Processes (property)

Add/change property marketing mode (sales/lettings) & stop dual marketing option

A property record can be dual marketed - a sales property can be a lettings property (& vice versa) - pre 12.162, the dual marketing option can also be used to convert a sales property to a lettings property (& vice versa)

Withdrawing or disinstructing a property

How to withdraw a property and how to indicate that it is now on the market with a competitor, including how to manage withdrawn properties to help generate future business

Duplicating a property

Property duplication can be used for various reasons and is an easy way to copy the information from one record to another, rather than having to manually re-add the property details

Duplicate a property as sales or lettings

An option is available which allows a more efficient option to duplicate a sales property as a lettings property or a lettings property as a sales property without the need to dual-market the property first

Change, promote, swap or remove/clear vendors on a property

The process to follow when needing to promote or swap any current vendors and also when needing to add new vendor name(s) to the record - also covered is how to remove/clear a vendor from a property record

Add occupiers to a sales or lettings property

When a property being sold/let already has tenants, details of current occupiers can be added to a property record