Photo - the property's featured image, or a placeholder tile when no image has been set, with a caption showing the photo and floor plan counts and a badge showing the total image count. Select it to open the media library - see "How do I view and reorder a property's photos and floor plans?".

Address - the building name or number and street shown as the title, with the town or area, postcode, and property reference beneath it.

Price - for a sales property, the marketing price is shown on the right, along with the agency type and fee where recorded (for example, Marketing price · Sole Agency 1.25% fee + VAT, or Marketing price · Sole Agency £10 fee for a fixed amount). If an agreement expiry date is recorded, it is added to the end of that line (for example Marketing price · Sole Agency £1,750 fee · Agreement expires on 6 Aug 2026). For a lettings property, the rent is shown instead, with its billing period on the figure itself (for example £2,150 pcm, £495 pw, or £26,000 pa) and just Rent underneath. If the recorded billing period isn't one Lighthouse recognises, the amount is shown on its own rather than guessing a period.

Status badges - the marketing mode and the current selling or letting status, shown as colour-coded badges.

Vendor/Landlord - the primary vendor (for a sales property) or landlord (for a letting), with a phone number or email shown beneath their name. If there's more than one owner, only the first is shown here - see "Ownership" below for the full list. On a letting, selecting the landlord's name opens their landlord record, where you can see every party who owns the property and the rest of their portfolio. A vendor's name isn't a link, because a sales vendor has no record page yet.

Agent - the negotiator assigned to the property. Hover over the name for their job title and contact details.

Next call - when a follow-up call is scheduled, a badge shows the next call date.

AI briefing - where the feature is switched on for your organisation, a one-line briefing sits at the bottom of the header, on every tab. See "AI briefing" below.

Method of sale records how the property is being sold - Private treaty, Auction, Modern method of auction, Tender, Offers invited, Confidential, or Shared ownership.

Price qualifier adds context to the marketing price - for example Asking price, Guide price, Fixed price, Offers over, Offers in excess, Offers in region, Price on application, or Price reduced to.

Fee type and Fee amount record the fee agreed with the vendor - a percentage of the sale price or a fixed amount, chosen from the Fee type field next to it. Picking Percentage adds a % to the amount field; a percentage fee must be under 100. A VAT included switch beneath records whether that fee is VAT-inclusive - this is what drives the "+ VAT" shown next to the fee in the header (see "The summary header" above).

Agency type records the instruction type (for example Sole Agency, Sole Selling Rights, Multiple Agency, or Joint Sole Agency, each with a fee-available variant).

Agency agreement expiry records the date the agency agreement with the vendor runs out. Pick a day from the calendar, or type it into the box at the top (for example 06/08/2026). The field is optional; to remove a date, delete it from the box at the top of the calendar, or select the chosen day again. Once saved, the date shows in the header next to the agency type and fee (see "The summary header" above).

Choosing Joint Sole Agency (or its fee-available variant) reveals a Joint agent companies field so you can search for and select one or more other agencies named on the instruction; picking any other agency type clears them.

Choosing the fee-available variant of Joint Sole Agency also reveals the joint agents' own fee split, alongside a Fee split type field (percentage or fixed amount, same choice as the main fee above):

Show briefing opens the full briefing in place, grouped under Watch-outs, Status & instruction, Marketing performance and Activity & contact. Select Hide to close it again.

Hover over a statement to see the exact figures from the record it's based on.

Beneath the statements you'll see when the briefing was written (for example Generated 2 minutes ago from this record) and a reminder that it's advisory: always check a figure on the record itself before quoting it to a client. Select Regenerate to write a fresh one.

Use the thumbs up and thumbs down buttons to tell us whether a briefing was helpful. You can rate each briefing once, and your rating helps us improve future briefings.

The briefing doesn't rewrite itself when the record changes. If something changes after it was written - a new offer, a price change, a logged call - the line fades and a Record changed badge appears, with Regenerate beside it.

Occasionally the summary is put together from the record's data without the AI, in which case it's labelled Record summary rather than AI briefing. A record summary has no rating buttons and no Regenerate, as the AI didn't write it.

While the AI is writing the briefing, any watch-out is shown straight away, ahead of a grey placeholder for the rest of the line.

If the AI can't write a briefing, the watch-outs stay on screen as a Record summary, with AI briefing unavailable and a Try again button beside them. With no watch-outs to show, the line reads Briefing unavailable right now. The record is unaffected. with a Try again button.

If the watch-outs themselves can't be checked, the Watch-outs group says Watch-outs couldn't be checked right now. rather than looking clear.

A briefing needs something to go on. Until the property has an instruction date plus at least one viewing, offer or contact note, no AI briefing is written. If the property has watch-outs, they're still shown, labelled Record summary; otherwise no line is shown at all.

