To create a NEW listing, regular Sales users will need to create a Prospect Property or Appraisal first. "Property Manager", "Admin" & "Master" Users will be able to skip this step and create New Listings directly.

 

*Note: if you have attached the 'Prospective Vendor' or 'Prospective Landlord' to the prospect property, when converted to a listing the contact will automatically be assigned as the 'Vendor' or 'Landlord' This will also automatically update the contact with the new contact class, however, will not remove the previous status. 

 

 

 

Access active appraisals via the Pipeline or via the universal search 

1. From the Universal Search bar, type in the address. 

 

 

2. . Click the Appraisal Property to open the property card. 

 

 

 

 

5. Select the new status from the drop-down menu

• Listing Presentation - This status has the same functionality and look of an appraisal however is an additional search category for properties that you have gone out and presented to (presentation date must be entered for reporting).
• Convert to Listing - This will convert the appraisal to an Offline Listing with the Status - Offline - Not ready for Public Display. You will then need to add all the relevant information to change the property to Available/On Market (Listing Date/Agency Agreement date must be entered for reporting).
• Cancelled/Missed - This marks the property as Offline with the reason - cancelled/missed appraisal (with the option to differentiate between cancelled [Vendor not selling, etc] and missed [lost to another agency, etc]. You can use an advanced property search to find these properties and will be reflected in appraisal reports.

 

 

6. Click Save, and the property card will reload in it's new status.