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: Adding a property & booking a market appraisal From the property record: Sales  Lettings  In the brief description field (bottom middle pane): | Tip |
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After entering the description, press F7 to spell check |
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 | Tip |
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What is displayed in your property attributes screen is dependent on configuration |
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Ensure all relevant property details are entered as property attributes are used when matching applicants - for more information on matching, click here: Matching |
To add/edit, in the Attributes panel: | Tip |
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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 Check details entered are correct  Click Identity Check to enter vendor ID for all vendors
For more information on ID, click here: Entering & reporting on ID
3b: Price | Tip |
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Shortcut when entering monetary figures: enter k for thousands & m for millions
e.g. 500k = £500,000, 1.1m = £1,100,000 After entering the price (and area measurement via property attributes), the price per square foot/metre is automatically calculated and added to the property record, click here for more information: Display price per square foot/metre (sales properties) |
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 and select Variable Commission
For more information on variable commission, click here: Variable commission / tiered fees - configuration option
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 Where required, enter an Inter-office Selling Fee and/or click Fee Splits to enter fee split detail (this can also be done/updated when changing the property to exchanged status)
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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
For more information on ID, click here: Entering & reporting on ID In Financial section, click the pencil icon to add/update the landlord financial details
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 28 days/4 weeks, 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) 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, QR code or EPC  To add images, from top left click Add Picture / Floorplan / Map buttons 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
 Image ModifiedClick the Picture link under each image to set what type it is  Image Removed Image AddedOnce added, the main picture is shown on the property screen
Use arrow keys (right/left) to scroll through the images  Image Removed Image Added
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For more information on using the pictures screen, click here: Pictures screen |
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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  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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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: 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 and click Save (top right)
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8. Marketing screen From the top middle panel: Click Marketing  Image Removed Image Added
Sale Board Extra Descriptions What is shown/entered here is dependent on configuration/company requirements Internet If you want to stop the property from being uploaded to property portals, tick No Internet Advertising If the property is not being uploaded to the internet (when it should be):
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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 From Word, click Save - save options are displayed 
Save details as a Word document (recommended to allow future edits to be carried out) Leave set to Save document in property letters folder and click Accept When asked Convert to PDF? click No The Save file as screen is displayed - enter a File name and click Save
This will save a Word version of the details in the property Letters folder - see 9a  Image Removed Image Added
Save as PDF particulars Go back to the Word document and click Save again Select Store as PDF particulars for property and click Accept This saves a PDF version in the Details screen in the Predefined Details section  An option to email the PDF details is available from here, see information below
Email details from property details screen Click E-mail to select an applicant to send the details to
This would usually attach the PDF to the email and add brief details too An option to log the email in the applicant/property journal is also offered
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9a. Word details in property letters folder After saving a Word version of the details to the property letters folder (outlined in step 9 above): From property, click Letters (top right) The Word file is displayed in Existing letters and files (right)
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Right-click over documents stored in letters folder for further options |
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10. Change property status | Tip |
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When ready to market, change the property status - this ensures that the property is matched to applicants and is uploaded to property portals
If you're not yet ready to upload to the internet, enable No Internet Advertising in property Marketing - see section 8 above |
In Status (top middle panel): |
