Page Comparison

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 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

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

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 appointment, 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

1. The exact Address should be entered and the correct Area of the property selected (where applicable)
   

2. The vendor screen should include:

   1. at least one contact telephone number

   2. one email address

   3. Source of enquiry

   4. Selling reason
      
      

3. The correct rate should be entered into the Commission field
   

4. The Financial screen should be completed as accurately as possible
   

5. The exact Attributes for the property should be entered

Ensure certificate information is added

From lettings property:

• At the bottom of the Attributes panel, click Certificates

• In Safety Checks, Certificates, Insurance & Warranties panel, click to add certificates

1. Add journal entry

From the Activity Feed section:

• Click  icon

• Select Create journal entry

  

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