Page Comparison

1. Change property status

From the property record:

• Click the Status menu

• and select Lost instruction to other agent

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2. Complete lost instruction details

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• Instructed Agent: click link to select the instructed agent’s company record

  • If details of other agent appraisals have been entered, the relevant agents will be offered - select the required agent and click Accept
    Or select Other and search for the required agent’s company record (if not found, add new)

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    For more information on logging other agent appraisals, click here:
    Log details of other agent appraisals (sales properties)

  • If no other agent appraisals have been entered, the company search screen will be displayed to search for the required agent’s company record (if not found, add new)

• Reason: select the reason the vendor chose this agent - if Other is selected, notes can be added

• Schedule call in x weeks: enter a number of weeks for follow-up
  This updates the Next Call date on the property record and adds the property to the Organiser Vendors to call list

• from this date

• Click Accept

3. Lost MA property screen

From property record:

• The status is For Sale - Available (Lost MA)

• The vendor section shows the property as External with the agent name visible

  • Click the agent link to view the agent record

  • Click the contact icon (to right) to view the vendor details
    Hovering over the icon shows the vendor name(s)

• Agency type is changed to Comparable

  This allows property reports to be run using the Agency criteria type of Comparable

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View lost MA details

• Click Status menu to view the Lost appraisal details

• A Won instruction back option is also available for future use

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4. Contacting Lost MA vendors

Lost MAs due to be contacted are flagged in the Organiser

via the Vendors To Call list

From Organiser:

• Right-click over Vendors to call and select Full results to view the Vendors to Call grid
  All properties that have a Next Call date of today, or a date previous to today, will be displayed here

• Click to the right of Status column heading and select For Sale - Available (Lost MA)

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• The grid is filtered to show Lost MA vendors to call

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5. Reporting options

A list of lost MAs can be generated using Power Reports

From the main menu, click Reports and select Power Reports: 

• Ensure that the Property Report type is selected for Sales or Lettings, as required

• Click Show more and select Instruction lost
  When running a sales property report, a Lost MA date criteria option is also available - this criteria option should be ignored as it acts in the same way as the Instruction lost criteria

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Example report

This report will return all sales properties from the logged in user’s office that have been logged as a lost MA in the last 4 weeks

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