The property record

Open a property from the Properties tab, from search, or from a viewing or appraisal. The address is at the top, with the price or rent underneath:

• Sales: the price, with its qualifier, such as Guide Price or Offers Over.
• Lettings: the rent, with how often it's paid, such as PCM.

Tabs

Tap a tab or swipe between them. The tab bar scrolls sideways.

The Details tab

From top to bottom:

• Photo, Status and Property Type.
• Material Information, in groups:
  • Utilities & Parking
  • Rights & Restrictions: a tick means yes, a cross means no and a ? means not known.
  • Flood & Erosion Risk
  • Accessibility, if anything is recorded
• Deposit (lettings only).
• Property Details: bedrooms, bathrooms, receptions and floor area.
• Location: a map. Tap the map or View on Maps to get directions in the maps app of your choice.
• Short Description. Tap View full description for the rest.
• Directions, if any have been added.
• Media: photos and brochures. You can add photos here. See Adding photos to a property.
• Sales Profile or Lettings Profile:
  • Sales: the marketing price between the low and high guide, Sale By, Tenure, Lease Expires, Service Charge and Ground Rent.
  • Lettings: the marketing rent between the low and high guide.
• Viewing Arrangements.
• Access and Alarm, Keys and Keysets. You can add a keyset here. See Keys and keysets.
• Special Considerations (lettings only): Furnishing, Include and Requirements.
• Contract Information:
  • Sales: Instructed On, Launched, Contract Type and Expires. A warning shows when the contract is close to expiring.
  • Lettings: Rental Service Level, Date First Available, management and letting fees, Lease type and Let Period.
• Tax Information: Local Authority and Council Tax Band.
• Fees (sales only): Fee Type, Fee Amount (exc. VAT), VAT Amount, Fee Basis and Fee Notes.

Sellers and Landlords

Each seller or landlord has buttons to call, text or email them. Tap their name to open their record.

Viewings

All viewings on the property, with the buyer or renter, date, time, status and type. Tap one to open it.

To book a new viewing, use the + button on the Agenda. See Booking a sales viewing.

Offers and Applications

See Viewing offers and lettings applications.

Marketing

See Marketing and Rightmove statistics.

Notes & Activities, Documents and System Log

• Notes & Activities: see Notes and activities on a record.
• Documents: see Opening and sharing documents.
• System Log: a read-only history of what's happened to the property in Loop.

What you can change

In Pocket you can add photos, keysets, and notes and activities to a property. Everything else on the property record is read-only. Change the status, price, description or other details in Loop.

Keep internal information to yourself

The property record shows internal information, such as fees, contract details, alarm codes and key details. Don't show your screen to buyers, renters or anyone outside the agency.

Related articles

• Finding properties
• Adding photos to a property
• Keys and keysets
• Marketing and Rightmove statistics
• Viewing offers and lettings applications