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This guide has been reviewed against our global client base and classed as relevant to all regions

This page contains a list of merge codes that are not currently available in the Letter Template Editor (LTE)

 Applicant

Data

Merge code

Example output

Company attention name

<Applicant.CmpAttnName>

John Doe

Negotiator Image

Financial Services Permission Given

<Applicant.FSGiven ? "Yes" : "No">

Yes / No

Has made offers (sales only)

<Referral.Applicant.HasOffers ? "Yes" : "No">

Yes / No

Most Recent Offer Property Address

<Applicant.LastOffer.Property.Address.FullAddress>

Atlantic Terrace, New Polzeath, PL27 6UG

Contact related

Data

Merge Code

Example Output

Contact Categories

<Applicant.PrimaryContact.CategoryString.Replace("; ", Convert.ToChar(13).ToString())>

Age Range: 20-29, 30-39

Nationality: American Lists all ticked contact categories with each catagory on a seperate line. It is not possible to only list a specific category.

Requirements

Data

Merge Code

Example Output

List All Requirements

<Applicant.Requirements.ToString()>

House, 1+ Total Bedrooms, Share of freehold, Leasehold, Lease 30+ years, Areas: LEE,DEV

Areas List

<Applicant.Requirements.GetAreaOrAddressInfo()>

Areas: LEE,DEV

Lettings Tenure

<Applicant.Requirements.GetAttributeListValue
(Applicant.Requirements.Department.LetTenureList, Applicant.Requirements.LetTenure, "tenure")>

Long Let

Sales Tenure

<Applicant.Requirements.GetAttributeListValue
(Applicant.Requirements.Department.TenureList, Applicant.Requirements.Tenure, "tenure")>

Leasehold, Share of freehold

 Client Accounts

Landlord statement

Data

Merge Code

Example Output

Landlord's 1st property code

<Statement.Landlord.Properties[0].Code>

LDS140001

Individual item VAT rate

<VatRate.GetRate(StatItem.NomTran.VatCode,
StatItem.NomTran.Date)>

20.00

Statement Notes - General statement notes

<Statement.Landlord.StatFloatNote>


Statement Notes - Per property note

<Statement.Layout == "PP" ? Statement.Landlord.GetPrpLldSettings
(StatItem.PrpCode).GetValue("StmNote", "") : "">


Landlord & tenant invoices

Data

Merge Code

Example Output

Individual item VAT rate

<VatRate.GetRate(NomTran.VatCode,NomTran.Date)>

20.00

Associated Property Address

{script: if (Charge.Property != null && Charge.Property.IsPartial)

{ Charge.Property.Refresh(); } return (Charge.Property != null && String.IsNullOrEmpty(Charge.Property.Address.FullAddress) ? "Payment Receipt" : Charge.Property.Address.FullAddress);}

1 Park Court, 40 Park Cross Street, Leeds, LS1 2QH

Direct Debit

Data

Merge code

Example Output

Tenant - Envelope Name

<DirectDebit.Tenant.EnvelopeName>

Mr J Doe

Tenant - All mailing salutations

<DirectDebit.Tenant.MailingSaltn>

Mr Doe

Tenant - Mailing Address (envelope format)

<DirectDebit.Tenant.MailingAddress.AddressWithReturns>

1 Park Court

40 Park Cross St

Leeds

LS1 2QH

Tenant - Bank Account Number

<DirectDebit.Tenant.MainAccount.AccountNum>

00000000

Tenant - Sort Code

<DirectDebit.Tenant.MainAccount.SortCode>

00-00-00

Direct Debit - Service User Number

<LoggedNegotiator.Config.DirectDebitServiceUserNo>

XXXXXX

Direct Debit - Next collection date

<DirectDebit.NextCollection.ToShortDateString()>

21/11/2016

Direct Debit - Amount

<Formatter.FormatPrice(DirectDebit.Amount, 2)>

£333.33

Direct Debit - Next Collection Date

<DirectDebit.Frequency == 1 ? (DirectDebit.FrequencyType == "M" ? "on or immediately after the " + Formatter.GetFullDateString(DirectDebit.NextCollection, "dd") + " day of each month" : "every " + DirectDebit.FreqTypeName.TrimEnd("s".ToCharArray())) : "every " + DirectDebit.Frequency.ToString() + " " + DirectDebit.FreqTypeName>

on or after the 21 day of the month

Direct Debit - Reference

<DirectDebit.Reference>

XXXXXXXX

 Diary

Appointments

Data

Merge Code

Example Output

Created date

<Entry.Register.ToShortDateString()>

16/05/2016

Created by

<Entry.MadeBy.Name>

John Doe

Start time

<Entry.DateTime.ToShortTimeString()>

13:51

End time

<Entry.DateTime.AddMinutes

(Entry.Duration).ToShortTimeString()>

14:51

Appointment type (in lower case)

<Entry.TypeName.ToLower()>

market
appraisal

Appointment type, including the word "Appointment"

<Entry.TypeName + (Entry.TypeName.ToLower().Contains("appointment") ? "" : " Appointment")>

Market
Appraisal Appointment

Appointment type, including the word "Appointment" (in lower case)

<(Entry.TypeName + (Entry.TypeName.ToLower().Contains("appointment") ? "" : " Appointment")).ToLower()>

Market
appraisal appointment

Accompanied?

