The individual property info page.
- Gray Bar at Top – May begin an offer on a property here if desired, however, we recommend using the Offer Assistant for simplicity. May also view notes pertaining to the property here.
- Checklist – May select a checklist (listing checklist) to apply to a property here or view one already attached.
- Status
- Coming – Nothing signed yet, but committed to us.
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- Coming Soon – Signed listing agreement.
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- Active – on the MLS or market.
- In Contract – Under contract.
- Cancelled – Listing cancelled.
- Closed – Sale closed.
- N/A – Used when others don’t apply (most often used for the property a buyer is offering on, if it is not our listing).
- For Sale by Us – checked if this is our listing. Do not check if this is another agent’s listing and you are working with the buyer.
- [+] is used when the Seller is not in the dropdown menu. This allows you to enter a new name. Be careful not to duplicate names (try other variations first). The system will not allow exact duplicates but will allow variations in the names or addresses (Dr versus Drive).
- Buyer – Once in contract, prompts will lead you to enter the buyer’s name here.
- Company – The company associated with the property owner if applicable.
- Address info – Self-explanatory.
- Referral, Working and Outside Agent – enter only if this property is For Sale by Us.
- Codes – Record all applicable access codes here with instructions.
- Asking Price – A history of the asking prices entered as they change.
- Dates – Enter any dates known at the time.
- Delete – only usable by designated Admins. Deletes the record. May be recovered from the Business Dashboard/Review/Revert Changes page.