Working with relocation agents
This guide has been reviewed against our global client base and classed as relevant to all regions
This article outlines how a relocation agent’s details should be added and used
Each section in this guide should be followed to ensure correct entry of required information
1. Add the agent as a company From the main menu:
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2. Enter details in new company record
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3. Enter staff details
From Staff panel:
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3a. Change existing staff record to a contact If a staff member has already been added to your company record and does not have the contact icon beside their name (as shown beside Mr Sam Rushton above), you may wish to create a contact record for them From Staff panel:
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4. Add an applicant record for the relocation agent Each individual search for a relocation agent should have its own applicant record - this allows matching to be done based on the requirements of the agent’s client Viewings and journal notes for the client can also be stored on this record - then, when the client proceeds with a purchase/tenancy, the record can be archived without affecting other applicants associated with the relocation agent From the main menu:
From new applicant:
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5. Select staff name for the applicant record This step should be followed to ensure the correct staff member is assigned on the applicant record From the company record:
The agent details are added to the applicant record:
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6. Enter details for client search on applicant record In the new company applicant record:
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7. Adding subsequent searches From the applicant record created in steps 4-6:
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8. Contact or change the main contact The main company contact can be changed - this menu also offers contact shortcuts From the applicant record:
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9. Viewing a company's active searches All active searches for a company can be seen in the company record From company:
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10. When buyer/tenant found - add sales/lettings applicant details From the applicant record:
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10a. Lettings applicants - to prevent the relocation agent being added as a tenant The relocation agent needs to be removed as an Extra Applicant and added as a Relationship on the applicant screen From Extra Applicants panel:
From Relationships panel:
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11. Add offer/tenancy for a relocation agent-introduced applicant Lettings - add tenancy From the applicant record:
Sales - add offer From the applicant record:
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