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 […]
Category: BDP User help
Help section for regular users of BDP
External systems & feeds
Back to maps – Forward to Understanding what “Live” means [su_divider top=”no”][su_spacer][spacer][/su_spacer][/su_divider] This panel controls whether a property is included in the Rightmove, On The Market, Zoopla, ESPC, S1, etc. feeds. By default all properties will be included in the feeds that have been set up by your BDP administrator, however if you wish to exclude […]
Property types
Back to Property management – Forward to maps [su_divider top=”no”][su_spacer][spacer][/su_spacer][/su_divider] Select the property type from the lists here, which conforms with the BLM3 data standard and is compliant with third-party portals. You can drill down into each category by clicking the small arrow to expand the section. Choose only ONE property type from this widget […]
Property address
Back to adding Seller details – Forward to Notepad [su_divider top=”no”][su_spacer][spacer][/su_spacer][/su_divider] The Property Address widget contains the full address and postcode of the property as well as a field for Display Address. This is used in case you don’t wish to display the full address on your website or on 3rd party portals, so you […]
Property agent
The Agent Details widget is principally for search companies who need to store the details of the estate agent representing a particular property. This widget is disabled by default but can be activated in the Configuration section.
Property contacts
The Property Contacts widget contains a summary of all applicants that have expressed an interest in the property and any solicitors that may be associated. An email or SMS may be sent to any of the property contacts by clicking the relevant button next to their entry.
Notepad
Back to Property Address – Forward to adding Images [su_divider top=”no”][su_spacer][spacer][/su_spacer][/su_divider] This is the Notepad Widget. Here you can leave generic notes against each case. This could be anything from important notes the user needs to remember to things that other colleagues working on the case need to know about. For example if the client […]
Enquiries, Viewings and Offers widget
This widget is divided into the following sections: Contents Offers Notes of Interest (Scotland only) Enquiries (web) Enquiries (office) Viewings Offers If an offer is received, click “New offer” in the left-hand Tools (under the main left-hand menu). This opens a sliding panel where you can fill in as many details about the offer and […]