Introduction

The Add / Edit Property feature allows you to create new property records or update existing ones. The process is guided through several steps, ensuring that essential information is captured accurately for sales.

Accessing Add/Edit Property

(1) Add Property

To create a new property, select the Add Property button located in the top-right corner of the Property List.

For more information about property list, please check Property List.

(2) Edit Property

To update an existing property, open the Property Details page and click the Edit icon on the left-hand side.

For more information about property detail page, please check link.

Add/Edit Property Process

Property Info & Marketing Info

When creating or editing a property, you’ll begin by entering information in these two steps:

In the Property Info step, you must enter the address, postcode, and the number of bedrooms and bathrooms, along with a details description of the property. You can also provide additional basic details such as the year built and property construction...

In the Marketing Info step, you are required to enter the property type (e.g., Bungalow, Apartment, Terraced, Land), asking price, and tenure type. You can also add information about features (e.g., Parking, Fireplace, Storage Space, Private Balcony) and utilities (e.g., electricity, water, heating) to make your property details more complete.

Legal & Compliance

Compliance Certificates

For for-sale properties, you can add one type of compliance certificate: the Energy Performance Certificate (EPC). 

You can add it by selecting the Add button on the right. Only one file can be uploaded for this certificate, but you can edit or delete it if needed.

Certificates must include File, Valid From and Expiry Date. These fields are required to ensure compliance before marketing:

Rights & Restrictions and Risk Information

Where a Yes/No choice exists, an additional "Unknown" option is available.

This helps when information about the property is not yet confirmed.

Ownership & Management

This step lets you assign the property’s vendor. You can choose from existing contacts or create new ones directly from the form.

Primary negotiator cannot be edited, but you can choose secondary negotiators if needed.

Viewing Instructions

For information about viewings instruction, please check Viewing Instruction Configuration.

Media

You can upload multiple property images at once. Floor plan, video and virtual tour link are optional.

If a property has no images, the Property List will show a default placeholder image.

Saving a Property

When creating a new property

When you select Save, the system checks:

• Required address fields (address line 1 and postcode)

• Duplicate property addresses

If all validations pass, the property is created with the default status Instructed.

When editing a property

At the final step, you can choose Back, Save, or Save & Exit.

Validation differs for unpublished and published properties:

• Unpublished properties

  The system runs required checks before saving. If any check fails, you’ll receive a prompt. If all checks pass, the property is updated.

• Published properties (Available, Under Offer)

  The same validations apply. Once passed, the property is updated and automatically synchronised across publishing platforms.

   

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.