Client Action Requests

Client Action Requests

When a client wants to sell, lease, or assign their pre-construction unit, the portfolio system helps you manage the process.

Types of action requests

• Sell — Client wants to list their unit on the resale market after occupancy
• Lease — Client wants to rent out their unit
• Assign — Client wants to assign (sell) their contract before closing to another buyer

Submitting a request

From the unit detail page, the client (or you on their behalf) clicks Request Action and selects the type. Additional details are collected:

• Desired price or rental rate
• Preferred timeline
• Special instructions

Managing requests

Action requests appear in Admin > Portfolio > Action Requests. Each request shows:

• Client name and unit details
• Request type and date submitted
• Status (new, in progress, completed)
• Assigned agent

Workflow

1. Client submits action request
2. You review the request and pull comp data for pricing guidance
3. You schedule a consultation to discuss strategy
4. You update the request status as you work through the process
5. Mark as complete when the unit is listed, leased, or assigned

Assignment-specific considerations

Assignment sales have unique requirements:

• Developer consent may be required
• Assignment fees apply (typically 1-3% of purchase price)
• Original deposit amounts are factored into pricing
• Legal review is essential for both parties