Overview - key facts, ownership, market appraisal, the pre-listing checklist, and the latest logged contact.

Marketing - the property's marketing description, key features, and internet advertising setting. See "How do I edit a property's marketing details?" for the full walkthrough.

Matching - applicants matched against this property.

Viewings - upcoming and past viewings of the property, which you can open to reschedule or cancel. See "How do I see, reschedule or cancel an applicant's or property's viewings?" for details.

Offers - offers made on this property, with summary figures, a list, and a detail panel for accepting, increasing, rejecting, or withdrawing an offer. See "How do I record and manage an offer on a property?" for the full walkthrough.

Progression - shows the sale in three stages. Sale progression tells you whether the sale is part of a chain, and how many properties are in it, then opens the sale's chain view, showing every linked transaction in the chain and how it forks. See "How do I view the sale chain?" for details. Exchange and Completion show whether each has happened and what was recorded. See "How do I track a sale's exchange and completion?" for details.

Keys - the key sets your office holds for the property, with hand-over/return actions, history, and notes for each. See "How do I manage a property's keys?" for the full walkthrough.

Contact log - calls, emails, and notes logged against the property.

Documents - files and documents attached to the property.

Compliance: the property's legal safety certificates and whether each one is in date. Only shown for properties that are let, since these are landlord obligations. See "How do I check a property's safety certificates?" for the full walkthrough.

Maintenance: the property's open and closed maintenance jobs, with each job's status, priority and age. Only shown for properties that are let, like Compliance. Jobs can be logged and updated from here. See "How do I manage a property's maintenance jobs?" for the full walkthrough.

Key facts - property type, style, age, locality, special features, bedrooms, bathrooms, receptions, parking spaces, internal and external area, EPC rating, council tax band, tenure (with ground rent and service charge for a leasehold or share of freehold) or letting term, decoration or furnishing, floor level, internal and total floor counts, parking provision, outdoor space, who's currently occupying the property, viewing arrangements, a list of rooms with their dimensions, and free-text notes. Select the pencil icon on the card to edit these, and Cancel to close the sheet without saving - any unsaved edits are discarded. Every field on this sheet is optional, so you can save with only some of a property's key facts known and come back to fill in the rest later - the only exception is rooms: once you've added a room row, its own name, description, and width/length become required before you can save. A row is only shown on the card if the property actually has a value recorded for it - it doesn't show as blank, it simply isn't there, regardless of whether your organisation's department supports that field; ground rent, service charge (and their comments), and viewing arrangements are recorded here but don't get a row of their own on the card at all - open the sheet to see them. If nothing at all has been recorded yet, the card reads No key facts recorded yet.

EPC rating is shown as the score and energy band together (for example Band 72 (C)), Exempt from EPC if the property has been marked exempt, or Not provided if neither is recorded yet. If the recorded EPC's Valid until date has passed, an Expired badge appears alongside it - on both the read-only Key facts card and the EPC row of the edit sheet - unless the property is marked exempt. It isn't edited alongside the other key facts - instead, an Add (or Edit, once a rating is recorded or the property is marked exempt) button opens a separate Energy performance certificate drawer. This drawer can also be opened directly from the EPC row of the Pre-Listing Checklist card (see below), without going through Key facts first:

Ownership - the owner(s) recorded against the property (the vendor for a sale, or the landlord for a letting), each with a role badge (Main owner for the primary contact) and a contact channel. Select the pencil icon to add or remove owners: search for a contact by name and select Add. The search stays open afterwards, so you can add several people from the same search one after another - a contact you've just added shows as Already an owner rather than disappearing from the list. Select the trash icon next to an existing owner to remove them (you can't remove the only remaining owner). If no owner is recorded yet, the card shows a No owner recorded yet empty state with an Add owner button that opens the same search.

Market appraisal - only shown while Appraisal is the stage selected in the pipeline tracker above (see "Sales pipeline tracker"). The header always carries an edit pencil - hover it for a Edit details or add notes tooltip - except once the appraisal has been attended and its outcome isn't fully recorded yet, when it's replaced by the prominent Record appraisal outcome button described below. What the card body shows depends on the booked appointment's attendance status:

Once a Date instructed is recorded, it shows on the card in the attended state. The edit pencil's sheet always has a Date instructed field, whatever stage the property is at, so you can set or correct it at any time - pick a day from the calendar, or type it into the box at the top. If it was set by mistake, delete it from the box and save.

Whichever phase the appraisal is in, any pricing strategy or appraisal notes already saved (added via the edit pencil) show in their own Notes section on the card as soon as either one has content, rather than waiting for the full outcome to be recorded.

