Outcome
You will use Property Hub as the starting point for property-specific work while editing each connected record in its authoritative feature.
Navigation path
Documents > Property Hub
Access
The document workspace is available to permitted users. Listing Hub, Deal Rooms, CRM, and Email Blasts follow current plan access.
On this page
What you will accomplish
Goals
- Open the property workspace
- Understand which feature owns each record
- Continue the correct next task
One property, connected workflows
Property Hub links to the records. It does not create separate copies of them.
Property Hub
Public listing
Deal Room
CRM activity
Email Blast
- Property HubPublic listing
- Property HubDeal Room
- Property HubCRM activity
- Property HubEmail Blast
Before you start
Data, sources, and access to prepare
- A saved CREBuilder document
- Access to the document
Prepare these details
- Identify the one property campaign you want to manage
- Know whether the next task concerns content, publication, confidential files, a prospect, or outreach
- Confirm access to any paid feature required for the task
Complete the task
- 1
Open the property
Documents
Select the property name or Property Hub action for the intended document.
Expected result: Property Hub opens with the matching property identity.
If this does not happen: Return to Documents and compare the address if the wrong property opens.
- 2
Review campaign status
Property Hub
Read the current status cards before selecting an action.
Expected result: You can identify incomplete or active connected workflows.
If this does not happen: Refresh the page once if a recently completed action is not reflected.
- 3
Open the authoritative feature
Property Hub > selected card
Select the card for the one task you need to complete.
Expected result: CREBuilder opens the linked document, listing, Deal Room, CRM, or Email Blast workflow.
If this does not happen: Use the reference table to choose the correct card if two areas appear similar.
- 4
Return to Property Hub
Connected feature
Use the property or browser navigation to return after saving.
Expected result: The property workspace reflects the saved connected state.
If this does not happen: Reopen Property Hub from Documents if the connected feature does not provide a return link.
Connected feature reference
| Need | Open |
|---|---|
| Correct property content or regenerate the PDF | Document wizard |
| Control Listed, Sync, Status, access, domain, or appearance | Listing Hub |
| Manage confidential files, NDA, approvals, or room activity | Deal Room |
| Qualify a person, add requirements, or set follow-up | CRM |
| Build, validate, or send a property campaign | Email Blasts |
Verify before you finish
- The property name and address match the campaign
- The connected feature shows the expected underlying record
- The saved change is visible after returning to Property Hub
Troubleshooting and next steps
A feature card is locked or absent.
Likely cause: The current plan, role, or property state does not provide the feature.
- Review the access message shown by CREBuilder.
- Ask the document owner or account administrator to verify entitlement.
A connected status looks stale.
Likely cause: The linked operation may still be processing or the page may predate the change.
- Open the authoritative feature and confirm its state.
- Return to Property Hub after the operation completes.
Final verification
- Documents: Property Hub opens with the matching property identity.
- Property Hub: You can identify incomplete or active connected workflows.
- Property Hub > selected card: CREBuilder opens the linked document, listing, Deal Room, CRM, or Email Blast workflow.
- Connected feature: The property workspace reflects the saved connected state.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.