Property Onboarding

From the Property Onboarding page, you can add and edit the key information that will show on the portals, as well as some property specific settings. This can be done at the time of initially onboarding the property for sale/to let but can also be referred back to if you need to make any changes to the property.

This section will include information gathered from your Property Information Questionnaire, if you have this setup as well as the relevant material information about the property.

If you have just instructed the property and have completed the photo and measure appointment, you will see an 'Onboard Property' button on the right hand side of the property page, in the 'Next Steps' card:

Alternatively, if a photo and measure appointment is not needed, you can head to the property page and click Edit > Edit Property whether you are onboarding a new property or editing an existing one:

On the Property Onboarding page, you will see the sections to complete on the left hand side which you can work through to add the relevant information about the property:

As you progress through each onboarding section, remember to scroll down and click the 'continue' button to save the details, By doing this, it will check off the areas on the left hand side in green:

The first step of onboarding is to add the property photos and floor plans. For more information on this section, see this help article.

The rooms section allows you to add, edit and delete room information, as well as re-arranging the order to show on the portals by dragging and dropping.

Here, you can add details about individual rooms, including photos, a title, type (lounge, bedroom, basement etc), the dimensions (length and width) or toggle that the room doesn't require measurements and finally the room description.

The external areas section is where you can add details about outside space and parking spaces in the same way room details are added.

Outside Spaces allows you to add photos, the type (garden, balcony, terrace etc), the orientation (South, North, North-East etc), dimensions, total area (sqft) and description.

Parking Spaces allows you to add photos, the type (garage, off road etc), capacity, description and toggle whether to include the parking space details in the portal listings (Material B).

The property section is the largest of the onboarding sections, including details about the number of bedrooms, tenure, utilities, descriptions etc. For more information on this section, see our Property Details help article.

Here you can set up a bespoke viewing duration (only required if it differs from your branch defaults), toggle if unaccompanied viewings are allowed, set which agents can be assigned to a viewing booked online by a consumer (if left blank, viewings can be assigned to any agent), setup block bookings, setup availability for viewings and finally set if viewings need owner confirmation.

You can find more information in our Viewing Preferences help article.

Here you can choose to disable online viewing bookings for this property, preventing appointments from being booked and rearranged from the consumer platform.

Once you have completed all of the previous steps, you can preview the details to check everything is correct.

When ready, you can send the listing details to the owner for approval. The owner will receive an email asking them to login to their Street account to review the details which the can do online or via the Street Vendor app.

The vendor will then be able to review the listing and make any requests for changes. For more information on this process, see our vendor listing approval help article.