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Moving a property from the Deal Pipeline creates a managed property. It does not remove the deal from Buy. Messages, the original files, and the pipeline card stay where they were.
Key things to know
  • The move copies the property, a default unit, calculator loans, and tax and insurance estimates.
  • Property attachments are copied into Documents as independent files, first categorized as Other.
  • Files that exist only inside a message are not copied.
  • Deleting a Manage copy does not delete the Buy original.
How to start the move is in Getting properties in. This page is what happens after you click Move.

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What the move copies

Copying a file does not turn it into a lease, an expense, or a loan payment. Estimates are starting values. Confirm buying cost and record real payments in Financials before they count as money spent.
Financing on the Buy deal is copied into Manage loans. Tax and insurance figures from the deal are copied as estimates. Open the Loans, Taxes, and Insurance tabs in Portfolio and correct anything that was a projection.

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Contacts

The Manage property card shows two kinds of contacts:
  • Contacts already linked to the original Buy deal.
  • Contacts you attach directly to the managed property, including a carrier, a warranty contact, or a lender.
An explicit contact on the managed property takes priority. Opening the card does not copy the conversation and does not pick a contact by matching the address or the person’s name.
Older cards can still show a contact that was linked before the move, even when the managed record itself looks empty. If that original link was never saved, add the contact again. Manage will not guess.

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Attachments after the move

New moves start copying property attachments on their own. Files copy in batches. Keep the page open until copying finishes. Closing it can stop the remaining files. The property is still moved if a file fails. For an earlier move, an interrupted copy, or a Manage copy you deleted and want back:
1

Open Copy BUY attachments

On Dashboard, Financials, Portfolio, or Documents, click Import, then Copy BUY attachments. The description says it creates independent copies and leaves the originals in Buy.
2

Choose the property

Select the managed property that came from Buy.
3

Copy

Click Copy attachments. While it runs, the button reads Copying…. Files already copied are skipped, including ones you renamed or recategorized in Manage.
4

Retry what failed

Failed names stay listed. The button becomes Retry copy. Completed copies are kept. A result of nothing new to copy means every eligible file is already in Documents.
Retry copy can restore a Manage copy you deleted on purpose. It is not a live sync. Later edits in Buy do not flow into Manage, and edits in Manage do not change the Buy file. The same files also appear in the Documents section on the property card’s Info tab. Opening, uploading, or deleting there updates the vault, and the other way around. See Documents.
Storage can time out after the property, unit, and loans are already saved. Do not add the address a second time. Open Portfolio, confirm the row, then run Copy BUY attachments for any missing files.
Only files attached to the property are copied. A file that lives only inside a message thread is left behind. Attach it to the Buy property first, or upload it in Manage with Save a file.
Copy BUY attachments will copy it again. It skips files that are still in Manage, and it restores one you removed. The Buy original was never deleted.
No. After the copy, they are separate. Change a category in Documents, or delete a Manage file, and the pipeline attachment stays as it was.
Independent copies use storage. A large deal with many attachments copies each file again. Deleting the Manage copy frees the Manage file only.