Page Comparison

Info
This guide has been reviewed against our global client base and classed as relevant to all regions

This page outlines the basics for preparing a property for marketing, including adding property details, photos, maps and the EPC plus adding commission/fee details, preparing details and preparing to upload to property portals - finishing with changing the property status to For Sale/To Let

Info
Your company processes may dictate what needs to be entered when getting a property ready to market, therefore you should continue to follow these

Image Modified
For more information on entering and reporting on ID, click here

3b: Price

Enter the asking price

Click Asking Price to change the price qualifier, where applicable
info

INFO
Shortcut when entering monetary figures
Enter k for thousands & m for millions
e.g. 500k = £500,000, 1.1m = £1,100,000

3c: Commission

Enter the percentage figure

If using fixed fees, click the arrow beside the % and Change to fixed amount
If you use a variable commission (or tiered fee) structure, click the menu beside Commission

Select Variable Commission
Image Modified
For more information on variable commission, click here

3d: Fee detail & agency information

In the commission panel:

Click Financial
Ensure post-market appraisal information has been entered - i.e. Recommended Price, Market Appraisal Price & Vendor Estimate Price and Other Agent Appraisal information (where known)
Select the Selling Agency type from the drop-down menu and enter Sub / Joint Agents information at the bottom of the screen
Enter an Inter-office Selling Fee, where required

Image Modified
For more information on entering and reporting on ID, click here

In Financial section, click the pencil icon to add/update the landlord financial details

Landlord

financial details
Image Modified
Bank, accountant & VAT details are held here, along with Non-Resident Landlord information

4b: Rent

Enter the rent

Click Rent to change rent setting (per week, per month, per annum), where applicable

4c: Letting Fee

Enter the percentage figure

If not using percentage fees, click the arrow beside the % and select from options to:
Change to fixed amount or Set to multiple of weekly or monthly rent

4d: Letting service (& fee)

Select the relevant letting service from the drop-down menu and associated fees, as applicable

4e: Fee detail & agency information

In the fees panel:

Click Rent/Fee Details
Use the Commission section to enter more detailed fee information can be entered
Vacant Management details can be entered
On the right, select the relevant Agency type from the drop-down list
Sub & Joint Agents can then be added at the bottom of the screen

1. Add main description

Your property should already have been added on the system to log details for the market appraisal
If not, click here for more information

From the property record:

Expand

title	Lettings property

In the brief description field (bottom middle pane):

Add a short description of the property
This is normally the summary/initial description used on property portals and brochures

INFO After entering the description, press F7 to spell check

Expand

title	Configuration

The following settings are dependent on your system configuration:

Property descriptions may have a text limit

The strapline field is in use on some systems to add an extra shorter summary description

The Marketing screen may offer other areas for descriptions to be entered, such as a long description, location & directions - see step 8

2. Attributes

Complete the property Attributes to accurately match your new property

INFO What is displayed in your property Attributes screen is dependent on configuration

To add/edit, in the Attributes panel:

Click the pencil icon

Expand

title	Lettings property

For sales properties, see next step

For lettings properties, skip to step 4

3. Sales properties - updating the vendor record, adding price, commission, financial & agency details

3a. Update vendor record

Check details entered are correct
Click Identity Check to enter vendor ID for all vendors

Expand

title	Enter vendor ID

Expand

title	Setting up variable commission

4. Lettings properties - updating the vendor record, adding commission & financial details

4a: Update landlord record

Click Landlord
Check details entered are correct
If there is a joint landlord, in the Joint Landlords section, click the + and search for (or add) their details
Click Identity Check (top left) to enter landlord ID

Expand

title	Enter landlord ID

Expand

title

5. Add photos, floorplans & maps

The panel at the bottom left of the property screen is used to store all property images

Click View pictures to add images or click and drag images over this panel
Images can be a picture, floorplan, map or EPC
Click Add: Picture / Floorplan / Map buttons to add images - see 5a
- Enter labels for each image
- Yellow star indicates the main picture
  Clicking a grey star will switch the main image to that one
- Icons bottom right of each image allow you to edit or delete the image
- Click and drag the images to change their position
- Clicking the Picture link under each image allows you to set what type of image it is, see 5b

Info

Once added, the main picture is shown on the property screen - see 5c

Use the arrow keys to scroll through the images

5a:

5b:

5c:

6. Create EPC

Once the EPC figures are available, an EPC graph image can be generated

From the Attributes panel:

Click EPC
Enter the Energy Efficiency Rating / Potential and the Environmental Impact Rating / Potential
Use the Created field to enter the date the figures were generated

Enter any other information required (URLs / Document Files)
Click Make Graph

A message will be displayed to confirm the graph has been created with the option to view it
If Yes is clicked, the graph will be shown on screen - see 6a
The graph can be viewed any time using the View Graph button

Info
The EPC graph is automatically added as a property image and can be viewed from the pictures screen (shown in 5a)

6a:

7. Add rooms

The level and format of information added to the rooms screen is usually dictated by company requirements for your property brochures and portal uploads

From the Attributes panel:

Click Rooms

From the top right panel (see 7a):

Select room Name from the drop-down list or type in your own
Enter Dimensions in metric or imperial
When hovering over the field, both formats will be shown
Enter a Description
Click Picture and select the required picture from the list
Click Add

The room detail is added to the main panel of the screen

To make changes to the room, select it in the main panel, makes changes and click Save
Continue using the top right panel to add further room detail

When complete...

Click Make Summary to create a summary of the accommodation details entered, or type own summary in this panel

The summary is usually used as 'key features' when uploading to property portals
When the details have been approved, tick Details Approved

See 7b for complete example
Click Save button (top right)

7a:

7b:

8. Marketing screen

From the top middle panel:

Click Marketing

Sale Board

Enter Type and Status information
Depending on configuration, this may trigger an email for sending to your board supplier

Internet

If you wish to stop the property from being uploaded to the property portals, tick No Internet Advertising
The Internet Check is useful for troubleshooting if the property is not being uploaded to the internet (when it should be)
- Clicking Internet Check should pinpoint the issue
  See example 8a

Extra Descriptions

What is shown/entered here is dependent on configuration/company practice

Enter the required extra descriptions for this property

8a:

Info
For further information on troubleshooting a missing property on a portal/website, click here

9. Create brochure

Templates will be set-up on your system for creating your property brochures/window cards

Click Details (top right)

The list of templates will be displayed
Double-click the required template

Details will be taken from the property to create a set of details in Word format
Check over the details produced and make any changes
Click Save (in Word)

Save options are displayed - see 9a
Save as Word document
- Leave set to Save document in property letters folder
- Click Accept
- When asked Convert to PDF? click No
- Enter a File name and click Save (9b)
  
  This will save a Word version of the details for future use in the property Letters folder - see 9c
Save as PDF particulars
- Go back to the Word document and click Save again
- Select Store as PDF particulars for property
- Click Accept
  
  This will save a PDF version in the Details screen in the Predefined Details section - see 9d