<Entry.UnAcc ? "Accompanied" : "Unaccompanied">

Accompanied

Unaccompanied

Negotiator Image



Associated Contact Salutation

<!String.IsNullOrEmpty(Entry.TableCode) ? Entry.AssociatedContact.MailingSaltn : Entry.Property.AllMailingSaltns>

Mr Doe

Property Address (if a property has been added)

<!String.IsNullOrEmpty(Entry.PrpCode) ? Property.Address.FullAddress : "">

1 Park Court,

40 Park
Cross Street,

Leeds,
LS1 2QH

Property URL

<String.IsNullOrEmpty(Entry.Property.URL) ? MergeHelper.MergeString(LoggedNegotiator.Config.PrpUrl, Entry.Property) : Entry.Property.URL>

http://
www.example
.com
/sales/
LDS140003

Additional negotiators

Data

Merge Code

Example Output

List all additional negotiator names

<script:
string ret = "";
foreach (Negotiator otherNegotiator in Entry.OtherNegotiators)
{
ret += otherNegotiator.Name + ", ";
}
ret = Formatter.CleanList(ret);
return ret;>

John Doe,

Joe Bloggs

Negotiator 1 - Name

<Entry.OtherNegotiators[0].Name>

John Doe

Negotiator 1 - Title

<Entry.OtherNegotiators[0].Title>

Senior Negotiator

Negotiator 1 - Phone

<Entry.OtherNegotiators[0].GetPhone("b")>

0113 288 2903

Negotiator 1 - Email

<Entry.OtherNegotiators[0].GetPhone("e")>

jdoe@
example.com

Negotiator 1 - Address

<Entry.OtherNegotiators[0].Office.Address.FullAddress>

1 Park Court, 40 Park Cross St, Leeds LS1 2QH

Negotiator 1 - Image file path

<Entry.OtherNegotiators[0].ImgFilePath>

jdoe@
example.com

 Guarantors

Tenancy guarantors (arranging tenancy only)

Data

Merge Code

Example Output

Additional tenant 1 - guarantor name

<Tenancy.GetTenantGuarantors()[1].Contact.Name>

John Doe

Additional tenant 1 - guarantor address

<Tenancy.GetTenantGuarantors()[1].Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Additional tenant 1 - guarantor email

<Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("e")>

jdoe@
example.com

Additional tenant 1 - guarantor home

<Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("h")>

0113 288 2903

Additional tenant 2 - guarantor name

<Tenancy.GetTenantGuarantors()[2].Contact.Name>

John Doe

Additional tenant 2 - guarantor address

<Tenancy.GetTenantGuarantors()[2].Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Additional tenant 2 - guarantor email

<Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("e")>

jdoe@
example.com

Additional tenant 2 - guarantor home

<Tenancy.GetTenantGuarantors()[1].Contact.GetPhone("h")>

0113 288 2903

Tenancy guarantors (current tenancy only)

Data

Merge Code

Example Output

Additional tenant 1 - guarantor name

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[1])[0].Contact.Name>

John Doe

Additional tenant 1 - guarantor address

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[1])[0].Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Additional tenant 1 - guarantor email

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[1])[0].Contact.GetPhone("e")>

jdoe@
example.com

Additional tenant 1 - guarantor home

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[1])[0].Contact.GetPhone("h")>

0113 288 2903

Additional tenant 2 - guarantor name

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[2])[0].Contact.Name>

John Doe

Additional tenant 2 - guarantor address

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[2])[0].Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Additional tenant 2 - guarantor email

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[2])[0].Contact.GetPhone("e")>

jdoe@
example.com

Additional tenant 2 - guarantor home

<Tenancy.GetTenantGuarantors(Tenancy.Tenants[2])[0].Contact.GetPhone("h")>

0113 288 2903

Guarantor screen letters

Data

Merge Code

Example Output

Guarantor name

<Extra.Contact.Name>

John Doe

Guarantor address

<Extra.Contact.Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Guarantor email

<Extra.Contact.GetPhone("e")>

jdoe@
example.com

Guarantor home phone

<Extra.Contact.GetPhone("h")>

0113 288 2903

 Landlord

Data

Merge Code

Example Output

Landlord Registration Details

 <Property.Lettings.GetLandlordRegistration().ID1>

 LL1456789

Joint Landlord Registration Number

<script: Contact secLandlord =
Property.Lettings.Landlord.
GetJointLandlord(0); if
(secLandlord != null && secLandlord.
IDChecks.Count!= 0 &&
Property.LocalAuthority != null)
{ IDCheck idchk = (from ci in
secLandlord.IDChecks
orderby ci.ID1Expire descending
where ci.IsRegistration
&& ci.Active && ci.RegCode ==
Property.LocalAuthority.Code
select ci).FirstOrDefault();
return idchk != null ? idchk.
ID1 : ""; } return ""; >

