Agentbox Post Listing Import Guide

This guide provides a simple, step-by-step process for Agentbox clients to update their property listings post-launch.

REA Import 

All Sale and Rental Listings imported from REA need to be reviewed and updated within 7 days of the REA import. 

1. Review the Available Listings (Sales & Rentals) 

2. Review the Sold Listings 

3. Off Market Listings need to be created (not imported from REA) 

Filter the Pipeline 

You can view the Office’s Pipeline, via adjusting filters in the top right corner of Agentbox.  Adjust to Sale or Rental when applicable.
Note: If you can't find the listing in the pipeline, try using the search bar at the top of the screen.
 

1. Review the Available Listings 

A. Assign related Agents 

B. Assign related Contacts 

C. Re-upload compliance documentation 

D. Review / Add OFI times 

E. Tick relevant Portals 

F. Repeat steps A – E for all Listings (Sales & Rentals) 

A. Assign related Agents 

Only the lead Agent comes across as part of the REA import.  If an additional Agent is required to be displayed online, you may need to add the additional Agent. 
 

• Click the Available Properties (in the Pipeline) 

• Click on the first Listing to be reviewed 

• Go to the Agents & Contacts tab 

• In Assign related Agents – add an additional Agent (if required) 

• Select the Role  

• Search for the Agent  

• Click Add 
   

For more information, visit: https://help.agentboxcrm.com.au/key-report-data 

B. Assign related Contacts 

Note: Vendors and landlords are not included in the REA import. They need to be manually added to the listing.
 

• Go to the Agents & Contacts tab

• In Assign related Contacts  – add the Vendor/s 

• Select the Role (eg. Vendor or Landlord) 

• Search for the Contact 

• If the Contact is not in the database, Add a New Contact 

• Add the Contact to the Listing 

. 
For more information, visit: https://help.agentboxcrm.com.au/assignvendorlisting

C. Re-upload compliance documentation  

Note: Compliance document do not come across as part of the REA import.  Relevant compliance documentation will need to be added to the Listing. 

• Go to the Resources tab and select Documents 

• Upload your Agency Agreement 

• Upload your Property Contract and any other compliance documents (as per State requirements) 

For more information, visit: https://help.agentboxcrm.com.au/documents 

D. Review / Add OFI times 

Review Listings with upcoming OFIs.  Add a new OFI (if applicable). 
 

• Go to the OFI tab 

• Select the Open Date, Start time of the OFI, and the Duration  

• Click Add Open Times
   

For more information, visit: https://help.agentboxcrm.com.au/ofi-times 

  
E. Tick relevant portals 

No portals will be selected as part of the REA import.   

Select all portals you are currently advertising the Listing to.  The listing in Agentbox will thereafter be matched against that Property on the respective portal/s.  

• In the Listing, Go to the General tab 

• Scroll to the bottom of the screen and select all relevant portals 

Note: If any applicable portals are missing from your available list.  Reach out to your point of contact at that portal, and advise them that you are now using Agentbox.  They will need to send a Portal Feed Request to agentboxsupport@reapit.com  

F. Repeat steps A – E for all Available Listings 

• Review all Sale Listings 

• Review all Rental Listings 

2. Review the Sold Listings 

Listings that are pending Settlement and have been imported from REA need to be reviewed and updated as required.    

A. Assign related Agents / Assign related Contacts 

B. Re-upload compliance documentation 

C. Add the Purchaser / mark the Listing as Conditional or Unconditional 

D. Repeat steps A – C for all sold listings. 

Locating your Sold Listings 

Conditional & Unconditional Listings are located in the Pipeline - alternatively, you can search for a sold listing via the Universal Search. (top middle).
 

A. Contacts & Agents  

In the Listing, from the Agents & Contacts tab: 
 

• Add any additional Agents (as applicable) 

• Add the Vendor/s 

B. Re-upload compliance documentation  

 
From the Resources tab (via Documents) 
 

• Upload your Agency Agreement 

• Upload your Property Contract and any other compliance documents (as per State requirements) 

C. Add the Purchaser / Mark the Listing as Sold 
 
From the Offers & Contracts tab: 

• Add the accepted Offer & Purchaser 

• Select the Offer Date 

• Enter the Offer Price 

• Search for the Buyer & click Add 

• Click Add  

• Select Offer Accepted 

• Select the Accepted Date and click Yes 

• Select the applicable status - Under Contract or Unconditional  
   

• If the Listing is Under Contract 

• Enter the Contract Date 

• Adjust the Expected Unconditional Date (as applicable) 

• Adjust the Expected Settlement (as applicable) 

• Enter the agreed Deposit & Commission 

• Click Yes 
   

• If the Listing is Unconditional 

• Enter the Contract Date & Unconditional Date 

• Adjust the Expected Settlement (as applicable) 

• Enter the agreed Deposit & Commission 

• Click Yes 

For more information, visit: https://help.agentboxcrm.com.au/offers-and-contracts
 

For more information, visit: https://help.agentboxcrm.com.au/undercontract

For more information, visit: https://help.agentboxcrm.com.au/unconditionalandsettle

D. Repeat steps A – C for all Sold Listings 

• Review all Sold Listings 
   

3 - Off Market Listings / Listings advertised only on Domain 

Off-market listings and properties advertised only on Domain (or other alternate portals) will not be included in the REA import and will need to be created from scratch. You have 14 days to add and feed these listings to Domain so that Domain can match them to your existing listings without an additional listing fee.

Add New Listing - https://help.agentboxcrm.com.au/add-new-listing 

Export to Portals - https://help.agentboxcrm.com.au/export-to-portals