Property Acquisition Screen

Open the Construction tab in the Keystone ribbon and click Properties to access the Property Acquisition screen. Here you can enter, update, and review the status of properties.

Filter button

The Filter button allows you to display only those property records that meet your specified criteria. On the Property Acquisition screen, you can use the filter to search by status of the property, the neighborhood it is in, and several other fields. The other fields you can search include: Seller(s) First Name, Seller(s) Organization Name, Parcel Reference No., Property Address, and Status Comment.

See the Filters section for an explanation of how to search fields using filters.

Word button

You can use the (Word) button to send data directly to a Word template related to this screen. For more information, see the Using an Automated Template section.

E-mail button

The is the E-mail button icon. For more information, see The E-mail Button section.

Selecting a Property

Select the property you want to review or update in the Property Selection pane in the upper-left portion of the Property Acquisition screen. You can select the property using any of the following three fields’ drop-down lists:

ID - allows selection of the property by ID number. Open the drop-down list to display a list of the property IDs listed together with the seller's name and the address of the property.
Seller - allows selection of the property by Seller's name. Open the drop-down list to display a list of the seller's names together with the address of each property.
Address - allows selection of the property by address. Open the drop-down list to display a list of the addresses of each property.

When you select a property, the status and other information are shown on the Property Acquisition screen and the tabs in the lower portion of the screen.

By default, only properties labeled as Active are available for selection in the fields of the Property Selection pane. Check the Show All check box located at the bottom-right corner of the Property Acquisition screen to make all properties available regardless of their status.

Property Status and the Status Pane

The Status pane in the upper-right portion of the Property Acquisition screen allows you to set the status of the selected property.

Active - when checked, this indicates that the property is currently being considered for acquisition and review, or that negotiations are in progress. By default, Keystone only displays properties for which the Active box is checked. If you check the Show All check box at the bottom of the screen, you will see both active and inactive properties.
Timeline - allows you to indicate a more detailed status or the stage of the property in the acquisition process. You can edit the values available here on the Property tab of Affiliate Setup.
Comment - allows you to record notes related to the property's status. Double-click this field to open a larger viewing window.

Property Acquisition Screen Tabs

The Property Acquisition screen has seven tabs. Click on any of the links below to learn more about that tab.

If you try to open this screen with the Loading Property History box checked in Affiliate Setup, you will see a message reminding you that you must turn Loading History off before resuming day-to-day data entry in Keystone.