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This guide has been reviewed against our global client base and classed as relevant to |
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all regions |
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
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to upload to property portals
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- finishing with changing the property status to For Sale/To Let
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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 |
This guide covers:
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1. Add main description
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Your property should already have been added on the system to log details for the market appraisal |
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From the property record:
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Sales property  Lettings property |
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 In the brief description field (bottom middle pane):
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The following settings are dependent on your system configuration:
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Complete property attributes
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Complete |
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property |
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attributes to accurately match your new property |
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What is displayed in your |
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property attributes screen is dependent on configuration |
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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:
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| title | Lettings property |
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Sales attributes - example  Lettings attributes - example 
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3. Sales properties -
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update the vendor record,
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add price, commission, financial & agency details
3a. Update vendor record
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| title | Enter vendor ID |
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3b: Price
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3c: Commission |
In Commission:
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| title | Setting up variable commission |
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3d: Fee detail & agency information |
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To the right of the price/commission fields:
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Lettings properties -
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update the vendor record,
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add commission & financial details
4a: Update landlord record
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4b: Rent From property screen:
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4c: |
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Letting Fee
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4d: Letting service (& fee)
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4e: Fee detail & agency information In the fees panel:
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5. Add photos, floorplans & maps
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The panel at the bottom left of the property screen is used to store all property images |
Images are added at the bottom left corner of the property screen
From property screen:
To add images, click Add Picture / Floorplan / Map buttons (top left):
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6. Create EPC
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If you need to create a commercial EPC, see this guide for more information: |
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Once the EPC ratings are available, an EPC graph image can be generated From version 12.181, an external website can be used to obtain the EPC ratings, as outlined here: |
From the Attributes panel:
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7. Add rooms
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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:
From the top right panel:
When complete…
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8. Enter details on marketing screen - including extra descriptions, sale board, internet advertising & using the 'internet check' function
From the top middle panel:
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:
To generate a what3words location for the property:
If the property is not being uploaded to the internet (when it should be):
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9. Create brochure
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Templates will be set-up on your system for creating your property brochures/window cards |
From property:
Step 1: save details as a Word document From the save options shown above:
Step 2: save as PDF particulars Go back to the Word document:
Email details from property details screen
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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):
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10. Complete pre-instruction checklist
Where configured, you may be required to complete a pre-instruction checklist before your property status can be changed to For Sale/To Let - click here for more information on the pre-instruction checklist functionality: Pre-instruction checklist - configuration option |
11. Change property status
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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, tick No Internet Advertising in property Marketing - see section 8 above |
Beside Status (top middle panel):
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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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 to upload to property portals - finishing with changing the property status to For Sale/To Let |