Preparing a property for marketing - Expert Agent Documentation

NAVIGATION

In this chapter we will look at each tab on the property form for information purposes. The Online Training will be tailored to follow the process of preparing the property for marketing.

The first step is to find the property record we wish to work on. In this example we will use the Quick Search box in the Top menu. (If you have recently been working on the property, another quick way to access the property would be to use your Navigation History in the Top menu- showing the top 20 most recently viewed records.)

The Quick Search box can be used to search on any text or numbers. For example you could enter a postcode, name, part of an address, phone number etc. The results will then show in the respective sections i.e. Properties, Applicants, Landlords, Viewings etc.

Enter the text to search for the property. If you find there are multiple records displayed on all sections, use the “Properties” filter to show only property records that contain the search text entered. You are also able to use the quick search box from the new tab screen.
Click on the desired record to open.