Instructing a property

Once the owner of a property has confirmed that they want to market it, you can progress the property to the instructed status.

Instructing a sales property
  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1.  Alternatively, find the property using the Search Properties bar in the top right
  3. The property Overview displays. Click Actions
  4. Click Instruct
  5. Confirm or amend the Asking Price
  6. In the dropdown menu, click the relevant Sale Terms
  7. In the dropdown menu, click the relevant Contract Length (if applicable)
  8. Confirm any Board Change details (if applicable)
  9. Enter either the Commission percentage or the fixed Fee amount
  10. If the Commission or Fee is all-inclusive of all charges to the vendor, tick Inclusive
  11. Click OK
  12. You may be offered the opportunity to create appropriate letters relating to the instruction. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

 Warning

The Inclusive tickbox does not refer to VAT

 Note

It is advised that you don't enter both a Commission and a Fee as only one will be used at the point of sale and appear in sales reports

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Instructing a lettings property
  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1.  Alternatively, find the property using the Search Properties bar in the top right
  3. The property Overview displays. Click Actions
  4. Click Instruct
  5. Confirm or amend the Rental Amount and Rental Frequency
  6. In the dropdown menu, click the relevant Price Qualifier that determines how the rent will be advertised
  7. Type the Term Length as a number of months
  8. Confirm any Board Change details (if applicable)
  9. In the dropdown menu, click the relevant Management type
  10. In the dropdown menu, click the relevant person responsible for the Maintenance
  11. Enter the Available date (if the property is not available for immediate occupancy)
  12. Click OK
  13. You may be offered the opportunity to create appropriate letters relating to the instruction. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

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