Property template

What this template is

The Property template stores real-estate reference data: property address, deed or title reference, lender, loan account number, and purchase date. It keeps mortgage and ownership details findable by title and category filter—structured alternative to a long Secure Note.

When to use it (and when not to)

Good fits

• Refinance paperwork needs deed reference and lender loan number in one place
• Estate planning—executor can locate property and lender without parsing notes
• Rental vs primary residence—one item per property

Use something else instead

Everyday workflows

Refinance or sale

1. Enable the Property pack—see Enable category template packs.
2. Open the property item; Copy loan account number or deed reference into lender forms.
3. Update lender name and notes when the loan is sold to a new servicer.

New purchase

1. Create an item with property address, purchase date, and lender.
2. Add deed reference when you receive recorded title documents.
3. Link mentally to a separate Bank Account item for the payment account if needed.

Fields at a glance

What you need

Steps

Enable the pack

1. Unlock your vault and open Settings → General → Category templates (https://se.nt2.me/settings/general/templates).
2. Toggle Property On.

Create a property item

1. Open https://se.nt2.me/assets and select Add asset → Property.
2. Enter a title and fill property address, lender, and secret fields as needed.
3. Save.

Copy loan or deed reference

1. Open the item from the asset list.
2. Reveal and Copy loan account number or deed reference when filling forms.
3. Paste within 30 seconds—clipboard auto-clears after that.

Update or remove

1. Edit when the lender or loan number changes.
2. Delete sends the item to Trash.

Tips and common mistakes

• Enable pack first—Property does not appear in Add asset until toggled on.
• Separate property and bank items—loan metadata here; routing and checking numbers in Bank Account.
• One property per item—easier filters and safer partial export.
• Product boundary—NT² does not provide valuations, maps, or Zillow-style integrations.

Related

• Enable category template packs
• Bank Account template
• Insurance template
• Document template
• Manage assets