---
title: Property Information — Deal Profile
description: Deal Entry - Property Information
---
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# Property Information — Deal Profile
## A guide to linking, creating, and managing property and listing information on a deal profile.
**Overview**
The Property Information section is the first section on all deal types. It allows you to link an existing listing or property to the deal, or create a new one directly from the deal profile.
---
**Linking a Listing**
Use the **Listing Lookup** to search for a listing and space to associate with the deal. This lookup only returns listings that have been added to the Properties tab and have an active availability.
- If the selected listing has multiple availabilities, you will be prompted to choose one.
- Once a listing and space are selected, the form auto-fills with details from the listing, including the linked property.
- If no listing applies, skip this step and proceed to the property fields.
**Listing and property selection rules:**
- If no property is selected and a listing is chosen, the system automatically populates the property linked to that listing and prompts you to select or add a space.
- If a listing is already linked, the property cannot be changed — remove the listing first. The X button to remove the property will be disabled and display a tooltip: *"To change the property, remove the listing first."*
- If a property is selected but no listing is linked, the listing dropdown is unavailable. Remove the property first to select a listing.
- Removing a listing also removes the associated property.
- Adding a new property is only available when no listing is selected.
**Linking a Property**
Use the **Property Name** field to search for existing properties by name, address, or ID. Click the correct result to auto-fill the property details.
If the property has not been used before, enter the information manually. Once saved, the property will be available for future deals.
> **Note:** Property fields are only editable when creating a new property or listing directly on the deal profile. Once the deal is saved, property information can only be edited via the Property Profile, accessible using the **Edit Property** button next to the map.
**Property Snapshots and Change Tracking**
Once a property, listing, or space is linked to a deal and saved, the system creates a historical snapshot of that information. This ensures that subsequent changes to the property profile do not automatically affect the deal.
When editing an active, closed, or re-opened deal, any fields that have changed in the Property Profile are highlighted in **yellow**, and a banner appears at the top of the screen: *"Information was updated."*
To apply the latest property data to the deal, click the **Refresh** button. This updates all property fields (Property Information, Property Details, and Space Information) in one action, regardless of which section the button is clicked in.
> **Note for Lease Deals:** Clicking Refresh triggers a pop-up reminder: *"Update the Lease Calculator manually to use the new values,"* since changes to available space may affect rent calculations.
**Disconnecting a Property**
Click the **X** button to the right of the property name to remove it from the deal. This is not available for closed deals that have paid accounting entries.
For lease deals where a rent grid has already been generated, a confirmation prompt appears: *"Are you sure you want to delete this property? Removing it will not remove the lease calculations."*
---
**Unit/Suite # Field**
The Unit/Suite # field was moved from the property level to the space level in a previous update. It remains visible under Property Information only for historical deals and properties where the value was previously set. When editing a historical deal, the system will prompt you to move the Unit/Suite # to the space level before saving.
---
**Square Footage Warning**
If you attempt to update the SF of a property or space on a Pending Close or Closed deal, the system will respond as follows:
- **Other Rep and Sale deals** — A warning is displayed.
- **Sale deals** — The update is blocked until applied payments are deleted and the rent schedule is re-run, as SF directly affects accounting figures.
**Field Definitions**
**Property Type** — A multi-select dropdown to identify the property type(s). Other fields in this section vary based on the property type selected. See *Property Details Based on Property Type* for more information.
**Square Feet** — The square footage available and tied to the deal. Auto-fills if a listing or property is selected from the lookup.
**Building Size** — Total square footage for the entire building.
**Acres** — Total acreage associated with the property. Not required.
**Street Address** — As you type, Bing address suggestions appear below the field. Selecting a suggestion auto-fills the full address, pins the location on the map, and populates Latitude and Longitude.
**Map** — The map can be adjusted by entering Latitude and Longitude values and clicking **Update Map**, or by double-clicking a location directly on the map. Dragging the pin also updates the Latitude and Longitude values. The map supports two display modes — **Road** and **Satellite** — switchable from the top-left corner. 
**Building Photo** — Click **Upload Picture** to add a photo of the property.
> **Remember:** Always click the green **Save** button after making changes.
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