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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

When using vendor referrals, details of applicants with property to sell who register at an office outside of their local area, will be sent to the agent in your company who could sell their property. The information is received in an email and/or task and outlines the potential vendor’s details.



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titleInitial setup

In order for vendor referrals to operate, each office needs to have postcodes assigned that cover the office’s selling area. Each postcode should be unique; for example, if more than one office covers the SW6 area, then the postcodes entered for each office should be extended as far as possible, such as SW6 1, SW6 2, SW6 3, SW6 3A etc.


The referral postcodes for each of your offices should be passed to your Reapit contact to set-up.



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titleWhen will an applicant be referred?

When an applicant is added to your database and saved, two checks will be done to determine whether the applicant’s details need to be referred to another office in your company, as follows.

1. Postcode check

If the applicant’s postcode is not within the selling area of your office, a vendor referral may be generated depending on the outcome of check 2, see below.


2. Selling Position & Buying Position check

Whether a referral is made is dependent on the options chosen in the Applicant Status screen

To display the Applicant Status screen:

  • Click the link beside Status 

  • See 2a for details on the Applicant Status screen


Info

Right-click over the Status field to quickly enable options





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title2a. Applicant Status screen
  • Complete the Applicant Status screen as far as possible

  • If the applicant’s Selling Position is set to any of the options below, a referral will be generated:

    • Selling with us
    • Selling with other agent
    • Selling privately
    • Not yet on market

      A referral will also be generated if no Selling Position or Buying Position is chosen




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titleSending a referral

When first saving an applicant’s details who is eligible to be referred, a referral email will be automatically generated. Your system can be set up in one of two ways:

1. Manual send

The referral email/task is displayed on screen and needs to be sent manually

The referral office address will be automatically entered into the task/email and the applicant details are taken from the applicant record

This can be added to or edited before sending


Email: 

Task:

2. Automatic send

Referral emails/tasks can be set-up to send automatically on first save of any qualifying applicant records

Outlook users may see a message to alert that an email is being sent in the background; if this happens tick the box to allow access and click Yes; the referral email will then be sent



Info

When an applicant is eligible to be referred but there is no office within their postcode area, the system can be configured to send the referral to a central email address.




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