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How to Copy an Existing Property
How to Copy an Existing Property

Copy one of your existing properties to quickly analyze alternative scenarios.

Cindy Bellford avatar
Written by Cindy Bellford
Updated over a week ago

Sometimes you'll need to analyze alternative investment scenarios for the same property. For example, you may want to compare financing it vs. buying it cash, or varying your purchase price and long-term projections.

The easiest way to accomplish this with DealCheck is to add a property and enter all of its information, then copy (or duplicate) it and fine-tune each scenario as needed.

Here is how to copy existing properties:

Using the Quick Action Menu

The quickest way to copy a property is by using the quick action menu on the left side (or at the top right on mobile).

Step 1: Click the "Copy" Button in the Quick Action Menu

Open the quick action menu and click the Copy button:

Duplicate property link in property menu

 

Step 2: Adjust Deal Parameters as Needed

After copying the property, go to the Purchase Worksheet page to customize any parameters or numbers you'd like to change:

Purchase worksheet link in property menu

Tip: you can compare the new property with the original one to see which scenario will produce the best outcome.

Using the New Property Workflow

Another way to copy a property is by using the new property workflow, which gives you more control over the process.

Step 1: Click the "Add Property" Button from the Property List

Navigate to your property list and click the Add Property button at the top right:

Add property link on the main dashboard

 

Step 2: Select the "Copy Property" Option

Copy property link in new property wizard

 

Step 3: Customize the Copy Options

You can choose one of your existing properties you'd like to copy, or paste the link of a property that was shared with you by somebody else.

By default, DealCheck will copy all of the information from the existing property, but you can also toggle which sections you'd like to copy manually:

Copy property options

 

Step 4: Click the "Copy Property" Button

Once everything looks good, click the Copy Property button at the bottom of the page to finish the process:

Finish copy property workflow

 

Step 5: Adjust Deal Parameters as Needed

The new property will be added to your account and you can customize its parameters as needed on the Purchase Worksheet page:

Purchase worksheet link in property menu

Tip: you can compare the new property with the original one to see which scenario will produce the best outcome.

Note: the above screenshots were taken from our website, but the same features can be found in our iOS and Android apps as well.

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