BDP has a powerful Rules Engine which allows you to automate documents and emails. You can select any system event and tell BDP to:
- Create a Word document or PDF based on a template of your making
- Send an email based on any template you add to your account. We have a large selection of example templates.
- Send an email as above but delayed until any number of minutes, hours or days after the event, or in advance of the event
- Send a calendar appointment in standard .ics format which will be automatically added as a diary entry to Outlook and every other diary system available, including smart phones.
- Perform any custom logic that you may ask us to develop for your organisation.
System events available are:
| Closing Date Set | Scotland only |
| Date of Entry Set | Date that the new owner moves in. Completion date in England. |
| Detail Enquiry (Website) | Enquiry received from customer’s website if powered by the BDP jQuery snippet. |
| Details Request | Details requested… |
| ESPC HR Request | Home Report requested from ESPC (Edinburgh only) |
| Safety Reminder Set | When a safety certificate reminder of any type is set. |
| Home Report Request | Home Report requested directly (not via SPC) |
| Note of Interest Received | Scotland only |
| Note of Interest Withdrawn | Scotland only |
| Offer Accepted | Accepted offer amount is entered into BDP. |
| Offer Received | |
| Payment Received | |
| Property Live | The Set Live button in clicked in BDP |
| Property Offer Type Change | |
| Property Price Change | The asking price is changed in BDP |
| Property Status Change | The property status is changed in BDP, e.g. from For Sale to Under Offer. |
| Property Withdrawn | The property is withdrawn from sale. |
| Rightmove Request | A request for further information is received via Rightmove |
| Sale Complete | The property is marked as Sale Complete |
| Take-On | The property status changes to Take-on |
| Valuation Cancelled | A valuation appointment is cancelled. |
| Valuation Confirmed | A valuation appointment created in BDP is confirmed. |
| Valuation Created | A valuation appointment is created in BDP (but not necessarily confirmed). |
| Valuation Lost | A valuation that was performed was not accepted by the vendor, i.e. lost. |
| Viewing Cancelled | A previously booked viewing is cancelled. |
| Viewing Confirmed | A viewing entered into BDP is confirmed by clicking on the confirm icon. |
| Viewing Created | A viewing is created in BDP (but not necessarily confirmed). |
| Website Mailing List Request | A request to join the mailing list is received from the firm’s website (if using the BDP jQuery plugin or REST API). |
| Website Viewing Request | A request to view a property is received via the firm’s website (if using the BDP jQuery plugin or REST API). |
| Work Order Created | Lettings only. |
| Money Laundering | Scotland/conveyancers only. Money Laundering documentation received back. |
| Brochure approved | When the vendor approves the brochure and it is marked as such in BDP. |
Using a combination of events and actions you can automate almost any aspect of your administration.
Failed Emails and Deferred Emails