Edit property details and selling points

The Portal reads the address, the description and the selling points out of your IM, and it does not always read them right. Both are yours to correct, and a buyer sees the correction as soon as you save.

Before you start

Steps

  1. Open the project from Projects, then click the Property tab.
  2. If the tab shows No Property Data Available, click Select from existing PDFs or Upload & Extract and let the Portal read the IM first.
  3. Click Edit Details.
  4. Fill the four sub-tabs. Basic Info holds Property Name, Property Type, Address, Title Reference, Local Government Authority, Developer Name, Developer Website, Zoning, Executive Summary and Legal Disclaimers. Size & Area holds Land Area, Height Limit, Floor Space Ratio, Car Spaces, Street Frontage, Tenure Type and Estimated Annual Income. Investment holds Asking Price, Potential ROI, Current Use and Proposed Development. Every field is optional and nothing is checked for you.
  5. Click Save Changes. Cancel asks Discard changes? while you have unsaved edits.

Save Changes replaces the whole stored property record with what the editor holds. Details that show lower down the tab but have no field in the editor — Location Summary, Proximity Details, Tenancy Range — are dropped. Copy what you still need before you save, and put it in a field the editor has.

Edit selling points

  1. Click the Selling Points tab.
  2. Click Edit Selling Points.
  3. Write one point per line in Top Site & Exterior Features (one per line), Top Interior Features (one per line) and Top Overall Selling Points (one per line). Leave no blank lines between points; they are stored too.
  4. Click Save. Cancel here discards at once, with no confirmation.

What you see when it worked

Two toasts each time: Project updated successfully, plus Property details updated successfully or Selling points updated successfully. The editor closes and the Property Details card shows the new values. After the first successful extraction the Selling Points tab appears.

If it does not work

What you seeWhat to do
Failed to update property details. Please try again.Retry the save. Check your connection and that the subscription is active.
Failed to update selling pointsUsually the subscription. Edit Selling Points stays enabled on a read-only project and only the save is refused, unlike Edit Details, which greys out. Check the plan, then retry.
Failed to update project: <message>Read the message; it arrives beside one of the two above.
Project with ID <id> not foundReload the projects list. The project was deleted or you lost access to it.
Failed to verify project update: <message>Reload the project and check which values were kept.
Please select a file firstChoose a PDF before Upload & Extract.
No text extracted or Failed to extract property dataUse a PDF with selectable text, or type the details in yourself.