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
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When will an applicant be 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
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2. Selling Position & Buying Position check Whether a referral is made is dependent on the options chosen in the Applicant Status screen To display the Applicant Status screen:
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Sending a referral - manually or automatically
When first saving an applicant’s details who is eligible to be referred, a referral email will be automatically generated
The system can be set up to send the referral manually or automatically, as outlined below
When an applicant is eligible to be referred but there is no office within their postcode area, the system can be configured to send the referral to a central email address
1. Manual send For a manual send:
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2. Automatic send For an automatic send:
Outlook users may see a message to alert that an email is being sent in the background |