Changing the status of a property

To change the status of a sales property:

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. The property Overview displays. Click Actions
4. Click Change Status
5. The Change Property Status window opens. In the New Status dropdown menu, click the correct option.
   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• Available - Can be changed to Externally Sold, Suspended or Withdrawn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• Suspended - Can be changed to Available or Withdrawn
• Withdrawn - Can be changed to Archived, Available or Instructed
  

6. Confirm any Board change details (if applicable)
7. Type any relevant notes into the Notes field
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 & Proof of Ownership checks for owners & buyers, including FAQs, can be viewed here.
      
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

The lifecycle of a lettings property is as follows:

• Available
• Let Agreed (A lettings property changes to this status when an offer is accepted)
• Let (The lettings property changes to this status when they finalise the tenancy and the tenant moves in)
• Let Marketing (As the agent, you'll change the status from Let to Let Marketing when the tenant gives notice, to enable them to remarket on the portals)
• Let Agreed

To change the status of a lettings property:

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. The property Overview displays. Click Actions
4. Click Change Status
5. The Change Property Status window opens. In the New Status dropdown menu, click the correct option.
   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, Available or Instructed
  

6. Confirm any Board change details (if applicable)
7. Type any relevant notes into the Notes field
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 & Proof of Ownership checks for owners & buyers, including FAQs, can be viewed here.
      
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