Ordering and Removing For Sale Boards and Stickers You can order new or replacement for sale boards, order stickers, and request sign removals directly from the Management widget. To order a sign or sticker, or request a sign removal Check that the information in the Sign Info field is correct, including the sign type, position, […]
Category: Training
Business Rules – Examples
Using Business Rules to Automate Tasks Business Rules allow you to automatically perform actions when certain events happen in BDP. This can help reduce manual work, speed up responses to enquiries, and ensure consistent processes across your team. For example, you might create a rule to: Automatically email contacts when a Closing Date has been […]
Marketing Materials
Back to Property Videos – Forward to completing Property Details [su_divider top=”no”][su_spacer][spacer][/su_spacer][/su_divider] Brochures, floor plans and home reports (for Scottish customers) can be uploaded to the Marketing materials widget in BDP. Additional fields can be enabled in Attributes Manager (Configuration > Attributes Manager > Video Details), such as digital brochures and EPCs. To do this […]
How to use interchangeable blocks of text within email templates
Within the BDP rule builder, it is possible to have interchangeable blocks of text which appear under different conditions. This may be useful if, for example, you want to email the seller of a property to inform them that EITHER a formal OR an informal note of interest (NOI) has been placed on their property. […]
BDP Event Types
Below is a list of events types that can be used to trigger rules in BDP. Event Name Explanation Example Advice Appointment Created Activates when an advice appointment is created Applicant added to Mailing List Activates when an Applicant is added to the mailing list Call Reminder Set Activates when a call reminder is set […]
The Lender Widget
The lender Details widget is a great way to add more information about a sale on BDP. The first three fields contain the name of the lender, the account number associated with the transaction and notes about the loan. Under the more Details Option you will find the above. You will be able to insert […]
Source of Lead Widget
The purpose of this new widget is to allow you to select which items appear in the “Source” dropdown within the viewings and valuation forms. From here, you can begin to track where all your business leads are coming from and adjust your marketing accordingly. The first time you visit this widget, you’ll have access […]