Property Information
🏠 Properties Screen Overview
The Properties tab displays a list of all properties associated with a Contact who is either a Vendor or Landlord. This tab is only visible for Contacts with those specific types.
📋 Property Details Displayed
Each property listed includes the following information:
ID
Picture
Address
Beds
Price
Category
Status
Commission
Accepted Offer
🔍 Filtering Options
You can refine the list using the following filters:
Property Usage
Property Status: Valuation, Under Offer, Completed, ETC
Category
Property Type
Development
Agency Agreement Type
Added By
Sales Progressor
Branch
Areas
Selling Method
The property count updates dynamically based on the filters applied.
🧰 Available Actions on the Property List Screen
Button | Function |
New | Opens the Add Property screen to create a new record |
Refresh | Updates the screen to show the latest applicant and property data |
Reports | Provides access to a wide range of reporting options (see below) |
Appointments | Opens the diary screen to schedule an appointment, auto-filled with property details |
📊 Reports Available
Clicking the Reports button gives access to:
Property List
Property List (Summary)
Property Analysis
Property Yield Report
Property Marketing Analysis
Property Portfolio Report (for Owners)
Property Marketing Report (for Owners)
Aged Debtors Summary Report
Aged Debtors Details Report
Appointment Analysis Report
Produce Address Labels
Send a Letter
Send an Email
Send an SMS Text
Create Property Particulars / List