Sales Statuses

    Below is a list of all sales statues that can be selected in BDP. Please note that not all of these will be visible and can be turned on by an admin in the configuration section. Name of status What does it mean? How does it feed to all portals? Pre Valuation The valuation has […]

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    The Lender Widget

    The lender Details widget is a great way to add more information about a sale on BDP. The first three fields contain the name of the lender, the account number associated with the transaction and notes about the loan. Under the more Details Option you will find the above. You will be able to insert […]

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    Sending a Transaction from BDP to Altis

    This article is only relevant if you are using Altis. To find out more about the future of online conveyancing please visit http://www.altislegal.com As you can imagine, there is a lot of information provided via the property team within BDP that would be useful for the next stages of a conveyancing transaction. This includes key information […]

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    Contacts – Using “type-ahead” to select

    Back to selecting time & date – Forward to adding more details and buying details When creating a new appointment, for example for a viewing, BDP presents a blank form where the applicant’s details can be typed. Start typing either the applicant’s first or surname and BDP performs a live “type-ahead” match. The more you type, […]

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    Date & time selector

    Back to choosing the viewing contact – Forward to selecting the Applicant Choosing the date and time of an event in BDP is done via a combination of picking the date from a calendar and moving the Hours and Minutes sliders to set the exact time. The minutes slider advances in increments of 5 minutes. […]

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    Choosing the viewing contact

    Back to Create new viewing – Forward to Date & time selector When creating a new viewing, the available viewing contacts will be different depending where in the system you are creating the viewing from. From the calendar BDP does not know which property you intend to view when you click from the calendar, therefore […]

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    Create a new Viewing

    Back to understanding what “Live” means – Forward to There are several ways to create a viewing for a property in BDP: Click in the calendar and select Viewing from the appointment type In the property record, click New Viewing in the Tools menu on the left (or click the “eye” icon in the top […]

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    Understanding what “Live” means

    Back to External Systems – Forward to Creating a new viewing Making a property Live effects a number of external systems and has implications as follows. There is also a basic checklist to follow prior to clicking the “Set Online” button. Checklist: In the Selling Details widget has the selling status been set correctly? In […]

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    Add a valuation appointment

    Forward to adding a property without creating a valuation Valuation appointments are added directly in the calendar. The calendar is contained in a widget on the dashboard and can be opened and closed by clicking once in the widget title bar. Click on the calendar in a blank space (not on an existing appointment). Where you […]

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    Vendor details

    Back to adding a property – Forward to adding photos In the main property details screen you will see an Owner Details widget. Click the top bar to open it if it’s closed. A property can have one or more owners or vendors, thus the vendor is treated as a Group comprising one or more individuals. […]

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