Property Listing Intake
Standardized listing intake: property details, owner and title check (owner and liens), financial terms, at least 8 photos, condition and key tag, the owner signed authorization with exclusivity and term, manager approval, and the ad published with the agency license number. Built for operations teams, structured execution with approval gates and an audit trail.
For: Field Agent and Manager teams running property listing intake
What this template includes
Process steps
- 1Property identification and characterization
- 2Owner details and title check
- 3Financial terms and owner expectations
- 4Owner signed listing authorization
- 5Mandatory photo checklist (minimum 8 photos)
- 6Condition assessment and keys
- 7Manager approval before publishing
- 8CRM registration and portal publication
Why teams use this template
Standardized listing intake: property details, owner and title check (owner and liens), financial terms, at least 8 photos, condition and key tag, the owner signed authorization with exclusivity and term, manager approval, and the ad published with the agency license number. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. Property Listing Intake gives you a 8-step process with 1 checkpoint and a built-in SLA so nothing slips between handoffs.
Built for teams led by Field Agent and Manager: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("Manager approval before publishing") cannot be skipped, they're where the run produces evidence the next stage depends on. Overdue runs escalate automatically, and you start with structure instead of building it from scratch every time.
Ready to run this process?
Open this template in Cadenio, customize the fields and approvals for your context, and run it for the first time in under 60 seconds.
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