Appraisal history - once the property has two or more market appraisal appointments, an Appraisal history section appears at the bottom of the card, with the number of appraisals on the right (for example "3 appraisals"). It lists every appraisal, newest first, cancelled ones included, each with its date and time, the negotiator, and an outcome: Booked (not yet marked as attended or a no-show), Attended, No-show or Cancelled. For example, a no-show that was rebooked shows the new Booked appointment at the top and the no-show kept below it. Select a row to open that appointment in the same sheet the Market appraisal booked banner opens. The first five appraisals show; if there are more, select Show all to see the rest. The valuation, fee and notes are recorded once for the property, in the Market appraisal outcome section above, rather than per appraisal. With only one appraisal, the section is not shown, because the banner already shows it.

Attendance itself is set on the Diary's Follow-up tab for that appointment (reachable from the Diary/Tasks calendar, or from the Market appraisal booked banner above), not from this card. The appointment panel offers the same outcome sheet too - Record appraisal outcome once it's been marked attended, Edit market appraisal before then - so the write-up can be done from the Diary without coming back here. Once the property moves past the appraisal stage, this card is hidden - select Appraisal in the tracker to bring it back.

Pre-Listing Checklist - the fields to fill in before a property goes live. For a sales property this card only appears once the property reaches the Instructed stage in the pipeline tracker above; for a letting it is always shown, since lettings don't have a pipeline tracker yet. Each row is either Complete or Missing, and no row repeats a value already shown elsewhere on the page (for example the EPC band or tenure type, both already visible on the Key facts card) - a row only ever says whether it's done, not what was recorded. The tracked rows are Property address, Tenure type (sales only), Owner recorded, Key facts, Valuation, pricing & fee (or Valuation, rent & fee for a letting), Marketing content, and EPC rating, plus the pre-instruction checks your organisation has configured for the property - typically money laundering/ID checks, T&Cs signed, proof of ownership/title, and compliance being completed, plus, for lettings, licence and comparable rental evidence. The Marketing content row covers the description, long description, key features and the room details approval flag together, so it stays Missing until all four are in place. Selecting Complete next to a missing row opens the relevant edit sheet - or, for marketing content, takes you to the Marketing tab; for EPC rating, it opens the Energy performance certificate drawer directly rather than the Key facts sheet - see "How do I retrieve and record a property's EPC rating?" for the full walkthrough.

The pre-instruction checks each show a status button reading Needed, Arranged, Completed, or Not Needed - select it to change the status from a dropdown. The button briefly shows a loading state while the change saves, then confirms with a message. A check counts towards the card as complete once it reads Completed or Not Needed; Needed and Arranged still count as outstanding. Money laundering/ID checks are tracked per owner rather than once for the whole property - select the row to expand it and see, and change, each owner's own status, alongside a running count of how many owners are done. On a sales property, the T&Cs signed check works differently: expanding it opens a signing panel that sends your Terms of Business to every vendor for electronic signature, and the row shows a count such as 1 of 2 signed while it is out. See "Signing the Terms of Business".

The Proof of ownership/title and Comparable rental evidence rows also carry a paperclip button for attaching the evidence itself - a title deed, or a set of comparable rents, for example. Choosing it opens the same upload dialog used elsewhere in Lighthouse, naming the check at the top, with a Mark this check complete checkbox so filing the document and closing the check can be one action. Its state follows the check's current status: pre-ticked for a check that's Needed or Arranged, offered but left unticked for one already marked Not Needed or with no status recorded yet (so filing a document never quietly reverses a "not needed" ruling), and not offered at all once the check already reads Completed, since there's nothing left to close - untick it in any case where the file isn't the finished article. Once something is filed, a count appears beside the paperclip - select it to list those documents underneath the row, each with the same download and remove buttons as elsewhere in Lighthouse. Removing a document never changes the check's status by itself. If the attached documents themselves can't be loaded, a separate banner reads "Some attached documents could not be loaded. Please refresh to try again." - select Refresh now to retry; the checks' own statuses are unaffected, since only their attached evidence is missing.

A badge in the card header reads Completed once every row is complete, or shows a running count (for example 5/7 complete) until then. If the pre-instruction checks can't be loaded, the badge and the "ready to publish" message are replaced with a banner reading "Some checks could not be loaded. Please refresh to try again." - select Refresh now on the banner to retry. The rest of the checklist (address, ownership, key facts, and so on) still shows as normal, since only the pre-instruction checks are affected; the card is deliberately never marked Completed while they're unreadable, even if every other row is done.

Latest Contact - the most recent contact log entries (up to three), each showing its type (call, email, letter, message, or offer note), a short preview, who logged it, and when. Select View log to open the full Contact log tab. This card only appears once there's something to show - if nothing has been logged against the property yet, it's left out of the overview entirely rather than showing an empty state.