Find a Property

Finding a Property in TransactionPlan is simple. On every page you will always see a tab where it says: Type Address here

In the field “Type Address Here”, start typing the address of the property.  It is best to start by just typing 3 characters. You can type either the street number or street name.  As you type, a list will appear that shows you the Properties that match what you have typed. To filter more, type another character… and continue till you find the property you want

When you locate the desired property in the search results, click on the icon to the right of the address for the type information you need.  For full details of the property, click on the address OR the pencil icon. Each of the icons will take you to specific information related to managing this Transaction online.  To see what each icon is for, hover your mouse over the icon and a tool tip will appear to let you see what the icon symbol means.


Whats’s New: TransactionPlan vs 

If you are used to using, you will notice you do not have to click on the Properties tab and then click in the Search box.  They way that TransactionPlan is designed you can navigate to any property from any page in the application.  Also, unlike ATPerspective, you do not need to go to the Properties landing page and then select the sub-page that you want to go to.  Instead, you can use the icons to go immediately to specific sub-page that you want to work with