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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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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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Statistics

BDP currently display page views from your own website and Rightmove in a line graph format. Hovering your mouse over any point in the graph displays the exact number of visitors on a given day. You can change the time frame of the graph display by dragging the handles at the bottom of the graph. […]

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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 […]

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