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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

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

Info

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


Click each expandable section below for more information on each home page 

Selling home page

Expand
titleClick 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 belowscreen in step 2)

  • 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
  • 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

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


4. Offers

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


5. Viewings

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


6. Marketing

This screen contains 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

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



Letting home page

Expand
titleClick here for more information

Details of all properties the client is letting will be displayed

Image Added

1. Home page overview

  • Messages/notifications are shown first, followed by property details
    Messages/notifications can be hidden by clicking Inbox (see screen in step 2)

  • 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 Added
  • A Download Brochure option is available at the top of the screen

  • The menu on the left offers further detailed options - see following sections


3. New Tenancy

Image Added

When a tenancy is at Arranging Tenancy status, this screen shows rent details, planned start/end dates, details of the new tenant and their guarantors plus the current progress of the pre-tenancy checks


4. Management

Image Added

Gives details of the current tenancy including rent details, planned start/end dates, details of the tenant and their guarantors plus information on works orders, utility meter readings, property inspection details and reports


5. Renewal

Image Added

Displays tenant details plus the length of time left of the current tenancy and break clause information
An indication of any on-going check-out progress is also shown


6. Transactions

Image Added

When using Client Accounts in Reapit Agency Cloud, the Transactions screen shows the latest incoming and outgoing transactions for this property

Specific dates can be chosen and the transactions can also be downloaded as a PDF file


7. Statements

Image Added

This option is available to Reapit Client Accounts users and gives access to the latest landlord statements


8. Viewings

Image Added

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


9. Marketing

Image Added

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


10. Calendar

Image Added

Shows all previous/forthcoming appointments booked in for this property plus notable dates and works order details



Renting home page

Expand
titleClick here for more information











Looking home page

Expand
titleClick here for more information












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