Duplicate a property as sales or lettings
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.162
An option is available which provides a more efficient option to duplicate:
a sales property as a lettings property
ORa lettings property as a sales property
Prior to version 12.162, for example:
if a lettings property needed to be converted to a sales property and lettings marketing stopped - the lettings property record would first need to be dual-marketed as both sales and lettings, then lettings marketing would need to be stopped on that record
if needing to market a lettings property as sales, but the lettings property has transactions - the property would need to be duplicated, then dual-marketed, then the lettings marketing would need to be stopped on the duplicate record to create the sales record
This update means that a duplicate can be created alongside the original property record without the need to dual market the original first, plus a lettings property with transactions can just be duplicated as a sales property without this causing an issue
1a. Sales property From sales property:
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1b. Lettings property From lettings property:
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2. Next steps
After working through the prompts and entering the landlord/vendor information, the new duplicate property record is created |
3a. Duplicated sales property as a lettings property The new lettings property record is created as a duplicate, meaning that the original sales property is still on the system as a separate record |
3b. Duplicated lettings property as a sales property The new sales property record is created as a duplicate, meaning that the original lettings property is still on the system as a separate record |
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