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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This page outlines the basics for preparing a property for marketing, including adding property details, photos, maps and the EPC plus adding commission/fee details, preparing details and preparing for uploading to property portals

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Your company processes may dictate what needs to be entered when getting a property ready to market, therefore you should continue to follow these

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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title	Lettings property

ADD LETTINGS SCREENImage Added

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

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After entering the description, press F7 to spell check

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title	Configuration

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 ??

2. Attributes

Complete the property Attributes to accurately match your new property

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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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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 details

3a. Update vendor record

Check details entered are correct
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Click Identity Check (top left) to enter vendor ID
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title Enter vendor ID
Enter ID details for all vendors
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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
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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

3c: Commission

Enter the percentage figure
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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
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title Setting up variable commission
Select Variable Commission
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For more information on variable commission (or tiered fees) click here

3d:

Financial details

Fee detail & agency information

In the commission panel:

Click Financial
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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

4. Lettings properties - updating the vendor record, adding commission & financial details

4a: Update landlord record

Click Landlord
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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
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title

Landlord

Enter landlord ID
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For more information on entering and reporting on ID, click here
In Financial section, click the pencil icon to

check

add/update the landlord financial details
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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
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Click Rent to change rent setting (per week, per month, per annum), where applicable

4b

4c: Letting Fee

Enter the percentage figure
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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

4c: Service

4d: Letting service (& fee)

Select the relevant letting service from the drop-down menu

Enter the

5b:

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From

and associated fees, as applicable

To add more fee detail, skip to step 7

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4e: Fee detail & agency information

In the fees panel:

Click Rent/Fee Details
In 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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Versions Compared

Old Version 7

New Version 8

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