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This guide has been reviewed against our global client base and classed as relevant to the following regions: the UK only

A FocalPack is a product offered and created by FocalAgent containing marketing containing marketing assets - such as photos, videos, virtual tours and floorplans.

When FocalAgent integration is set up for FocalPack ordering within Reapit, a pack can be ordered via Reapit AgencyCloud, with the resulting pack being returned and available to use within the Reapit .platform

Info

For information on getting set-up with FocalAgent integration to order a FocalPack within Reapit AgencyCloud or for information on FocalAgent's Smart Viewings integration, see Related Articles below


1. Initiate pack order

From the property record:

  • Referrals/Leads panel (bottom right), click FocalAgent 

    A window will be displayed to allow you to choose your pack

    See step 2


2. Select pack

The packs/products offered here is configured by FocalAgent and is dependent on what options you have available within your office/company

  • Package: click the drop-down menu and select the pack or product you want to order

  • Price: the price will be displayed when selecting the package above, where applicable

    info



    Payment needs to be taken in branch


  • Receipt No: enter your receipt number for this transaction

  • Click Submit

    The FocalAgent portal (FocalHub) will launch automatically, see step 3 

3. FocalAgent portal (FocalHub)

The FocalAgent portal will launch, allowing additional appointment information to be entered, the screens shown will depend on the pack chosen

  • Complete each screen, clicking Next to move to the next step

  • When all required steps are complete click Confirm Order


4. Confirm order submission

On returning to the Reapit system a message will be displayed

  • If the pack order was submitted via the FocalHub, click Yes

    This will create an item charge against an invoice for the property based on the marketing pack selected

  • On the property record, click ...
    (top of screen) and select Invoicing to access


5. Viewing order details & status

The order details and status can be viewed

From the Referrals/Leads panel:

  • Click FocalAgent and select View Details

  • The order details are displayed and are non-editable

  • Click View status to launch the order tracking page on FocalHub



6. Order updates

Notifications will be sent by FocalAgent and seen in Reapit AgencyCloud within the branch's Task & Messages area

  • Notifications of new messages/tasks will be received as usual, normally via the Organiser
    The task is sent to the branch, not to an individual user


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Once complete, FocalAgent will import the property images and virtual tour links into Reapit

AgencyCloud

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Outline of the process to follow to order a FocalPack via the Reapit platform