More actions in a Property record
The More actions menu within the property record in Inmovilla offers a comprehensive set of shortcuts designed to optimize the management of information, documentation, commercial communication, valuations, matches, and multimedia content, allowing efficient work without needing to leave the property record in question.
This detailed guide describes the specific functionality of each available option, the prerequisites necessary for its use, and guides on how to select the most appropriate action based on the pending task, thus facilitating an agile and organized workflow.
Where to find the More actions menu
To access the menu, go to the Properties module from the main sidebar, open the property list, and select the record corresponding to the property you want to manage. At the top of that record, you will find the More actions dropdown.
The record is structured into several tabs that allow you to consult and edit the property's data. This dropdown complements those tabs by incorporating key operational functionalities that are usually necessary during the capture, marketing, and follow-up phases of the property.
This dropdown centralizes essential tools for the management, valuation, communication, and documentation of the property, facilitating quick access to key functions.
Advanced configuration and record reuse
Manage custom fields
The Manage fields option allows managing the custom fields of the property record. From this section, it is possible to hide fields that are not relevant and create new fields adapted to the specific needs of the agency, improving the customization and flexibility of the record.
This functionality is especially useful for recording specific information not covered in the standard configuration, such as internal promotion data, particular capture criteria, or attributes specific to the work team, facilitating more detailed management aligned with internal processes.
Duplicate a property
The Duplicate function allows quickly generating a new record from the existing one, speeding up the creation of properties with similar characteristics. This resource is especially valuable in cases such as:
New build homes that share common characteristics.
Properties belonging to the same development.
Properties that share most of their commercial data.
Records from other agencies, provided the configuration and permissions allow it.
Before using this function, it is essential to verify that the user has the enabled permission to duplicate. After creating the copy, it is recommended to carefully review the data that must be unique, such as reference, price, location, features, owner, photographs, and attached documentation, to avoid duplicates or errors.
Valuation, market analysis, and registry documentation
Value the property
The Value property option provides access to the valuers available in the account, including alternatives such as Idealista, Inmobiliaria, and Residelia.
To use Idealista and Residelia, it is necessary to have previously contracted the corresponding service. Valuation through Inmobiliaria allows working with the ACM (Comparative Market Analysis), which is based on comparable properties to offer an accurate estimate.
Performing a valuation is essential to prepare solid price proposals, justify adjustments to the owner, or understand the competitive positioning of the property within its local market.
Request a simple note
The request for a simple note is available to users who have contracted the Property Registrars service through the Marketplace. If this service is not available, the system redirects to the contracting process to enable it.
To ensure the correct identification of the property during the request, it is advisable to have precise registry and cadastral information. Data such as the IDUFIR are especially useful to minimize errors and ensure the accuracy of the procedure.
Before making the request, it is essential to check the following aspects:
That the Property Registrars service is active and contracted.
That the cadastral reference or location data are complete and up to date.
That the available registry data correspond exactly to the property in question.
That the request is addressed to the correct property, especially in cases of developments or buildings with similar units.
Checking matches between properties and demands
The match checker is a tool that allows analyzing directly from the property record the reasons why a match with a specific demand is not occurring. This functionality allows adding the demand in question and reviewing the criteria that hinder the match.
Its use is especially useful when a property seems suitable for a client but does not appear in automatic recommendations or matches. Instead of assuming incompatibility, it is advisable to verify which conditions are blocking the result.
Key aspects to review include:
Type of operation and property typology.
Zone, town, or defined location.
Price range.
Surface area, number of bedrooms and bathrooms.
Mandatory features specified in the demand.
Commercial status or availability of the property.
Although the checker is also available in the Utilities section, accessing it from the record avoids losing the specific context of the property being evaluated.
Analysis from the record allows precisely identifying the requirements that prevent the match with a specific demand.
Communication and follow-up with owners
Send an appointment
The Send appointment function directly opens the follow-up area with the follow-up type corresponding to appointments. This tool facilitates agile registration and organised preparation of appointments linked to the property and its owner.
Send a survey
Through Send survey, a survey can be sent by email or WhatsApp. For this option to be fully functional, the survey must have been previously created in the corresponding module.
To ensure effective and complete sending, it is recommended to follow these guidelines:
Create and review the survey before starting the sending process.
Confirm that the owner's contact has a valid email or phone number.
Select the most appropriate communication channel, either email or WhatsApp.
Perform follow-up afterwards to manage the responses received.
