Reassigning owning neg/ branch on Properties

This article will show you how to reassign an owning negotiator or branch on a property. This is a useful tip if someone leaves the business and you need to reassign important clients and applicants to another negotiator.

Click here for the video guide

Please stop the Marketing of all the properties you wish to change owning branch on at this will affect your portal feeds.

On your home page, click on the 'Properties' tab. 

   

Once in your properties, click on the list you wish to reassign from, this can be filtered correctly from the next menu if this list doesn't show on your dashboard. 

Click on the 'Filters' drop down menu and select which filters you wish to apply. In this case, chose the negotiator you wish to reassign properties from. If there is a filter you wish to remove, simply click the 'x' next to the orange filter label. 

 

Once you are happy with your list, click 'Update' and this new selected filters will be applied. You can then select by individual result, select page or select all. 

Then click the blue 'Bulk Reassign Ownership' button.  

 

Select the new branch (or same branch if this is not changing) and the name of the new owning negotiator. Then click 'OK'. 

 

Once this has been done, a blue notification will pop up in the right hand bottom corner of your screen. 

Update your list and the properties will have a new owning negotiator and/ or branch. 

 

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