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title	Check for duplicates

All applicants (including single property enquiries) should be entered, checking for duplicates prior to adding

1. Search database

Using Universal Search is recommended, as this searches the whole of your Reapit database e.g. applicants, vendors, landlords, contact records, etc.

From the main menu:

Click Universal Search
Magnifying (magnifying glass top left of main menu)
Enter the applicant surname or part address (e.g. postcode), click the search icon or press enter
A list of matching records are shown, click to view the record on the right

Info
Using a postcode to search will find other people at the same address regardless of surname

2. Add new

If the required person is found - see 2a

If not found, add a new record, as follows

At the bottom of the main menu:

Click Add New
Select New Applicant and select Sales or Lettings/Rentals, as appropriate

Info
You may be presented with a further check on email/phone number to double-check the applicant doesn’t already have a contact record on the system

2a. Required person already on system?

If they have an applicant record:

Open their applicant record and work through the following sections to check all required data is entered

If they do not have an applicant record:

Open their contact record
In the bottom right section, the Activity section displays the contact's current roles
Click and select Sales or Lettings/Rentals Applicant, as required

A new applicant record will be created, using details already entered from the contact record

Info
Every person added to the system is given a contact record - this holds all universal information for that person, such as their name, contact details, address, marketing consent information

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title	Applicant Status

Click Status and enter the applicant status as completely as possible

Sales applicant

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Enter:

Selling Position and Selling Status
Potential vendors should have the Potential Clients box ticked
Buying Position and Buying Reason

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Lettings/rentals applicant

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Enter:

Selling Position
Potential vendors should have the Potential Clients box ticked
Renting Position

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title	Add journal notes

A journal entry must be entered whenever a conversation has taken place with the applicant

1. Add journal entry

From the Activity Feed section:

Click
Select Create journal entry

2. Enter details

Enter text
Click Accept

Note
Once saved, journal entries are non-editable

Click Accept

3. Update last/next call dates

A prompt to update the last/next call dates is displayed
See the following sections for more information on how the last & next call dates work

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title	Next call date and archive settings

The Next call date and Archive field should be checked and kept up to date

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Next call

After entering a journal note, a prompt will be displayed to update the Last/next call dates (see previous section); this results in the applicant appearing in the Organiser screen on the next call date as a reminder to call the applicant again (in the Applicants to call section, see following section on the Organiser)
The next call date can also be entered manually - think of this as your 1-31 follow-up system

Archive in x weeks

This field is normally set to 12 weeks when the applicant is first registered and reduces each week that they are on the system
Once they reach 0 weeks, the applicant will appear on the Organiser in the Applicants to remove section and will remain there until they are archived (by you) or given another period of time on the system - this is done by highlighting the existing number and over-typing with the updated number of weeks (also determined by you)
The same process applies when the revised number of weeks reaches 0
Checking and updating this section each time a journal entry is added will avoid applicants falling into the Applicants to Remove section

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title	Next call date for a potential vendor

All applicants who have been identified as a potential vendor should always have a valid/future Next call date set

This ensures they are kept in the list of Applicants to Call on the Organiser

See following section

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title	Use the Organiser to manage your applicants

Use the Organiser to check for Applicants to Call and Applicants to Remove

Info
Applicants to Call or Remove are usually shown in a the To-do List panel on the Power Organiser

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title	Check for duplicates

When entering a new property or booking a market appraisal, always check for duplicates prior to adding

1. Search database

Using Universal Search is recommended, as this searches the whole of your Reapit database e.g. applicants, vendors, landlords, contact records, etc.

From the main menu:

Click Universal Search
Magnifying (magnifying glass top left of main menu)
Enter the first line of the address or postcode, click the search icon or press enter
A list of matching records are shown, click to view the record on the right

2. Add new

If the required property / vendor / landlord is found - see 2a

If not found, add a new record, as follows

At the bottom of the main menu:

Click Add New
Select New Property and select Sales or Lettings/Rentals, as appropriate

Infonote
You may be presented with a further check on email/phone number to double-check the vendor/landlord doesn’t already have a contact record on the system

2a. Required contact already on system?

If they have a current property record:

Open the property record and work through the following sections to check all required data is entered

If they do not have a property record:

Open their contact record
In the bottom right section, the Activity section displays the contact's current roles
Click and select Sales or Lettings/Rentals Property, as required

A new property record will be created, using details already entered from the contact record

Infotip
Every person added to the system is given a contact record - this holds all universal information for that person, such as their name, contact details, address, marketing consent information

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title	Market appraisal - essential data to enter

After adding and saving a new market appraisal property record

1. Add MA appointment to the diary

The market appraisal appointment should be added to the Reapit diary

Click the MA button
While the property is at MA status, an MA button is displayed at the top of the screen
Complete the appointment details
Click Save & Exit to add the appointment to the diary

2. Sales property only - enter Financial information

After the MA appointmentFrom , from the property record:

Click Financial
Enter
- Recommended Price
- Market Appraisal Price
- Vendor Estimate Price

3. Next call date

Ensure the market appraisal property always has a valid/future Next call date

This ensures the property is kept in the list of Vendors/Landlords to Call on the Organiser

See following sections for more information on next call dates

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title	Add journal notes

A journal entry must be entered whenever a conversation has taken place with the vendor/landlord

1. Add journal entry

From the Activity Feed section:

Click icon
Select Create journal entry

2. Enter details

Enter text
Click Accept

Note
Once saved, journal entries are non-editable

Click Accept

3. Update last/next call dates

A prompt to update the last/next call dates is displayed

After entering a journal note, a prompt will be displayed to update the Last/next call dates

This results in the property appearing in the Organiser screen on the next call date as a reminder to call the vendor/landlord again (in Vendors/Landlords to call – see next section)
The Next call date can also be entered manually on the property screen

Tip
Think of this as your 1-31 follow-up system

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title	Use the Organiser to manage your vendors/landlords

Use the Organiser to check for Vendors/Landlords to Call

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Info
Vendors/Landlords to Call are usually shown in

a

the To-do List panel on the Power Organiser

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Viewing & follow ups

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title	Click here for more information

1. Viewings

All viewings should be entered as appointments in the Reapit diary - as shown in step 3

2. Use the Organiser

Use the Organiser to check for appointments to be followed up
They Appointments needing following up are shown in the Organiser under Follow ups
(usually within a the To-do List panel)

Tip
Appointments shown here are those that need following up due to their follow up date being today (or before)

3. Follow up notes

All viewings should:

have Follow Up Notes entered

and

be marked as Followed Up

Versions Compared

Old Version 50

New Version 51

Key

Viewing & follow ups

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