From valuation to completion
A board that names the stage and moves the record: listed, under offer, sold STC, exchanged, completed. On the same property record as the letting.
The sales pipeline is standard on Growth and Pro, and available at Starter or Core as one of your chosen modules.
Six things a sale needs on the record
Every stage is named, every figure has a date, and the history stays with the property after completion.
Pipeline
Listed, under offer, sold STC, exchanged, completed. A board that names the stage and moves the record when you move the card.
Valuations
Valuation appointments booked in the diary against the property, so the history of every visit stays on the record.
Offers
Amount and status, with the full trail of what was offered and when. “Offer received. £412,000, cash, no chain. Respond by Friday.”
The sale record
Guide price, agreed price, vendor and buyer on one record, with offers and viewings beneath. Nothing re-typed from the tenancy or the contact card.
Progression
Correspondence and status through to completion on one screen, so the answer to “where is it up to” takes one look rather than three calls.
Same contacts, same record
Vendors and buyers on the same contact list as landlords and tenants. A landlord who is also a vendor is one record. Rightmove and Zoopla feeds are coming soon.
“A property that was let by the room, supplied to a council and later sold never leaves the system, and neither does its history.”
Four things that make adding sales cheap
A lettings agent moving into sales adds a module, not a platform.
One record throughout
A property that was let, then sold, keeps its tenancies, compliance and maintenance history on the same record. Nothing is archived to make room for the sale.
Add sales, not a system
A module on Keys2, switched on in the app with the difference prorated. Not a second platform, a second login or a second bill.
Same contact list
The vendor you are instructing may already be a landlord on your book. One record, every role, no duplicate to reconcile later.
Window cards from the record
A printable A4 window card in your branding, built from the property record, so the first instruction is in the window the same afternoon.