Setting Up and Using the Pre-Market To-Do List in Loop Software

Introduction

The pre-market to-do list in Loop Software helps streamline the sales and lettings process by ensuring all necessary tasks are completed before launching a property. This guide will walk you through setting up, managing, and utilizing the pre-market checklist effectively.

Creating a Pre-Market To-Do List

1. Accessing Settings

   • Navigate to the top right-hand corner where your avatar or profile picture is located.
   • Click on Settings.

2. Locating Pre-Market Properties Settings

   • Inside the settings menu, find the section labeled Pre-Market Properties.
   • This section contains a list of predefined tasks such as EPC, Proof of Ownership, and Signed Contract.
   • You can customize this list by adding new tasks at the bottom of the page to create a tailored pre-launch checklist for both sales and lettings.

Monitoring Your To-Do List

1. Adding the Pre-Market Checklist Widget to the Lobby

   • Click on the plus (+) button in the top right-hand corner.
   • Locate the Pre-Market Checklist widget and add it to your lobby.
   • By default, the widget appears in the top left, but you can reposition it as needed.

2. Using the Lobby Widget

   • The widget provides an overview of:
     • Properties you have been instructed on.
     • Outstanding tasks.
     • Tasks in progress and those completed.
   • This allows for quick tracking and visibility across your team.

Managing To-Do Items for a Property

1. Navigating to a Property's To-Do List

   • Open a specific property page.
   • Locate the pre-market checklist section.

2. Updating Task Status

   • Tasks can be clicked and dragged between different statuses:
     • Not Started
     • In Progress
     • Completed
   • Example: If a Property Information Questionnaire has been sent but not yet received, move it to In Progress.

3. Adding Notes to Tasks

   • Click on a task to open its details.
   • Enter relevant notes (e.g., “Sent today”).
   • Click Save to update the information.
   • This helps provide transparency across the team, ensuring everyone is informed.

Customizing To-Do Lists for Individual Properties

• Each property can have custom pre-market tasks added if needed.
• The objective is to complete all necessary steps before launching a property.

Pre-Market Checklist for Lettings

• The same process applies for lettings.
• Add the Pre-Market Checklist widget in the lobby for lettings.
• Manage tasks under Properties > Pre-Market to ensure readiness before launch.

Support

For any questions or assistance, please contact the Loop Software support team at [email protected].