Overview
This guide provides a step-by-step walkthrough of the instructions for managing and updating listings on the Engage platform.
✨Keeping your listings fresh isn't just about data—it’s about staying competitive. Whether you’re on your desktop at the office or using the Engage Mobile App between viewings, here is how to manage your listings like a pro.✨
Finding Your Listing
Before you can edit, you have to locate.
Log In: Access the platform via https://app.engageplatform.ai/ or open the Engage Mobile App.
Navigate to Listings: Click the Listings tab on your dashboard.
3. Filter & Search:
By Status: Click on the status tabs (e.g., Active, Draft, In Review) to narrow your view.
By Detail: Use the search bar to find listings by Reference Number, Location and Unit number.
The "Update" Hub
Once you’ve located your listing, click the Update button to view your options.
You can find this button in two ways:
Hover over the listing and click Update.
Open the listing details page and select the Update button.
Let us have a closer look at the specific tools available to help you manage your listings more effectively:.
Adding Notes
✨Keep your team in the loop✨
Click "Add a Note," type your update, and save.
❓This tool can be used to add notes on listings across the following status: Active, Draft, In Review, Withdrawn, Reserved and Closed.
Booking Viewings
To book a viewing start by selecting a lead from your open Leads
When updating, the system automatically associates the current listing.
You can also enable the "Share with Client" toggle to send a notification to the client as well.
You can attach additional suggested or other listings to the same viewing.
Choose the date and time and then book the viewing
❓This tool can be used to book viewings on listings in Active, Draft and In Review status.
Viewing Schedule
You can create a dedicated viewing schedule for the property with this feature.
✨Easily add a new schedule from scratch or choose from the available vacant slots to streamline your calendar and avoid double-booking✨
❓This tool can be used to add a viewing schedule on listings in Active, Draft and In Review status.
Add Custom Tags
Add free-text tags or select existing ones to categorize your listing
❓This tool can be used to add custom tags on listings across the following status: Active, Draft, In Review, Reserved, Withdrawn, and Closed.
Edit Marketing Information
Update title or descriptions and click "Apply Changes".
Use this tool to update advertiser or buddy
❓This tool can be used to edit marketing information and update advertiser and buddy on active listings.
Updates to draft listings can be done using the “Complete Listing” tool.
💡Note: Access for updating listing details is restricted to the Listing Agent (apart from his manager and admin)
Advertisers handle portal representation, the Buddy role is specifically designed for lead distribution (provided the Advertiser is designated as the Manager).
Add/Update Documents
Select this option to manage your listing and owner documentation.
To Review: Click the View button.
To Add/Update: Use the Edit button to upload new documents or replace existing ones.
💡Note: Uploading a new version will overwrite the old one.
❓ This tool can be used to Add/Update Documents on active listings, while updates to draft listings can be done using the “Complete Listing” tool.
Add/Edit/Reorder media
Use the Add/Edit/Reorder media tool to overhaul your listing's visuals.
Clean up: Archive old photos to keep the gallery sharp.
Diversify: Add new high-res photos, videos, and 3D tours.
Highlight: Set your best shot as the primary Marketing Image.
Reorder: Drag and drop files to change the viewing sequence.
Save: Hit Done to finalize your updates.
Sometimes a listing needs more than just a quick text change. Here is how to handle complex updates.
❓ This tool can be used to Add/Edit/Reorder media on the listings in Active, Draft and In Reviews status.
Copy the listing
Turn a Sale listing into a Rental (or vice-versa). The system copies property information like beds, baths, and images automatically to the new listing.
💡 You cannot clone a listing if there is already an existing listing of the same type in Draft, In Review, Reserved, Active, Withdrawn and closed status.
❓ This tool can be used to copy a listing and is available for listings at all status.
Update property
To update the property information like bed, bath, BUA, amenities or features, click on the update property button.
❓ This tool can be used to update property on listings across the following status: Active, Draft, In Review Reserved, Withdrawn, and Closed.
Migrating Listing to Another Property
Migrate the listing to another property if you need to change its unit number or location.
Select Migrate Listing.
Search for the new property/unit.
Choose to Migrate Images and Active Owners to copy the images and owner information from the previous property
💡 If a property or location isn't appearing during migration, don't stay stuck—contact your Admin to create the new property.
❓This tool can be used to migrate property of the listings across the following status: Active, Draft, In Review and Reserved.
Update Listing Status
You can update the listing status to Draft, In Review, Withdrawn or Internal.
❓You have full control over on your listing's visibility.
Use the Withdrawn status to remove the listing from the portals.
This tool can be used to update status of the listings across the following status: Active, Draft, In Review and Reserved.
Got the "Win"? Great! Now just ping your Admin to move the listing to "Closed" and kick off the transaction process.
In addition, you can change its visibility to Internal.
💡A withdrawn listing cannot be "re-activated." You must clone it or create a new listing if the property returns to the market.
Complete Listing
Price information or changes in the owner on draft listings can be updated by clicking the "Complete Listing" button.
❓This tool is used to finalize information on draft listings.
The previous owner information will always be accessible at the back end, even after the listing has been updated with new owner details.
💡To ensure DLD compliance, price changes on live listings require admin support and valid supporting documentation.
Mobile Sync
Everything mentioned above—from uploading photos to migrating to a different property—can be done via the Engage Mobile App
🎯 Quick Reference Summary
If you want to... | Choose this tool: |
Change the advertiser, description or amenities | Edit Marketing Information |
Move a listing to a new location or unit | Migrate Listing |
Adjust Beds, Baths, BUA, or specs | Update Property |
Change the Price of a draft listing | Complete Listing |
Turn a Sale into a Rental (or vice-versa) | Copy the Listing |
Reactivate a withdrawn listing | Copy the Listing |
Set your Available Slots for tours | Viewing Schedule |
Refresh the Photo Gallery | Add/Edit/Reorder Media |