| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to all regions |
A variety of configuration options are available to log whether an applicant has given permission to be contacted by Financial Services (FS) and whether they have booked a Financial Services appointment
AgencyCloud can also be set-up to allow Financial Services reporting to be carried out for applicants
To enable any of the configuration options outlined on this page, click here to contact Reapit Support
Basic level configuration
Prompt for FS Permission on applicant save When adding/updating an applicant and clicking save, a prompt can be displayed From the applicant record: |
...
| Info |
|---|
If Not Yet Asked is left selected, the Financial Services Permission prompt will continue to be displayed when saving, until Permission Refused or Permission Given is selected |
|
Send FS referral email When Permission Given is selected (from the Financial Services Permission screen): |
Additional options
Prompt after entering applicant status When adding/updating applicant status, the financial services permission prompt can also be displayed From the applicant record: Click Status
Enter relevant information for the applicant
When closing the Applicant Status screen, the Financial Services Permission prompt is displayed
(as shown in the Basic level configuration section above)
|
...
|  Image Added| Info |
|---|
If Not Yet Asked is left selected, the prompt will continue to be displayed after accessing and closing the Applicant Status screen, until Permission Refused/Given is selected |
|
Financial Services option on applicant screen A Financial Services button can be displayed on the applicant screen |
...
This allows the Financial Services Permission status to be viewed and/or changed at any time, as required From the applicant record: |
...
|  Image Added |
Option to log appointment booked & prompt When this option is enabled: The Financial Services Permission screen includes a tick box to log Financial Services appointment booked
(see a)
When saving an applicant with the Financial Services status of Not Yet Asked or Permission Given, a prompt is displayed to confirm whether an appointment has been made for the applicant
|
...
| a - Extra box on FS Permission screen |
...
 Image Addedb - Extra prompt to ask if appointment booked |
...
 Image Added |
Reporting on applicant FS Permission & FS Appointment Booked
From the main menu: Click Reports and select Power Reports
Change the report type to Applicants and select Sales or Lettings, as appropriate
|
...
...
 Image Added
This report will return: Active applicants registered at the user's Office with a Buying Position of Pending Mortgage (sales applicants) that have an FS Status of Permission Given but haven't got an FS appointment booked (i.e. FS Appt booked is set to false)
| Info |
|---|
Reports run regularly can be added to an Organiser panel - first, click Save to save the Power Report as a Predefined Report, then go to the Organiser and, from the panel header you wish to add the report to, click Settings (cog) icon and click the New Category link For more information on how to do this, see this guide Adding and removing categories on the Organiser (step 3b) For more information on Power Reports, click here |
|
Related articles
| Filter by label (Content by label) |
|---|
| showLabels | false |
|---|
| max | 5 |
|---|
| spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45 |
|---|
| sort | modified |
|---|
| showSpace | false |
|---|
|
...
| | reverse | true |
|---|
| type | page |
|---|
| cql | label = "applicant" and type = "page" and space = "RW" |
|---|
| labels | applicant |
|---|
|
| Excerpt |
|---|
|
How an applicant's Financial Services status can be logged on AgencyCloud |
