File number is generated automatically. Stage starts at Sold; you can progress it later.
Heads up: all sale specifics (bond, attorneys, royalty splits, attorneys fee instruction letter, milestone dates, etc.) must be completed on PropertyCRM desktop.
‹ CancelEdit Contract
Property
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Buyer
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Sale
External referrals optional
Property and buyer can't be changed here — manage those in PropertyCRM desktop. Sale specifics (bond, attorneys, royalty splits, milestone dates, etc.) are also completed on PropertyCRM desktop.
‹ CancelAdd Rental
Property
Tenant
Lease
Deposit optional
Commission optional
External referrals optional
File number is generated automatically. Stage starts at New Lease; you can progress it later (Deposit Paid → Rented → Renewed, or Cancelled). The monthly rent creates the first rental period — additional periods, renewals and lease specifics are managed on PropertyCRM desktop.
Heads up: all rental specifics (multiple periods, royalty splits, Payprop, inspection sheets, etc.) must be completed on PropertyCRM desktop.
‹ CancelEdit Rental
Property
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Tenant
—
Lease
Deposit optional
Commission optional
External referrals optional
Property and tenant can't be changed here — manage those in PropertyCRM desktop. Editing the rent or lease dates updates the first rental period; additional periods, renewals and lease specifics are managed on PropertyCRM desktop.
‹ CancelRenew Rental
Property
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Tenant
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New lease
Deposit optional
Commission optional
External referrals optional
This creates a new rental contract in the Renewed stage on the same property, carrying over the tenant and landlord. The original contract is left as-is — move it to Rented when you're ready. File number is generated automatically.
Heads up: all rental specifics (multiple periods, royalty splits, Payprop, inspection sheets, etc.) must be completed on PropertyCRM desktop.
‹ CancelSelect Property
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Move to stage
Existing contact found
A contact with this number already exists in your company:
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‹ CancelAddress
‹ CancelMandate
‹ CancelProperty details
‹ BackDocuments
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‹ CancelAdd document
Document type
File
‹ BackShow houses
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‹ CancelSchedule show house
‹ BackViewings
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‹ CancelBook a viewing
‹ BackLeadEdit
‹ CancelAdd Lead
Existing contact found
A contact with this phone number already exists in your office:
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Use the existing contact for this lead, or create a new one?
‹ CancelAdd Property
‹ CancelSelect Owner
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‹ HomeContacts
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