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1. Postcode check

If the applicant’s postcode is not within the selling area of your office, a vendor referral may be generated depending on the outcome of check 2, see next step

2. Selling Position & Buying Position check

Whether a referral is made is dependent on the options chosen in the Applicant Status screen

To display the Applicant Status screen:

  • Click the link beside Status 

  • See 2a for details on the Applicant Status screen

Info

Right-click over the Status field to quickly enable options

Expand
title2a. Applicant Status screen

Complete the Applicant Status screen as far as possible

A referral will not be generated if..if…

The Selling Position is set to any of:

- Selling with us

- Renting

The Buying Position is set to any of:

- First time buyer

- Nothing to sell

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