Properties and units

How do I create a property in LOXA?

Open Properties and select Add property. The property appears in the portfolio list.

LOXA Properties and units screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Properties and units workflow in your LOXA role.
  • Have name, property type, owner, street, city, state, and ZIP ready before you begin.

Step by step

  1. Sign in to LOXA and open Properties and units.

  2. Open Properties and select Add property

  3. Enter or review name, property type, owner, street, city, state, and ZIP.

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

  5. Verify that the property appears in the portfolio list.

What should happen

The property appears in the portfolio list.

Open this workflow in LOXA