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Convert an appraisal/prospect to a listing

  • Updated

Learn how to convert a property from Appraisal or Prospect to Listing, complete the required details, and publish to portals.

This article covers:

About the listing process

Converting a property from Appraisal or Prospect/Not Currently Listed to Listing makes it ready for marketing and publishing. The process includes confirming property details, compliance items, pricing, and contacts before you publish to portals.

Note: Changing the status to Listing does not publish the property. Publishing only occurs when you select portals and save.

Before you start

Ensure you have the information that will be required during listing:

  • Correct address and particulars (and any legal details if applicable)
  • Statement of Information (VIC only) for compliance
  • Contract details (Authority dates, VPA/Agreed Marketing Spend, Selling Fee, optional Rates)
  • Method & Pricing choices (and dates if Auction/Tender/Set Sale Date)
  • Photos, floorplan, open inspection dates
  • External links (video, virtual tour, 3D floorplan, property website)
  • Contact/Enquiry staff who will receive enquiries
Tip: If you integrate with Cotality, National Property Data, or Pricefinder, you can pull verified property data into the card to save time.

Convert an appraisal/prospect to a listing

To create the Listing in MRI Vault:

  1. Go to: The property profile
  2. Select Status > Listing
Note: This does not publish the property to portals.
  1. Do not tick Visibility on websites until all details, photos, and open homes are added; otherwise, the property will go live prematurely
    Visibility.png
  2. Check the address and update if required
    Location.png
  3. Confirm particulars and legal details are correct. Add Legal Details if applicable
Note: Compliance (VIC): Upload a Statement of Information so it appears on the portals, as required.
  1. Add contract details - Enter Authority dates, Agreed Marketing Spend (VPA), and Agreed Selling Fee.  Optionally add Rates (Water, Council, Strata)
    Contract.png
Note: You can set up and apply gross commission structures to automate commission calculations for property sales.
  1. Choose Method of Sale (Private Treaty, Auction, Tender, or Set Sale Date). If you select Auction, Tender, or Set Sale Date, complete the additional fields that appear
  • Listing type (for reporting): Exclusive, Multilist, Open, or Conjunctional
  • Agent Price Opinion - Internal reference only
  • Price (mandatory) - Drives search population and displayed price
  • Hide Price/POA - Suppress price on the listing
  • Price freeform text - Replace displayed price with custom text
    Method-pricing.png
Note: NZ clients only: Refer to the method/pricing video for region-specific guidance.
  1. Tenancy Details (if selling a tenanted property) - Expand Tenancy Details to record tenancy information. This is saved on the property card and accessible in the Vault app
    Tenancy-details.png
  2. Add advertising content - Enter a compelling Heading and Description for the listing
  • You can click Generate Description with AI to use OpenAI based on fields such as:
    • For sale/lease
    • Address
    • Class
    • Beds
    • Baths
    • Type
    • Year built
    • Garages/carports/open parking
    • Land/building areas
    • Display price
    • Ensuites
    • Toilets
    • House & land package
    • Newly constructed
    • And any ticked features
Note: Content created by OpenAI may contain third-party material. You are responsible for ensuring the description respects others’ rights and complies with relevant laws.
Publishing.png

  1. Add external links (optional) - Include Property Website, Virtual Tour, Video, or 3D Floorplan URLs
    External-links.png

    Note: If you want to upload a video, it must first be uploaded to a third-party platform such as YouTube or Vimeo. Once uploaded, copy the public video URL and add it to the property card under the General tab in the External Links > Video section.
  2. Set Contact/Enquiry staff - Select up to two users who will appear on the listing and receive online enquiries
    Contact.png
  3. Click Save/Update. The property is now a Listing but is not live on portals

Prepare to publish

Complete marketing assets and open homes before you go live:

  1. Go to: The Photos tab to upload images and set the floorplan
  2. Use the Open Homes tab to add upcoming inspection times
  3. Go to the General tab and tick the portals/websites (Visibility) you want to publish to
  4. Click Save/Update to send the listing live to the selected portals

Additional options and settings

Control how the address displays

Choose how the address appears when published (in Location):

  • Show Full Address
  • Show Suburb Only
  • Show Street and Suburb
Note: Show Street and Suburb affect internal MRI Vault marketing only, not how listings display online.

Internal marketing

The Internal Marketing checkbox (in Visibility) includes the listing in MRI Vault marketing

  • For Off Market properties, leave this unticked to prevent marketing.
    Visibility.png

Alternate brochure/mobile descriptions

If you want different or shorter text for brochures or mobile marketing, expand Brochure/Window Card Text and Mobile Marketing Description and add tailored copy.
Brochure-mobile.png

What's next?

Learn how to update a property listing to Withdrawn status when a client decides not to sell.

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