Before an acquisition call you do not want to know where somebody lives, you want to know what they own. The Ownership section of the contact panel answers exactly that: which properties belong to this person, how big they are, where they are, and how we know.
Why your own listings are not shown here
DB-Leads works the period before the mandate. The property in question therefore exists in no record of your office: a listing is created when the mandate is signed, not while you are chasing it.
That is exactly where the previous version of this section failed. It tried to attach an existing listing to every contact, and whenever the owner relation in onOffice was not maintained, it fell back to matching the address. That produced two kinds of nonsense:
That email is what the qualification reads anyway. Since August 2026 it also reports what that text says about properties.
What a property lead is
It is not a link to a listing record, it is the facts themselves. It can carry:
The image on the card is a placeholder, and that is not a gap: there is no photo of this property because it exists in no record.
The six relationships
Where entries come from
From the analysis
On every qualification the AI reads the correspondence and records what it finds about properties. Those cards carry the From the analysis chip: unverified, derived from text, evidence below.
Added by you
What you learn on the phone you record via Add property. That is the moment the information is most valuable and most fleeting. Without this path it ends up in a note and is unfindable at the next call a year later.
Confirmed by you
If an AI entry is right, press the check. It loses the chip and stays permanently.
What a new scan overwrites, and what it does not
This is the rule worth knowing:
That is why any edit to an AI entry changes its origin: whoever touches it has checked it. Without that switch your correction would vanish without trace on the next weekly run, and you would see the old house number again and take it for your own input.
When two people edit the same property at once
The form writes all details at once, and it is filled with the state you saw when you opened it. If somebody else edited the property in the meantime, saving would also overwrite the fields you never touched.
That is why the tool asks instead of saving in silence. You can still apply your version, or close the window and look at the other state.
The empty state
If nothing is there you see “No properties found.” plus the way to add one. The section deliberately does not disappear: the property nobody knows about yet is the reason for the call, and right after the call is the only moment anybody records it. A section you have never seen is a section you will not look for.
“On file”: the exception
If onOffice explicitly lists the contact as owner or buyer of a property, that property appears under its own heading On file, with cover image and a link into the listing page. That is a fact from the CRM and the one case where a record really exists.
It sits below the leads, because it is almost never what matters for the next call: a property that is on file is usually long sold or currently being marketed, so it is no acquisition opportunity.
Why there is no "create listing"
The obvious move would be to turn a lead into a real listing under Properties. That would be a mistake. Your property inventory is the list of what you hold a mandate for, and it feeds the exposé generator, the website, statistics, and the onOffice sync. A placeholder built on a guess would be counted there as a mandate and, in the worst case, published.
So a lead stays a lead until there is a mandate. Then you create the listing in onOffice, as you do today, and it arrives through the sync.
Who can do what
| Aktion | Tenant-Owner | Tenant-Admin | Makler:in |
|---|---|---|---|
See the section Read a contact's property leads. db-leads.read | |||
Maintain entries Add, edit, confirm and remove. db-leads.update |
Data protection
Property leads are personal data: they describe a specific person's property. They live in your workspace under the same tenant isolation as all other contact data, and they are deleted with the contact. Delete a contact and no addresses are left behind.