Changing the board of a property

Changing the board on a property can be actioned manually, or, when you're automatically prompted to do so. You'll be automatically prompted to action a board change (if this functionality is enabled for your branch office) whenever you do something that changes the property's status, i.e. when you make a property Available.

 Note

A property must have progressed to at least Instructed status before you can action a board change

  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. Click Actions
  4. In the dropdown menu, click Board Change
  5. The Board Change window opens. In the Board Instruction dropdown menu, click the relevant board
  6. Tick the Send Now? box if you wish to send an automated email request to your board contractor straight away
    1. If you don't wish to send the request straight away, the pending board order request can be found in Board Management
  7. In the Board Contractor dropdown menu, click the relevant board contractor you wish to use (If you only use one contractor, they'll be pre-selected for you)
  8. Type any Notes that you wish to be included in the email request to the board contractor
  9. Tick Include Owner Name if you want the owner's contact details to be included in the email request to the board contractor
  10. Click OK

The board change is recorded on the property’s Timeline.

 Note

If at step 4 you see a message informing you that This Property is set as Board Not Required, the property has been marked as not needing a board and therefore the board change cannot be carried out. 
If this is in error, in order to enable boards for the property:

  1. Click Cancel
  2. Click Property on the side menu
  3. Click the Marketing top tab
  4. Tick the box for Board Required
  5. Click Save
  6. Repeat the procedure above

Related articles: 

Setting up a board contractor

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