Back to adding a property – Forward to Property Address In the main property details screen you will see a Seller Details widget. Click the top blue bar to expand it if it is collapsed. A property can have one or more Sellers, thus the Seller is treated as a Contact Group comprising of one or […]
Category: BDP User help
Help section for regular users of BDP
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. […]
Adding a vendor
A Vendor can be added in two ways: Via the “Add a new vendor” link on the Vendors listing screen (Contacts > Vendors menu) Via the Owner details widget in the property details page Clicking to add a new vendor in the vendors listing screen brings up a form to be completed with all available […]
Applicant buying details
You can store multiple buying searches against an applicant. 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 buying search”. Give the search a name Fill in as many or as few of the fields as […]
Applicant notes
The notes widget is in effect a text scratch pad allowing entry of any text. This text can be edited and deleted. Enter the text and click the save icon. This widget is useful for making general notes about the applicant that you don’t wish to go into the formal audit trail of notes stored […]
Applicant contact notes
Applicant contact notes enable users to keep track of all correspondence with applicants. Clicking in the date and time field brings up a calendar where you can select the time and date of the note. By default the time and date is set to the current time. Clicking the contact type drop-down allows you to […]
Applicant contact details
All contacts can comprise of one or more individuals. The reason for this is that potentially a couple currently living separately wish to buy or rent a property together and they have separate contact details. To edit one of the applicants in the contact group, click the pencil icon next to their name and change […]
Document store
The Document Store is a powerful feature that allows for the storing of any document against a property. BDP is able to handle the following file types: .doc .pdf .odt .docx .xls .xlsx .xlsm .pptx .ppt .jpeg .jpg Within the Document Store, it is also possible to generate a pre-populated template in either Word or PDF […]
Contact notes
There are three types of contact notes provided for in BDP: General contact note (green icon) Vendor contact note (orange icon) Applicant contact note (blue icon) The General contact note is appended to the property record only. The Vendor contact note is appended to the vendor record as well as the property record. The Applicant […]