---
title: Managing a Realtor with Multiple Properties
description: How to organize and manage a realtor with multiple properties.
---

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# Managing a Realtor with Multiple Properties

## How to organize and manage a realtor with multiple properties.

Updated: July 17, 2025

### **Allowing Duplicate Contacts**

1. Under **Settings** open Business Profile
2. Find the section titled C**ontact Deduplication Preferences,** make sure the toggle is blue. You first must allow duplicate contacts in order to properly handle multiple properties under one realtor agent.

### **Accessing Contacts**

1. Navigate to **Contacts** in the menu pane.
2. Created a contact for each separate property using the realtor agent's contact information.

### **Adding a New Company**

1. Click on the **Company** tab at the top of the *Contacts* page.
2. Click on **+ New Company** to create a new company.
3. Enter the Realtor's Name. 
     - This can be either the realtor's personal name or the name under which the properties are listed (e.g., Realty Group LLC).
4. Provide the necessary details: 
     - These may include primary address, contact information, and any other relevant information.
5. Click on  **+ Add Company** to save the newly created company.

**Companies should only be created when trying to organize multiple properties under a single person, you do NOT need to create a company for every contact**

### **Associating Contacts with the Company**

- While in the company details section, you can view the contacts associated with that company by clicking on the **Contacts** tab.
- To add a contact to the company, click on **Add Contacts**. Search for the contact in the bar and **check the box** next to their name.  Click **Apply** to finalize changes.
- To delete contacts from the company, click on the **red trash** can next to their name. Click **Yes** to confirm the change.

### **Editing Company Information**

- Within the selected company, you can make changes to the company details.
- Add. review, edit property notes or create tasks as needed
- Edit and update any necessary information such as address or contact details. Click **Save** to complete any changes.

Now that each property has it's own contact a Pro Forma can be generated per individual property as needed. 

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