How do I create a listing agreement for an owner?

The agreement comes into being in the “Take on a new listing” wizard, step 2 — together with the owners, since that is where the contracting parties come from. After that you manage it on the property page under “Listing agreement”: first as a draft, then sent for signature.

The agreement passes through up to seven states, shown in plain language on the property page: Draft, Sent for signature, Signed, Change requested, Superseded by a newer version, Terminated and Expired.

You identify the owners in one of two ways:

• “Request identification” — the person opens a link themselves. This requires their contact email; if it is missing, you are told so.
• In-person identification — where the person is in the office and presents their identity document. Only confirm this if you have actually seen the document.

Both routes record the act as an entry of its own, so it remains traceable later who was identified, when, and by which route.

One condition is worth knowing: if the sanctions and PEP screening fails during in-person identification, the identification is still recorded, but the listing agreement stays blocked until that screening is in place.

A new version of the agreement supersedes the previous one; the old version is retained rather than overwritten.