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Completing the applicant/buyer status screen as far as possible is highly recommended; doing so allows your data to be manipulated to generate business opportunities
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For example: for lettings opportunities, the screen can be used to log applicants who are investors and, for sales opportunities, applicants who have a local property to sell can be noted |
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- reports can then be run on this data |
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1. Applicant status options
The screens on the right give examples of how an applicant should be set up when they are:
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1. Access applicant status options From applicant:  Image Added| Tip |
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Hover over the link for a summary of status options already set
Or right-click to pick the status options from a shortcut menu |
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2. Local applicant with a property to sell If an applicant is local with a property to sellTicking Potential Client for all your : Set Selling Position and Selling Status as required If already selling with another agent, the Agent can be selected Tick Potential Client
This should be done for all local applicants with a property to sell
This allows a Potential Client report to be run
on then returns If b) an investor For Buying Reason, select  Image Added |
3. Applicant is an investor If an applicant is an investor: Set Selling Position to Nothing to sell Enter the appropriate Buying Position Set Buying Reason to Investor/To Let
| a) a local applicant with a property to sell  Image Removedb) an investor  Image Removed | 2 Image Added |
4. Running applicant status reports From the main menu: Click Reports and select Power Reports Change the report type to Applicant Report and select Sales or Lettings, as required To report by office, click Office and select an office name or choose is current office To ensure only active applicants are returned, click Active and leave set to is true Select the required buying/selling status criteria to narrow down the applicants returned, for
For example: | Expand |
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- 2a: Local potential vendor report
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- 2b: Investor report
Image Removedchoose - Click Run Report
Image Added
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For more information on building Power Reports, click here: https://reapit.atlassian.net/l/cp/3xFhguF8 Also available is the Power Reports library which contains 70+ commonly used Power Reports saved as .rrd files which you can download and import into AgencyCloud - making building Power Reports quicker & easier
Example reports are included which allow your AgencyCloud database to be searched for potential business opportunities which use the applicant status options/entries shown above |
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