LL1456790

NOTES

 1.To pull though, the Property must exist
 2.the property cannot be 'Newly Added'  
 3.the Property Must have a Local Authority
 4.There must be a Landlord Primary Contact
 5.ID Check must be a Landlord Registration
 6.it must be ACTIVE 


 Property

Data

Merge Code

Example Output

Sales or lettings

<LoggedNegotiator.Config.CurrentAppMode == "L">

True / False

Brief Description (with ellipsis)

<Formatter.WordEllipsis(Property.Brief, 300)>


Price (for advertising)

<LoggedNegotiator.Config.CurrentAppMode == "L" ?
(Property.Lettings.RentQual == "PA" ? "Rent on application" : Property.Lettings.RentUIFormattedWithPeriod) :
(Property.Sales.PriceQual == "PA" ? Property.Sales.PriceQualName
 : Property.Sales.PriceQualName + ": " +
Property.Sales.PriceRangeFormatted)>

£500 per month / Guide price: £250,000

Price (for advertising - short)

<LoggedNegotiator.Config.CurrentAppMode == "L" ?
(Property.Lettings.RentQual == "PA" ? "Rent on application" : Property.Lettings.RentUIFormattedWithPeriod.Replace
("per month", "PCM").Replace("per week", "PW").Replace
("per annum", "PA")) : (Property.Sales.PriceQual == "PA" ?
Property.Sales.PriceQualName : (Property.Sales.PriceQual
== "OR" ? "OIRO " : Property.Sales.PriceQual == "OE" ?
"OIEO " : Property.Sales.PriceQualName) + ": " +
Property.Sales.PriceRangeFormatted)>

£500 PCM / OIRO: £250,000

Price (for advertising - no sales qualifer)

<LoggedNegotiator.Config.CurrentAppMode == "L" ?
(Property.Lettings.RentQual == "PA" ? "Rent on application" : Property.Lettings.RentUIFormattedWithPeriod) :
(Property.Sales.PriceQual == "PA" ? Property.Sales.PriceQualName
 : Property.Sales.PriceRangeFormatted)>

£500 per month / £250,000

Price Qualifier (with Price Reduction Qualifier)

<LoggedNegotiator.Config.CurrentAppMode == "S" ?
((Property.Sales.Reduced != DateTime.MinValue) &&
(7 <= (DateTime.Now - Property.Sales.Reduced).Days)
 ? "NEW PRICE" : Property.Sales.StatusName.Replace
(" - Available", "").Replace(" STC", "").Replace
(" - Unavailable", "").ToUpper()) :
(Property.Lettings.StatusName.Replace
(" - Available", "").Replace(" STC", "").Replace
(" - Unavailable", "").ToUpper())>

NEW PRICE / FOR SALE

Rent (in words)

<Formatter.PriceWord(Convert.ToInt32
(Math.Floor(Property.Lettings.RentUI))
+ " pounds" + (Property.Lettings.RentUI
 % 1 != 0 ? " and " + Formatter.PriceWord
(Convert.ToInt32((Property.Lettings.RentUI
- Math.Floor(Property.Lettings.RentUI))*100)) + "
pence" : "")>

five hundred and thirty-five pounds

Annual Rent

<Formatter.FormatPrice(Property.Lettings.ARent, 2)>

£57,204.05

Annual Rent (in words)

<Formatter.PriceWord(Convert.ToInt32(Math.Floor
(Property.Lettings.ARent))) + " pounds" +
(Property.Lettings.ARent % 1 != 0 ? " and " +
Formatter.PriceWord(Convert.ToInt32
((Property.Lettings.ARent - Math.Floor
(Property.Lettings.ARent))*100)) + " pence" : "")>

fifty-seven thousand, two hundred and four pounds and five pence

Sales Price (in words)

<Formatter.PriceWord(Convert.ToInt32(Property.
Sales.Price))> pounds

twenty-two thousand, one hundred and one pounds

Offer Price (in words)

<Formatter.PriceWord(Convert.ToInt32(Offer.OfferPrice))
> pounds

twenty-two thousand, one hundred and one pounds

Available From

<Property.AvFrom < DateTime.Now ? "Available Now" :
"Available from " + Property.AvFrom.ToShortDateString()>

