Creating a listing
Create a Listing
Head to your Listings Module, click the New button
Add *required fields
Add Agent
Add MLS if there’s no MLS, check the Exclusive/Non-MLS checkbox
Enter the Listing Price
Enter Property Type
Click the blue 'Enter address' link to expand the rest of the Create a New Listing window.
Search by Address look up or Enter your listing's address manually
Click Save
Add Contacts
Head to the People menu in your Listing
Add the contacts (clients) by clicking the new button
If the contact exists from previous deals or listings, you can search and add using the 'Existing Profile' field or click the 'create new profile'
Add their role
Click Save
Add Documents
Head to the Document page
There are 2 ways to upload documents
1. 'New' button and upload your documents from a location on your computer
2. Drag and drop your document files over the ‘New’ button
Search Listings:
You can search listings the same way you search deals — by MLS#, Agent, Address, or Listing#.
You can also filter listings by selecting a date range and approval state.
Convert a Listing to a Deal
A contact can be both a seller and a buyer depending on the transaction they are involved in.
For a listing, the client is the seller because the listing represents the seller’s side before there is a buyer involved.
Once the listing is converted to a deal, the system brings the listing client over as the seller, and the buyer can then be added to that specific transaction.
If the same contact is also purchasing another property, they would be identified as the buyer on that separate deal.
Please follow the steps outlined in this article for creating a deal from your listing. https://support.loft47.com/portal/en/kb/articles/create-and-link-deals-with-listings
For a listing, the client is the seller because the listing represents the seller’s side before there is a buyer involved.
Once the listing is converted to a deal, the system brings the listing client over as the seller, and the buyer can then be added to that specific transaction.
If the same contact is also purchasing another property, they would be identified as the buyer on that separate deal. Please follow the steps outlined in this article for creating a deal from your listing. https://support.loft47.com/portal/en/kb/articles/create-and-link-deals-with-listings
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