Learn how to activate your first property in Sell

Learn to maximize efficiency and streamline your property listing process by leveraging insights from your CRM. The first step in activating your listing involves managing offers and bidder registrations directly within the platform, saving you valuable time and simplifying the management of your property listings.

• What details are being pulled from the CRM and synced to Realtair Sell?
• How do I connect my Office with our CRM provider?
• If our CRM provider is not yet supported in Sell, what should I do?
• How to create a property from CRM in buy.realtair if I don’t use AgentBox, Rex, or VaultRe
• How do I link properties already created to our CRM?
  
• I have clicked the “Get details” button but its not showing me the listing?
• How are properties automatically created from CRM?
• Sometimes there are more than 1 Realtair checkbox in the listing on the CRM portal feed - what should I tick?
• FAQs

What details are being pulled from the CRM and synced to Realtair Sell?

The details below will be extracted from the CRM, and uploaded to RT Sell in the form of an XML Feed. (This means the feed is one way only ie from AB to RT Sell, and data won't push back from RT to AB)

• Address (Address can be undisclosed)

• Bedroom, bathroom, garage

• Property type

• Agent and Conjunction agents

• Property Images

• Property headline & description

• Statement of Information and other documents as PDF (if available)

• Auction schedule (date & time)

  • Auction schedule (date & time)

  • Venue (if available)

• For Private Treaty - Price Guide and End date for submission of offers (if available)

  • Price Guide

  • End date for submission of offers (if available)

  • Sold status

  • Selling Price (including disclosed or undisclosed)

How do I connect my Office with our CRM provider?

Contact support@realtair.com and request to connect your office. 

If our CRM provider is not yet supported in Sell, what should I do?

You need to send a request to support@realtair.com with the information of your CRM provider and your Agency ID (if available). We will communicate with the CRM provider and will let you know once the work on both ends were done.

How to create a property from CRM in buy.realtair if I don’t use AgentBox, Rex, or VaultRe?

Sell is integrated with different CRM providers but currently, only listings from AgentBox, Rex, and VaultRe get auto-created in Sell. If you wish to create a property manually from the listings already imported to Sell from your CRM, you can follow the process below.

1. In your buy.realtair page, click your name on the top right hand corner and click CRM Connect.

2. Search the property you want to create and click the Create Property button. If you see an empty page, contact support@realtair.com and request to connect your office. 

3. You will be redirected to the property creation process wherein some details are prefilled based on the available information pulled from the CRM.

4. Continue with the creation process and make your property activated.

How do I link properties already created to our CRM?

If you created/activated a property in Sell and it hasn’t been connected to your CRM, you will see the button below. Click the button, search for the property address and link it. Afterwards, available property information(see list of details) from the CRM will sync with the property in Sell.

Property in buy.realtair

Property in Sell Platform

I have clicked the “Get details” button but its not showing me the listing?

The get details button is visible on the Sell tab when the agent activates the listing (provided the listing didnt auto activate) 

Things to check if the button is not working

• Address must 100% match between Realtair & CRM this includes spacing, commas, and spelling such as Ave or Av or Avenue, suburbs like Lane Cove vs Lane Cove East

• Everytime you create a listing in the CRM it takes about an hour for it to sync and update the Realtair backend for the button to pull the details, so if you added the listing in the CRM at 1pm, and try to click the button to get details between 1-2pm, nothing will happen. 

• Is the office set up properly - Check that the office ID in your CRM and that is set up correctly in Realtair. Contact our Support team if you need a hand

• Is there a duplicate campaign already created automatically with a similar address but different spelling?

  Example: 

  • Address in CRM = 1/23 Test St, Lane Cove NSW 2000

  • Address in Realtair (an existing campaign) = 1/23 Test Street, Lane Cove NSW 2000

• When you click the checkbox on the listing in the CRM (1/23 Test St) to push the details to Realtair, because the addresses dont match, it will create a listing in RT with the same address as the CRM as 1/23 Test St, Lane Cove NSW 2000. Then you go to the existing campaign 1/23 Test Street and try to click get details it won't work either as the address from the CRM won't show when you click to get details

How are properties automatically created from CRM?

