Marking a Property as Exchanged or Completed in Loop

Article Purpose: This article explains how to mark a property as "Exchanged" or "Completed" within the Loop platform, and how to manage portal display settings during these stages.

Steps:

1. Access the Under Offer Properties Grid:

• Navigate to your "Under Offer Properties" grid within Loop.
• Select the property you wish to mark as either "Exchanged" or "Completed."

2. Open the Active Sale Details:

• Click on the green "Active Sale" banner associated with the selected property.
• This will open the property's sale details.

3. Navigate to the Sales Chain Tab:

• Within the sale details, click on the "Sales Chain" tab.
• You will see a series of chevrons representing the stages of the sale.

4. Mark as Exchanged:

• Click on the gray "Exchanged" chevron.
• A pop-up window will appear.
• Exchange Date: Enter the exchange date. The system will default to the current date.
• Portal Display Status:
  • The default setting is to de-list the property from all portals.
  • To keep the property listed, change the display status for each portal (e.g., Rightmove, Zoopla, OnTheMarket).
  • You can choose options like "Sold Subject to Contract."
• Click the "Exchange" button.
• The "Exchanged" chevron will turn green, and the property status in the top left corner will change to "Exchanged."

5. Mark as Completed:

• Click on the gray "Completed" chevron.
• A similar pop-up window will appear.
• Completion Date: Enter the completion date. The system will default to the current date.
• Portal Display Status:
  • Again, the default is to de-list the property.
  • Adjust the display status for each portal as needed (e.g., "Sold Subject to Contract").
• Click the "Complete" button.
• The "Completed" chevron will turn green, and the property status in the top left corner will change to "Completed."

Key Points:

• The Sales Chain tab provides a visual representation of the sale's progress.
• You have control over how properties are displayed on portals during the "Exchanged" and "Completed" stages.
• The system defaults to de-listing properties from portals.

Support:

• For any further questions or assistance, please contact the Loop Software support team at support@loop.software.