Page Comparison

1. Search for & add new property record

Before adding a new property, check that there isn't a record already on the system

• Click Universal Search 

• (magnifying glass top left)
  Can search by vendor/landlord email address, phone number, postcode, name or address

• Enter your search text (e.g. postcode) and press enter

• If not found, at the bottom of the menu bar

• - click Add New

  • Select New Property

• • and choose Sales or Lettings, as required
    A new property record will be created, as shown in step 2

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2. Enter property address

• Enter the property address 
  You may have postcode software which will do this for you

• Enter the property Area
  This may be automatically entered for you

Sales property

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See step 3 for information on adding the vendor details

Lettings property

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See step 4 for information on adding the landlord details

3. Enter vendor details

From the property record, Vendor panel:

• Click Enter Vendor

• - the vendor details screen will be displayed

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• Complete details of the Primary Vendor on the left and any Second Vendor or Additional Vendors to the right

• In the panel bottom right, enter:

  • Type - pick from drop-down list to indicate the vendor type (e.g. private, builder, corporate, etc.)

  • Source - pick from drop-down list to indicate the main reason the vendor has engaged with your business

  • Selling - pick from drop-down list to indicate the vendor selling reason (e.g. divorce, family size, probate, etc.)

• Closing the screen will automatically save the vendor details

• , showing the

• vendor

• names on the

• property record, including the contact details for the primary vendor

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• Move to step 5

4. Save & select landlord

Before you can enter landlord details, you need to save the property record

From property record:

• Click Save (button top right)

From the Type panel:

• Click Landlord

• (or click Agent if the landlord is an external agent)

• Search for the landlord record
  If not found,

• click Add (button top left)

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• Double-click when found
  Landlord details will be shown on screen

• Click Landlord name to view the landlord details, including the landlord financial details

• - see 4a

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4a. Landlord details & landlord financial details

• Click landlord name to view landlord details

• • If a new landlord record has been created, enter landlord name, contact details and address

  • If an existing landlord record was

• • selected, these details will already be entered

• • - plus their properties will display in the Landlord's Properties panel

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• In Financial, click the pencil icon to edit the Landlord Financial Details
  

• Enter information such as

• Ownership, Pre-authorised works order limit,

• Preferred suppliers &

• Accounts Details

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5. Enter property attributes

At market appraisal stage, basic property details can be added as property

attributes, but can then be updated post-market appraisal

From

Attributes panel on property:

• Click

• edit (pencil) icon

• - shown in step 2

• 
  Sales example

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  Lettings example

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• A summary of the Attributes chosen are displayed on the main property record

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6. Save & set Marketing Consent 

On property record:

• Click Save (button top right)

• The Marketing Consent Information screen will be displayed
  Indicate the vendor/landlord preference(s) and click Accept

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• Vendor/landlord Marketing Consent can be viewed and updated at any time

• • Vendor screen

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  • Landlord screen

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7. Book Market Appraisal appointment

When the property Status is Pre Appraisal or Market Appraisal - an MA button is available on the toolbar to book the appraisal in the diary

• Click MA (button top left)
  A new appointment window is opened with the property & vendor/landlord details already entered

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• In Entry Date, enter the date of the appointment 

• In the From and To fields, enter the start and end times for the appointment

• Entry Type should be left as Market Appraisal

• Next to Accompanied, ensure the name of the person carrying out the appraisal is displayed, click the link to change, if needed 

• Click Check Calendar to make sure you have a free slot for the appointment

• - see step 7a

• To confirm the appointment, when applicable, click All Confirmed
  Or individual Confirmed boxes are available if the appointment is partially confirmed

• Click Save (button top right)

7a. Check calendar function

If you are unsure when the MA appointment can take place, use the Check Calendar function

to jump to the diary to search for an available slot

• Click Check Calendar (top left of appointment screen)

• The Diary

• will be displayed showing an appointment for the currently selected day/time 

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  If the appointment day/time is acceptable, double-click to return to booking the viewing

• If you need to change the appointment, hover over it then click & drag to the required time/day (mouse pointer should be a 4-headed arrow)
  To make the appointment duration longer/shorter, hover over the bottom border of the appointment then click & drag (mouse pointer should be a 2-headed arrow)

• Double-click to return to booking the

• MA appointment
  The new time/duration/date will be applied to the appointment

8. Property Status

• Depending on your configuration, the property Status will be Pre Appraisal or Market Appraisal

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• When you win the instruction or you receive notification that the vendor/landlord has instructed another agent, you can change the status accordingly
  

• See these guides for more information:
  Prepare a property for marketing

• Logging lost market appraisals