Add Conditions

You can add and track conditions on properties that are under offer or sold.

Before You Start

• Your property must be Under Contract, Sold, or Settled for the Conditions tab to appear.
• Standard Conditions, conditions that can be selected and used repeatedly across multiple properties, can be setup in Admin & Account Settings > Standard Conditions - refer to this help desk article for more information.
• Conditions are complimentary to Special Conditions. Special Conditions is a separate field, and can be set on the Edit > Sale tab. When using Conditions with Include on Sales Advice, the Conditions will be combined with the Special Conditions on the Sales Advice.

Adding a Condition

1. Go into your property via Real Estate > Properties
2. Click on the Conditions tab
3. Click the blue Add Condition button
4. To add a Custom Condition:
   1. Enter a Due Date
      Optionally, you can use the Calculate Due Date fields to automatically calculate the Due Date.
   2. Enter a Condition Description
   3. Select if you want the condition to appear on your Sales Advice
5. To add a Standard Condition:
   1. Click the Standard Condition tab
   2. Enter a Due Date
      Optionally, you can use the Calculate Due Date fields to automatically calculate the Due Date.
   3. Select a condition from the drop down list
   4. Select if you want the condition to appear on your Sales Advice
6. Click Add Condition

Completing Conditions

1. Go into your property via Real Estate > Properties
2. Click on the Conditions tab
3. Click on the green tick button on the condition you want to mark as completed

Deleting Conditions

1. Go into your property via Real Estate > Properties
2. Click on the Conditions tab
3. Click on the red trash button on the condition you want to delete