Setting Up Your First Property

Adding a property is the foundation of organizing your documents in Real Estate Ledger. Here's how to set one up.

Written By Javin Towers

Last updated 5 days ago

Why Add a Property First

Every document you upload gets linked to a property. Setting up your property before uploading ensures documents land in the right place from the start.

Adding a New Property

  1. Click Add property from the Dashboard or Properties page
  2. A dialog opens to guide you through the process

Step 1: Choose Single or Multi-Unit

Pick the option that matches your property:

  • Single-family home -- A standalone residential property
  • Multi-unit building -- A property with multiple units (apartments, condos, duplexes, etc.)

If you choose multi-unit, you'll also specify how many units the building has.

Step 2: Enter Property Details

Fill in your property information:

  • Property Name -- A friendly name like "The Elm House" or "Unit 4B"
  • Purchase Date -- When you acquired the property
  • Property Type -- Select from the dropdown (e.g., Single Family Home, Apartment Complex, Condo Complex, Duplex, Triplex)
  • Address -- Start typing and Google autocomplete suggests matching addresses. You can also enter the address manually.

Below the address, add optional details:

  • Year Built
  • Square Feet
  • Lot Size

Step 3: Review and Complete

Review your property information, then click Continue to finish. Your new property appears in the Properties list.

After Creating Your Property

Once your property exists, you can:

  • Upload documents directly to this property
  • Add areas like Kitchen, Primary Bathroom, and Garage to organize documents by location
  • Add a cover photo to identify the property at a glance
  • Edit details anytime from the Settings tab

Adding Areas to Your Property

Areas help you organize documents by physical location within your property:

  1. Open your property and go to the Settings tab
  2. Find the Areas section
  3. Add areas for the rooms and spaces in your property (e.g., Kitchen, Living Room, Garage, Basement)

When reviewing documents, you can link them to specific areas so everything stays organized by location.

Good to know:

  • Multi-unit properties create a property group that contains individual units
  • Property details like year built and lot size can be updated in Settings at any time
  • All fields except property name and address are optional

Related Articles