The Property Info tab holds the core details about your deal: basic property data, highlights, descriptions, area information, logos and maps. Everything you enter here feeds into your OMs, BOVs, flyers, listing websites and other marketing materials, so you only need to enter it once.

After you create a new deal or property, open it and select Property Info in the left-hand menu.

Property data fields. At the top of the page are the basic property details: property type, whether it's for sale or for lease, units or size, space count, price and more. The fields get more detailed as you scroll down. They may already be filled in from the files you uploaded when you created the property, and you can edit any of them by hand. At the bottom of the list, click + Add field to add a field that isn't shown yet, or to create a new one. See the Custom Data Fields section below.

Links. For URL fields, like a virtual tour, you can show friendly text instead of the full web address. Click the field, paste the link under URL, turn on Show label, and type the text under Label, like "Take the tour." If you leave the label blank, it shows "Open link."

For sale, for lease, or both. If a deal is for sale and for lease, each offer has its own deal status. You change them from your deal pipeline (see Deal Pipeline). Lease deals also have a Lease type field, such as Gross, Modified Gross, Triple Net or Absolute Net, and each space in Spaces for lease can have its own lease type.

Property highlights. Property highlights appear on the right-hand side of the page. You can type them in, pull them from an upload, or use AI Generate to write them for you.

Amenities. Click + Amenities to add amenities like a pool or fitness center. Your organization's default amenities for this deal type are already checked. You can drag to reorder them, or create a new one for this deal. Amenities show on your listing website's Overview tab. To manage your organization's amenity list, defaults and icons, go to Settings > Deals > Amenities.

Financials. Net operating income, gross operating income, total operating expenses and cap rate are regular property data fields now, not a separate section. Look for Net Operating Income, Gross Operating Income, Total Operating Expenses and Proforma CAP in the property data fields. If you don't see one, add it with + Add field.

Property logos. You can add a logo for this deal. We recommend uploading two versions: one that looks good on a light background and one that looks good on a dark background. If you're working the deal with another brokerage, you can add their co-brokerage logos here too.

Cover photo. To choose the deal's cover photo, go to Photos, open the … menu on a photo and click Set as cover.

Property description, area and location, and area highlights. Like the highlights section, each of these can come from an upload, be edited by hand, or be written with AI Generate. You can rename the header of any section, so it can be as specific or as broad as you like.

POI map. Start by making sure the map is centered on the right location. To adjust it, drag the pin on the map or enter latitude and longitude coordinates. If the deal has more than one location, such as a portfolio, you can add the other locations here.

Points of interest. POIs are grouped into color-coded categories. For each POI you can set the pin, name and coordinates. You can also rename a category or remove it entirely. POIs can come from a setup sheet you uploaded, be added one at a time with Add New POI, or be filled in with AI Generate. There's also a Transit category, and Add New POI Category lets you create a new group.

Custom data fields let you track and show details that aren't in the default fields, like number of stories or a virtual tour link. You can set them up on one property, or across all your deals from Settings.

Admins also see Organization, which creates the field for all your deals.

Fields added here only show up on this property.

Use this for fields you need on most of your deals. Go to Settings > Deals > Data Fields.

There are three tabs:

Each tab includes the IntellCRE default fields plus any custom fields you or your admin added. Admins can set these up for the whole team.

What each column means

On the Spaces for lease fields tab, the two visibility columns are Default visibility (the Spaces for lease table) and Default listing visibility (the listing website).

You can turn visibility on for all property types or pick specific ones, so it can be as broad or as granular as you need.

To add a new field

Example: Virtual Tour link

To remove a custom field everywhere, open its … menu and choose Archive, or Delete permanently where it's available.

If you have questions about Property Information or about setting up your data schema for you or your team, email us at [email protected].