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Reapit CRM (desktop)
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Getting started / quick guide - for sales, lettings & property management
Beta Release Notes
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General
Sales & Lettings/Rentals
Applicant
Developments, new homes, land
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Keys
Lettings specific
Market appraisals
Marketing a property
Matching
Offers, sales progression, exchange & completion
Offers
Memorandum of Sale (MOS)
Sales progression
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Using the sales progress screen
•
Advanced custom sales progress milestones - configuration option
•
Report on advanced custom sales progress milestones
•
Under Offer Dashboard on Organiser for sales progression (sales only)
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Purchaser details shown on sales property screen
•
Set review date on an accepted offer to assist sales progression
•
Add sales progressor relationship on a sales property
•
Sales progressor can be added to offer/property report grid
•
Store mortgage offer expiry date
Chain
Exchange & completion
Configuration options (offers/sales progress)
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Property
Property portals (Rightmove, company website etc.)
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Knowledge Base
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Offers, sales progression, exchange & completion
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Sales progression
Summarize
Sales progression
Fiona Hardy
Owned by
Fiona Hardy
Jan 21, 2022
1 min read
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