How do I create a property valuation or instruction letter?

Domus has a built in templating system which enables you to quickly produce standard documents based on those templates. We supply you with some default templates which you can change to suit your needs.

To create a valuation or instruction letter for a sales or letting property:

  1. Find the property by using the Properties list or search using the address, price or reference number
  2. Select the property from the list
  3. Click on the 'Documents' tab
  4. Select the letter from the drop down list and click 'Save'
  5. The document will appear in the list

Click on the document name to edit the document or the 'Preview' icon to create a printable version.

If you'd like to change, or add to, your templates go to Admin, Templates (only available to manager-level users).

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About Domus Software

This article is published by Domus Estate and Letting Agency Software.

Domus is an easy to use cloud based estate and letting agent software for estate agents to manage sales, lettings, accounting and a client portal.

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