Sales listing vendor approval
What this workflow does
This workflow helps a sales agent prepare a property listing for vendor approval before publication.
It checks whether key listing readiness items are complete. If the listing is ready, it sends the listing summary to the vendor for approval and notifies the agent. If the listing is not ready, it tells the agent which readiness items need attention.
Who uses it
This workflow is useful for sales agents, listing agents, campaign coordinators, marketing teams, agency administrators, and vendor management teams.
When to use it
Use this workflow before a listing is published to the agency website, real estate portals, or advertising channels.
Process diagram
Information needed
|
Information |
Why it is needed |
|---|---|
|
Vendor name |
Personalises the approval request. |
|
Vendor email |
Sends the approval request to the vendor. |
|
Agent email |
Notifies the agent about listing status. |
|
Property address |
Identifies the listing. |
|
Agency agreement signed |
Confirms the listing authority is ready. |
|
Price guide reviewed |
Confirms pricing has been reviewed before vendor approval. |
|
Marketing copy reviewed |
Confirms listing text has been checked before vendor approval. |
|
State or territory |
Gives jurisdiction context for the listing. |
|
Listing summary |
Shows the vendor what will be published. |
|
Price guide |
Shows the vendor the proposed guide. |
|
Campaign start date |
Confirms the planned campaign timing. |
Step-by-step explanation
Step 1: Assess listing readiness
The workflow checks whether the listing has the key readiness items before sending it to the vendor.
The listing is ready when the vendor name, vendor email, agent email, and property address are present, and the agency agreement, price guide, and marketing copy have been reviewed.
If the listing is ready, the workflow sends the vendor approval request. If the listing is not ready, the workflow notifies the agent.
Step 2: Send vendor approval request
If the listing is ready, the vendor receives an approval request with the property address, state or territory, price guide, campaign start date, and listing summary.
Step 3: Notify agent approval requested
The agent receives a confirmation that vendor approval has been requested.
Step 4: Notify listing not ready
If the listing is not ready, the agent receives a message showing the readiness items.
Step 5: Finish the workflow
The workflow finishes with one of these outcomes:
|
Outcome |
Meaning |
|---|---|
|
|
The listing was ready and the vendor approval request was sent. |
|
|
The listing needs more work before vendor approval. |
How it helps the agency
This workflow helps the agency reduce the chance of publishing a listing too early, give the vendor a clear approval step, help agents check listing readiness, support clearer marketing approval records, and encourage review of price guide and marketing copy before publication.
Compliance reminder
Property advertising should be accurate and not misleading. Price guides, property details, and marketing claims should be reviewed carefully and adjusted for the relevant state or territory process.