Managing Properties

View, filter, enrich, and manage your property pipeline from listing to completion.

Property List

The Properties page shows all properties in your organisation with three tabs:

  • For Sale — Active properties currently on the market
  • Sold — Completed transactions (these also appear as comparables)
  • All — Every property regardless of status

Property Detail View

Click any property to see its full details:

  • Overview — Address, sector, guide price, NIY, WAULT, description
  • Tenancy Schedule — All tenants with rent, lease start/expiry, break clauses, rent review dates
  • Enrichment Data — EPC ratings, VOA rateable values, flood risk assessment
  • Matches — Investors matched to this property with scores
  • Source Document — Link to the original uploaded brochure

Property Enrichment

RealiQ can enrich properties with data from multiple public sources:

SourceData
EPC RegisterEnergy performance certificate rating, floor area, CO2 emissions
VOA Rating ListRateable value, market rent estimates, floor areas by use
Environment AgencyFlood risk zone (1-3), river and sea flood probabilities
CCODCorporate ownership data — who owns the property

Marking a Property as Sold

When a property completes, click Mark as Sold on the property detail page. Enter the sale price and completion date. This:

  1. Moves the property to the "Sold" tab
  2. Creates a comparable record automatically with the transaction details
  3. Updates the dashboard statistics

Building comparables from sales

Sold properties are the most reliable source of comparable evidence.

Withdrawing & Archiving

Withdraw — Use when a property is taken off the market without selling.

Archive — For older properties you want to keep for reference but remove from day-to-day views.