Change of Owner, having the option able to transfer over document management and notes
When doing a change of owner, we want to have the option to include the notes or document management files to bring across to the new property
AdminAngela Sutton
(Admin, MRI Software)
shared this idea
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Kareem Derbas
commented
This option is crucial for effective record keeping and documentation of a properties history. If an existing landlord changes the title of their ownership ( but is still effectively the same owner ), and a new ownership is created, then all existing notes and documents are left behind in the archives and never accessed again unless an existing staff member remembers its archived or a note is left behind and new staff read this specific note to check archives.
Also is very effective if a property is sold and there really is a new ownership, some documents saved such as emails or routine inspections etc. are very important to keep with the property for records sake.