Add a Listing

Managing your Listings in Reach has lots of powerful benefits to keep you organized, and converting future Listings. You can:

1. Manage all your Calendar-based showings, appointments, and more directly from the Listings page. This auto-drops calendar dates into your calendar seamlessly with the address info. You’ll never miss an Event.
2. Tracks for compliance and seller confidence, all your listing appointments (it even tracks the buyers agents who have shown your property!)
3. Easily send InfoPacks upon every booked showing (quickly and cleanly).
4. Shows important information of Seller, Buyers Agents and Listing Details for you (and your Team Members, if operating in a team ecosystem). - This allows you to delegate items/events quickly to other team members.
5. Track Tasks, Notes and Expenses directly related to the listings.
6. Track Automatic Tasks and Checklists created based off listing dates, and more, automatically populating your To-Do lists… Wow!

Create a Listing from a Seller Lead

1. In the sidebar, click on Leads
2. Select the Lead who is the seller to open up the Lead details on the right
3. Click Create Listing in the Lead's details
   • The Edit Listing page appears and will be pre-populated with the Property Info of the Seller that has already been populated when you created the Lead. If the Seller has no Property Info, then a blank "Add Listing" form is shown. Note that although a Seller can have multiple addresses (e.g. multiple investment properties), they can only have Property Info for a single address.

4. Fill out the Listing information
5. Click Save

Create a Listing from Scratch

1. In the sidebar, click on Listings
2. Click the + Add button
3. Fill out all the Listing information
4. Make sure that the Listing is associated with a Client
5. Click Save

Your Listing now appears in the Listings area of Reach, you can begin booking showings and doing what you do best, Selling!

info

When a Transaction is closed, the "Seller" status of the Lead is removed.