Prepare a property for marketing
This guide has been reviewed against our global client base and classed as relevant to all regions
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 to upload to property portals - finishing with changing the property status to For Sale/To Let
Your company processes may dictate what needs to be entered when getting a property ready to market, therefore you should continue to follow these
This guide covers:
- 1 1. Add main description
- 2 2. Complete property attributes
- 3 3. Sales properties - update the vendor record, add price, commission, financial & agency details
- 4 4. Lettings properties - update the vendor record, add commission & financial details
- 5 5. Add photos, floorplans & maps
- 6 6. Create EPC
- 7 7. Add rooms
- 8 8. Enter details on marketing screen - including extra descriptions, sale board, internet advertising & using the 'internet check' function
- 9 9. Create brochure
- 10 10. Complete pre-instruction checklist
- 11 11. Change property status
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: Add a property & book a market appraisal
Sales property Lettings property In the brief description field (bottom middle pane):
The following settings are dependent on your system configuration:
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2. Complete property attributes
To add/edit property attributes, in the Attributes panel:
Sales attributes - example Lettings attributes - example |
3. Sales properties - update the vendor record, add 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:
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4. Lettings properties - update the vendor record, add commission & financial details
4a: Update landlord record
4b: Rent From property screen:
4c:Â Letting Fee
4d: Letting service (& fee)
4e: Fee detail & agency information In the fees panel:
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5. Add photos, floorplans & maps
Images are added at the bottom left corner of the property screen
From property screen:
To add images, click Add Picture / Floorplan / Map buttons (top left):
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6. Create EPC
From the Attributes panel:
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7. Add rooms
From the Attributes panel:
From the top right panel:
When complete…
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8. Enter details on marketing screen - including extra descriptions, sale board, internet advertising & using the 'internet check' function
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:
To generate a what3words location for the property:
If the property is not being uploaded to the internet (when it should be):
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9. Create brochure
From property:
Step 1: save details as a Word document From the save options shown above:
Step 2: save as PDF particulars Go back to the Word document:
Email details from property details screen
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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):
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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: Pre-instruction checklist - configuration option |
11. Change property status
Beside Status (top middle panel):
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