Progressing a Listing to Settled

Progressing a Listing to Settled

This file will guide you through the steps on how to advance your listing to Settled in the database.

Note in regards to Settled Listings sending to websites/portals: If a listing has been made Available on a portal/website and automatic updates are then turned off, you must ensure that upon Settlement or Withdrawal, either automatic updates are turned back on before changing the listing status, or the portal is updated individually (by clicking on Update next to the website name in the Websites tab). If the listing is Settled or Withdrawn and the update is not sent through to the portal/website, the listing will stay Available on that website.
  • Search for your listing using the quick search magnifying glass in the top right.
  • Select your listing. 
  • You will see the Listing Stage ribbon as below, with your listings status currently as Under Contract or Unconditional.

  • Click on the Settled as above.
  • You will then be directed to the Edit Contract page.

  1. You will see in the What would you like to do? dropdown, that Make Property Settled (Sold) will already be pre-selected.
  2. Refer to the Checklist on the right to confirm the details you need to complete.
  3. Once these fields have been completed, you will be able to click on the green Save Contract button.
  4. This Listing has now been Settled. If auto updates are turned on in the Websites tab, then this update will automatically be sent through to all Active portals (see Automatically Upload Listings to Websites/Portals)

Note: If you can not see the options provided you may not have permission to do this, please contact your office administrator to confirm.