Request a Google review
From the record, it is also possible to request a Google review by sending the invitation via email or WhatsApp. This action integrates the opinion request within the relationship process with the owner, helping to strengthen the online reputation.
It is recommended to use this function at the appropriate moment within the commercial relationship and to verify beforehand that the correct contact and channel have been selected to maximise the effectiveness of the request.
Generation of records, signs, and commercial documents
The Generate section groups various options to produce or send materials related to the property. Available functionalities include:
Printing the property record.
Creating “For sale” or “For rent” signs.
Consulting the specific website page of the property.
Accessing records of linked agents.
Sending information by email.
Sending statistics or follow-up panels.
Generating or consulting associated documents.
Creating elements such as QR codes, when this functionality is enabled in the configuration.
If any document linked to the property has already been generated, it will appear in the list to facilitate consultation without needing to search in other sections.
Recommendations before generating materials
It is essential to update the record beforehand, including price, texts, photographs, features, and publication status. Generating records or signs with outdated data can cause the dissemination of incorrect or confusing information.
Available simulators and comparisons
The menu includes various tools that support the commercial analysis of the property. Depending on the configuration and contracted services, the following options may be found:
Match simulator.
Property comparison.
Mortgage calculator.
Area averages to analyse the environment and context of the property.
The averages section offers specific market references for the area where the property is located, being a valuable support for comparative analysis. However, this resource does not replace the detailed review of the ACM nor the professional judgement based on the real condition, exact location, and particularities of each property.
Area analysis allows contextualising the property within its local market, providing relevant data for decision making.
Statistics and owner panel
The Owner section groups actions related to the information shared with the property holder. Highlights include sending statistics via email or WhatsApp and copying the URL of the exclusive owner panel.
These functionalities facilitate keeping the owner informed about the commercial activity of their property, using the most appropriate and efficient communication channels.
Before sending statistics, it is recommended to verify the following points:
That the owner's contact details are updated and correct.
That the statistics effectively correspond to the selected property.
That the chosen communication channel is the one previously agreed with the owner.
That the copied URL corresponds to the correct panel before sharing it.
Multimedia and document management
Access to Multimedia allows entering the graphic and documentary content associated with the property. Although it can also be accessed through the photo visible in the record, this direct access concentrates the most frequent tasks, such as:
Deleting multimedia files.
Deleting attached documents.
Downloading property photographs.
It is essential to delete content with caution. Before deleting photographs or documents, ensure they are not being used in active publications, commercial materials, or pending internal processes, to avoid losing relevant information.
Differences between More actions and Share
Next to the More actions menu is the Share function, whose purpose is more direct and specific: to distribute the record via WhatsApp, email, social networks, or through a URL.
Using the URL requires proper configuration of the agency's own showcases. If the address is not prepared for the intended use, it is advisable to coordinate with the IT team or the person responsible for web configuration to ensure its correct functioning.
Common errors when using More actions in Inmovilla
Trying to duplicate without permissions: this action depends on the configuration and permissions assigned to the user.
Requesting a simple note without having the service active: it is necessary to have the Property Registrars option contracted in the Marketplace.
Performing an external valuation without an active contract: some valuers require prior contracting for their use.
Sending a survey that has not been created: the survey must be configured previously in the corresponding module.
Confusing the match checker with an automatic recommendation: this tool shows the conditions that prevent the match, it does not generate automatic recommendations.
Sharing documents or records without verifying data: it is essential to always review price, availability, contacts, and multimedia content before sharing.
Deleting multimedia without checking its use: a photograph or document may be linked to the active marketing of the property.
Quick checklist to manage a property
To carry out efficient management from the property record, follow this recommended sequence that facilitates choosing the right tool:
Access the property from the Properties module list.
Verify that you are in the correct property record.
Expand the More actions menu.
Select the category that corresponds to your need: configuration, valuation, matches, communication, generation, owner, or multimedia.
Check prerequisites, such as permissions, created surveys, or contracted services.
Carefully review the data before confirming any sending, request, or deletion.
Conclusion
The More actions menu turns the property record in Inmovilla into a comprehensive and efficient work centre. From a single point, it is possible to adapt custom fields, duplicate properties, perform valuations, request registry documentation, diagnose matches, establish direct communication with owners, generate commercial materials, consult area analysis, and manage multimedia files and documents.
The key to maximising its usefulness lies in selecting each action with the record updated and verifying beforehand permissions, contracted services, and contact data. This way, repetitive work is minimised and an orderly, precise, and professional management of each property is guaranteed.
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