New Properties

Single Property Ledgers

  1. Select OWNER on the tree view in M1 Software.
  2. Confirm the new owner isn’t an existing client.
  3. Select PROSPECTIVE OWNER on the tree.
  4. Click on the view link of the owner you will putting in the system.
  5. Click on ADD PPTY to OPS
  6. Update all information for owner and property.
  7. All owners need to have the 1099 box checked at the top.
  8. Select other appropriate boxes at the top that apply.
  9. Enter in Owner information.
  10. Enter in Bank information if applicable.
  11. Click SAVE button once completed.

Multi-Unit Ledgers

  1. Select OWNER on the tree view in M1 Software.
  2. Confirm the new owner isn’t an existing client.
  3. Select ADD NEW OWNER (If multiple owners that need checks sent separately, you will need to enter each owner in the system-up to 3 owners).
  4. All owners need to have the 1099 box checked at the top.
  5. Select other appropriate boxes at the top that apply.
  6. Enter in Owner information.
  7. Enter in Bank information if applicable.
  8. Click SAVE button once completed.
  9. Select PROPERTY on the tree view.
  10. Select ADD NEW PROPERTY
  11. Enter in the owner’s last name & Search.
  12. Once confirmed, select NEW PROPERTY LINK
  13. Once at Property Detail screen follow through and enter items & SAVE at each section
  14. Check the box above Parent Property (only on the main address location and not on each unit entered thereafter) this is normally the common ground address and after the property address is entered, click SAVE
  15. From the Parent Property drop down, choose the Owner and if multiple owner’s you would select each owner/up to three.
  16. Then you will go back to PROPERTY from the tree view and ADD NEW PROPERTY.
  17. Once at Property Detail screen follow through and enter items and include Unit # & SAVE at each section DO NOT select the Parent Property check box.
  18. Continue this process from item #11 for as many units that apply.