Adding a New Condo Unit

Here’s how to add a unit to a property.

1. On the side menu, click Properties.

2. Choose the property where the unit is located.

3. Select Add Owner-Occupied Unit or if a different type of unit is being created, select the down arrow next to the button and select the type of unit you want to create: Rental Unit, Owner-Occupied Unit, Common Area, or Commercial Unit.

4. Click the button once the selection is made.

5. Enter the information about the unit (name/unit number, square footage, number of bedrooms and bathrooms and any other information) and click Save.

6. Now associate the owner to the unit: 

   1. If the owner’s details are already in the system, ensure the Existing Owner box is checked and search for the owner.

                    b. If a new owner needs to be added, unselect Existing Owner, and enter in the owner’s details.                          Click Save.