Listings, viewings and deals
The day-to-day of a sales or rentals brokerage.
Listings
- Properties → Listings → New listing. Set the owner, the mandate (exclusive or open) and the permit, then add photos; the first is the cover.
- Arabic title and description are optional and go to the portals that take them.
- Moving a listing to Available publishes it to the portals you chose for it, and tells matching buyers or tenants if match alerts are on.
Buyers and tenants
- On a contact, add what they are looking for. Matching listings appear on the contact, and matching people on the listing.
- Book a viewing from either side. It goes on the agent’s calendar; a day out the person gets a WhatsApp confirmation, and Riya calls for feedback the morning after.
Offers and paperwork
- Record an offer on the listing; counter-offers keep the history. Accepting one moves the deal to its offer stage at that price.
- On the deal, Documents → New: Form F, tenancy contract, booking form and others are filled from the deal, and each party signs on their own link.
- A deal stage can require a signed form before the deal enters it (Deals → Pipelines).