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. […]
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 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 […]
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 […]
To provide the opportunity to display different text depending on placeholder values conditional statements exist. In the following a set of examples is shown for the usage of conditional statements in document templates and for the usage in email templates within the preamble.
Usage in documents: Syntax: [var.placeholdertype.placeholder;if [val]=1;then ‘option one’;else ‘option two’] [var.placeholdertype.placeholder;if [val]= ‘valueTocheck’;then ‘option one’;else ‘option two’] Example 1: This example returns ‘Enabled’ if the brochure fee is activated for the property. If the fee is deactivated the text ‘Not Enabled shows up’. [var.fees.bd.BrochureFee.inUse;noerr;if [val]=1;then ‘Enabled’;else ‘NotEnabled’] Example 2: This example returns the name […]