Who This Is For / When to Use
Real estate agencies managing property listings inside Kyrios.
Teams linking clients, contractors, and vendors to properties.
Users who need structured, filterable property data for sales and operations.
Overview: Real Estate with Custom Objects
Using a Custom Object called Property, real estate teams can:
Store structured property details.
Associate properties with contacts using labeled relationships.
Filter and analyze listings efficiently.
Centralize property, client, and vendor data in one system.
Creating and Managing Property Records
Each property is created as a Custom Object record with fields tailored to real estate use cases.
Common fields include:
Address (Primary Display Field)
Property Type
Price
Square Footage
View Quality
Nearby Amenities (Schools, Parks, Medical Stores, Groceries)
Recent Upgrades
Editing a Property Record:
Property details are managed from the record detail panel.
Fields are grouped logically for faster updates.
Associating Properties with Contacts
Custom Object Associations allow properties to be linked with contacts using labels.
Creating Association Labels
Open Custom Object settings.
Create an association between Properties and Contacts.
Define label pairs such as:
Properties → Contacts: Interests
Contacts → Properties: Clients
Viewing Related Contacts on a Property
Once associations are created, linked contacts appear directly on the property record.
Example labels in use:
Client
Contractor
Result:
Agents can instantly see which contacts are related to a property and their role.
Using List Views for Property Tracking
All property records are visible in the Properties list view, showing key data at a glance.
Example columns:
Address
Property Type
Clients (Associated Contacts)
Price
Square Footage
View Quality
Amenities
Filtering Properties for Faster Matching
Advanced Filters help agents narrow down listings based on specific criteria.
Example filters:
Recent upgrades is not empty
View Quality is “Great”
Use cases:
Match clients to properties based on preferences.
Identify premium or recently upgraded listings.
Prepare shortlists quickly during client calls.
Expected Outcomes
Enhanced Client–Property Matching
Detailed property records and association labels help agents align client preferences with the right listings faster.
Streamlined Maintenance and Vendor Tracking
By associating contractors or inspectors with properties, teams can manage maintenance and inspections efficiently.
Improved Operational Efficiency
Custom Objects provide a centralized, structured database that reduces manual tracking and improves visibility across the business.
FAQ
Can I use Custom Objects for different property types?
Yes. You can add custom fields or create multiple Custom Objects to support different property categories.
Can a property be linked to multiple contacts?
Yes. A single property can be associated with many contacts using different labels.
Are associated contacts visible in list views?
Yes. Associated contacts appear in dedicated columns in the list view.
Can I filter properties using custom fields?
Yes. All custom fields are available in Advanced Filters.
Is this setup reusable for other industries?
Yes. The same Custom Object and association model applies to any industry needing structured record management.