Create and edit listings
Adding a listing From Properties list , click Add property . The form collects everything your team needs to market and match a listing. Save early and often — long forms are split into sections (basics, location, pricing, specs, amenities, media) so you can work step by step. Key fields to get right Title and description — Client-facing language; keep titles scannable (“3-bed apartment, Vanak”) and descriptions factual. Transaction type — Sale, rent, or down-payment arrangements. This drives which price fields appear and how buyer requests match. Property kind — Apartment, detached house, shop, commercial, office, etc. Matching uses kind heavily. Location — Address or area fields your team configures. Accurate location improves search and client briefings. Pricing — Sale price, monthly rent, deposit, or down-payment totals depending on transaction type. Currency follows team settings. Physical specs — Built area, land area, rooms, floor, year built. These power filters and buyer request matching. Categories — Team-defined tags (e.g., “Luxury”, “Investment”) from Property categories . Amenities — Structured attributes (parking slots, heating type) from your amenity library. Prefer amenities over free-text when possible — filters depend on them. Customer link — Optionally tie the listing to an owner or lead in Customers . Media — Photos and files via team storage. Upload clear images; they appear on cards and detail pages. Draft vs active Listings move through simple statuses: | Status | Meaning | |--------|---------| | Draft | Work in progress; not treated as active inventory | | Active | Live listing for matching, sharing, and client work | Saving as draft lets you gather photos and verify pricing before the listing enters the active pool. Move to active when the record is ready for the team to use. If your team enables approvals , submitting an active listing (or certain edits) creates a change proposal instead of applying immediately. The listing may show Pending approval until a reviewer approves. See the Approvals articles for that process. Editing an existing listing Open a property from the list or search, then choose Edit . The same sectional form appears with current values. Edit locks When another member is editing, the property may be locked . You will see a locked badge and cannot save until they finish or unlock. This prevents two agents overwriting each other’s work. Use Unlock only if you confirmed the other session ended. Pending changes If a change is awaiting approval, the detail page warns you. Further edits may be blocked or queued depending on team rules. Coordinate with reviewers on urgent corrections. Saving and validation Required fields depend on transaction type and team configuration. Validation messages appear inline — fix them before retrying save. For rent listings, monthly rent and deposit typically matter. For sales, total price is central. Down-payment listings use specialized price fields — match what the owner quoted on paper. After save Successful saves return you to the detail page or list. From detail you can: View match counts against open buyer requests Open linked customers See approval or activity history when permitted Archive when the listing is off market Practical tips Similar units — Similar units in one building? Keep a checklist template in your team docs Tracking number — Note the assigned number for phone inquiries Amenities first — Define missing amenities under Organization → Amenities before bulk listing entry Photos last — Draft metadata first; attach media when the owner sends files Creating clean listings upfront reduces rework in approvals, matching, and client presentations. When in doubt, save as draft and ask a senior agent to review before activating.
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