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Property Detail Page Introduction

Updated

Introduction

The Property Detail Page has everything you need to manage a Sales property—marketing information, ownership, documents, viewing instructions, analytics and more. This article explains how the entire Property Detail Page is organised so you can navigate every section.

 

Summary

 

Accessing the Property Detail Page

You can reach the Property Detail Page by:

  • Clicking a property address from Sales → Properties

  • Opening a linked property from elsewhere in LoftyWorks (e.g. contacts, tasks, progressions, viewings)

 

Left-hand Panel

The left-hand side of the Property Detail Page is split into several sections:

Basic Property Information

At the top you’ll see:

  • For Sale Label

  • Property status (e.g. Instructed, Available, Under Offer, Exchanged, Sold, Withdrawn)

  • Full property address

  • Number of bedrooms and bathrooms

You can change the property status here (subject to your permissions).

Key Info

The Key Info section shows important marketing settings, such as: Property Type, Asking Price...

Fields that are empty are simply not shown here.

Click Edit to open the property edit flow in the same tab. You’ll be taken directly to the relevant step (e.g. Marketing Info for key Info). After saving, you'll be returned to this Overview tab.

Vendors

The Vendors section shows all vendors attached to the property. For each vendor you’ll see information like Name and Email:

Clicking the email or phone icons will start an email or call.

When the property status is "Sold":

  • “Vendors” becomes Previous Vendors

  • A new Current Vendors section appears, showing the buyer(s) who completed the sale

Negotiators

The Negotiators section lists agents responsible for the property. For each negotiator you’ll see:

Here clicking the email or phone icons will also start an email or call. If you click Edit from this area, the property edit page opens at the Ownership & Management step.

Property Switcher

At the bottom of the left-hand panel, you’ll find the Property Switcher, which shows your position within the current set of properties (e.g., “Property 3 of 12”), you can also use < or > to switch to last or next property. Clicking it opens a dropdown list displaying all properties within the property status tab you previously selected. 

At the bottom of the dropdown, a Back to List button allows you to return to the full Property List.

 

Actions Menu & Portal Publishing

At the top-right corner of the property detail page, you will see:

  1. Publish to Portals or Manage Portals (based on property status)

  2. Actions menu (⋯) for general property actions

Publish to Portals

Shown when:

  • The property is not Exchanged or sold status

  • The property has not yet been published to any portals

When clicked, LoftyWorks checks:

  • All property Mandatory fields are complete

Once published, only properties with the status 'Instructed' or 'Withdrawn' will be made available. Properties with other statuses will remain unchanged.

Manage Portals

Shown when:

  • The property is already published to at least one portal

Clicking Manage Portals opens a dialog showing:

  • Rightmove / Zoopla

  • Current status (Published / Unpublished) for each

  • Actions:

    • Post (publish)

    • Remove (unpublish)

Actions Menu (⋯)

The (⋯) menu includes general property actions:

 

Main View

The content displayed in the main view changes depending on the tab you select. Please refer to following articles for detailed explanations of what each tab shows:

Overview Tab

Marketing Tab

Keys Tab

Viewings Tab

Buyers Tab

Offers Tab. 

Sales Progression Tab. 

Document Tab 

Activities Tab

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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.

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