Address dropdown selector and initiate a search if needed.
- When identifying potential properties, it is crucial to conduct a comprehensive review to ensure alignment with your objectives. Various methods can aid in this assessment. Here are key considerations to facilitate your evaluation:
- Verify the source: If the source is listed as XML, it originated from your Uploader (e.g., VaultRE, Rex, etc.).
- Confirm its status: Check if the property is currently listed as vacant or available for rent.
- Validate key assignment: Ensure that a key number has been assigned to the property.
- 2. To merge addresses, simply select the Page selector checkbox located to the left of the Source.
- Click the 3 Action Dots, click Merge.
3. Choose the address within the Merge Tool where you intend to merge the selected property, click Merge.
4. To establish the present ownership, simply select the 'Set as Current' link. It is worth noting that this ownership is editable.
5. Input the Gained and Lost date by clicking in the said textbox and choose a date through the automatic calendar popup.
- Enter the mailing address, click Merge.
