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: 
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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 |
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INFO After entering the description, press F7 to spell check | Expand |
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| 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 |
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2. Attributes Complete the property Attributes to accurately match your new property | Info |
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INFO What is displayed in your property Attributes screen is dependent on configuration
To add/edit, in the Attributes panel: Click the pencil icon
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For sales properties, see next step For lettings properties, skip to step 4
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3. Sales properties - updating the vendor record, adding price, commission, financial & agency details 3a. Update vendor record 3b: Price 3c: Commission 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
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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 |
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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 | Expand |
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| title | Landlord financial details |
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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
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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
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Once added, the main picture is shown on the property screen - see 5c Use the arrow keys to scroll through the images |
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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
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The EPC graph is automatically added as a property image and can be viewed from the pictures screen (shown in 5a) |
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6a: 
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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: 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)
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8. Marketing screen From the top middle panel: 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
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8a: 
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For further information on troubleshooting a missing property on a portal/website, click here |
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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
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9a: 
9b: 
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| title | 9c: Word details in property Letters folder |
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| After saving Word version of details to property letters folder: Click Letters (top right of property screen)
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9d: 
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Click E-mail to select an applicant to send the details to This would usually attach the PDF to the email along with add brief details to the email An option to log the email in the applicant/property journal is also offered |
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10. Change property status When ready to market, to ensure that the property is matched to applicants and is uploaded to property portals, change the property status: In Status (top middle panel): - Select For Sale / To Let - Won Instruction
- Click Save
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If you're not yet ready to upload to the internet, enable No Internet Advertising in property Marketing See section 8 above |
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