Data is imported as part of the migration. The information listed below is collected during the migration process to Jupix, from all systems. (If available in your current system)
Note
No financial, accounting, charges, or work order records are included in the migration
Data Imported As Part of The Migration | |
Property | |
Property Status | |
Record Type (For Sale / To Let) | |
Branch & User | |
Owner details | |
Date Last Contacted | |
Date Instructed | |
Property Address & Property Display Address | |
Number of; | Bedrooms |
Bathrooms / En-Suites / Toilets | |
Receptions | |
Kitchens | |
Property Type (House - Detached, House - Terraced, Apartment, etc.) | |
Age of property | |
Number of Parking Spaces | |
Floor Area (Sq Ft or Sq M) | |
Land (Acres) | |
Local Council, Tax Band & Tax Cost | |
Asking Price, Match Price & Price Qualifier | |
Tenure | |
Current Board Status & Board Contractor | |
Viewing Arrangements | |
Property Features (Heating, Garden, Outside, Condition) | |
Area (For Matching) | |
Property Summary, SMS Summary & Advert Summary | |
Agency Type & Sales Terms | |
Fees; | |
Commission | |
Management Type & Management Fee | |
Available From Date | |
Furnished Details | |
Room names, Dimensions, Descriptions & Room Order | |
Directions | |
Bullet Points (Up to 10) | |
Photos, Floorplans, EPC image & EPC Values | |
Key Code & Description | |
Checked Out Date, Checked In Date & Who to | |
Meter Readings | |
Commercial Property Specifics | |
For Sale / To Let | |
For Sale Lease Length | |
For Sale Investment Yield | |
Minimum Lease | |
Break Clause | |
Accomodation | |
Amenities | |
Services | |
Rates | |
Vat | |
Legal Costs | |
Planning | |
Number of Units | |
Price per Unit | |
Rent Per Unit | |
Site Area | |
Contacts | |
Type of Contact; | Vendor, Landlord, Applicant |
Solicitor | |
Estate Agent | |
Supplier | |
Type of Applicant (Sales / Lettings) | |
Lead Source | |
Company Name | |
Contact Notes | |
Branch & User | |
Last Contact Date | |
Review Date | |
Name | |
Phone Numbers (x3) | |
Email Address (x1) | |
Contact Address | |
Web Address | |
DX Address | |
Preferred Contact Method (Email, SMS, Post) | |
Buying Position & Disposal Status | |
Reason for Moving | |
Rating (Hot, Normal, Cold) | |
Marketing Preferences; | Property Matching |
General Marketing | |
Applicant Requirements; | Price Range |
Bedrooms, Bathrooms, Ensuites, Toilets & Receptions | |
Furnished Type | |
Areas | |
Property Types | |
Parking | |
Tenure | |
Floor Area | |
Land | |
Requirement Notes | |
Guarantor Details | |
Bank Account Details | |
Solicitor Details | |
Commercial Contact Specifics | |
Requirements; | To Let / For Sale |
Min / Max Floor Area | |
Min / Max Site Area | |
Diary | |
Viewings & Market Appraisals | |
General Diary Entries | |
Market Appraisals | |
Appointment Details (Date, Time & Negotiator) | |
Time on Market, Current Asking Price and Current SA Expiry Date | |
Appraisal Status | |
Cancelled Reason, Lost Reason, Who Lost To & Lost To Price | |
Mark Up Appointment (Date, Time, & Negotiator) | |
Prices; | Price Low |
Price High | |
Vendor Price | |
Proposed Price | |
Notes | |
Viewings | |
Appointment Details (Date, Time, Negotiator & where meeting) | |
Property & Applicant details | |
Diary Notes | |
Follow Up Notes & Status | |
Reason Cancelled | |
Offers | |
Property & Buyer details | |
Offer Date | |
Offer Amount | |
Offer Status | |
Notes; | Offer Notes |
Fixtures & Fittings Notes | |
Sales Progression | |
Property, Vendor & Buyer Details | |
Sale Amount | |
Sale Status | |
Buyer and Vendor Solicitors | |
Milestone Dates | |
Est Exchange / Exchange Date | |
Est Completion / Completion Date | |
Fall Through Date | |
Notes; | Fixtures & Fittings Notes |
Special Terms | |
Mortgage Arrangements | |
Tenancies | |
Tenancy Status | |
Tenancy Agreement Name | |
Contract Type | |
Start Date / End Date / Renewal Date / Notice Date | |
Tenancy Term | |
Rental Frequency | |
Rental Amount | |
Rent Due Day | |
Rent Paid By | |
Next Rent Due Date | |
Standing Order Start Date | |
Deposit Required / Deposit Scheme / Deposit Registration Number / Taken By / Held By | |
Management Type | |
Tenant details & Lead Tenant | |
Tenancy / Property Follow Up Dates | |
Tenancy; | |
Property Inspection Date | |
Rent Review Date | |
Term Notice To Quit Date | |
Term End Date | |
Term Renewal Date | |
Property; | |
Gas Safety Check Date | |
EPC Test Certificate Date | |
PAT Electrical Check Date | |
Fixed Wire Electrical Date | |
Landlords Insurance Expiry Date | |
Timeline / History | |
History Notes | |