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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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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Selecting a surveyor

The ESPC holds a database of all surveyors operating in and around Edinburgh and which of those surveyors each member firm uses. This data is made available to BDP and it allows us to populate your account with details of the surveyors you work with. In the Management tab in an individual property record there […]

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Property Match

Matching Properties to Applicants and Applicants to Properties can be done easily in BDP. Using the Find Buyers tool in the property details page To use this feature, click the Find Buyers icon in the Tools menu, or click the Find Buyers icon at the top of the screen. This searches your applicant database for […]

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Custom areas – user instructions

If your administrator has added custom areas to BDP these will be available to you in the Property Address widget in the property details page. They will also be available in the Search criteria on the Applicant page. When in the property address widget click in the Districts box and a list of available areas […]

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Custom areas

Custom areas are available as part of the address of a property and are designed so that you can define the names of districts or areas relevant to your firm and allow searching on these areas. Automatic allocation of district based on post code is not necessarily suitable and most agencies wish to finesse the […]

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Dropbox integration

BDP allows you to upload jpeg images and PDF floor plans and brochures directly into a property record from the Dropbox cloud, bypassing the need to upload from your local machine. This saves the upstream bandwidth issues often seen when one or more staff members are uploading large image files to BDP. Connecting BDP to […]

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Tenant letting search

You can store multiple letting searches against a tenant. Each search can be named to make it easy to recognise in the list. To create a new search click the button “Click here to add a new letting search”. Give the search a name Fill in as many or as few of the fields as […]

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Getting Started – Basic concepts

BDP is built using what we call “Widgets”. These are small, floating panels, each containing information and input fields relating to specific functions. As an example, the Property page contains widgets for, among others, Owner details – contains all the information about the owner or owners and their contact details Selling details – contains information […]

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Vendor properties for sale

If you have added a vendor via the Contacts > Vendors page, you can add a property for sale to their record. When looking at the vendor record, click the “Add a property” button in the Properties for sale widget. Fill in the form displayed as far as you can and click the Proceed button. […]

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