Preparing a property for marketing

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

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: Lettings property ADD LETTINGS SCREEN 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 After entering the description, press F7 to spell check 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* What is displayed in your property Attributes screen is dependent on configuration To add/edit, in the Attributes panel: Click the pencil icon 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 3b: Price Enter the asking price Click Asking Price to change the price qualifier, where applicable Shortcut when entering monetary figures Enter k for thousands & m for millions e.g. 500k = £500,000, 1.1m = £1,100,000 3c: Commission 3d: Financial details
4. Lettings properties - updating the vendor record, adding commission & financial details 4a: Update landlord record Click Landlord Check details entered are correct Click Identity Check (top left) to enter landlord ID Landlord ID In Financial section, click pencil icon to check landlord financial details Landlord financial 4b: Rent Enter the rent Click Rent to change rent setting (per week, per month, per annum), where applicable 4b: 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 4c: Service Select the relevant letting service from the drop-down menu Enter the associated fees, as applicable To add more fee detail, skip to step 7 5b:
From the fees panel Click Rent/Fee Details In the Commission section, 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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Preparing a property for marketing

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