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Initial setup
In order for vendor referrals to operate, each office needs to have postcodes assigned that cover the office’s selling area Each postcode should be unique - for example, if more than one office covers the SW6 area, then the postcodes entered for each office should be extended as far as possible, such as SW6 1, SW6 2, SW6 3, SW6 3A etc The referral postcodes for each of your offices should be passed to your Reapit contact to set-up |
When will an applicant be referred?
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When an applicant is added to your database and saved, two checks will be done to determine whether the applicant’s details need to be referred to another office in your company, as follows |
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 |  Image Modified |
2. Selling Position & Buying Position check | Tip |
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Whether a referral is made is dependent on the options chosen in the Applicant Status screen |
To display the Applicant Status screen: |
See 2a for details on the Applicant Status screen
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| title | 2a. Applicant Status screen |
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Image Removed if…- - - - Sending a referral
When first saving an applicant’s details who is eligible to be referred, a referral email will be automatically generated. AgencyCloud The system can be set up in one of two ways:
1. Manual send The referral email/task is displayed on screen and needs to be sent manually
The referral office address will be automatically entered into the task/email and the applicant details are taken from the applicant record
This can be added to or edited before sending
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2. Automatic send Referral emails/tasks can be set-up to send automatically on first save of any qualifying applicant records | Note |
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Outlook users may see a message to alert that an email is being sent in the background If this happens tick the box to allow access and click Yes - the referral email will then be sent |
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When an applicant is eligible to be referred but there is no office within their postcode area, the system can be configured to send the referral to a central email address |
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