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Searching, Tagging and Organizing Your Properties
Searching, Tagging and Organizing Your Properties

Quickly find properties and keep them organized with our productivity tools.

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

As your list of properties grows, it will become more important to organize your properties, quickly find the ones you're looking for and hide old deals from your main list to stay focused.

DealCheck offers several productivity tools to help you manage your property list:

Property Tags and Labels

Property tags and labels allow you to create custom groups for your properties to help you categorize them, track their status and quickly find them later.

They work similarly to folders, but allow each property to have multiple tags or labels applied to it.

Tagging Properties

You can add tags and labels to each property from its Property Description page:

Add tags and labels to a property

Or you can tag multiple properties at once by selecting them from your property list:

Tag multiple properties from the property list

Filtering Properties by Tags and Labels

After you've tagged your properties, you can quickly filter your list by one or more tags from the dropdown at the top left:

Filter the property list by tags and labels

Managing Your Tags and Labels

If you need to edit or delete existing tags across all of your properties, you can do so by going to your Settings via the link at the top right:

Account setting link in main menu

And opening the Manage Tags page:

Manage tags page in settings

Searching Your Properties

You can quickly search or filter your properties by any field (like the name, city, state, zip code or notes) using the property search field at the top of the property list.

Simply start typing and you'll instantly see only the properties that match your search:

Search the property list

Sorting Your Properties

DealCheck offers several options for sorting your properties, including by name, city, state, zip code, cash flow, price or date created.

Click on the Sort By dropdown at the top right of the property list and pick the sorting option you'd like to use:

Sort the property list

Tip: we'll save your selection, so next time you return to DealCheck your properties will be sorted exactly how you left them.

Archiving Old Properties

DealCheck's archiving feature allows you to hide properties from your main list, but still keep them in your account, without deleting them.

This is helpful for hiding deals you're no longer interested in at the moment, but would like to keep for future reference. You can also use this to hide deals you've considered, but put on hold for the time being.

You can archive or un-archive (in other words - restore from archive) each property from the property list by hovering over it and clicking the archive or un-archive button on the right side:

Archive a property from the list

To show or hide your archived properties, click the Show Archived toggle at the top right of the property list. Archived properties will appear below your other ones, under their own sub-heading:

Show archived properties in the property list

 

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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