Module 3 — Add and Update Listings

Part of Agent Basic Training.

Create a listing

1. Open Transaction Room — From the left menu or dashboard widget.
2. Create Listing — Under Listings, click Create Listing.
3. Select the client — Choose the seller and Submit.
4. Complete the listing form — Listing details, address, forms, and notes.
5. FINTRAC — When FINTRAC is enabled, complete required client identity details in Client Details before you submit.
6. Save Draft — Use Save Draft on create if you need to gather forms or information before submitting.
7. Submit — Sends the listing to your office for review.

After you submit

New listings appear in Pending Review on your dashboard and in Transaction Room until the office approves them. You are notified when the review is complete.

Update a listing

1. Update Listing — In Transaction Room, click Update Listing and select the listing.
2. Edit fields — Change price, expiry, forms, or other allowed fields.
3. Note to office — Describe what changed in the notes field.
4. Submit — The listing returns to Pending Review for office review.

FINTRAC on listings

When your brokerage enables FINTRAC, review Client Details on the listing form. Complete identity, occupation, PEP, and risk-level fields on any incomplete seller before Submit. The form may block submission until FINTRAC is satisfied.

Draft listings

Save Draft stores your in-progress listing without sending it to the office. Reopen it from Edit Draft Listing in Transaction Room, finish forms and details, then Submit when ready.