Available Now / Available from 05/01/2016

Negotiator Image



Company Vendor Staff Contact

<Property.PrimaryContact.AsCompany().GetStaffPhone
(Property.PrimaryContact.AsCompany().CurrentAttn, "e")>

jbloggs@reapit.com

 Vendor Solicitor Bank - Account name

 <Property.Sales.Vendor.Solicitor.
MainAccount.AccountName>

 Lloyds

 Vendor Solicitor Bank - Account number

 <Property.Sales.Vendor.Solicitor.MainAccount.Account
Num>

 01234567

 Vendor Solicitor Bank - Sort Code

 <Property.Sales.Vendor.Solicitor.MainAccount.
SortCode>

 01-23-45

Property Extra

Development

Data

Merge Code

Example Output

Site phone

<Property.GetSiteMasterPrp().SiteOffice.SitePhone>


Open hours

<Property.GetSiteMasterPrp().SiteOffice.OpenHours>


Staff name 1

<Property.GetSiteMasterPrp().SiteOffice.AllStaff[0].ToString()>


Staff name 2

<Property.GetSiteMasterPrp().SiteOffice.AllStaff[1].ToString()>


Marketing

Data

Merge Code

Example Output

Sales Board Type

<Property.Sales.SBType == "F" ? "Flag Board" :
Property.Sales.SBType == "V" ? "V Board" : "None">

Flag Board

Sales Board Status

<Formatter.CodesToNames(Property.Sales.SBStat,
UserEnvironment.SBStatusList)>

Sold

Sales Board Previous Status

<Formatter.CodesToNames(origPrpExtra.GetExtra("pSBStat", ""), UserEnvironment.Instance.SBStatusList)>

For Sale

Sales Board Date

<Property.Sales.SBDate.ToShortDateString()>

14/12/2015

Sales Board Notes

<Property.BoardNotes>


Internet URL

<String.IsNullOrEmpty(Property.URL) ? MergeHelper.MergeString(LoggedNegotiator.Config.PrpUrl, Property) : Property.URL>

http://www.
example.com
/sales/
LDS150001

URL Text

<Property.UrlText>

Property Link

No Internet Advertising

<Property.NoIntAdv>

True/False

Council Tax Band

<Property.ExtrasField.GetExtra("pCouncilTaxBand", "")>

D

Old Property Reference

<Property.OldCode>

CHLCH_814

Extra descriptions

<Property.ExtrasField.GetExtra("pLongDesc", "")>


Legal Matter Number

<Property.ExtrasField.GetExtra("pMatterNo", "")>

366853

EPC screen

Data

Merge Code

Example Output

BER Rating

<Property.ExtrasField.GetExtra("pBERExempt", false) ? "Exempt" : Property.ExtrasField.GetExtra("pBERRating", "To be confirmed")>

C3

EPC Band

<Property.HipEerBand>

C

Attributes screen

Data

Merge Code

Example Output

Department Code

<Property.Attributes.DepCode>

G

All Attributes

<Property.Attributes.ToString()>

2 Plots, Leasehold 2 years 10 months, 4 Total Bedrooms [...]

All Attributes (bullet point list)

<Convert.ToChar(8226).ToString()+ " " + Property.Attributes.ToString().Replace(", ", Convert.ToChar(13).ToString() + Convert.ToChar(8226).ToString() + " ")>

  • 2 Plots

  • Leasehold 2 years 10 months

  • 4 Total Bedrooms

  • [..]

Attribute columns

Data

Merge Code

Example Output

Attribute column 1 value (Type)

<Property.Attributes.MakeAtts("1")>

House

Attribute column 2 value (Style)

<Property.Attributes.MakeAtts("2")>

End of terrace

Attribute column 3 value (Situation)

<Property.Attributes.MakeAtts("3")>

Garden, Patio

Attribute column 4 value (Special)

<Property.Attributes.MakeAtts("4")>

Outbuilding

Attribute column 5 value (Parking)

<Property.Attributes.MakeAtts("5")>

Garage, Residential Parking

Attribute column 6 value (Age)

<Property.Attributes.MakeAtts("6")>

Period

Attribute column 7 value (Locality)

<Property.Attributes.MakeAtts("7")>

Rural

Rooms/area

Data

Merge Code

Example Output

Square Metres

<Property.Attributes.Metres>

300

Square Metres To

<Property.Attributes.MetresTo>

400

Price Per Square Foot (Sales)

<Formatter.FormatPrice(Property.Sales.Price / Property.Attributes.Feet)>

£2,500.00

Price per square foot (lettings)

<String.Format("{0}/Sq.Ft. {1}", Formatter.FormatPrice(Property.Lettings.RentUI / Property.Attributes.Feet, 2), Property.Lettings.RentPeriodNameShort)>

