Real Estate Management — Property status, account status and approvals
Control listing states, approval-manager flows, account/property status evidence, bulk decisions and PDFs.
Open Property Status
Open Property StatusReview status information for accessible properties.Admin Area → Property Operations → Property Status
Open guide →GuideCreate or update a Property Status record
Create or update a Property Status recordSelect property/owner/landlord values and save status evidence.Admin Area → Property Operations → Property Status → Add/Edit
Open guide →GuideGenerate a Property Status PDF
Generate a Property Status PDFCreate the supported PDF for a status record.Admin Area → Property Operations → Property Status → open record → PDF
Open guide →GuideOpen Account Status
Open Account StatusReview account/relationship status records linked to properties and clients.Admin Area → Property Operations → Account Status
Open guide →GuideAdd notes to an account/status relation
Add notes to an account/status relationCreate a note against the supported relation.Admin Area → Property Operations → Account Status → open record → Add Note
Open guide →GuideReview account/status notes
Review account/status notesOpen existing notes for the selected relation.Admin Area → Property Operations → Account Status → open record → Notes
Open guide →GuideOpen the Property Approvals workspace
Open the Property Approvals workspaceReview listings awaiting approval.Admin Area → Property Operations → Approvals
Open guide →GuideApprove an individual property
Approve an individual propertyUse the supported approval/status action on the pending listing.Admin Area → Property Operations → Approvals → open pending property → Approve
Open guide →GuideReject or return an individual property
Reject or return an individual propertyChoose the supported non-approved status and record the required reason where prompted.Admin Area → Property Operations → Approvals → open pending property → Reject/Return
Open guide →GuideChange property approval status in bulk
Change property approval status in bulkSelect pending properties and apply one supported decision.Admin Area → Property Operations → Approvals → select records → Bulk Status
Open guide →GuideSet staff as an approval manager
Set staff as an approval managerEnable is_approval_manager for the responsible staff member.Admin Area → Property Operations → My Staff → Approval Manager
Open guide →GuideRequire property approvals for staff
Require property approvals for staffEnable require_approvals for the selected staff member.Admin Area → Property Operations → My Staff → Require Approvals
Open guide →GuideChange a property listing status
Change a property listing statusUse the status action from the property detail/register.Admin Area → Property Operations → Properties → open property → Change Status
Open guide →GuideMark a property as sold
Mark a property as soldApply the supported sold status and verify sale amount/date evidence.Admin Area → Property Operations → Properties → open property → Status → Sold
Open guide →GuideMark a property as rented
Mark a property as rentedApply the supported rented status and verify tenancy/rent evidence.Admin Area → Property Operations → Properties → open property → Status → Rented
Open guide →GuideMark a property temporarily off market
Mark a property temporarily off marketUse the displayed temporary-off-market status.Admin Area → Property Operations → Properties → open property → Status
Open guide →GuideMark a property expired
Mark a property expiredUse the displayed expired status after reviewing listing dates.Admin Area → Property Operations → Properties → open property → Status → Expired
Open guide →GuideDelete a property-status entry with a reason
Delete a property-status entry with a reasonUse the status screen’s delete action and provide delete_reason when prompted.Admin Area → Property Operations → Property Status → Delete
Open guide →GuideUnderstand property status date effects
Understand property status date effectsKnow when date_sold, date_update and days-on-market values are written.Admin Area → Property Operations → Properties → Status
Open guide →GuideTroubleshoot a property stuck pending approval
Troubleshoot a property stuck pending approvalCheck staff require_approvals, approval-manager/capability, current status and pending table filters.Admin Area → Property Operations → Approvals
Open guide →