Viewing Properties for Asset Type

When you click on the Properties tab at the top of your screen, you will see a yellow bar beneath the top level tabs that reads View Properties for Asset Type (as shown below). It is important to understand how this bar works, as it operates a bit differently than you might expect.

If you click the drop-down arrow next to All, you will see the different Asset Types you can assign to properties within the system:

You can filter the properties displayed by selecting one Asset Type from this list. For instance, if you select Short Sale, the list will display only Short Sale properties. You will notice that when you do this, the sub tabs shown at left (Search, New, etc.) will also change, which impacts which properties you can view. This is due to how your property statuses have been set up.

When your Admin group set up the property statuses that you are able to assign to your properties, they also identified which Asset Types could use those statuses. For instance, they may have indicated that properties with an Asset Type of REO could be assigned statuses of Initial, Eviction, Not Listed, Listed, etc. Therefore, when you elect to View Properties for Asset Type of REO, you will see those property statuses listed as sub tabs in the left pane (beneath Search and New, which will always display), as shown circled below:

If you elect to view properties for an Asset Type of Short Sale, the sub tabs that display at left will only be those that use an Asset Type compatible with Short Sale (see our sample below). Our system is set up such that the Asset Type of Listed can be used for ALL Asset Types, therefore, this status option would show at left for Short Sale properties, as well as for any other type of property. Because we do not have any other statuses set up to be used with Short Sales, the only three status options that display at left are Search and New (which by default will display for all properties), and Listed, which we set up to show for all properties as well. If we had created an additional status to be used for Short Sale properties, we would also see that status at left.

Important:

• • Once you change the Asset Type in the yellow bar, it will stay that way until you run another filter.

Viewing Asset Types for Multiple Property Statuses

If you wish to view properties by Asset Type and at the same time view properties in multiple statuses, this is easily done using the Property Search feature. As an example, in the screen shot below, we chose to view properties wih an Asset Type of Short Sale, and then indicated that we also wanted to see properties in statuses of either Initial or Listed. To do this:

1. Select the desired Asset Type from the View Properties for Asset Type field in the yellow bar (in our example below, we selected Short Sale).

2. Click the Search option from the Side Navigation Bar on the left side of the screen. The Property Search screen shown below will appear.

3. In the Property Status section at right, select the statuses you wish to view.