Owners and money routing

How do I add the first owner in LOXA?

Open Owners and select Add owner. The owner becomes available on property records.

For
Organization owner, Organization admin, Accountant
Updated
August 9, 2026
LOXA Owners and money routing screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Owners and money routing workflow in your LOXA role.
  • Have legal name, entity type, email, and status ready before you begin.

Step by step

  1. Sign in to LOXA and open Owners and money routing.

  2. Open Owners and select Add owner

  3. Enter or review legal name, entity type, email, and status.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the owner becomes available on property records.

What should happen

The owner becomes available on property records.

Open this workflow in LOXA