£25.00/Sq.Ft. p/a

Hectares

<Math.Round(Property.Attributes.Acres * 0.4047, 1)>

2.6

Number of units

<Property.Attributes.Plots>

4

Appliances, insurance & safety

Data

Merge Code

Example Output

Start Date

<Property.Lettings.GetLastCert("GS").
StartDate.ToShortDateString()>

05/04/2016

Expiry Date

<Property.Lettings.GetLastCert("GS").
EndDate.ToShortDateString()>

05/04/2017

Policy Number

<Property.Lettings.GetLastCert("GS").
PolicyNo>

AA65413

Supplier

<Property.Lettings.GetLastCert("GS").
Supplier.Name>

British Gas, Leeds

Notes

<Property.Lettings.GetLastCert("GS").Notes>


Financial screen (sales only)

Data 

Merge Code

Example Output

Date Instructed - New Instruction

<(DateTime.Now - Property.Sales.ForSDate).Days
<= 14 ? "New Instruction" : "">

New Instruction

Agency Agreement Expiry Weeks

<(Property.Sales.AgExpiry - Property.Sales.ForSDate).Days / 7>

6

Joint Agent 1 Name

<Property.Sales.JointAgents[0].Name>

Savills

Joint Agent 1 Address

<Property.Sales.JointAgents[0].Address.AddressWithReturns>

PO Box 227
Rotherham
S98 1PD

Joint Agent 2 Name

<Property.Sales.JointAgents[1].Name>

Savills

Joint Agent 2 Address

<Property.Sales.JointAgents[2].Address.AddressWithReturns>

PO Box 227
Rotherham
S98 1PD

Estimated Commission VAT

<Formatter.FormatPrice((Convert.ToDecimal(Property.Sales.
CommAmount) * LoggedNegotiator.Config.Vat) /100, 2)>

£6,000.00

Estimated Commission Amount (without VAT)

<Property.Sales.CommAmountFormatted>

£30,000

Estimated Commission plus VAT

<Formatter.FormatPrice(Convert.ToDecimal(Property.Sales.
CommAmount) + (Convert.ToDecimal(Property.Sales.
CommAmount) * LoggedNegotiator.Config.Vat) /100, 2)>

£36,000.00

Estimated Commission plus VAT formatted as %

<(Convert.ToDecimal(Property.Sales.Comm) + Decimal.Multiply((LoggedNegotiator.Config.Vat / 100.00), Convert.ToDecimal(Property.Sales.Comm))).ToString("#.#") + "%">

1.6%

Estimated Commission plus VAT formatted as %

<(Convert.ToDecimal(Property.Sales.Comm) + Decimal.Multiply((LoggedNegotiator.Config.Vat / 100.00), Convert.ToDecimal(Property.Sales.Comm))).ToString("#.#") + "%">

1.6%

Estimated Commission with decimals from Asking Price (if record is Exchanged it will pull through Exchange Commission)

<Property.Sales.ExchComm != 0 ? Property.Sales.ExchCommFormatted : Property.Sales.Comm != 0.0 ? Formatter.FormatPrice(Math.Round(Convert.ToDecimal(Property.Sales.
Comm) / 100.0 * Convert.ToDecimal(Property.Sales.Price), 2),2) : Property.Sales.FixedCommFormatted>

£3249.38

Vendor Estimated Price

<Formatter.FormatPrice(Convert.ToDouble(Property.ExtrasField.GetExtra
("pVendEst", "")),2)>

£21,000

Minimum match price

<Property.Sales.MinPriceFormatted>

£400,000

Maximum match price

<Property.Sales.MaxPriceFormatted>

£500,000

Matching price range

<String.Format("{0} to {1}", Property.Sales.PriceFormatted, Property.Sales.MaxPriceFormatted)>

£400,000 to £500,000

Rent/fee details (lettings)

Data

Merge Code

Example Output

Letting Fee Reducing to % (1)

<Formatter.GetPercentString(Property.Lettings.FeeRedPer1)>

5%

Letting Fee Reducing to months (1)

<Property.Lettings.FeeRedMonth1>

6

Letting Fee Reducing to % (2)

<Formatter.GetPercentString(Property.Lettings.FeeRedPer2)>

2.5%

Letting Fee Reducing to months (2)

<Property.Lettings.FeeRedMonth2>

12

Joint Agent 1 Name

<Property.Lettings.JointAgents[0].Name>

Savills

Joint Agent 1 Address

<Property.Lettings.JointAgents[0].Address.AddressWithReturns>

PO Box 227
Rotherham
S98 1PD

Joint Agent 2 Name

<Property.Lettings.JointAgents[1].Name>

Savills

Joint Agent 2 Address

<Property.Lettings.JointAgents[2].Address.AddressWithReturns>

PO Box 227
Rotherham
S98 1PD

Deposit required

<LoggedNegotiator.Config.CurrentAppMode == "L" ? Property.Lettings.DepositSumFormatted : "">

£500.00

Rooms

Data

Merge Codes

Example Output

Accommodation Summary - comma separated

<Property.AccSum.Trim().Replace(Convert.ToChar(13).ToString(), ", ")>

21 houses, 716 acres, Two main boat houses, A harbour, Bantham Ham, Bantham Beach,

