Left menu → Listings. Click any row to open that listing. It opens on the Overview tab.
#The Listings page tabs
| Tab | Shows |
|---|---|
| All Listings | Every listing except expired ones |
| Expired Listings | Listings in the Expired stage. Each row has a ⋮ menu with Relist property and Open listing |
| Information Needed | Account issues, MLS sync conflicts and import failures, only shown when there is something to fix |
The table shows ID, Account Name, Listing Address, Status, Stage, T-GIS Pin, MLS Number, Listing Price and Linked Opp. Click a heading to sort; the newest listings are shown first. Create Listing, top right, creates a listing for a seller, see How a listing gets onto the platform.
#Searching and filtering
- Search: choose what to search in, ID, Account Name, Listing Address, Status, Stage, T-GIS Pin, MLS Number, Listing Price or Linked Opp, type, and press Enter or click Search. Reset clears it.
- Stage filter: show only listings in one stage, for example Photos & Reports In.
- Status filter: All Statuses, Active, On hold or Sold. The red Clear removes a filter.
#The top of a listing page
| Part | What it is |
|---|---|
| ‹ Back to Listings | Returns to the Listings page |
| Name and badge | The listing's name, current stage, MLS number if there is one, and the listing ID |
| ← Previous Stage / Next Stage → | Move the listing one stage back or forward, hidden at the first or last stage. See The 11 listing stages |
| Relist this property | Only on an Expired listing |
| Share | Share on social media or by email, see Sharing a listing |
| Stepper | All 11 stages. Finished stages have a tick, the current one is highlighted, later ones are grey. It only shows progress, clicking it does not change the stage |
| Listing Completion | How many required fields are filled, for example "23 of 79 required fields filled". Green at 100%, blue from 60%, amber below |
If something is missing, an amber pill shows ⚠ N missing. Click Fill them all in one place to open one window with every missing required field, grouped by section. Only required fields count, read-only and automatic fields, photos and the optional "More fields" do not.
#Warnings at the top of the listing
| Banner | What to do |
|---|---|
| Red: Another active listing already exists for this address | A property can be under only one listing agreement at a time. Check with the seller, then expire the one that should not stay |
| Red: This property is not closed — it is [status] on the MLS | The seller filled this in from an MLS listing that is still live. Another listing agreement may still be in force, contact the seller urgently before going further |
| Green: This property's last MLS listing is closed, so it is clear to relist | Nothing to do |
#The five tabs
| Tab | What it is for |
|---|---|
| Overview | Opens first. Where the listing stands, the one thing waiting on you, visit booking, reports and photos, the listing preview, publishing to the MLS, and the stage history |
| Communication | Every email for every stage, what was sent, what is waiting, and sending by hand. See The Communication tab |
| Offers | Offers recorded against this listing |
| Details | All the information about the listing, and the people on it |
| Documents | Generated and uploaded documents, signing and sharing. See Documents and document signing |
#The Overview tab
At the top: the stage name, "Stage N of 11", and This stage, what you do now and what happens next. The highlighted Waiting on you card shows the one next task, with the buttons to do it. When everything for the stage is done it says Ready to move on and offers See what the next stage sends.
The Waiting on you tasks never stop you using Next Stage →. The stage move has its own checks.
- If your email domain is not set up or verified, an amber band says Emails are not reaching anyone yet. Until it is fixed, nothing is delivered.
- Cards appear as the listing moves on: Property visit, Paperwork, Inspections, Reports & media, How it will look on your site, Final check and Publish to Doorify MLS.
- On the left, the stage history shows every email that went from each stage, or could not go and why.
#The Offers tab
Every offer recorded against the listing, newest first, with tiles for Offers received, Highest offer and Still open. Click Open → to work on an offer in its own record; the tab itself is read-only.
An offer made with Buy now on the public property page is stored against that page's MLS record. If one is missing from the Offers tab, check the listing has its MLS number.
#Inside the Details tab
Transaction Participants sits at the top: everyone on the deal as cards, under Buyer side, Seller side and Service providers. A card says From account when it is linked to the person's account, or Typed in when the details belong to this listing only. Use + Add Participant to add someone; typing a new email creates an account for them and links it.
Below that are four summary cards, Price, Name, Settlement Date and Year Built, then the sections: Transaction Overview, Property Information, Property Features, Financial Details, Financing, HOA & Associations, Agency & Commission, System & Administrative, Closing Information, Home Warranty, Listing Information, Notes & Comments, Media & Marketing Assets, and Other Fields. Use the section bar to show one, or search sections, fields or values directly.
On the right: Key Dates & Deadlines, Schools & Districts, Showing & Access, Linked Assets (the seller's account, the address and the owner of record) and Suggested Next Steps.
#Editing and saving a section
- 1
Find the section. A badge such as ⚠ 3 missing shows a gap, hover it to see which fields.
- 2
Click the pencil icon on the section.
- 3
An edit window opens.
Required fields still empty are marked with a red star. In this section, on the left, jumps to a sub-section.
- 4
Make your changes and click Save Changes, or Save and move to [next section] →.
If the change affects a document already made, you are asked whether to regenerate it, see Editing at any stage.
- 5
A confirmation message appears.
For example "Property Information saved successfully".
A section saves fine with required fields still empty. Saving is only blocked when an entry is invalid, an email or number in the wrong format, and the message tells you which field to fix. Some fields are worked out for you, such as price per square foot and days on market. Fields marked MLS are sent to the MLS when you publish.
#More fields
The MLS accepts many more fields than the standard form shows. In a section's edit window, click + More fields or Looking for another field?, tick the fields you need, and click Add to my form. The fields you add are remembered in this browser only, the values are saved on the listing, and they never count towards Listing Completion.