Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

A variety of configuration options are available to log whether an applicant has given permission to be contacted by Financial Services (FS) and whether they have booked a Financial Services appointment

AgencyCloud Financial Services reporting on applicants can also be set-up to allow Financial Services reporting to be carried out for applicants

To enable any of the configuration options outlined on this page, click here to contact Reapit Support

...

From the main menu:

  • Click Reports and select Power Reports

  • Change the report type to Applicants and select Sales or Lettings, as appropriate

    The highlighted fields above allow you to report on applicants according to their Financial Services position

Example report

This report will return:

  • Active applicants

  • registered at the user's Office

  • with a Buying Position of Pending Mortgage (sales applicants)

  • that have an FS Status of Permission Given 

  • but haven't got an FS appointment booked (i.e. FS Appt booked is set to false)

Info

Reports run regularly can be added to an Organiser panel - first, click Save to save the Power Report as a Predefined Report, then go to the Organiser and, from the panel header you wish to add the report to, click Settings (cog) icon and click the New Category link

For more information on how to do this, see this guide Adding and removing categories on the Organiser (step 3b)

For more information on Power Reports, click here

...

Excerpt
hiddentrue

How an applicant's Financial Services status can be logged and reported on AgencyCloud