Accommodation Summary - bullet point separated inline

<Property.AccSum.Trim().Replace(Convert.ToChar(13).ToString(), " • ")>

21 houses • 716 acres • Two main boat houses • A harbour • Bantham Ham • Bantham Beach

Accommodation Summary - with bullet point on each line

<"• " + Property.AccSum.Trim().Replace(Convert.ToChar(13).ToString(), Convert.ToChar(13).ToString() + "• ")>

• 21 houses
• 716 acres
• Two main boat houses
• A harbour
• Bantham Ham
• Bantham Beach

Keys

Data

Merge Code

Example Output

Keys held office name

<UserEnvironment.Offices[Property.KeyOffCode].Name>

Leeds

Keys held office address

<UserEnvironment.Offices[Property.KeyOffCode].
Address.AddressWithReturns>

1 The Headrow
Leeds
LS1 1AA

Key Number

<Property.KeyNo>

123

Viewing arrangements

<Property.Viewing>

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Keys out with

<Property.KeyWith>

John Doe

 Property Pictures / Virtual Tour

Details (brochures & window cards)

Data

Merge Code

Example Output


Virtual Tour

<Property.Vtour>

<Property.Vtour2>



 Main Photo

 <Picture>

 <Picture Hires>


 Photo 2

 <Picture 1> 

 <Picture 1 Hires> 


 Photo 3 

 <Picture 2> 

 <Picture 2 Hires> 


 Floorplan 1

<Floorplan>

<Floorplan Hires>


 Floorplan 2

<Floorplan 1>

<Floorplan 1 Hires>

If there is more than 2 floors, use these merge codes as <Floorplan> will not work. Use this instead: <"{Image " + Property.GetPictures("FP")[0].URL + "}">, <"{Image " + Property.GetPictures("FP")[1].URL + "}"> and continue with numbering system if there are more floors.

 Map 1

 <Map>

 <Map Hires>


 Map 2

 <Map 1>

 <Map Hires 1>


 EPC

 <EPC>

 N/A

High resolution EPCs are not stored

 Map or Photo

 <"{Image " + (0 < Property.GetPictures("MA").Count ? Property.GetPictures("MA")[0] : Property.GetPictures("PH")[3]).URL + "}">


Print a map if one has been added to the property, else print photo 3. Change the number 3 to a photo which has not been used within the template so the image is not duplicated.

 Offer

Data

Merge Code

Example Output

Offer Estimated Commission Amount

<Formatter.FormatPrice(Offer.OfferPrice / 100 *
Property.Sales.Comm)>

£3,200.00

Offer Estimated Commission Amount In Words

Formatter.PriceWord(Offer.OfferPrice / 100 *
Property.Sales.Comm, false, true)

Fourteen Thousand, Eight Hundred and Eighty Pounds

Vendor Solicitor Staff Member Attention

<Offer.VendorSolicitor.Attention>

John Doe

Vendor Solicitor Staff Member Salutation

<Offer.VendorSolicitor.MailingSaltn>

Mr Doe

Vendor Solicitor Staff Member Phone

<Offer.VendorSolicitor.GetStaffPhone
(Offer.Property.Sales.Vendor.SolAttn, "b")>

01234 567 890

Vendor Solicitor Staff Member Email

<Offer.VendorSolicitor.GetStaffPhone
(Offer.Property.Sales.Vendor.SolAttn, "e")>

jdoe@example.com

Buyer Solicitor Staff Member Attention

<Offer.BuyerSolicitor.Attention>

John Doe

Buyer Solicitor Staff Member Salutation

<Offer.BuyerSolicitor.MailingSaltn>

Mr Doe

Buyer Solicitor Staff Member Phone

<Offer.BuyerSolicitor.GetStaffPhone
(Offer.SolAttn, "b")>

01234 567 890

Buyer Solicitor Staff Member Email

<Offer.BuyerSolicitor.GetStaffPhone
(Offer.SolAttn, "e")>

jdoe@example.com

Current Offer Name (Applicant)

<Property.CurrentOffer.AllNames>

Joe Bloggs

Exchange date without ordinal number (i.e. th/nd/rd/st)

<Property.Sales.ExchDate.ToString
("dd MMMM yyyy")>

20 April 2018

Buyer & sales details

Data

Merge Code

Example Output

Exchange Commission VAT

<Formatter.FormatPrice(((Convert.ToDecimal
(Property.Sales.ExchComm) * LoggedNegotiator.Config.Vat) /100), 2)>

£200.00

Exchange Commission Percentage

<Math.Round(100.00 * (Property.Sales.ExchComm / Property.Sales.ExchPrice), 3).ToString("#.###") + "%">

1.5%

Primary contact (vendor/landlord)

