Add, Edit Or Remove An Owner From A Property

PropertyMe Grow CRM allows you to easily add, edit or remove an owner from within a property directly.

This article will guide you through adding, editing and removing (both completely or just ending ownership) an owner from a property.

Add An Owner

1. From within the property, locate the Current Contacts section on the right-hand side of the screen.
2. Click Add Owner.
   
3. Fill in the owner details:
   • Owner Legal Name
   • Ownership Type
   • Owners
     • If you haven't created a contact for the owner, select 'Add a new contact' from the dropdown.
   • Start Date
      
4. Confirm whether this owner is current:
   • Yes: Tick the 'Current Owner' checkbox.
   • No: Untick the 'Current Owner' checkbox, then enter the End Date.
      
5. Click Save.
   

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Edit An Owner

1. From within the property, locate the Current Contacts section on the right-hand side of the screen.
2. Click the three grey dots next to the required owner.
3. Click Edit.
   
4. Edit any of the following details as required:
   • Owner Legal Name
   • Ownership Type
   • Owners
   • Start Date
   • End Date (if editing a past owner)
   • Current Owner
      
5. Click Save.
   

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End An Ownership

1. From within the property, locate the Current Contacts section on the right-hand side of the screen.
2. Click the three grey dots next to the required owner.
3. Click End.
   
4. Click End to confirm.
   

The owner will now be recorded under Past Owners.

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Remove An Owner

1. From within the property, locate the Current Contacts section on the right-hand side of the screen.
2. Click the three grey dots next to the required owner.
3. Click Delete.
   
4. Click Delete to confirm.
   

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