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# How to Handle Off-Market Properties in PropWise

### TL;DR
|| Use PropWise to manually add, structure, and securely share off-market properties with buyers. This approach helps you maintain control over the narrative, protect relationships, and expedite high-trust deals without leaking sources, losing context, or creating disorganized workflows.
---

### When to use this
Consider this workflow when dealing with properties that are **not publicly listed**, such as:
* Private seller connections
* Developer inventory not yet released
* Word-of-mouth or investor deals
* Quiet luxury or sensitive transactions

If the property isn’t available on a public portal or MLS, this is the appropriate method.
---

### Step-by-step instructions

#### Option 1: Manual Property Creation (Best for true off-market deals)

1. Navigate to your **Portfolio**.
2. Select **+ Create Listing**.
3. Opt for **Manual Entry**.
4. Input the core property details: approximate location, price or price range, property type and size, and a short, factual description.
5. Upload available assets (only after the client signs an NDA): floor plans, photos or renders, PDFs or pitch decks (if permitted).
6. Save the listing.

| Result: The off-market property is now organized, comparable, and shareable like any other listing.

#### Option 2: Controlled Disclosure via Notes & Documents (Best for sensitive sources)

1. Add the property using **Manual Entry** (as described above).
2. Utilize **Private Notes** to document:
    * Seller identity
    * Source of the deal
    * Negotiation constraints
    * Internal risk flags
3. Upload sensitive documents **only if necessary**.

| Result: You maintain institutional memory without exposing leverage or relationships.

#### Option 3: Portfolio-First Teasing (Best for early validation)

1. Add a **light version** of the property:
    * Approximate location
    * High-level description
    * “Off-market opportunity” label
2. Share the portfolio with the buyer.
3. Use buyer feedback to determine:
    * Whether to unlock full details
    * Whether to proceed at all

| Result: You assess buyer intent before investing political or social capital.
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### Common issues & tips
* **Over-sharing too early**
→ Keep seller identity and pricing flexibility in private notes until intent is confirmed.
* **Messy comparisons**
→ Standardize descriptions so off-market properties are comparable to listed ones.
* **Forgetting context later**
→ Always log why the property exists and how it was sourced. This will be beneficial in the future.
* **Performance note**
→ Off-market listings are fully supported in PropWise, ensuring no feature loss or second-rate handling.
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### Strategic reality check
* Off-market deals are **trust assets**, not inventory.
* If they reside in WhatsApp, they *don’t exist*.
* If they exist only in your mind, they *may be mishandled*.

PropWise encourages discipline: prioritize structure, exercise discretion, and maintain speed.
---

### Related articles
* [How to Add Properties to a Portfolio](https://propwise.crisp.help/en/article/what-are-the-ways-to-add-properties-to-my-portfolio-xhyhhz/)
* How to Use Private Notes Effectively
* [How to Share a Portfolio Securely](https://propwise.crisp.help/en/article/how-to-share-a-portfolio-with-my-client-z9lvqg/)
* [Portfolio Management Best Practices](https://propwise.crisp.help/en/article/what-are-some-best-practices-for-managing-portfolios-rcdha1/)