Holdings: The Property Tab

If the address of the property is the same as is recorded on the client record, click ‘Set to the client’s current primary address’.  If not, complete and if required click ‘Update the primary address of the client to this address’:

If the property is a rental property and all of the repayment details have been input in CCD, then by inputting the amount of monthly rental, the system will calculate yield and return on investment. This amount will also be pulled into the income area of the client fact find.