1. Add main description Sales property Lettings property In the brief description field (bottom middle pane): The following settings are dependent on your system configuration: Property descriptions may have a text limit Strapline field may be in use (above brief description field) to allow an an extra shorter summary description to be added Marketing screen may offer other areas for descriptions to be entered, such as a long description, location & directions - see step 8
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2. Attributes Complete the property Attributes to accurately match your new property To add/edit, in the Attributes panel: Sales attributes - example Lettings attributes - example |
3. Sales properties - updating the vendor record, adding price, commission, financial & agency details 3a. Update vendor record 3b: Price 3c: Commission 3d: Fee detail & agency information To the right of the price/commission fields: |
4. Lettings properties - updating the vendor record, adding commission & financial details 4a: Update landlord record Click Landlord Check details entered are correct If there is a joint landlord: Click Identity Check (top left) to enter landlord ID
For more information on ID, click here: In Financial section, click edit icon (pencil) to add/update the landlord financial details
Bank, accountant & VAT details are held here, along with Non-Resident Landlord information
4b: Rent Enter the rent Click Rent to change rent setting (per week, per 28 days/4 weeks, per month, per annum), where applicable
4c: 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
4d: Letting service (& fee) 4e: Fee detail & agency information In the fees panel: Click Rent/Fee Details Use the Commission section to enter 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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5. Add photos, floorplans & maps The panel at the bottom left of the property screen is used to store all property images Click View pictures to add images or click and drag images over this panel
Images can be a picture, floorplan, map, QR code or EPC To add images, from top left click Add Picture / Floorplan / Map buttons Enter labels for each image Yellow star indicates the main picture
Clicking a grey star will switch the main image to that one Icons bottom right of each image allow you to edit or delete the image Click and drag the images to change their position
Click the Picture link under each image to set what type it is Once added, the main picture is shown on the property screen
Use arrow keys (right/left) to scroll through the images
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6. Create EPC From the Attributes panel: Click EPC Enter the Energy Efficiency Rating / Potential and the Environmental Impact Rating / Potential Use the Created field to enter the date the figures were generated
Enter any other information required (URLs / Document Files) Click Make Graph
A message will be displayed to confirm the graph has been created with the option to view it
If Yes is clicked, the graph will be shown on screen The graph can be viewed any time using the View Graph button
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7. Add rooms 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: Select room Name from the drop-down list or type in your own Enter Dimensions in metric or imperial
When hovering over the field, both formats will be shown Enter a Description Click Picture and select the required picture from the list Click Add
The room detail is added to the main panel of the screen
To make changes to the room, select it in the main panel, makes changes and click Save Continue using the top right panel to add further room detail
When complete... Click Make Summary to create a summary of the accommodation details entered, or type own summary in this panel
The summary is usually used as 'key features' when uploading to property portals When the details have been approved, tick Details Approved and click Save (top right)
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8. Marketing screen 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, tick No Internet Advertising If the property is not being uploaded to the internet (when it should be):
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9. Create brochure Templates will be set-up on your system for creating your property brochures/window cards Click Details (top right) - the list of templates will be displayed
Double-click the required template
Details will be taken from the property to create a set of details in Word format Check over the details produced and make any changes From Word, click Save - save options are displayed
Save details as a Word document (recommended to allow future edits to be carried out) Leave set to Save document in property letters folder and click Accept When asked Convert to PDF? click No The Save file as screen is displayed - enter a File name and click Save
This will save a Word version of the details in the property Letters folder - see 9a
Save as PDF particulars Go back to the Word document and click Save again Select Store as PDF particulars for property and click Accept This saves a PDF version in the Details screen in the Predefined Details section
An option to email the PDF details is available from here, see information below
Email details from property details screen Click E-mail to select an applicant to send the details to
This would usually attach the PDF to the email and add brief details too An option to log the email in the applicant/property journal is also offered
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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): From property, click Letters (top right) The Word file is displayed in Existing letters and files (right)
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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: |
11. Change property status In Status (top middle panel): |
