How do I split a property?

Master Properies

Use split property to divide an existing property record into separate property records. For example, you may need to split a property when a property is subdivided into smaller lots.

Contents

How do I split a property?
1. Before you get started
1. Splitting a property record

Before you get started

Back up the database. See the help topic titled How do I back up a database?

Splitting a property record

First, close the parcel being split. Next, set up the new parcels that will replace the closed parcel. .

Do this...

1. Open Connect System Management > Master Records > Split/Merge Properties.

2. Use the Date box to enter a transaction date.

Connect will use this date as the inactive date on the property record and the creation date on the new property record.

Date box

3. On the Close Properties tab, use the Property box to enter a parcel ID or property address.

Property box

4. On the Create Properties tab, set up the new parcels and then, press Enter.

You can subdivide the original property into smaller parcels. You'll need to assign a new parcel ID and address for each new parcel. You will set up one new parcel at a time.

Set up a parcel ID and address for each new property.

New parcel ID and property address

Link the new parcel to the Connect applications that will use it.

To link a new parcel, select the checkbox next to the application name and then set up the options on the tab with the application name. To learn more, see How do I look up an owner by application? (Split/Merge Properties)

Applications tab

Enter the new parcel's legal description.

A legal description is a description that is legally sufficient to describe the parcel. It may use the legal description from the most recent deed. The property tax record and street address are usually not enough to provide an adequate legal description.

Legal description

Add the owner's information.

You can add the owner's information and link it to a master contact. Linking the owner information to a master contact will update the property information in every Connect application that is linked to the master contact. To learn more about master contacts, see How do I add a master contact?

Owner information on the Owner tab

5. Click Save (CTRL+S).

The new parcel is added to the list on the left.

New parcel list

6. Repeat these steps to add the next new parcel.

202002, 2020Apr08