| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to all regions |
When using vendor referrals, details of applicants with property to sell who register at an office outside of their local area, will be sent to the agent in your company who could sell their property
The information is received in an email and/or task and outlines the potential vendor’s details
This guide covers:
| Table of Contents | ||||
|---|---|---|---|---|
|
Initial setup
In order for vendor referrals to operate, each office needs to have postcodes assigned that cover the office’s selling area Each postcode should be unique |
...
- for example, if more than one office covers the SW6 area, then the postcodes entered for each office should be extended as far as possible, such as SW6 1, SW6 2, SW6 3, SW6 3A etc The referral postcodes for each of your offices should be passed to your Reapit contact to set-up |
When will an applicant be referred?
When an applicant is added to your database and saved, two checks will be done to determine whether the applicant’s details need to be referred to another office in your company, as follows
1. Postcode check If the applicant’s postcode is not within the selling area of your office, a vendor referral may be generated depending on the outcome of check 2, see |
...
next step |
...
 | ||
2. Selling Position & Buying Position check Whether a referral is made is dependent on the options chosen in the Applicant Status screen To display the Applicant Status screen:
|
...
|
...
|
Sending a referral
When first saving an applicant’s details who is eligible to be referred, a referral email will be automatically generated.
...
AgencyCloud can be set up in one of two ways:
1. Manual send
| Email: |
...
 Task: |
...
 | |||
2. Automatic send Referral emails/tasks can be set-up to send automatically on first save of any qualifying applicant records
| |||
...
| ||
...
| ||
...
| Tip |
|---|
When an applicant is eligible to be referred but there is no office within their postcode area, the system can be configured to send the referral to a central email address |
Related articles
| Filter by label (Content by label) | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
|
| Excerpt | ||
|---|---|---|
| ||
Vendor referral functionality allows details of applicants with property to sell who register at an office outside of their local area to be sent to the agent in your company who could sell their property |
...