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Off List Report - Sales


 

 

 

This article will run through the Off List Report for Sales.  

  

1. To access the Off List Report, navigate to Reports > Sales > On/Off List Reports and navigate to the Off List Report section. 

 

  

2. The Off List Report allows waiting, unregistered and registered buyers to be notified when a property is no longer available. That is, when the system believes a property has been unlisted. When this occurs, an email will be sent containing the Off List Report. To set up the Off List Report, ensure that the checkbox for receiving Off List Reports is ticket. 

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3. Next, select who will receive the reports when they are triggered. This report can be sent to multiple people.  

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4. To send the report immediately, select Send Report Now. A popup will then confirm that the Off List Reports have been sent. 

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5. When the Off List Report is received into the emails inbox, it must be processed in order to confirm the addresses on the list are no longer vacancies. To do this, open the Off List email and select each of the blue hyperlinked address in the list one by one.  

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6. This will prompt the On List Wizard, a 9 step guide to preparing a property to be removed from the market. 

 

Note: All the settings covered in the following 3 steps can also be edited or updated from the Properties tab, once the property has been listed. 

  

Step 1 is to confirm that the property is to be Off Listed. This is done by selecting the Off List button. 

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Step 2 is to select whether the property is being off listed because it was sold by the agency, withdrawn from the market, or something else. Use the options to select which is applicable.  

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Lastly, Step 3 is to select whether any waiting buyers will be notified that the property is no longer available.  

 

 

7. When complete, select Confirm Off List.  

 

Note: The system will check at 2:15AM each morning whether there are any OnList reports that have not been actioned. If there is, an email reminder will be sent. Reminders will continue to be sent until those triggers are closed or completed.