Changing the status of a property

Chris Horroll
Chris Horroll
  • Updated

You can change the status of a property, for example to Suspended or Withdrawn, so it's marketed correctly and reflects where it is in the sales or lettings lifecycle.

The status you choose can affect how the property appears on portals, whether it continues to match to applicants, and which progression actions become available.

 Not what you're looking for? Did you mean...

Taking a property off the market? See Withdrawing a property. Hiding an old property from searches? See Archiving, finding and unarchiving a property

Changing the status of a sales property

Use Change Status for the sales status changes you make yourself, such as suspending or withdrawing a property.

 Note

The Under Offer (SSTC), Exchanged and Completed statuses can't be applied using Actions > Change Status. They're applied by accepting an offer on a property, and then through Actions > Sales Progression

  1. Click Properties on the main navigation bar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. On the property Overview, click Actions
  4. Click Change Status
  5. In the Change Property Status window, in the New Status dropdown menu, click the new status. The options depend on the property's current status:
    • Available - can be changed to Externally Sold, Suspended or Withdrawn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    • Suspended - can be changed to Available or Withdrawn
    • Withdrawn - can be changed to Archived, Available or Instructed
    • Changing the status of a property sales.png
  6. Confirm any Board change details (if applicable)
  7. Type in any relevant Notes
  8. Click OK
    1. If you've set up reminders/warnings to order verification checks, if the contact (client) hasn't had their ID and AML checks completed, you'll see the following reminder. In these situations, along with the reminder, there will also be a button to Order checks.
      The full process for Conducting Thirdfort ID & AML checks for owners & buyers, including FAQs, can be viewed here.
      Changing the status of a property sales contact check.png
  9. If you've not set up reminders/warnings to order verification checks, or if the contact (client) has already had their ID and AML checks completed, at this point, you may be given the opportunity to generate the appropriate letters relating to the property status. Tick which letters you wish to generate and click Open Letters Now.
    They can then be edited, finalised and sent like any other letter.
    For more information on how to Edit and send an event driven letter, click here

Changing the status of a lettings property

A lettings property moves through these statuses as offers are accepted and tenancies start and end:

  • Available
  • Let Agreed - when an offer is accepted
  • Let - when the tenancy is finalised and the tenant moves in
  • Let (Marketing) - when you change it after the tenant gives notice, so you can re-market the property on the portals

When a new offer is accepted, the property moves to Let Agreed again. Use Change Status for the lettings status changes you make yourself:

  1. Click Properties on the main navigation bar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. On the property Overview, click Actions
  4. Click Change Status
  5. In the Change Property Status window, in the New Status dropdown menu, click the new status. The options depend on the property's current status:
    • 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, Available or Instructed
    • Changing the status of a property lettings.png
  6. Confirm any Board change details (if applicable)
  7. Type in any relevant Notes
  8. Click OK
    1. If you've set up reminders/warnings to order verification checks, if the contact (client) hasn't had their ID and AML checks completed, you'll see the following reminder. In these situations, along with the reminder, there will also be a button to Order checks.
      The full process for Conducting Thirdfort ID & AML checks for owners & buyers, including FAQs, can be viewed here.
      Changing the status of a property sales contact check.png
  9. If you've not set up reminders/warnings to order verification checks, or if the contact (client) has already had their ID and AML checks completed, at this point, you may be given the opportunity to generate the appropriate letters relating to the property status. Tick which letters you wish to generate and click Open Letters Now.
    They can then be edited, finalised and sent like any other letter.
    For more information on how to Edit and send an event driven letter, click here

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