Real Estate Management — Property status, account status and approvals
Control listing states, approval-manager flows, account/property status evidence, bulk decisions and PDFs.
01Open Property StatusReview status information for accessible properties.Admin Area → Property Operations → Property Status02Create or update a Property Status recordSelect property/owner/landlord values and save status evidence.Admin Area → Property Operations → Property Status → Add/Edit03Generate a Property Status PDFCreate the supported PDF for a status record.Admin Area → Property Operations → Property Status → open record → PDF04Open Account StatusReview account/relationship status records linked to properties and clients.Admin Area → Property Operations → Account Status05Add notes to an account/status relationCreate a note against the supported relation.Admin Area → Property Operations → Account Status → open record → Add Note06Review account/status notesOpen existing notes for the selected relation.Admin Area → Property Operations → Account Status → open record → Notes07Open the Property Approvals workspaceReview listings awaiting approval.Admin Area → Property Operations → Approvals08Approve an individual propertyUse the supported approval/status action on the pending listing.Admin Area → Property Operations → Approvals → open pending property → Approve09Reject or return an individual propertyChoose the supported non-approved status and record the required reason where prompted.Admin Area → Property Operations → Approvals → open pending property → Reject/Return10Change property approval status in bulkSelect pending properties and apply one supported decision.Admin Area → Property Operations → Approvals → select records → Bulk Status11Set staff as an approval managerEnable is_approval_manager for the responsible staff member.Admin Area → Property Operations → My Staff → Approval Manager12Require property approvals for staffEnable require_approvals for the selected staff member.Admin Area → Property Operations → My Staff → Require Approvals13Change a property listing statusUse the status action from the property detail/register.Admin Area → Property Operations → Properties → open property → Change Status14Mark a property as soldApply the supported sold status and verify sale amount/date evidence.Admin Area → Property Operations → Properties → open property → Status → Sold15Mark a property as rentedApply the supported rented status and verify tenancy/rent evidence.Admin Area → Property Operations → Properties → open property → Status → Rented16Mark a property temporarily off marketUse the displayed temporary-off-market status.Admin Area → Property Operations → Properties → open property → Status17Mark a property expiredUse the displayed expired status after reviewing listing dates.Admin Area → Property Operations → Properties → open property → Status → Expired18Delete a property-status entry with a reasonUse the status screen’s delete action and provide delete_reason when prompted.Admin Area → Property Operations → Property Status → Delete19Understand property status date effectsKnow when date_sold, date_update and days-on-market values are written.Admin Area → Property Operations → Properties → Status20Troubleshoot a property stuck pending approvalCheck staff require_approvals, approval-manager/capability, current status and pending table filters.Admin Area → Property Operations → Approvals