This area allows you to create a new Listing record. When creating a new Residential Listing, the system will expect the property to exist in the Properties database, if the property record does not exist in the database you will be required to append it first & then convert the property into a current Listing. If the property exists in the Appraisal database you will be asked to convert it to a current listing.

1.       Select the Properties menu function button.

2.       Click on the Listings Option Button

3.       Ensure the Residential Department is selected & displayed.

4.       Click on New.

5.       The Select Property Active Window will be displayed with a list of all current Properties. 
          Search for the Property. If you can see the property that you want to convert into a Listing, 
          select it and click OK, alternatively in the Look For area, enter the name of the street and
          click on the Find Now button. Once located click on it to select it and click OK.

6.       If the property is not found, click on the Add New button and proceed to enter the Property

details. See Create a new Property

7.       Once the property has been selected from the Properties list, and if an Appraisal exists for this

property a message will be displayed “A current Appraisal exists for this property. Do you wish to create a listing from this Appraisal?” select Yes. A Listing Active Window will be displayed for you to enter the Listings details.

8.       Select the Agency Type from the Drop Down List.

9.       Select the Lead source from the Drop Down List.

10.     Select the Sale Method from the Drop Down List.

11.     Enter the Date Listed and Date Expires using the Drop Down Calendar.

12.     Enter the Contract Received date using the Drop Down Calendar. Note: This option does not

apply to all State &/or Territories and is mainly applicable to NSW.
 

13.     Brochure Type - Allows you to have an option of which Brochure style you wish to use for this

listing. If this is left blank the Brochure used will be the Brochure style set up in Administration>Departments>Sales Settings>Listing Settings>Marketing>Printable Brochure Type.

14.     Enable the Listings agreement signed check box if applicable.

15.     Enable the Hide from stock sheet check box if applicable.

16.     Enable the Investment check box if applicable.

17.     Select the appropriate Trust Account from the Drop down list if vendor contribution is being

paid directly into a Trust Account 

18.     Select the appropriate Lister/s in the grid. Note: If there is more than one lister, ensure the

Commission % and Advertising % equals 100%.

19.     Enter the From and To selling price. Enter Reserve price if required.

20.     Enable the GST payable check box if applicable; if so then indicate if GST is included.

21.     Referral - Records clients who refer a listing to your agency. The referrer must be acontact in

the database. The system will record the number of referrals each time a new referral is added and the details of each referral will be recorded on the associations page of the referrer contact.
Notes can also be added in the Referral notes section.

each time the Listing is viewed or edited the Reminder Note will appear. The Reminder Note can be changed, added to or deleted when no longer required.

Note: You can only delete the information in the Reminder Note text box by opening the Listing, highlighting the text and deleting or using the Clear button.

 
23.     If an owner/lessor has not previously been appended to this Listing in the Property area you

will be required to append them prior to saving Listing record. To add a Vendor in the Vendor Section click on the to search and select the contact. If the contact does not exist click on Add New and see adding a new contact.

24.     If you had entered any Vendor Notes, Comments, Inclusions or Inspections, in the 
          Appraisal area, the details will be displayed, alternatively enter information into the respective

fields if applicable.

25.     Enter Reason for sale if required.

26.     Enter Key Details if applicable.

27.     Proceed to the Fees & Charges, Conjunct Agent, Advertising, Auctions, Conveyancer and

Property Improvements tab/s if you wish to enter further details.

28.     Click on Save and Close to save the information entered, alternatively click on the X at the top

right corner of the Active Window, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

1.       If you have created Listing Activity Plans, when the Save and Close button is selected to save

a new or edited Listing, the Attach Listing Activity Plan Active Window will be displayed.

2.       The system will display all relevant Listing Activity Plans in the Standard Activity Plan

Drop Down List for a target status of Current. .

3.       Select the appropriate Standard Activity Plan from the Drop Down List.

4.       The Start Date will default to the current logon date, alter this if you want the Standard Activity

Plan to start on a different date - enter the date using the Calendar Drop Down List.

5.       Click on the OK button to attach the plan or click on the Cancel button to discard the

attachment.

6.       The items will appear in the Tasks area as well as the Calendar > Task Pad View on the

relevant commencement date.

1.       If you have residential prospective buyers in the system, the Match Buyers window will be

displayed.

2.       If the search criteria matches that of any Buyers, the list of Buyers will be displayed.

3.       Enable the Select checkbox for all buyers whom you wish to email the Property Brochure to.

4.       Select the Send E-mail… button to send an e-mail to buyers. Note: Ensure the

Administration > Agency Settings > Departments > General area has an e-mail address entered; this then allows the HTML brochure to be e-mailed to the Department’s e-mail address first, with all matched recipients appearing in the Bcc field of the e-mail application. To create the HTML brochure see Listings>Advertising>Web Details. If PDF is selected this will send a PDF brochure of the listing.

5.       Click on the Close button, alternatively click on the X at the top right corner of the Active
          Window.