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Changing the status of a property

Lisa
Lisa
  • Updated

At various stages, you may be required to change the status of a property to ensure that it's marketed correctly.

Sales property
  1. Click Properties 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 Change Status
  5. In the New Status dropdown menu, click the correct option
  6. Confirm any Board change details (if applicable)
  7. Type in any relevant Notes
  8. Click OK
  9. You may be offered the opportunity to create appropriate letters relating to the property status change. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

Sales status change options include:

  • Available - Can be changed to Externally Sold, Suspended or Withdrawn
  • Under offer (SSTC) - Can be changed to Suspended, Under Offer (Available) or Under Offer (Marketing)
  • Exchanged - Can be changed to Suspended
  • Suspended - Can be changed to Available or Withdrawn
  • Withdrawn - Can be changed to Archived or Available

 Note

The status options of Under Offer (SSTC), Exchanged and Completed cannot be applied to a property via Actions > Change Status. These status are applied by accepting an offer on a property and then through Actions > Sales Progression

Lettings property
  1. Click Properties 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 Change Status
  5. In the New Status dropdown menu, click the correct option
  6. Confirm any Board change details (if applicable)
  7. Type in any relevant Notes
  8. Click OK
  9. You may be offered the opportunity to create appropriate letters relating to the property status change. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

Lettings status change options include:

  • Available - Can be changed to Externally Let, Suspended or Withdrawn
  • Let Agreed - Can be changed to Archived, Let (Marketing) or Suspended
  • Suspended - Can be changed to Available or Withdrawn
  • Withdrawn - Can be changed to Archived or Available

Related articles: 

Withdrawing a property