Page Comparison

1. Identifying local applicants with property to sell

• An applicant with property to sell in your branches’ selling area should have their Status set as Potential Client
  
  Doing so allows a Potential Client report to be run to identify your office’s local own to sell applicants, click here for an example report
  
  
• Ensure that the Applicant Status screen correctly reflects the applicant’s position for selling and buying
  
  
• A Potential Client should have a property record created to allow the market appraisal opportunity to be managed, see next step

2. Check for vendor record

To safeguard against creating duplicates, check whether the contact is already set-up with a vendor role for this property

From the applicant record: 

• Click the orange Contact icon (above the applicant name) 
  
  
• Check the Activity section
  (bottom left of screen)
  
  If there isn't a current vendor record for this property, proceed to step 3 
  
  If there is a current vendor record, jump to step 4

3. Add a property record for the MA opportunity

From the contact record, Activity section:

• Click the + button and choose to add Sales/Lettings Property
  
  
• Click Yes
  
  This creates a property record using the contact details to complete the vendor/landlord details and the address of the property to be marketed

4. Details to enter on the MA opportunity property record

• Status: set to Pre Appraisal
  This allows reports to be run on Pre Appraisal properties to generate a list of MA opportunities
  
  
• Attributes: complete as closely as possible
  This allows Pre Appraisal properties to be searched by type to assist in generating future business
  
  
• Click Save

5. Add journal entry and set next call date 

Setting a next call date ensures that this opportunity will appear in the Vendors/Landlords To Call section on the Organiser

• In Activity Feed section, click the + button and select Create journal entry
  
  
• Add journal entry and click Accept
  
  
• Ensure Update last/next call dates is selected and click Accept
  
  The property will be displayed in the Vendors/Landlords To Call list on the Organiser from the Next call date and until the Last call date is updated