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Property Completion

An important function is the property completion. Write an email to your owner and ask him to check the existing data of his property and to add data if necessary. The caretaker of the property receives a notification as soon as the owner has made changes. The dispatch, as well as the reply, will be filed in the broker’s book.

Hint:

You can define the fields that are to be queried in the property completion in the administration in the tab “Input fields” under the module Property / Object management . To do this, simply place a tick in the corresponding field in the “IV” column (property completion).

Property completion out of the property

You can call up the property completion by clicking on Further actions >> Property completion in the detailed view of a property. The email window opens with the onOffice property completion template, but you can also choose your own template. Please review the contents before sending the property completion.

Hint:

Please note that the entry in the Actions bar will only be visible if the selected property has an address record linked to it in the Owner category/box.

Property completion from owner address

You can send a property completion from an address to which a property has been assigned under “Property”. Click in the address on Further actions >> Property completion.

If several properties are assigned to the address as property, you can select for which property a property completion is to be sent. In the email dialog, you can use the onOffice property completion template or select another template.

Email dispatch and form

Once you have created an email from a property or address record, you can send it.

The owner will now receive an email with a link to open the property completion.

After the owner has followed the link, the following dialog appears:

The owner can now check the data and add to it if necessary.

File upload

In addition to completing the data, the owner can also send you files with the property completion, e.g. the energy certificate of the property. These files can be found in the “Files” tab of the property module. Image files are listed under “External”, PDF documents are listed under “Internal”. Image files, PDF files and Word files can be uploaded. Note that the image files are downsized to the default size.

Further information to the broker

Additional information can be entered in the field “Further information to the broker”. This entry will appear in the property’s agent book, as well as in the notification email sent to the property’s agent.

Notification

After the owner completes and saves the data, the property’s caretaker will receive an email notification.

Insert macro in email

With the macro “_Imo_Vervollstaendigung” you can include a link for property completion in all emails. If multiple properties are linked to the mail, the property completion link will only be inserted for the first linked property.