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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:

• Click the link beside Status 
  

• See 2a for details on the Applicant Status screen
  

1. Manual send

• The referral email/task is displayed on screen and needs to be sent manually
  

• The referral office address will be automatically entered into the task/email and the applicant details are taken from the applicant record
  This can be added to or edited before sending

Email:

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Task:

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2. Automatic send

Referral emails/tasks can be set-up to send automatically on first save of any qualifying applicant records