Page Comparison

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:

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

2. Attributes

Complete the property Attributes to accurately match your new property

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
  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
  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 structure, click the menu beside Commission
  

  Expand
  title Setting up variable commission
  Select Variable Commission For more information on variable commission (or tiered fees) click here

  
  

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
  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
  title 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 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