Vendor referrals

Owned by Fiona Hardy
Last updated: Nov 05, 2024
3 min read

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

Configuration option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

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(s) 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

This guide covers:

Initial setup - assign 'selling area' postcodes to each office

  • 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/Reapit Support to set-up

When an applicant is referred

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

2. Selling Position & Buying Position check

To display the Applicant Status screen:

  • Click the link beside Status 
    Right-click over the Status field to quickly enable options

  • Complete the Applicant Status screen as far as possible

  • A referral will not be generated if:

    • The Selling Position is set to either:

      • Selling with us

      • Renting

    • The Buying Position is set to either:

      • First time buyer

      • Nothing to sell

Sending a referral - manually or automatically

1. Manual send

For a 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

    • Applicant details are taken from the applicant record

      This can be added to or edited before sending

Email

Task

2. Automatic send

For an automatic send:

  • Referral emails/tasks are sent automatically for any qualifying applicant records when it is first saved

Related articles

Â