Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Info

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

A Reapit self-service web portal (or tracker) allows a landlord, tenant, vendor or prospective buyer to access a website in order to view real-time information about their properties or those they have shown interest in

This article outlines how a client uses the self-service web portal


1. Logging in to the portal

An email needs to be sent to the client (from the agent) containing a link to the portal

  • Clicking this link will automatically enter the login credentials
    i.e. user name/password
Info

Where required, login credentials can be resent by the agent


2. Home screen

The tracker home page is displayed, showing the options that apply
In this example, the client has access to the Selling, Letting, Renting and Looking home pages

  • The numbers in red indicate messages/notifications to attend to

  • The back arrow (top left) takes you back to the previous screen

  • Logout is available on all pages and should be used to securely log you out

  • The Selling, Letting, Renting and Looking options navigate to the portal home page

    See following expandable sections for more information
Info

If only one tracker is applicable (e.g. Selling), the home page for that tracker will be shown directly instead



Selling / Letting / Renting / Looking home page

Selling home page

Expand
title3. Selling home pageClick here for more information

Details of all properties the client is selling will be displayed

1. Home page overview

  • Messages/notifications are shown first, followed by property details
    Messages/notifications can be hidden by clicking Inbox (see below)

  • The option to message the agency contact is available at the bottom of the screen via Send Message


2. More Details 

From the Selling home page:

  • Click More Details
    The Overview page is displayed
    Image Modified
  • A Download Brochure option is available at the top of the screen

  • The menu on the left offers further detailed options for Sale Progress, Offers, Viewings and Marketing - see following sections


3. Sale Progress

Image Modified

Each step of the sale of the property is detailed, including its current status


4. Offers

Image Modified

This screen shows all offers logged for the property, clicking an accepted offer displays the Sale Progress screen for the offer


5. Viewings

Image Modified

This screen details feedback from all viewings logged, all viewings are listed with corresponding feedback including a chart to indicate feedback trends


6. Marketing

Image Modified

This screen contains details of print advertising and on-line marketing

The chart outlines day-to-day activity for page views, mail-outs to potential buyers and enquiries received


7. Calendar

Image Modified

The calendar shows all previous/forthcoming appointments booked in for this property




Expand
title4. Letting home page












Expand
title5. Renting home page












Expand
title6. Looking home page












Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "tracker" and type = "page" and space = "RW"
labelstracker

Page Properties
hiddentrue


Related issues