Once a property is instructed you will see the Onboarding tab from the property page. This tab gives you full oversight of each step required to onboard the property and make the listing live and should be used as your central point of tracking the property's onboarding status.

Here you will see a breakdown of the workflow steps for onboarding a property as well as a tracker to see how much progress has been made.

The property onboarding workflow has a number of Core steps to work through, depending whether the property is sales or lettings, however these steps can be deleted and/or rearranged and you can create custom steps to include in the workflow from your workflow settings.

If the property is available for sale and lettings, you will see each onboarding tab separately.

For more information on this, see our Workflows (Settings) help article.

Within the terms of business step you can choose to generate your TOB document within Street. It's important to note that to be able to select one of your document templates, you must have a document template setup that has a type of 'Sales Terms of Business' or 'Lettings Terms of Business'.

For more information on creating / editing a document template to have the type 'Sales or Lettings Terms of Business', see this help article.

Additionally, you can make use of our Xodo (Eversign) integration to generate an e-sign document to be signed electronically by the vendor (if you have the relevant e-sign document templates setup).

Alternatively you can simply mark as sent, mark as signed and upload a copy of the file - useful if you have handled the TOB outside of Street.

The photo and measure step prompts you to book the appointment or you can simply mark it as complete if it's already been done / not needed.

If the appointment has been booked it will show the appointment details and update to complete when the appointment has finished.

For more information see our Photo and Measure help article to see how to the appointments work in Street as well as our Agent App Photo and Measure help article to see how you can make use of the Street App during the appointment.

The EPC step allows you to either add the EPC details if you have them available or mark as ordered if you've already request a copy.

For more information see our Property EPCs help article.

If you have the either the Landmark or Smart Compliance integration enabled you will have the option to complete the AML checks from within the Compliance Checks step.

This follows the normal AML check process so for more information see our Landmark AML Checks and Smart Compliance Checks help articles.

If you have PIQ enabled in your settings you can view the details submitted by the vendor through their Street Consumer App. If you've not received the PIQ details you can resend the request, sending an email to the vendor requesting they download the app and complete the PIQ, or you have the option to complete manually.

Clicking 'complete manually' will not fill in the PIQ on behalf of the vendor, it simply allows you to check the step off and add any notes as needed.

For more information see our PIQ help article to see how the process works and our Seller App PIQ help article to see how sellers can submit their PIQ via their app.

The property listing step lets you track if the listing details have been completed and send them to the vendor for approval. You also have the option of marking that the vendor approved manually and adding any notes, should this have happened outside of Street.

If the vendor requests any changes, these will be flagged for you to review and once approved will update to completed.

For more information see our Property Listing Details help article.

The Board Ordered allows you to create a board for the property and even send a request to your board supplier, if you have them setup in your branch settings.

If you see the warning 'This property does not require a board' here, this is because you have marked the property as not requiring a board in the property settings. You can simply click 'mark as required' if so to re-enable it.

For more information, see our Board Orders help article.

For lettings properties being onboarded, you will see the core step for the EICR. Here you can either create a maintenance job for the certificate to instruct a contractor to carry out the EICR or can simply upload the existing file if you have it already.

Similarly for lettings properties being onboarded, you will see the core step for the Gas Safety. Here you can either create a maintenance job for the certificate to instruct a contractor to carry out the Gas Safety or can simply upload the existing file if you have it already.

When all mandatory steps have been completed, you can click the button 'make listing available' at the bottom to make the listing live!