1. Identifying local applicants with property to sell - An applicant with property to sell in your branches’ selling area should have their Status set as Potential Client
Doing so allows a Potential Client report to be run to identify your office’s local own to sell applicants, click here for an example report
- Ensure that the Applicant Status screen correctly reflects the applicant’s position for selling and buying
- A Potential Client should have a property record created to allow the market appraisal opportunity to be managed, see next step
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2. Check for vendor record To safeguard against creating duplicates, check whether the contact is already set-up with a vendor role for this property From the applicant record: - Click the orange Contact icon (above the applicant name)
- Check the Activity section
(bottom left of screen)
If there isn't a current vendor record for this property, proceed to step 3
If there is a current vendor record, jump to step 4
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3. Add a property record for the MA opportunity From the contact record, Activity section: - Click the + button and choose to add Sales/Lettings Property
- Click Yes
This creates a property record using the contact details to complete the vendor/landlord details and the address of the property to be marketed
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4. Details to enter on the MA opportunity property record - Status: set to Pre Appraisal
This allows reports to be run on Pre Appraisal properties to generate a list of MA opportunities
- Attributes: complete as closely as possible
This allows Pre Appraisal properties to be searched by type to assist in generating future business
- Click Save
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5. Add journal entry and set next call date Setting a next call date ensures that this opportunity will appear in the Vendors/Landlords To Call section on the Organiser - In Activity Feed section, click the + button and select Create journal entry
- Add journal entry and click Accept
- Ensure Update last/next call dates is selected and click Accept
The property will be displayed in the Vendors/Landlords To Call list on the Organiser from the Next call date and until the Last call date is updated
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