🏷️ Property Status Overview
Each property in Acquaint is assigned a Status to reflect its current stage in the sales or lettings process. These statuses help manage workflow, marketing, and reporting.
📌 Available Status Options
|
Status |
Description |
|
Valuation |
Automatically assigned when a property is first added to Acquaint. Use this status to arrange a valuation appointment. |
|
Instructed |
Indicates that the vendor or landlord has instructed you to proceed with the sale or letting. Use this stage to prepare marketing materials before setting the property to Available. |
|
Available |
Set when the property is ready to be marketed and uploaded to portals (if using portal integration). |
|
Under Offer |
Automatically assigned when an offer is accepted. |
|
Completed |
Automatically assigned when a Completion Date is entered for a property marked as Under Offer (via the Property Offer or Progression screen). |
|
Not Available |
Use when you did not win the instruction or the property has been temporarily withdrawn from the market. A Disinstruction Reason field will appear. |
|
Archived |
Similar to Not Available, but used when you are no longer handling the property at all. Also prompts for a Disinstruction Reason. |
|
Bank Valuation |
Used specifically for mortgage or bank valuation purposes. |
Note: While Archived and Not Available behave similarly, you can use them to distinguish between properties based on internal categorisation preferences.
🔄 Status Automation & Offer Integration
-
Property status is linked to offers:
When an offer is accepted, the status automatically updates to Under Offer.
When a Completion Date is entered, the status updates to Completed.
⚠️ Restrictions on Changing Completed Status
If you attempt to manually change the status of a Completed Sales Property, Acquaint will prompt:
"You are changing a Completed Sales Property to Available. Are you reselling this Property?"
-
Clicking Yes opens the Resell Property screen
-
Clicking No triggers a System Confirmation prompt
This safeguard ensures accurate tracking of resale activity and prevents unintentional status changes.