The property overview page allows users to view a wide variety of information for a single property in one place. To access this page, please follow the steps below:
Go to Sales Properties > View available properties
Locate the relevant property. Users may need to adjust the 'Filter by offer status'
In the Overview column, click on the house icon
Users can access information on the sales process, chain management, previous correspondence, potential buyer/landlord details and more. Below is a breakdown of this page's layout.
Examples:
Click on Offers in the Marketing tab to view and manage all offers for the property.
To view previous correspondence for the selected property, click on the Correspondence tab. The table will then update to list all previous correspondence (for example, previously sent emails and texts).
The Viewing feedback summary widget uses AI to capture key sentiments and trends so users can see, at a glance, how the property is being perceived with a split between positive and negative sentiments displayed in the graph.
To have the Viewing feedback summary widget enabled, please see the steps listed here.
Users can see all feedback by clicking on the Viewing feedback tab in the accordion menu.
Additional actions
Within this page, users can:
Edit the property
Add a buyer enquiry
Upload documents including surveys/home reports, photographs, floorplans, EPC certificates and brochures.