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Sales & Lettings/Rentals
Sales & Lettings/Rentals
Fiona Hardy
Reapit Service Desk
Owned by Fiona Hardy
Last updated: Mar 25, 2025 by Fiona Hardy
Guides by category
Applicant
- Add an applicant
- Using applicant status & running reports
- Archive (& unarchive) applicant or contact
- Mortgage expiry date on sales applicant
- Logging applicant Financial Services Permission - configuration options
Developments, new homes, land
- Developments & new homes
- Convert property to a development sub-plot
- Development reports - custom reports
- Developments & new homes - site status on property screen
- Add developer as a relationship on a property record
- Prevent site master being changed/demoted to site record - configuration option
- Lettings developments
Internet registrations (portal leads)
- Using internet registrations (portal leads) & inbuilt reports
- Activity feed, journal & last call functionality in Internet Registrations (portal leads) screen
- Assign & manage internet registrations (portal leads)
- Access to internet registration configuration
- Additional contact types checked on internet registrations (portal leads) when searching for duplicate records - configuration option
- Missing portal/website leads (internet registrations) - checklist
- Internet registrations set-up guidelines
Invoicing (sales - UK)
- Sales invoicing (UK only)
- Sales invoice reporting (UK only)
- Sales invoice report available in Sage compatible format (UK only)
- Configuration options (invoicing)
Keys
- Store property key details & enter viewing/access arrangements
- Key management screen - configuration option
- Troubleshooting keys
- Report on keys that are out with companies
- Set key return date - configuration option
Lettings specific
- Property Management Organiser panel
- Pre-tenancy & end of tenancy
- Certificates & appliances
- Arrears (property management)
- Property inspections (property management)
- Tenancy alterations & renewals/extensions (property management)
- Tenancy alterations & renewals/extensions
- Tenancy renewal negotiation logging
- Merge codes available for renewal negotiation break clauses, allowances & responsibilities
- Report on tenancy renewals/extensions & alterations
- Report on outstanding renewal checks
- Details of incomplete renewal negotiation checks shown in Property Management panel
- Rent review with no change - logged on tenancy screen
- Renewal negotiation reports can be added to Organiser
- Renewal option displayed in renewal/tenancy organiser & report results grids
- Configuration options (renewals)
- Works orders (property management)
- Create a new works order
- Book works orders in bulk
- Locate & chase works orders
- Complete a works order - including posting/authorising supplier invoices
- Mark works orders as 'invoice not required'
- Landlord works order note/instruction
- Works order property note
- Preferred suppliers shown on bulk works orders screen
- Safety certificate due to expire linked to works order
- Supplier VAT/GST removed on works order & supplier invoice when not applicable
- Power Reports for works orders (property management)
- Configuration options (works orders)
- Landlord
- Tenancy
- Licenced & permitted occupiers
- Add a lettings offer & the tenancy screen
- 28 day / 4 week rent period
- Initial end date stored on tenancy
- Shortcut on tenancy to send email to all guarantors
- Additional tenant leaving current tenancy with no replacement
- Add Tenancy Manager relationship to a tenancy
- Identify property inspector as a relationship on tenancy
- Add an inventory clerk to a tenancy
- Adding/deleting tenants logged in Activity Feed
- Automatically log key tenancy changes to the tenancy Activity Feed
- Record arrears note against a tenancy
- Record tenancy inventory check in/out responsibility
- Notice received date field on tenancy
- Recording electronic correspondence consent on a tenancy
- Merge codes available for tenancy break clauses, allowances & responsibilities
- Configuration options (tenancy)
- Configuration options (lettings specific)
- Using Rent Pressure Zone functionality (IE only)
- Re-let checklist - configuration option
- Identify Property Manager and/or Property Administrator on a lettings property - configuration option
- Store alarm details on a lettings property (carbon monoxide & smoke alarms) - configuration option
- Document importer functionality
- APAC specific (property management)
Market appraisals
- Add a property & book a market appraisal
- Manage market appraisal opportunities
- Log details of other agent appraisals (sales properties)
- Log lost market appraisals
- Record valuation figures & fees
- Configuration options (market appraisals)
Marketing a property
- Store required property information for Material Information Parts A, B & C
- Prepare a property for marketing