Realtair Subscribers that use AgentBox, Rex or VaultRe as their CRM will have their properties created in RT Sell as either an Auction or Private Treaty after pushing the property to Sell. Pushing the property means the user ticks the auction now and Realtair sell checkbox for the individual listing

If you already have a listing in Realtair, updates made from CRM will sync to the property in Sell and if the property already exists, it will be automatically linked instead of auto-create.

                                                                      Agentbox

                                                                            REX

                                                                      Vault Re

Sometimes there are more than 1 Realtair checkbox in the listing on the CRM portal feed - what should I tick?

Provided CRM integration is set up at an office level when you first sign up, typically there are 2 options for Realtair integration within the listing. One is typically for Pitch and one would be for Sell. For the ease of our customers, we advise ticking both. If one of the checkboxes doesnt appear, please reach out to the CRM and have that enabled as part of their portal feed (this is something you have to tick every listing, on an office level we only set up the office agency ID and the users to enable pull and push for Pitch & Sign). You might see some portal reference Auction Now in the checkbox - that is essentially Sell / buy.realtair

FAQs:

• What factors determine if a property will be created as an Auction or Private Treaty listing?
  

  • The second in your CRM needs to have both the auction value and auction date, otherwise, the property will be created as a Private Treaty in Realtair.

  • If the auction is found but there is no auction date, other auction information (i.e. auction venue) will be saved in the backend but the property will still be created as a Private Treaty in Realtair. These other auction details saved can prefill the fields later when the user manually converts the type of sale in Realtair.

• If you have selected the checkbox in the CRM, what factors determine whether the property will be created in Realtair from the CRM?
  

  • If the property address is not currently in the Sell platform, if the address is already marked as sold, or if the listing from the CRM has not been linked to any property in Sell.

• I have ticked the check box in the CRM, How long does it take to automatically create the listing in my Realtair platform?
  

  • • The address doesn’t exist in Reatlair - we check via the address - so if the address is 100 Test St in your CRM but there is an existing campaign in Realtair 100 Test Street, we will create a duplicate as the address is not a 100% match

    • The listing status in the CRM is marked as "Current" ie Not "Sold" or "OffMarket"

    • The listing from the CRM is not connected to any property in Sell

    • You are subscribed as a Platform customer (not pay per listing)

    • The Listing Agent’s email address from the XML exists in Sell (ie Agent A’s email in the CRM is agent@office.com - that must be the email address on Realtair’s record)

    • The Office in Realtair is connected to the CRM or uses the correct AgenyID

• Does Realtair send updates from the Sell listing to the CRM provider?

No, we only pull details via XML feed so we don't PUSH any changes from Realtair Sell back to any CRM provider - ie register buyer info

• When creating a listing in CRM, and its an auction but I dont have an auction date yet - does this mean the make an offer button will show on REA listing?

Yes - without an auction date in the CRM - it will create a PT listing in Realtair, and if the agency code matches between REA & RT, and the address match 100% then the button will appear.

Workaround to suggest

Dont tick the Realtair Sell portal feed on their CRM listing till they have auction date

• How does all this work with an open / close database?

Open Database - means that everyone has access to everyone's listing in the CRM, and closed database means you can only view the listing if the listing is owned by you.

In Platform there is a toggle to advise whether an office is an open or close database, if open you can pull the details from CRM in RT even if you are not the owner of the listing (so long you are in the same office) vs close you can only pull the details from CRM in RT if you are the listing owner

In Sell, and auto creation of listing - we dont consider open / close database when auto creating listing

Given that Agent B uses the same Agency ID(same office) and the listing created under Agent A is not yet sold, it will just sync to RT and automatically activate the sell listing and will not create a duplicate campaign in RT when Agent B creates in AB using the same address. However, the agent in Sell will remain as Agent A because we don't update agent details, we only get them during creation. So even if it gets updated in AB or when we pull updated information, it will still use whoever the first agent is during creation. Agent B will only reflect as the agent in a new campaign if the original property from Agent A has been sold.

What happens if Agent B manually create a listing in RT - they will see the get details button but it wont actually work - because there is an existing campaign under Agent A in RT and that is already syncing