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Real Estate

Properties and approvals

Updated in 5.20.43

Every listing of the agency, for sale or for rent: added once, with its photos, its owner and its agent, and approved before anyone outside sees it when the agency asks for that.

Where

Real Estate › Properties · Real Estate › Approvals

Who

Real Estate Properties: view to see, create to add, edit to change; Approve for the Approvals screen.

Add a property

1
On Properties press New property.
2
Fill each part: The deal (for sale or for rent, and the price), Where it is, What it is, Owner and agent, Rooms and Nearby. Press Save.
3
On the property's page open Photos and files: Add photos, Add a video or Add a PDF, and Make it the cover on the best photo.

If the agency's plan allows only so many listings a month, a listing past that number is refused.

The properties with their status and price

Find a property

Search by title, number, area or street. Narrow with Price from, Price to and Mine only, and press Clear filters to start again. Switch between Cards, Table and the map; on the map, Draw an area keeps only the listings inside it.

The property's page

Its tabs are Overview, Details, Rooms and nearby, Photos and files, Shared with, Notes, Reminders and History. Mark as changes its status with a note for the history: a listing is New, Active, Sale pending, Sold, Rented, Off the market for now, Withdrawn, Expired or Cancelled. Archive takes it off every list and off the website; nothing is deleted.

On Shared with, Share offers the listing to a Colleague, another Company or an Outside broker. They Accept or Decline. Only an accepted share earns a commission.

A property's page with its tabs

Approve new listings

When the setting New listings wait for approval is on and the agent's card says Needs approval, a new listing starts as Waiting for approval and is not shown outside the company.

1
Open Approvals. Each waiting listing shows who added it and when.
2
Press Approve on one, or Choose all and approve them together. The listing becomes Active, and the person who added it is told.
3
Or press Send back and write Why. The listing is withdrawn and the reason reaches its author.
Listing approvals: the listings waiting for a manager

A listing is shared only with a colleague of your companies or a broker you may see; anyone else is refused with «Choose who it is shared with from the list.».

Next: Owners, agents and brokers

Questions

Where is “Properties and approvals” in Zyntra OS?

Real Estate › Properties · Real Estate › Approvals

Who can use “Properties and approvals”?

Real Estate Properties: view to see, create to add, edit to change; Approve for the Approvals screen.