- Generate property descriptions via AI technology
- Import room detail from clipboard
- Option to set council tax band as 'not yet available' (UK only)
- Log an advert
- Variable commission / tiered fees - configuration option
- Property location / Google Maps
- Marketing expenses
Matching
- Matching (property to applicants & applicant to properties)
- Guidance on how to ensure successful matching
- Solving match issues
- Collating matches
- Adding comments to match results
- Matching using keywords (e.g. for investment properties)
- Excluding an applicant from matching
- Changing a property's match price range
- Using hand match
- When matching exclude properties with a sale proceeding or an arranging tenancy - configuration option
Offers, sales progression, exchange & completion
- Offers
- Memorandum of Sale (MOS)
- Sales progression
- Using the sales progress screen
- Advanced custom sales progress milestones - configuration option
- Report on advanced custom sales progress milestones
- Under Offer Dashboard on Organiser for sales progression (sales only)
- Purchaser details shown on sales property screen
- Set review date on an accepted offer to assist sales progression
- Add sales progressor relationship on a sales property
- Store mortgage offer expiry date
- Chain
- Exchange & completion
- Configuration options (offers/sales progress)
- Ensure sales progression tasks are complete before exchange - configuration option
- Add solicitors before accepting offer - configuration option
- Expected completion & exchange fields as dates - configuration option
- Use predefined reasons for withdrawn offers - configuration option
- Pre-acceptance offer checklist (sales) - configuration option
Pictures, maps, floorplans & EPCs
- Pictures screen
- Change property image order for brochures & online
- Delete multiple images/pictures on a property record
- Track when property pictures have been added/updated
- Store QR code image types on a property
- Report on properties with QR codes uploaded
- Gallery view for property pictures
- Hi-res picture path error
- EPCs
Property
- Specific property marketing requirements
- Processes (property)
- Storing/displaying specific data on a property record
- Add sales administrator relationship on a sales property
- Property attribute screen update to allow utilities & additional property information to be logged
- Property attribute screen update to allow parking information to be logged
- Display price per square foot/metre (sales properties)
- Additional information field added to property attributes
- Estimated monthly rental & gross yield on sales property
- Shared ownership details can be added to a sales property
- Always show vendor details on external sales property
- Enter a custom alternate code on a property
- What are masked records?
- Service charge & ground rent
- Configuration options (property)
- Pre-instruction checklist - configuration option
- Property checklists - configuration option
- Add council tax band on a property - configuration option (UK only)
- Record property licensing information - configuration option
- Furnishing attribute for sales properties - configuration option
- Hide house numbers from view - configuration option
- Set minimum exchange commission/fee - configuration option
- Furnishing & decoration attributes - configuration setting
- Floor level attribute - configuration option
- Floor level detail attributes - configuration option
- Property marketing embargo (sales) - configuration option
- Dubai specific (property options)
Property portals (Rightmove, company website etc.)
- Missing property on a portal or company website (UK only)
- Portal upload report for a specific property
- Update property information on portals (UK only)
- Portal data feed error emails RTDF (UK only)
- Portal feed change requests & standard settings (UK only)
- Property classification for portal uploads (UK only)
- Common portal feed queries (UK only)
- Daft & MyHome - Irish portal overview
Referral options
Reporting
- Power Reports
- MI Analysis
- Sales Daily Report guides
- Lettings Daily Report guides
- Pipeline Report guides
- Generate a list of current stock sorted by area (square feet / metres)
- Running the User Access Report
- APAC specific (reporting)
Viewings
- Book a viewing & send email/SMS confirmation
- Book & identify second/repeat viewings (via duplicate viewing option)
- Track viewing & market appraisal 'no shows'
- Book viewing tours in the diary
- Open house viewings / open for inspection (OFI) functionality
- Add applicant or property from diary when booking viewing or MA
- Add offer from viewing appointment screen (sales property)
- Add tenancy/offer from viewing appointment screen (lettings property)
- Virtual tours
- Separate follow-up options for appointments - configuration option
, multiple selections available,
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