Add applicant or property from diary when booking viewing or MA

Owned by Fiona Wilson, created
Last updated: Oct 18, 2023
3 min read

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

At the point of booking a viewing from the diary, a new applicant record can be added - or, for a market appraisal appointment, a new property record can be added
When using Reapit Block Management & booking a market appraisal appointment, a new estate record can be added

This helps improve efficiency, allowing a convenient appointment date/time to be found for a new client first, before needing to begin creating their new applicant/property record

Create viewing appointment in diary & add new applicant

From diary:

  • Find appropriate date/time for the appointment and add all other details as usual

  • Enter applicant surname in Applicant search field and press enter (or click magnifying glass icon)

  • If there are no matches, a prompt to create a new applicant record will be offered, click Yes

    • The usual process to add an applicant will start - add applicant record as usual

  • If there are matches, the applicant search screen will be displayed - ensure the applicant record does not exist, then click Add (top left)

    • The usual process to add an applicant will start - add applicant record as usual

  • When you have finished adding detail to the applicant record, click Save (on applicant record)

  • The new applicant record is added to the new viewing appointment

Create MA appointment in the diary & add new property

From diary:

  • Find appropriate date/time for the appointment and add all other details as usual

  • Enter first line of property address or postcode in Property search field and press enter (or click magnifying glass icon)

  • If there are no matches, a prompt to create a new property record will be offered, click Yes

    • The usual process to add a property will start - add property record as usual

  • If there are matches, the property search screen will be displayed - ensure the property record does not exist, then click Add (top left)

    • The usual process to add a property will start - add property record as usual

  • When you have finished adding detail to the property record, click Save (on property record)

  • The new property record is added to the new market appraisal appointment

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help