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Change the property status

 

Changing a Property Status from Appraisal to Listed

  1. Open the Appraised Property.
  2. Click on the  next arrow on the status bar.
  3. A Dialogue box should appear asking for Listing/Contact agent & Price.
  4. Enter values for each field, and click Advance to Listing.

Changing a Property Status from Appraisal to Rejected

  1. Open the Appraised Property.
  2. Click on the Mark Rejected button.
  3. A dialogue should appear asking for a note.
  4. Enter details into the note and click on Mark Rejected.

Changing a Property Status from Appraisal to Lost

  1. Open the Appraised Property.
  2. Click on the Mark Lost button.
  3. A dialogue should appear asking for a note.
  4. Enter details into the note and click on Mark Lost.

Changing a Property Status from Listed to Under Contract

  1. Open the Listed Property.
  2. Click on the  right arrow of the status bar.
  3. A dialogue should appear asking for the Sales Agent, Contract Price and Exchange Date.
  4. Enter information into every field.
  5. Click on Advance to Under Contract.

Changing a Property Status from Listed to Withdrawn

  1. Open the Listed Property.
  2. Click on the  Withdraw button.
  3. A dialog should appear asking for a note.
  4. Enter details into the note and click on Withdraw Listing.
  5. Status bar should say Withdrawn.

Reverting a Property status from Listed to Appraised

  1. Open the Listed Property.
  2. Click on the  back arrow of the status bar.
  3. A popup should confirm the revert to appraisal action.
  4. Confirmation should change status to Appraisal.

Changing Property status from Under Contract to Sold

  1. Open the Contracted Property.
  2. Click on the  next arrow of the status bar.
  3. A dialog should appear asking for the Sales Agent, Contract Price and Sold Date.
  4. Enter relevant information for the sale.
  5. Click on Advance to Sold.

Changing Property status from Under Contract to Withdrawn

  1. Open the Property Under Contract.
  2. Click on the  Withdraw button.
  3. A dialog should appear asking for a note.
  4. Enter details into the note and click on Withdraw Listing.
  5. Property status bar should appear as Withdrawn.

Changing Property status from Sold to Settled

  1. Open the Sold Property.
  2. Click on the  next arrow of the status bar.
  3. A dialog should appear asking for the Sales Agent, Contract Price and Settlement Date.
  4. Enter the information relevant to the property settlement.
  5. Click on Advance to Settled.

Changing property status from Sold to Withdrawn

  1. Open the Sold Property.
  2. Click on the  Withdraw button.
  3. A dialog should appear asking for a note.
  4. Enter details into the note and click on Withdraw Listing.
  5. Status bar should say Withdrawn.

Reverting Property from Sold to Under contract

  1. Open the Sold Property.
  2. Click on the  back arrow of the status bar.
  3. A popup should confirm the revert to Contract action.
  4. Confirmation should revert property status to Sold.

Changing Property status from Settled to Archived

  1. Open the Settled Property.
  2. Click on the  Move to Archive button.
  3. A dialog should appear confirming the action.
  4. Confirm the action.
  5. Status bar should now say Historical Settlement.

Reverting property status from Settled to Sold

  1. Open the Settled Property.
  2. Click on the  back arrow of the status bar.
  3. A popup should confirm the revert to Sold action.
  4. Confirmation should change property status to Sold.

Create new listing from Withdrawn/Historical/Lost or Rejected Property

  1. Open the relevant Property.
  2. Click on  Copy as a New Listing
  3. Enter all relevant information for the new property

For more information on Coping as a New Listing please refer to this article.

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