Purpose
The weekly report informs the owner of the commercial activity for their property without requiring you to draft a report, as it includes the number of viewings from the past seven days, the feedback noted by the negotiators, and the offers received with their amount and status.
It is sent automatically on Monday for active or expiring sales and letting mandates for which the report is enabled, in order to ensure regular monitoring for the principal.
Where to find it
- Portfolio
- Mandates
Actions “Weekly report” and “Send the report now” on the mandate row, “Weekly report” column.
Steps
- Open “Mandates” and locate the mandates for which the report is enabled in the “Weekly report” column.
- Click on “Weekly report” on a mandate row in order to enable or disable the dispatch, and this action is also available for multiple selected mandates.
- Enter the “Feedback” for each viewing in the “Viewings” screen, so that these comments appear in the report.
- Click on “Send the report now” if you wish to send the summary without waiting for Monday, and the portal confirms the address to which it was sent.
Good to know
- The report is written in the language specified on the owner's file, and the owner's replies are sent to the agency email address.
- An owner without an email address cannot receive a report, so complete their file first.
- Viewings marked as visitor absence are not counted in the number of viewings, and cancelled viewings are ignored.
- When the mandate covers an entire building, the report covers all units within that building.