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How do I Add an Owner?

How do I Add an Owner?

Written by Carlos Rivas

Feature Availability:

This feature is only available for Subscribers and Admins.

Feature Description:

When a property is sold and purchased by another user, the previous owner must be deleted and then add the new owner.

Steps:

  1. Select CM/Owners List

  2. Search for the address or scroll down to find the appropriate address.

  3. Select Add an Owner

  4. Search for the owner’s name; if found, click Select to the right of the name.

  5. Provide the Effective Date then select Confirm

  6. If the name is not found, select Create a New User

  7. Provide the first name, last name, and email address, if known.

  8. Check the box if this owner is also a voter for this address.

  9. Select Create User

💡 Need Help?
If you experience issues or need additional assistance, please contact our support team at: 📧 [email protected]

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