How to create a listing record
A listing record can only be created from a Property Record, so the User needs to create the Property Record first.
Residential Listings
When clicked, the User will be able to select if the Listing is For Sale or For Lease.
Commercial Listings
Commercial properties will have the following options:
For Sale
For Lease
Both (this means the property is advertised as both for sale and for lease).
Conditions for creating a new residential listing record
If there is already a For Sale Listing Record with status = Draft, Active, Withdrawn or Under Offer the For Sale option will be greyed out
If the Property does not have a Management Record that is Active (only applicable to Residential Properties) then the For Lease option will be greyed out. However, this condition does not exist for Agents operating their own rent rolls.
If the User is not operating Rentals at all, then the For Lease option will NOT display for Residential Properties.
Listing Wizard
The listing wizard is the step by step process the User needs to complete in order to create the Listing Record.
Step 1 - Marketing
In this step the User will add the Marketing campaign to the listing record if there is one.
When a ‘Campaign’ is added, it will display in this step with each of its Items.
Step 2 - SOI
This step is used to prevent underquoting. Here the User can input key information about the Statement of Information to help protect them from Underquoting.
The Listing Status options will differ based on the Type of Property and Type of Listing.
Status | Residential For Sale | Residential For Lease | Commercial For Sale | Commercial For Lease | Commercial Both | Business For Sale |
---|---|---|---|---|---|---|
Draft | Displays | Displays | Displays | Displays | Displays | Displays |
Active | Displays | Hidden | Displays | Hidden | Displays | Displays |
Current | Hidden | Displays | Hidden | Displays | Hidden | Hidden |
Under Offer | Displays | Hidden | Displays | Hidden | Displays | Displays |
Sold | Displays | Hidden | Displays | Hidden | Displays | Displays |
Leased | Hidden | Displays | Hidden | Displays | Hidden | Hidden |
Off Market | Displays | Hidden | Displays | Hidden | Displays | Displays |
Withdrawn | Displays | Displays | Displays | Displays | Displays | Displays |
Estimated Selling Price is a dropdown that contains two options:
Single
Range
The Price field will only display is the User has selected Single for Estimated Selling Price. This field will be required.
Minimum Price and Maximum Price will only display is the User has selected Range for Estimated Selling Price. This field will be required.
The Authority field is based on the type of agency authority the seller has signed. The options are:
Exclusive
Open
Auction
Sole Agency
Multi list
Conjunctional
Sale by Negotiation
Set Sale
Auction Date will only display if the Authority field is set to Auction. This date will display on the websites when advertised.
Auction Time will only display if the Authority field is set to Auction. This time will display on the websites when advertised.
The Authority Start Date should be aligned with the start date of the Agency Authority. This will auto-populate with current date when the User is creating the Listing Record
The Authority Expiration Date is the date the Authority will expire. This will only be required if the Authority Status is:
Exclusive
Auction
Sole Agency
Multi list
Set Sale
This will auto-populate with date that is 90 days after the Authority Start Date.
Do you have Comparable Addresses is a dropdown that contains the following options:
Yes
No
SOI Document Upload is where the User will upload the Statement of Information Document. This will trigger a Compliance Request to be checked. This is a required field
Comparable Properties
These are displayed if the User has selected YES in the Do you have Comparable Addresses dropdown. These should match the Comparables that are on the SOI document.
Find Address is a lookup field connected to Google Addresses. If the User cannot find the address, they can tick the Cannot Find Address box to display all of the Address fields for manual entry.
For a property for sale in the Melbourne metropolitan area, a comparable property must be within two kilometres of that property. For a property for sale outside the Melbourne metropolitan area, a comparable property must be within five kilometres of that property. This is checked in the System using the Google Maps API.
Sales Price is the price the Comparable Address sold for.
Sales Date is a date field where the User can enter the Date the Comparable Property sold.
The restriction for this , is six months for comparable properties located within the Melbourne metropolitan area and 18 months for those located outside that area.
Step 3 - Listing
This step contains the details that will be on the Listing Agreement. Most of the fields are the same for all countries and states, however there are a few differences based on the location of the property.
Has the seller provided as asking price is a dropdown that contains the Yes or No options
The Asking Price field will only display is the User has selected YES for Has the seller provided as asking price.
This field will be required.
The Price/Display Price
field is a required field and used for filtering on the websites. It cannot have a number lower than $2,900.
The Use Instead of Price field is a dropdown with the following options:
Contact Agent
Closing Date Sale
Price Range
Expression of Interest
If this is left blank, then the Price/Display Price field will display as the price on the websites. It is important to note that this field is NOT a free text field for NSW so we can protect the agent from Underquoting.
Display Address on Websites
will display the address on all websites if YES is selected, otherwise only the suburb will be displayed.
When Display sold price when sold is ticked, the Sold price will display on the websites when the Listing status is changed to SOLD.
The Commission Type field is a dropdown where the User can select if the commission to be charged is a Fixed amount or Percentage
The Commission Amount field is dependent on the Commission Type field. If Fixed Amount is selected then the User will enter the GST inclusive Amount to be charged. If Percentage is selected the the User will enter the GST inclusive percentage which will be used to calculate the commission based on the SOLD amount in the Settled Offer.
Agent Selection will display the Primary Agent, which will be at the top of the listings. Agents can add one other agent to the listing. Any agent in the @realty network can be selected as long as they do not have different Search for Real Estate, Property & Homes - realestate.com.au accounts. Once selected they choose what the commission split is, this will be used in the Agent Commission Statements.
Step 4 - Ad Details
This step will includes the ad header and description along with any key links that needs to be included in the Listing Ad.
The Headline and Description have a Green Generate Description button will automatically generate the text for the ad based on the information already added to the Property Record.
The Video Link field is where the User can add the Youtube video link for the listing. This MUST be a Youtube link in order to display on realestate.com.au.
The Property URL is for webpages built specifically for the a Listing.
There are 2 Virtual Tour link fields for Virtual Tour URLs.
The Buyer Registration URL is for Buyer Offer links from platforms such as Market Buy (Click 2 Buy) or Openn.
Step 5 - Photos
This is where photos can be added and re-arranged by dragging and dropping. Users can also select individual photos to delete multiple at a time.
Floorplans are added to the floorplan section.
Step 6 - Open Times
Open times are added in this step. When the User selects the start time, the End Time is auto-filled with a time 15 minutes later. The User can select the times in 15 minute intervals or they can type in a custom time.
The times are added as Open Inspections.
Step 7 - Documents
This is where the User can upload the required and optional documents for the listing. To learn more click HERE.
Step 8 - Websites
This is where the User can select the websites to upload the listing to. The User can SELECT ALL websites or select them individually. The list of websites will vary by state, can be viewed here.
The Promo Type options will be displayed based on what the Admin Team creates. You can learn more about Promo Types here.
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