Track your cases
Follow a sale or rental from booking to handover. · 5 min read
1. Open a case
- Open My Case Tracking, or press Open Case & Retract on a published listing.
- Enter the buyer or tenant, amounts and dates, then Save & Confirm.
- The listing is retracted from Circles and My Page and hidden from My Listings while the case is open.
Tip Only one open case per listing. Cases are private to you.
2. Update each stage
- Open a stage, fill in the dates and amounts, and save.
- Tick "Mark this stage as completed" when it has happened.
- Upload SPA, TA or receipts under Files & Attachments.
Tip Sales: Booking, SPA, Financing, Differential Sum, Instrument of Transfer, Loan Disbursement, Handover. Rentals: Booking, Deposit, Tenancy Agreement, Handover.
3. Reminders, forfeit and Add On
- Give a stage a deadline and "remind me (days before)".
- Use Forfeit when a booking is lost; cancelled cases can be reopened.
- For completed rentals, fill Add On Info (vacant possession, deposits, utilities).
Tip Completed sales stay out of the active listing list. Delete All removes the listing and every linked case permanently.
More guides
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