Property

About Property

With Trustworthy, you can help your clients keep track of their real estate, vehicles, and valuables using the Property category. It's easy to document purchase receipts and serial numbers so that everything is organized and accounted for. 

To make things even more convenient, you and your client can set up automatic reminders for when warranties are about to expire. That way, you can stay on top of everything and avoid any unpleasant surprises down the road.

You've probably noticed a theme — all categories include a step-by-step workflow within each tile to help clients to gather the information that will be needed to complete the tile.  

The same applies to the Property category. When clients begin to add their property, Trustworthy will walk them through the process to add all of their information.

Here are some of the highlights for each of the standard Property categories.

Real Estate

1. Add a client’s home or rental properties and entity-owned real estate

2. Add utilities and services to property(ies) — energy, internet, water, trash, landscaping, etc.

3. Seamlessly connect real estate loans and insurance policies from the Finance and Insurance categories.

Vehicles

1. Include automobiles or motorcycles, airplanes, and more. Upload, access, and share vehicle registrations on web or mobile devices

2. Receive automatic reminders for vehicle registrations

3. Seamlessly connect loans and insurance policies for vehicle(s) - add a new one or choose from their personal lists

Valuables

1. Include any valuables such as heirlooms and electronics. Items with sentimental value to share with future generations

2. Track serial numbers for insurance purposes, include appraisals and photos