How to Book a Mark-Up and Measure

Modified on Fri, 9 Aug at 12:10 PM

Overview

In this guide, we'll walk you through the process of booking a Mark-Up and Measure (also known as a take-on) in Loop Software. This step is essential once you have won your market appraisal and need to proceed with measuring and marking up the property.

Steps to Book a Mark-Up and Measure

Prerequisite

1. **Win Your Market Appraisal**:

- Ensure that you have won your market appraisal and marked it as such in the system.

Booking the Mark-Up and Measure

2. **Navigate to Pre-Market Properties**:

- Once your market appraisal is marked as won, the property will be moved into your pre-market properties section.

3. **Open the Property Record**:

- Select and open the property record for which you need to book the Mark-Up and Measure.

4. **Click on the Mark-Up and Measure Button**:

- In the top right-hand corner of the property record, click on the **Mark-Up and Measure** button.

5. **Schedule the Meeting**:

- You will be prompted to schedule the meeting in your diary.

- Choose the date for the Mark-Up and Measure.

- You can opt to make it an all-day event or specify a particular time.

6. **Save the Meeting**:

- Once you have selected the date and time, click on **Save**.

- The Mark-Up and Measure will now be booked into your diary.

Need Help?

If you have any questions or need further assistance, please reach out to our support team at support@loop.software.