1. Search for & add new property record Before adding a new property, check that there isn't a record already on the system - Click Universal Search
(magnifying glass top left)
Can search by vendor/landlord email address, phone number, postcode, name or address
- Enter your search text (e.g. postcode) and press enter
- If not found, at the bottom of the menu bar
- Click Add New
- Select New Property
- Choose Sales or Lettings, as required
A new property record will be created, as shown in step 2
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2. Enter property address - Enter the property address
You may have postcode software which will do this for you
- Enter the property Area
This may be automatically entered for you
Sales property 
See step 3 for information on adding the vendor details
Lettings property 
See step 4 for information on adding the landlord details
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3. Enter vendor details From the property record, Vendor panel: - Click Enter Vendor
The Vendor Details screen will be displayed
 - Complete details of the Primary Vendor on the left and any Second Vendor or Additional Vendors to the right
- In the panel bottom right, enter:
- Type - pick from drop-down list to indicate the vendor type (e.g. private, builder, corporate, etc.)
- Source - pick from drop-down list to indicate the main reason the vendor has engaged with your business
- Selling - pick from drop-down list to indicate the vendor selling reason (e.g. divorce, family size, probate, etc.)
- Closing the screen will automatically save the vendor details and show the primary vendor details on the main property screen
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Icons beside the primary vendor's contact details provide shortcuts for calling, texting or emailing them |
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4. Save & select landlord Before you can enter landlord details, you need to save the property record From the Type panel: - Click Landlord
Or Agent if the landlord is an external agent
Search for the landlord record
If not found, add new
- Double-click when found
Landlord details will be shown on screen
- Click Landlord name to view landlord details screen - see 4a
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Icons beside the landlord's contact details provide shortcuts for calling, texting or emailing them |
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4a. Landlord details & landlord financial details - Click landlord name to view landlord details
 - If new landlord record created, enter landlord name, contact details and address
If an existing landlord was chosen, these details will already be entered, including the landlord's properties - In Financial, click the pencil icon to edit the Landlord Financial Details
Items such as pre-authorised works order limit, preferred suppliers & bank details are stored here
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5. Enter property Attributes At market appraisal stage, basic property details can be added as property Attributes, but can then be updated post-market appraisal | Info |
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What is displayed in your property Attributes screen is dependent on configuration |
From the Attributes panel:
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6. Save & set Marketing Consent - Click Save (top right)
The Marketing Consent Information screen will be displayed
- Indicate the vendor/landlord preference(s)
- Click Accept
Vendor/landlord Marketing Consent can be viewed and updated at any time on the vendor/landlord details screen - see 6b
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| title | 6b - Marketing Consent options on vendor/landlord screen |
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7. Book Market Appraisal appointment When the property Status is Pre Appraisal or Market Appraisal - an MA button is available on the toolbar to book the appraisal in the diary
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8. Property Status Depending on your configuration, the property will Status be Pre Appraisal or Market Appraisal When you win the instruction or you receive notification that the vendor/landlord has instructed another agent, you can change the status
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If your business uses Pre Appraisal as the default status, you would usually move the property to Market Appraisal status after the appraisal appointment has taken place |
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