Editing a listing

To open the Listing details page: Under the Listings menu, click Current listings. Select the listing to edit and click the View or edit listing action menu item.

Use the Listing details page to add or edit listing information. If you are modifying a listing with a status of Cancelled, Withdrawn, Closed/Paid (when not linked to a closing), Expired, or Closed/Paid Transferred (when linked to a closing), certain options will not be available. These listings are known as Frozen Listings. For more information, see "Frozen listings".

To edit a listing

  1. From the Listing details page, on the Listing tab, edit the listing's details. More Info:

    • Optionally change the address for the listing and then click OK. For more information, see "Modifying a listing's address information".

    • Listing date:  Type the date the listing takes effect (if it is other than today's date) or click the calendar icon to select a date.

    • Expires: Type the date the listing expires, or click the calendar icon to select the listing's expiry date. When the specified expiry date arrives, the listing's status will automatically change to Expired and the listing activity reminders will stop being displayed in Today's business.

    • Expiration reminder: Type the listing's expiry reminder date, or click the calendar icon to select the listing's expiry reminder date. If your General preferences is set to display a reminder when a listing expires, the Listing expiration reminder page is displayed upon login. For more information, see "Listing expiration reminder".

    • Listing term (days): Type the number of days the property has been listed. The number automatically reflects the difference between the Listing date and the Listing expiry date.

    • List price: Type the listing price of the property in the List price field. This is a required field if you are uploading this listing to a web site.

    • Commission: Type the commission amount you stand to make on the sale of the property.

    • Source: Type the source of the listing or click the list icon to select a preset item.

    • House style: To change the house style of the listing property, type it in the text box, or click the adjacent list icon to select a preset item.

    • Sign placed: Select this check box only when the "for sale" sign has been placed on the property.

    • Lock box number: Select this check box if a lock box has been placed on the property, and enter the number of the lock box in the space provided.

    • MLS Number: Type the listing's MLS number. When you upload a listing to your local MLS Board, they will assign the listing a number. If you do not use an MLS Board, leave this field blank. This is a required field if you are uploading this listing to a web site.

    • Terms: This box is used to record financial requirements that are particular to the contact. For example, a seller might require that potential buyers have pre-approved financing. Enter any specific terms, or click the Terms link to select a common transaction term from the pick list.

    • How to show: This field is used to record the methods you may use to show the contact's property. For example, the seller might stipulate that all showings are "By appointment only" or that they "Require 24 hours notice". Enter the showing methods/restrictions, or click the How to show link to select an item from the pick list of common showing arrangements.

    • Property type: Enter the type of property (i.e., Commercial land, New-single family) or click the list icon to select a preset item.

    • Status: Select a status for the listing from the drop-down list box. If you change the status to anything other than Active or Pending showing, and there are activities that you have not yet completed, the Stop remindersdialog box will be displayed. Clicking Yes will remove the activity reminders from Today's business.

     

  2. On the Activities tab, add or edit a closing activity or a listing plan. For more information, see "Listing activities".

  3. On the Notes tab, enter notes related to the listing. For more information, see "Managing notes".

  4. On the Include/Exclude tab, create and maintain two lists that detail which property features are or are not part of the property after the sale. For more information, see "Include/exclude".

  5. On the Flyer information, enter short descriptions to be used when creating flyers for the selected listing. For more information, see "Listing flyer information".

  6. On the Seller(s) tab, view the sellers associated with the listing. For more information, see "Managing sellers in a listing".

  7. If you are part of a team account, on the Agent(s) tab, view the agents associated with the displayed listing. For more information, see "Managing listing agents".

  8. On the Scheduled reports tab, apply automatic marketing report plans, and view, edit, or delete service reports . For more, see "Service reports overview" and "Plans overview".

  9. Click Close to save and close the listing details record.

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