Using applicant status & running reports

1. Access applicant status options

From applicant:

• Click link beside Status
  The Applicant Status screen will be displayed

• See 2 & 3 for examples on how to use the status screen

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2. Local applicant with a property to sell

If an applicant is local with a property to sell:

• Set Selling Position and Selling Status as required

• If already selling with another agent, the Agent can be selected

• Tick Potential Client 
  This should be done for all local applicants with a property to sell
  This allows a Potential Client report to be run for your office, which will return all your potential local vendors - if the current agent details are also entered, this can assist in identifying trends

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3. Applicant is an investor

If an applicant is an investor:

• Set Selling Position to Nothing to sell

• Enter the appropriate Buying Position

• Set Buying Reason to Investor/To Let

4. Running applicant status reports

From main menu: 

• Click Reports and select Power Reports

• Change the report type to Applicant Report and select Sales or Lettings, as required

• To report by office, click Office and select an office name or choose is current office

• To ensure only active applicants are returned, click Active and leave set to is true

• Select the required buying/selling status criteria to narrow down the applicants returned

For example: 

• To run a local potential vendor report

  • Select Potential Client and set to is true

  • Click Run Report

• To run an investor report

  • Select Buying Reason, leave set to any of and select Investor/To Let

  • Click Run Report