How to Mark Properties as Interested or Rejected (Buyer)

TL;DR

Buyers can move a property out of Proposed into Interested or Rejected. This keeps the shortlist organized, helps the agent focus, and maintains a streamlined search process.

When to use this

Consider this workflow when a buyer is:

Reviewing a new portfolio for the first time
Narrowing down to a shortlist for viewings
Cleaning out “maybe” listings to reduce noise
Moving quickly through properties and needs a fast decision system

Step-by-step instructions

Open the portfolio.
Locate the property under Proposed (default state for all properties).
Click the dropdown menu and choose:

Interested, or
Rejected

Confirm the card now appears in the correct section.

Option 2: Drag & Drop on the Property Row (Available only in table view)

Open the portfolio.
Locate the property under Proposed (default state for all properties).
Drag the property card into:

Interested, or
Rejected

Confirm the card now appears in the correct section.

Option 3: Change Status Inside a Listing (Available in both views)

Open the portfolio.
Click a property to open the individual listing view.
In the top-left corner, locate the property status label (starts as Proposed).
Change the label to Interested or Rejected.

Common issues & tips

“I can’t find the property anymore.”

It may have been moved out of Proposed into Interested or Rejected—check those sections.

Triage first, analyze later.

For a quick pass: drag everything that’s “no” into Rejected, anything “maybe/yes” into Interested. Then conduct a deeper review only on Interested.

Accuracy check:

If a buyer mentions “I marked it interested” but nothing changed, suggest refreshing and confirming they moved the status label (not just scrolled).

Team workflow hint:

Buyers should mark status; agents can use tags/notes for why (e.g., “needs parking”, “too dark”, “great layout”).

Updated on: 02/04/2026

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