Outcome
The document presents verified parcel and development facts with correct Land terminology and no unintended standard financial pages.
Navigation path
Create New > Land > Document wizard
Access
Document creation access
On this page
Before you start
Data, sources, and access to prepare
- Verified acreage and parcel identifiers
- Zoning and entitlement source information
- Asking price when marketed for sale
Use parcel-first content
Land document model
Physical, legal, and development facts replace the standard recurring-income workflow.
Parcel Identity
APN and address
Site Facts
Acres, topography, utilities, access
Development Context
Zoning and entitlements
Land Metrics
Price/Acre and Price/SF
Land Presentation
Maps, facts, comps, and narrative
- Parcel IdentityLand Presentation
- Site FactsLand Metrics
- Development ContextLand Presentation
- Land MetricsLand Presentation
Suggested Land property data
| Field | Requirement | What it means | Format | Units | Save behavior | Downstream effect |
|---|---|---|---|---|---|---|
| Zoning | Recommended | Current verified zoning classification. | Plain-text jurisdictional classification with source date when useful | Not applicable | Property Data autosaves two seconds after the value stops changing. | Displays current zoning context in the Land property-data presentation. |
| Lot Size (Acres) | Required | Verified site area used by Price/Acre. | Positive numeric value | Acres | Property Data autosaves two seconds after the value stops changing. | Supplies the acreage denominator for Price/Acre and the site-area fact in Land output. |
| Topography | Optional | Relevant terrain characteristics. | Concise plain text | Not applicable | Property Data autosaves two seconds after the value stops changing. | Adds verified terrain context to the Land property-data table. |
| Utilities | Optional | Verified utility availability or service. | Plain text naming each verified service and status | Not applicable | Property Data autosaves two seconds after the value stops changing. | Adds sourced utility availability to Land property facts without changing valuation. |
| Entitlements | Optional | Approved or pending development rights with clear status. | Plain text including approved or pending status | Not applicable | Property Data autosaves two seconds after the value stops changing. | Displays development-rights context while preserving its verified status. |
| Flood Zone, Soil Conditions, Environmental | Optional | Verified site-risk context. | Plain text with the relevant source or report date | Not applicable | Property Data autosaves two seconds after the value stops changing. | Adds sourced risk context to Land property facts without representing independent due diligence. |
| Frontage and Access | Recommended | Road exposure and legal or physical access. | Numeric frontage plus concise legal or physical access description | Feet or the verified source unit | Property Data autosaves two seconds after the value stops changing. | Adds road exposure and access context to the Land presentation. |
Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.
Understand Land workflow exceptions
| Feature | Land behavior |
|---|---|
| Occupancy | Not calculated |
| Primary metric | Price/Acre |
| Secondary metric | Price/SF |
| Financial Scope | Hidden in standard Land documents |
| Rent Roll | Hidden |
| Income & Expenses | Hidden |
| Valuation | Hidden except BOV keeps valuation |
| Tenant Profiles | Hidden |
| Rental Comparables | Hidden |
Changing to Land preserves but hides financial records
The conversion warning explains that existing financial data is preserved but does not appear in the standard Land document. Inspect the final page list after conversion.
Complete the Land workflow
Land steps
- 1
Select Land
Create New, Select Property Type
Choose Land.
Expected result: Parcel terminology and Land step exclusions are applied.
If this does not happen: Change the property type in Property Details if the asset has recurring tenant economics instead.
- 2
Verify site identity
Property Details
Enter the address, asking price, acreage-related base facts, and available parcel identity.
Expected result: The subject site is identified correctly.
If this does not happen: Correct geocoding or address before building maps.
- 3
Add development facts
Property Data
Use the Land suggestions to add zoning, acres, topography, utilities, entitlements, risks, frontage, and access.
Expected result: Only verified, material rows appear.
If this does not happen: Delete empty suggestions and qualify pending entitlements accurately.
- 4
Build the parcel map
Maps
Configure the map for the subject parcel.
Expected result: The saved map shows the verified parcel context and access.
If this does not happen: Correct the subject pin before adding nearby demand generators.
- 5
Write the location highlights
Location Highlights
Enter the approved location highlights.
Expected result: The location story states source-backed access and nearby demand facts.
If this does not happen: Remove any unsupported proximity or travel-time claim.
- 6
Write the market overview
Market Overview
Enter the approved development and market context.
Expected result: The market narrative explains the opportunity without relying on rent-roll pages.
If this does not happen: Qualify proposed development and pending entitlement claims accurately.
- 7
Add sales evidence
Sales Comparables
Enter the available comparable facts.
Expected result: The document has source-backed Land sales evidence.
If this does not happen: The current generic comp modal lacks a new Lot Size input, so do not claim Price/Acre unless acreage is actually present.
- 8
Set the Land BOV range
BOV valuation > Sales comparison
For a Land BOV, enter the supported value range.
Expected result: The valuation section shows the source-backed range.
If this does not happen: If the document is not a BOV, skip this action.
- 9
Set the Land value opinion
BOV valuation > Opinion of value
For a Land BOV, enter the final value opinion.
Expected result: The Land BOV presents one conclusion that can be checked against the supported range.
If this does not happen: If the opinion falls outside the range, verify the evidence and document the reason before review.
- 10
Review output
Review & Customize
Verify acres, Price/Acre, Price/SF, parcel language, maps, and financial-page exclusions.
Expected result: The final document is internally consistent.
If this does not happen: Remove or escalate any unexpected native financial page before publishing.
Resolve Land issues
Financial steps disappeared after conversion
Likely cause: Land intentionally hides the standard financial workflow.
- Confirm the target type is Land.
- Remember the records are preserved but hidden.
- Use a BOV if a Land valuation conclusion is required.
Price/Acre is blank
Likely cause: Acreage or asking price is missing.
- Enter verified acreage.
- Verify selling price.
- Review the calculated metric.
A new comparable cannot calculate Price/Acre
Likely cause: The current comparable form does not expose Lot Size for new entries.
- Do not infer acreage.
- Use other supported source facts.
- Escalate the input limitation when Price/Acre is essential.
- Acreage verified
- Parcel facts sourced
- Zoning and entitlement status qualified
- Price/Acre checked
- Maps reviewed
- No unintended financial pages
Related guides
Build a multi-building or portfolio document
Choose the right multiple-property structure, add every building or parcel, assign property types, and establish a reliable document order.
Open guideComplete a BOV valuation and reconciliation
Build the applicable income, sales-comparison, and opinion-of-value sections for a Broker Opinion of Value.
Open guideVerify financial pages before publishing
Confirm scope-based page inclusion, property-specific exceptions, calculations, footnotes, and final document presentation.
Open guide