Property Card Customization
The property card shows details about the property on the survey home page and show cases a summary of each property. You have the ability to control what data shows on this card to assist your client in seeing the pertinent information quickly and without too many clicks.
Each property card will show the following:
Property Name & Address: The name of the property and address will appear over the property photo
Client Commentary: Up votes, down votes as well as comments from client interactions
Rate and SF: The rate and square footage of the Space will populate on the card (or a range of rates and sizes of all the visible spaces on the property)
Monthly Cost: The monthly cost will be generated and automatically show when you create a new survey. To hide it, open ••• → Display Settings on any property card and turn off Show monthly cost.
To customize the card, click ••• (More) on the property card. From there you can open Display Settings, change the status of the card, add photos, units, tour dates and notes, and choose which features display.
Example of a property card with detailed customizations
Open ••• → Display Settings to choose which data points appear on every property card — submarket, date added, unit info, and how rate and opex are shown.
Choose to display features or amenities here on the card to customize your card. Communicate the more impactful information to your clients in a quick and easy manor.
Display Settings
To customize your card, click the ••• (More) button on the right, then Display Settings.
These settings apply to every property card in the survey, not just the card you opened them from — set them once and they apply everywhere. Click Save in the dialog and your cards update right away.
Each setting shows its item when it is turned on.
[SCREENSHOT: sa-property-card-01-display-settings-dialog.png — Property Card Display Settings dialog with its toggles, including Show "View Brochure" button]
Show base rate and OpEx separately — Base rate and opex will be broken out on the property card instead of being combined into a gross rate. By default the system calculates the gross rate from the base rate and opex and shows that single value.
Show rate for For Lease properties — Shows the rate on For Lease properties. Turn it off to hide the rate. For Sale properties will still show their price.
Show monthly cost — Shows the calculated monthly cost on the property card. Turn it off to hide it. When Show yearly cost is on in Survey Display Settings, the yearly figure only appears on cards if Show monthly cost is also on.
Show price per area on For Sale properties — Shows the price per area on For Sale properties. Turn it off to hide it.
Show submarket — Shows the submarket name on each property card. It will show to your client in share view.
Show date property was added to the survey — Shows the date you added a property to the survey. This helps you track progress and gives your client further insight into the presentation.
Show unit info in popover while hovering — On hover, unit square footage, base rate, opex and CAM will be displayed.
Show "View Brochure" button — Adds a brochure button to the property card and the top of the property page, on properties that have a brochure or flyer attached.
Show monthly cost on Space cards — Shows the monthly cost on Space cards.
Show property data cards on property detail view — Shows the data cards at the top of the property detail view.
Display Features
Customize the Property card by selecting Display Features. Here you will be able to select which features and amenities you'd like to display on the property card. You can click "Display these data points on every property card" at the bottom. If the feature or amenities exists on that property, then it will display on the property card.
Photos
Selecting Photos opens the property's media library, where you can upload, organize and manage every image for the property in one place.
Internal Notes
To add customize your card by adding private notes, click "internal notes". Here you can type out information regarding a contact, listing broker, or any tour details that you do not want your client to be able to see.
Note: to generate a PDF that will be a "Broker Version" PDF, you can toggle a setting on under the Modern Template, under Property Page, to include Internal Notes on the property page of the Tour Book. You can give this version of your tour book a customized title like "Broker Version". This will enable you to have these details in the PDF for the actual Tour.
Broker Notes
To add customized comments or notes for your client to see, click "Add Notes". These are also referred to as Broker Notes. This will enable you to customize your commentary to your client by filling in this field. Broker Notes can be up to 200 characters, show on the property card in the share view, and are added one property at a time.
Map Icon
Override the number pin on the map with an image by selecting Map Icon. This will allow you to add a jpg or png to replace the Number pin on the Map.
Property Status
Customize how you'd like to display Verified, unverified data to your clients by selecting Status. Here you can choose to show your property as Verified, Unverified. This will be indicated by a blue check mark for Verified and a gray question mark for Unverified. In this view, you can also set a property's status to Hidden. This feature is useful for Properties that have been eliminated from the survey. You can keep all the property data on the survey, but mark its status as Hidden. It gray it out on the broker view, but completely hide it on the client view (as well as the PDF).
Reorder Properties
Drag the six dots on a property card to move it. The order is saved. The Reorder Properties drop-down above the cards also saves the new order. Sort By only sorts temporarily.
To learn how to add the Property Group color banner at the top of the Property card, click here.