Manage market appraisal opportunities

1. Identifying local applicants with property to sell

When an applicant has a property to sell in your branch’s selling area, from applicant record:

• Click Status and tick Potential Client
  Doing so allows a Potential Client report to be run to identify your office’s local own to sell applicants
  Click here for more information: Power Reports library

• Ensure that the Applicant Status screen correctly reflects the applicant’s position for selling and buying

  Open

  

2. Check for vendor record

To safeguard against creating duplicates, check whether the contact is already set-up with a vendor role for this property

From the applicant record: 

• Above the applicant name, click the orange Contact icon

• Check the Activity section (bottom left of screen)

  • If there isn't a current vendor record for this property, proceed to step 3 

  • If there is a current vendor record, jump to step 4

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3. Add a property record for the MA opportunity

From the contact record, Activity section:

• Click button and choose to add Sales/Lettings Property, as required

• A prompt is displayed, click Yes

4. Details to enter on the MA opportunity property record

From new property record created:

• Status: set to Pre Appraisal
  This allows reports to be run on Pre Appraisal properties to generate a list of MA opportunities

• Attributes: complete as closely as possible
  This allows Pre Appraisal properties to be searched by type to assist in generating future business

• Click Save (button top right)

5. Add journal entry and set next call date 

Setting a next call date ensures that this opportunity will appear in the Vendors/Landlords To Call section on the Organiser

• In Activity Feed section, click button and select Create journal entry

• Add journal entry and click Accept

• Ensure Update last/next call dates is selected and click Accept