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*The system can be configured to refer applicants and/or properties
(the same postcodes are used for both applicants & properties)

Select relevant offices to refer to

When entering details of an applicant/property with a postcode that is set-up as a referral postcode on more than one office on the system (and the applicant/property qualifies to be referred), on clicking save for the first time, a pop-up box will be displayed with a list of offices that the applicant/property could be referred to based on their postcode

  • Ensure the office(s) you wish to refer the applicant/property to are ticked, click Select

    Refer applicant.png

  • Depending on configuration, an email and/or a task will be created for the selected office(s)

    • Task example

      Referral task.png

    • Email example

      Referral email.png

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

When more than one office has the same postcode set-up as a referral postcode, and an applicant/property with one of those postcodes is registered, a pop-up box is now displayed to allow the required referral office(s) to be selected