When using vendor referrals, details of applicants with property to sell who register at an office outside of their local area, will be sent to the agent in your company who could sell their property. The information is received in an email and/or task and outlines the potential vendor’s details.
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 below. |
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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:
Right-click over the Status field to quickly enable options |
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When first saving an applicant’s details who is eligible to be referred, a referral email will be automatically generated. Your 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 | Email:
Task:
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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 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 | |
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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