Activating an inspection
The person managing the assignment activates the inspection by clicking the Send for inspection button.
Users set as inspectors will receive an email notification about a new listing to inspect. At the same time, the listing’s status is updated to indicate that it is waiting for inspection, e.g. Publishing under review.
The inspector can use the Under review filter on the listings page to see all listings waiting for inspection. Before doing so, it’s a good idea to make sure the Mine only checkbox is turned off, so the inspector can see all listings in the company.
Any user who has been set up as an inspector for the agency can inspect a listing by clicking Perform inspection. The inspector can then Approve or Reject the listing under inspection.
During the inspection, the inspector can also leave a comment for the agent managing the assignment.
If there are still things that need fixing and the inspection is rejected, the agent can make the necessary changes based on the inspector’s feedback.
NOTE: If an inspector works as an inspector in more than one environment (company), the inspector must have the same environment selected as active as the one in which the listing was created. If the inspection view shows “Cancel”, first make sure you have the correct environment active in the top-right corner.
Inspection checkpoints
If the agency has enabled the inspection feature, inspections must be completed at all three checkpoints:
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Publishing inspection – Before an agent can publish a listing, the inspector reviews that everything is ready for publishing. For example, the inspector can check the listing details and any documents related to the listing to whatever extent they choose. The listing cannot be published until it has passed the inspection.
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Contract inspection (sales listings only) – Before the deal is signed, the agent must send the contract for inspection. The contract can be attached to the inspection documents in .doc, .docx, or .pdf format. If the file is added in a format other than PDF, the inspector can, if needed, edit it directly in Word or another word processor. You can also attach other documents needed for the transaction, such as an invoice for the brokerage fee.
The inspector reviews the attached documents to the extent they choose, can make corrections to the contract if needed, and returns it with comments. All documents attached to the inspection are also automatically saved to the listing’s Archive.
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Closing inspection (deal / listing closure) – After the sale or lease agreement has been signed, and before the listing can be closed, a final checkpoint is completed where the agent sends the listing for inspection. The purpose of this inspection is to ensure that all actions required by the assignment have been completed. These may include, for example: archiving essential documents in Linear, filing the transfer tax return, and delivering the required documents to the property manager.
Once the inspector has reviewed the listing and approved the closure, the listing can be closed and marked as Sold or Rented. The actual closing can be done either by the inspector or the agent, depending on what has been agreed internally within the company.