Data

Merge Code

Example Output

Company Staff Member Attention

<Property.PrimaryContactAttnName>

John Doe

Landlord specific details

See Landlord section on this page


Vendor Company Staff Member Attention Contact

<Property.PrimaryContact.AsCompany().
GetStaffPhone(Property.PrimaryContact.AsCompany().CurrentAttn, "e")>

John Doe

 System Configuration

Data

Merge Code

Example Output

Company Code

 <LoggedNegotiator.Config.CompanyCode>

 RPT 

 VAT Number

 <LoggedNegotiator.Config.VatNumber>

 999 9999 73

 Enable Australia Features

 <LoggedNegotiator.Config.Australia>

 TRUE / FALSE

 Tenancy

Data

Merge Code

Example Output

Total Rent Amount

<Formatter.FormatPrice(Tenancy.GetTotalRent
(Tenancy.FrDate, Tenancy.ToDate), 2)>

£9,785.00

Annual Rent

<Formatter.FormatPrice(Tenancy.ARent, 2)>

£57,204.05

Annual rent in words

<Formatter.PriceWord(Convert.ToInt32(Math.Floor
(Tenancy.ARent))) + " pounds" + (Tenancy.ARent %
1 != 0 ? " and " + Formatter.PriceWord(Convert.ToInt32
((Tenancy.ARent - Math.Floor(Tenancy.ARent))*100)) + "
pence" : "")>

fifty-seven thousand, two hundred and four pounds and five pence

Monthly rent in words

<Formatter.PriceWord(Tenancy.CurrentDetails.MRent,
false, false)>

six thousand, nine hundred and eleven pounds and sixty-seven pence

Arrears Amount

<Formatter.FormatPrice(Tenancy.GetRentArrears(), 2)>

£719.67

All Tenant's Email Addresses

<String.Join("", Tenancy.GetTenantPhoneDetails("e", true))>

tenant1@reapit.com; tenant2@reapit.com; tenant3@reapit.com

Number of tenants

<Tenancy.Tenants.Count>

5

Tenancy Length in years, months and days

<script:
int years = 0, months = 0, days = 0;
while (Tenancy.FrDate.AddMonths(months + 1) 
<= Tenancy.ToDate.AddDays(1))
{
    months++;
}

years = months / 12;
months = months % 12;
days = (Tenancy.ToDate.AddDays(1) - 
Tenancy.FrDate.AddYears(years).AddMonths
(months)).Days;

return ((years != 0 ? years + " year" + 
(years == 1 ? "" : "s") + ", " : "") +
    (months != 0 ? months + " month" + 
(months == 1 ? "" : "s") + ", " : "") +
    (days != 0 ? days + " day" + (days == 
1 ? "" : "s") : "")).Trim(", ".ToCharArray());
>

1 year, 2 months
, 5 days

Tenancy Finished Reason

<Tenancy.FinishReasonName>

Conditions of contract not met

Multiple Tenant Names and contact details (removes carriage returns when N/A)

<script:

string ret = ""; foreach (Contact con in Tenancy.Tenants) {

               ret += "Name: ";
               ret += con.Name;
               ret += "\t";
               ret += "Mobile: ";
               ret += con.GetPhone("m");
               ret += "\t";
               ret += "Email: ";
               ret += con.GetPhone("e");
               ret += "\r\n";

} return ret.Trim();>

Name: Mr Tenant
Mobile: 0777888444
Email: support@reapit.com

Last Inspection

<Tenancy.LastInsp>


Next Inspection Due By

<Tenancy.NextInspDueBy.ToShortDateString()>

01/01/2019

Financial & renewals

Data

Merge Code

Example Output

Deposit Held By

<Formatter.CodesToNames(Tenancy.DpstHeld, UserEnvironment.dpstHeldList)>

Us - Stakeholder

Deposit

Tenancy.DpstType == "GU" ? "Guarantee" : Tenancy.DpstType == "FS" ? Tenancy.DpstSumFormatted : String.Format("{0} {1} rent", Tenancy.DpstTimes, Tenancy.DpstType == "WE" ? "Weeks" : "Months")

2 Weeks rent

Deposit plus rent

Formatter.FormatPrice(Tenancy.CurrentDetails.RentUIC + Tenancy.DpstSumC, 2)


Extension total months

<Math.Round((Tenancy.LastExtension.ToDate - Tenancy.LastExtension.FrDate).TotalDays / 365.25 * 12)>

13

Total Commission

<Formatter.FormatPrice(Convert.ToDecimal(Tenancy.Comm) / 100.0 * (Tenancy.GetTotalRent(Tenancy.FrDate, Tenancy.ToDate)), 2)>

£6000.00

Total Commission VAT

<Formatter.FormatPrice(LoggedNegotiator.Config.Vat /100.0 * (Convert.ToDecimal(Tenancy.Comm) / 100 * (Tenancy.GetTotalRent(Tenancy.FrDate, Tenancy.ToDate))), 2)>

