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Sales property

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

Tip

After entering any descriptions, press F7 to spell check

The following settings are dependent on your system configuration:

  • Property descriptions may have a text limit

  • Strapline A strapline field may be in use (above brief description field) to allow an an extra shorter summary description to be added

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

Tip

After entering any descriptions, press F7 to spell check

  • for more information

2. Complete property attributes

Info

Complete the property Attributes attributes to accurately match your new property

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Note

Ensure all relevant property details are entered, as the property attributes are used when matching applicants to it - for more information on matching, click here: Matching

To add/edit property attributes, in the Attributes panel:

  • Click the edit (pencil)icon

    Parking - attributes button on property.pngImage Added

Sales attributes - example

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Lettings attributes - example

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Tip

Both the sales/lettings attributes screen contains tabs across the top of the screen to allow extra information to be logged for the property which may be needed for property details and/or to be uploaded to portal listings - for example:

  • Charges on a sales property

  • Appliances, Insurance & Safety on a lettings property

  • Utilities & Additional Information on both sales and lettings properties

Info

For sales properties see next step, for lettings properties skip to step 4

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4a: Update landlord record

  • Click Landlord

    Image Removed


    Check details entered are correct
    If there is a joint landlord:, in the Joint Landlords panel, click (plus) button search for (or add) their details

    Landlord details.pngImage Added
  • Click Identity Check (top left) to enter landlord ID
    For more information on ID, click here: Enter & report on ID

  • In Financial section, click edit icon (pencil) to add/update the landlord financial details
    Bank, accountant & VAT details are held here, along with Non-Resident Landlord informationImage Removed

    Landlord financial screen.pngImage Added

4b: Rent

From property screen:

  • 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)

  • 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

Rent and fee details screen.pngImage Modified

5. Add photos, floorplans & maps

Info

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

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Images can be a picture, floorplan, map, QR code or EPC

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Images are added at the bottom left corner of the property screen

  • Click and drag images over this panel
    Or click the panel to open the Pictures screen (see next step)

    Picture - none added.pngImage Added

From property screen:

  • Click image or blank panel (as shown above), bottom left of screen
    The Pictures screen is displayed

    Image Added

To add images,

from top left

click Add Picture / Floorplan / Map

buttons 

buttons (top left):

  • 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

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  • Click the Picture link under each image to set what type it is

  • Once added, the main picture is shown on the property screen
    Use arrow keys (right/left) to scroll through the images

Info

For more information on using the pictures screen, click here: Pictures screen

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From the Attributes panel:

  • Click Rooms

    Image RemovedRooms screen.pngImage Added

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

    Image RemovedRooms screen - room detail and pic added.pngImage Added

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 (top left) and click Save(top right)Image Removed

    LATEST Rooms.pngImage Added

8. Enter details on marketing screen - including extra descriptions, sale board, internet advertising & using the 'internet check' function

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Info

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

From property:

  • Click Details (top right) - the

    Details button.pngImage Added
  • The list of available templates will be displayed
    Templates available and their content are dependent on the requirements of your business

  • 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
Tip

It is recommended to first save the details as a Word document (

recommended

to allow future edits to be carried out), then to save the details as a PDF which will then be used to distribute to your clients

Step 1: save details as a Word document

From the save options shown above:

  • 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

Save Step 2: save as PDF particulars

Go back to the Word document

and click

:

  • Click Save again Select(in Word document)

  • From save options (shown above), 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

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)

Tip

Right-click over documents stored in letters folder for further options

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Tip

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 tick No Internet Advertising in property Marketing - see section 8 above

In Beside Status (top middle panel):

  • Select For Sale / To Let - Won Instruction OR To Let - Won Instruction

  • Click Save

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