Property Details For Approval

📝 Sending Draft Property Details for Vendor/Landlord Approval

You can send draft property details to a Vendor or Landlord for review and approval before making the listing publicly visible.

🔧 Steps to Prepare and Send Draft Details

1. Open the Property Record

2. Set the Property Status to Instructed

3. Click Add to upload property images

4. Navigate to the Details #2 tab and enter a description in the Full Description field

5. Click Save

6. Perform a Web Upload (or wait for the next scheduled upload)

7. From the Property record, click Email

8. Select the Vendor/Landlord as the recipient

9. Choose the Property Details template to send

✉️ Tip: Use a Custom Template

To streamline this process, consider creating a dedicated email template titled Property Details for Approval. This ensures consistency and professionalism when requesting feedback from property owners.