Add and Manage Properties

#1. Import Multiple Properties at Once

1. 1Click "Import Properties"
   Click "Import Properties" under "Properties" Section

   

2. 2Download the template
   Columns are labeled clearly — one property per row. Or use your own spreadsheet.

   

3. 3Map & fix gaps
   We’ll match your columns. Missing required fields open in a spreadsheet-style grid.

   

4. 4Watch the import
   Every property is submitted for review — same as adding one at a time.

   

#2. Add a Property Manually

1. 1Click Add Property
   Go to the Properties section in your broker dashboard and click Add Property.

   

2. 2Fill in details
   Fill in the required property details, including the property information, beneficiary name, and Default SDR amount.

   

3. 3Click "Add Property"
   Review the information and click Add Property to complete the setup.

   

#Key terms

• Property Name
  The name of the property or apartment community.
• Beneficiary Name
  The landlord, property owner, or legal entity entitled to receive payment under the policy in the event of a covered loss.
  Learn more: Need a hyperlink
• Default SDR
  The default Security Deposit Replacement (SDR) coverage amount for the property. This amount will be pre-filled when inviting a tenant for SDR.
• Unit Count
  The total number of units at this property.
• Building Types
  • Condo — A condominium where each unit is individually owned.
  • Co-op — A cooperative property where residents own shares in the corporation rather than the individual unit.
  • Rental / Multifamily — A residential building with multiple rental units under the same property.
  • Single Family — A standalone residential home designed for a single household.
  • Townhouse / Row Home — A residential home that shares one or more walls with neighboring properties.
  • Other — Select this if the property does not fit any of the listed building types.
• Pending vs. Active PropertiesPending properties are newly registered properties awaiting admin review, while Active properties have been reviewed and approved.