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This guide has been reviewed against our global client base and classed as relevant to |
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This article outlines how a relocation agent’s details should be added and used
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Each section in this guide should be followed to ensure correct entry of required information
1. Add the agent as a company From the main menu: |
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2. Enter details in new company record |
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3. Enter staff details If working with a new company record, add staff details as a contact If working with an existing company record and a staff member has already been added
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click save The contact will be
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shown in the Staff panel  Image Added
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3a. |
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Change existing staff record to a contact If a staff member has already been added to your company record and does not have the contact icon beside their name (as shown beside Mr Sam Rushton above), you may wish to create a contact record for them From Staff panel: |
4. Add an applicant record for the relocation agent |
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Each individual search for a relocation agent should have its own applicant record - |
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this allows matching to be done based on the requirements of the agent’s client Viewings and |
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journal notes for the client can also be stored on this record - then, |
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when the client proceeds with a purchase/ |
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tenancy, the record can be archived without affecting other applicants associated with the relocation agent |
From the main menu: |
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From new applicant |
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 Image AddedIn Name
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, enter the agent name and press enter When found, double-click the agent name
The company record is displayed - before saving/closing, see next step
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5. Select staff name for the applicant record | Tip |
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This step should be followed to ensure the correct staff member is |
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assigned on the applicant record |
From the company record: |
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Save  Image Added
The agent details are added to the applicant record |
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6. Enter details for client search on applicant record In the new company applicant record |
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Click Save  Image Added
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Each individual search should have its own applicant record Follow step 7 for instruction on adding subsequent searches |
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7. Adding subsequent searches | Info |
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Once a company applicant record exists for a specific relocation agent, it can be duplicated for future searches for that agent |
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If the first search created was for a buying search and the subsequent search is for a lettings search, steps 4-6 will need to be done again - adding a lettings applicant (and vice versa) |
From the applicant record created in steps 4-6: |
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, ensure the price range and requirement notes are changed accordingly, click Save  Image AddedRepeat this step for all client searches for the agent
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Once the applicant record is saved, all records for the relocation agent can be viewed by |
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clicking the ellipsis button & selecting View Linked Records |
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8. |
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Clicking the agent name on the applicant record offers options to change the staff name, along with options to contact the agent
The main company contact can be changed - this menu also offers contact shortcuts From the applicant record: In Attention field, click the agent name Where configured, options to contact the agent are available - such as Send e-mail, Send SMS
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9. Viewing a company's active searches All active searches for a company can be |
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seen in the company record |
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10. |
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When buyer/tenant found - add sales/lettings applicant details |
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has been found, the applicant record should be changed to an Individual record and the |
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lettings applicant details added |
From the applicant record: Click Individual (top left), the applicant search screen is displayed Search for the required contact
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save  Image AddedThe contact
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For lettings applicants - to prevent the relocation agent being added as a tenant |
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on subsequent tenancies, follow process in step 10a |
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10a. Lettings applicants - to prevent the relocation agent being added as a tenant |
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The relocation agent needs to be removed as an Extra Applicant and added as a Relationship on the applicant screen From Extra Applicants panel: |
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From |
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Relationships panel: Click 
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11. Add offer/tenancy for a relocation agent-introduced applicant | Note |
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Before carrying out this step, the name of buyer/tenant details should have been added to the applicant record (as outlined in step 10 & 10a) |
Lettings - add tenancy From the applicant record: |
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Sales - add offer From the applicant record: Add the offer in the usual way Both the individual and the agent details will be shown in the Offers screen  Image AddedWhen the property exchanges, the agent details will be shown on the Buyer and Sales Details tab in the
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Additional Buyers field  Image Added
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When the property completes, it is advised to remove the agent from the |
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Additional Buyers field, as this avoids any marketing material being sent to them in the |
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Lettings
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Sales
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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 |
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How a relocation agent’s details should be added and used |
