New Property Intake

Create a new portfolio or add a property to an existing portfolio, then link an e-signature sign-up record.

Capture contact data, property details, valuation, and workflow owner.

Mode

Portfolio Name

Account Number

Workflow Owner

Owner / Primary Name

Site Address

Mailing Address

County

State

Tax Year

Property Type

Notice Value

Est. Fee

Internal Notes

Contact Role	Name	Email	Phone	Source
Primary	John Carter	john@acmeholdings.com	(713) 555-1844	Website Sign-Up
Billing	AP Team	ap@acmeholdings.com	(713) 555-9922	Manual Entry
Manager	Onsite Ops	ops@acmeholdings.com	(713) 555-3001	Website Sign-Up

Attach a captured sign-up, signature, IP stamp, and timestamp.

Search Sign-Up Queue

Selected Record

SG-2026-00184

Signed?

Yes

IP Stamp

104.28.44.91

Date / Time Signed

03/11/2026 8:43 PM

All required parts of the intake before save.

Create vs Existing Portfolio selected Complete

Owner + address completed Complete

County / year / property type completed Complete

Contact loaded Complete

Signature linked Complete

IP / timestamp captured Complete

Portfolio linkage confirmed Needs review