Managing Property Titles

  • Updated

Within the Property Legal tab, you can access and manage important details of your property's title that include:

  • The name of the Title – which you can update by clicking through
  • The Lot and plan information as provided
  • A section for additional notes
  • An option to Preview records
  • Information regarding Current Rating Valuations

To access this page, simply open the property file and select Legal from the options in the left-hand menu.

 

Adding a Property Title Record

You can add a Property Title either during the New Property setup process or at a later time from the Property Legal page:

  1. Click New Title within the Legal tab of the Property to initiate adding a new record.
  2. Enter the details of the title in the provided fields.
  3. Once you've added all the necessary information, click Save to store the record.

Screenshot of Create a Title for 58 Cavill Avenue - Re-Leased.jpg

 

Editing and Archiving a Property Title

To make changes to an existing Property Title:

  1. Within the Legal tab, click on the name of the title you wish to edit.
  2. On the ensuing page, select Title Details from the left-hand side menu.
  3. Alter any details as required.
  4. To save your changes, click the Save button.
  5. Follow steps 1 and 2 above to navigate to the Title Details.
  6. Locate the archive option within the page
  7. Select it to permanently remove the record from your system.

Note: Archiving a record is permanent, and should only be done if you are certain that you no longer require this record.

 

Screenshot of 58 Cavill Avenue - Re-Leased (11).jpg

 

By following these instructions, managing Property Titles in Re-Leased becomes a straightforward task, ensuring all necessary legal information is at your fingertips.

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