Page Comparison

All applicants who have been identified as a potential client (i.e. a potential vendor) should always have:

• A valid/future Next call date set on their applicant record
  This ensures they are kept in the list of Applicants to Call on the Organiser - see following section on using the Organiser to manage applicants
  

• A property record created as a Pre Appraisal property
  From the applicant record, click ellipsis (…), hover over Duplicate Applicant and select As Vendor

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A property record is created for the potential vendor
Set the status to Pre-Appraisal and add any other relevant information as well as updating the Next
Call date (as done on the applicant record)

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Reporting on Pre Appraisal properties will allow you to see a list of potential business for your office

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

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1. Add journal entry

From the Activity Feed section:

• Click  icon

• Select Create journal entry

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2. Enter details

• Enter text
  

• 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

• Use the Organiser to check for Vendors/Landlords to Call

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1. Viewings

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

2. Use the Organiser

• Use the Organiser to check for appointments to be followed up 
  

• Appointments needing following up are shown in the Organiser under Follow ups 
  (usually within the To-do List panel)

3. Follow up notes

All viewings should:

• have Follow Up Notes entered

• be marked as Followed Up

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