Learning about the Sell Tab
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      3. Learning about the Sell Tab

      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?

      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)

      • For Auctions - Auction schedule and venue (if available)

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

      What is Auction Schedule? / Does the auction date get updated from the CRM to Sell

      This is the Auction Date & Time

      E.g Within your existing listing in AB, you have ticked the checkbox, but at this point in time you are not sure about the Auction date. This listing will be created as a Private Treaty in RT Sell, as you didn't enter the auction date

      Then in 3 days you add the Auction date in the CRM (AB, Vault / Rex)

      You then need to goto RT Sell - and change the method of sale from Private Treaty to an auction

      Then the auction date would prefil based on the CRM. (allow 30 mins in between you update AB and change RT Sell)

      How do I connect my Office with our CRM provider?

      CRM Connection is set up at the Office level. Only Office, Group, and Super admins have the access to connect the Office with their CRM provider.

      For Office and Group admins,

      Get to the “office settings” through one of the following:

      a. If the office is not yet connected, the CRM Connect page will display the message "This office is not yet connected to any CRM Provider. Please ask your office admin to go to office settings and setup the CRM provider" > click on office settings

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      b. Go to the My Group menu > select the office

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      Contact the CRM Provider’s support email to secure the Agency ID.

      4. The list of all the properties will be displayed on the CRM connect page and made available to be created in Sell. Note that the properties to be imported are directly controlled at the CRM provider. 

      a. For Office and Group admins, go to the CRM Connect menu

      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 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.

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      FAQ:

      • 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?

        • Typically, the listing will be generated in Realtair approximately an hour after it has been pushed from the CRM.

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

      We retrieve information from your CRM but do not send any updates from Realtair Sell back to the CRM provider. This means that we do not push any changes such as registering buyer information or results.