Property exchange

You can use the property exchange function to exchange properties with other onOffice users. It is possible to assign certain rights to the properties so that the recipient is not allowed to post the property on portals, for example.

This product is not part of onOffice enterprise edition, but can be purchased additionally as a complementary product.

Please contact your sales representative for more information.

Inhaltsverzeichnis

Exchange partner
- New partner / Contact
- Assign rights
Exchange properties
- Sending a property
- Receive a property

Exchange partner

New partner / Contact

You can find and manage your exchange partners in the property exchange (Extras >> Property exchange).

Under “Search for participating real estate agent colleagues” you can search for the exchange partner and open it in the hit list by double-clicking.

Click on the button provided in the contact form to send your request to the selected partner.

The real estate agent then receives an e-mail requesting consent to the property exchange. At the end of the e-mail, he can agree to the exchange.

After the requests have been confirmed, the respective partners are displayed in the list for both participants.

The mutual consent to the property exchange is displayed in the “Status” column (the left button shows the partner’s consent and the right button shows your own consent). A red symbol indicates that the request has been rejected.

In the settings for an exchange partner (double-click on the corresponding entry in the list), you can end the cooperation by clicking on the “Decline” button.

Assign rights

Once the exchange partner has agreed, each participant should determine what rights the new partner should have to the exchanged property. Double-click on the corresponding broker entry in the list to open the detailed view, where you can define the rights under “Settings”.

Exchange properties

Sending a property

To send a property to the desired exchange partner, switch to the “Marketing” tab of the property.

You can send the property to the desired partner in the category “Property exchange to real estate agent colleagues”. Click on the “Property exchange” button to open the list of exchange partners

You can always adjust the rights for the exchange using the wrench symbol. Click on the “Exchange” button to start the exchange.

All images that have been released for your own homepage are also transferred.

Receive a property

If someone has sent you a property, you will be informed by e-mail. Please then go to the property exchange. In the list view of real estate agents, there is now a house symbol next to the status display.

Double-click this entry to access the real estate agent detail view. Select “View property import” there.

In the pop-up window that appears, you will see a list of the properties that have been sent to you. You can use the magnifying glass symbol to view a brochure of the property before adding it to your property portfolio using the blue arrow.

The import will take place within the next 60 minutes.

You can display all the properties that have been sent to you via the menu item Edit >>Properties >> Third-party providers.

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