External systems & feeds

Back to maps – Forward to Understanding what “Live” means 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 a particular […]

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Property types

Back to Property management – Forward to maps 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 otherwise the […]

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Property address

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 can add a display address instead. Depending on the configuration of […]

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Property agent

The agent 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.

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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.

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Notepad

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 is on holiday this information can be put here so any […]

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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 […]

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Property Log

The property log will keep an entry of each interaction with the property and provides a useful audit trail. Entries can be deleted by clicking the delete icon, but we recommend leaving this panel alone.

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