£1200.00

Total Commission inc. VAT

<Formatter.FormatPrice((Convert.ToDecimal(Tenancy.Comm) / 100.0 * (Tenancy.GetTotalRent(Tenancy.FrDate, Tenancy.ToDate))) + (LoggedNegotiator.Config.Vat /100.0 * (Convert.ToDecimal(Tenancy.Comm) / 100 * (Tenancy.GetTotalRent(Tenancy.FrDate, Tenancy.ToDate)))), 2)>

£7200.00

Letting fee frequency

<Tenancy.CommCollName>

Monthly

Management fee frequency

<Tenancy.CommManCollName>

Monthly

Agreements

Data

Merge Code

Renewal Option

<Tenancy.GetRenewMergeText()>

Break Clauses

<Tenancy.GetBreakMergeText()>

Break Clause (Specific Clause)

<script:
string ret = "";
foreach (TenCheck chk in Tenancy.BreakClauses)
{
if (chk.Source.BreakDesc.Contains("Rent Clause"))
{
ret += chk.MergeText.GetFullText(chk, chk.Tenancy) + "\r\n\r\n";
}
}
return ret.Trim();>

Allowed / Disallowed

<Tenancy.GetAllowMergeText()>

Responsibilities

<Tenancy.GetRespMergeText()>

Renewals

Data

Merge Code

Example Output

Renewal length in months

<Math.Round(Math.Floor((Renewal.toDate - Renewal.frDate).TotalDays) / 365.25 * 12.0)>

14

Landlord's Break Clauses

<script:
string ret = "";
foreach (TenCheck chk in Renewal.TenancyTerms.BreakClauses)
{
if (chk.Status== "L")
{
ret += chk.Source.BreakDesc + "\r\n" + chk.MergeText.GetFullText(chk, Renewal.Tenancy, rptObj) + "\r\n\r\n";
}
}
return ret.Trim();>


Tenant's Break Clauses

<script:
string ret = "";
foreach (TenCheck chk in Renewal.TenancyTerms.BreakClauses)
{
if (chk.Status== "T")
{
ret += chk.Source.BreakDesc + "\r\n" + chk.MergeText.GetFullText(chk, Renewal.Tenancy, rptObj) + "\r\n\r\n";
}
}
return ret.Trim();>


 Works orders

Data

Merge Code

Booked

<%WorkOrd.OrdDate%>

Chase Days

<%WorkOrd.ChaseDays%>

Charge To

<%WorkOrd.ChargeTo%>

Commission

<%WorkOrd.ExtrasField.GetSetExtra("GET", "ktSuppComm", null, false, false)%>

Completed

<%WorkOrd.Complete%>

Description/Title

<%WorkOrd.Descr%>

Estate Unit

<%WorkOrd.EstateUnit.NameUI%>

Estimate

<%WorkOrd.Estimate%>

Full property address

<%WorkOrd.PrpAddress.FullAddress%>

Gross Amount

<%WorkOrd.Total%>

Key Contact

<%WorkOrd.Property.Negotiator.Name%>

Landlord email

<%WorkOrd.Property.Lettings.Landlord.PrimaryContact.Email%>

Landlord Full Address

<%WorkOrd.Property.Lettings.Landlord.PrimaryContact.Address.FullAddress%>

Landlord Initials

<%WorkOrd.PrimaryContact.Initials%>

Landlord name

<%WorkOrd.Property.Lettings.Landlord.Name%>

Landlord phone

<%WorkOrd.Property.Lettings.Landlord.PrimaryContact.Phone%>

Landlord Short Address

<%WorkOrd.Property.Lettings.Landlord.PrimaryContact.Address.GridAddress%>

Logged

<%WorkOrd.Register%>

Manager code

<%WorkOrd.NegCode%>

Manager name

<%WorkOrd.Negotiator.Name%>

Net Amount

<%WorkOrd.TotalNet%>

Notes

<%WorkOrd.Notes%>

Office

<%WorkOrd.property.lettings.office.name%>

Quote Summary

<%WorkOrd.QuoteSummary%>

Reference

<%WorkOrd.Code%>

Reported by

<%WorkOrd.RepBy%>

Required by

<%WorkOrd.ReqBy%>

Short property address

<%WorkOrd.PrpAddress.GridAddress%>

Status

<%WorkOrd.StatusName%>

Contractor/Supplier Name

<%WorkOrd.Supplier%>

Contractor/Supplier Full Address

<%WorkOrd.Supplier.Address.FullAddress%>

Contractor/Supplier Short Address

<%WorkOrd.Supplier.Address.GridAddress%>

Contractor/Supplier telephone/e-mail

<%WorkOrd.Supplier.Phone%>

Ten End Date

<%WorkOrd.Tenancy.ToDate%>

Type

<%WorkOrd.TypeName%>

VAT Amount

<%WorkOrd.TotalVat%>

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