Contacts – Using “type-ahead” to select

Back to selecting time & date – Forward to adding more details and buying details When creating a new appointment, for example for a viewing, BDP presents a blank form where the applicant’s details can be typed. Start typing either the applicant’s first or surname and BDP performs a live “type-ahead” match. The more you type, […]

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Choosing the viewing contact

Back to Create new viewing – Forward to Date & time selector When creating a new viewing, the available viewing contacts will be different depending where in the system you are creating the viewing from. From the calendar BDP does not know which property you intend to view when you click from the calendar, therefore […]

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Property Match

Matching Properties to Applicants and Applicants to Properties can be done easily in BDP. Using the Find Buyers tool in the property details page To use this feature, click the Find Buyers icon in the Tools menu, or click the Find Buyers icon at the top of the screen. This searches your applicant database for […]

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Viewings tab

The Viewing tab displays a single, full-width widget that contains a list of all viewings of the property, both past and future. It is located immediately below the property summary box at the head of the property details screen. Looking at the example above you can see the applicant’s name, BDP reference number and a […]

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Contacts: Management widget

The Contacts: Management widget allows firms to: Assign a local or internal reference number or code to the applicant Associate a specific negotiator with an applicant, tenant, landlord or vendor. This helps track individual negotiator activity. Assign a buying category to an applicant as follows: Unknown (U) Property on Market (POM) Not on Market (NOM) […]

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Tenant letting search

You can store multiple letting searches against a tenant. Each search can be named to make it easy to recognise in the list. To create a new search click the button “Click here to add a new letting search”. Give the search a name Fill in as many or as few of the fields as […]

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Notifications widget

The dashboard contains a Notifications widget that alerts you to new enquiries received from both your own website and from Rightmove. This widget contains The name of the enquirer The source of the enquiry The date and time of the enquiry A “Hide Event” button to hide enquiries already dealt with A “Mark as Confirmed” icon A […]

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Applicant buying details

You can store multiple buying searches against an applicant. Each search can be named to make it easy to recognise in the list. To create a new search click the button “Click here to add a new buying search”. Give the search a name Fill in as many or as few of the fields as […]

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Applicant contact notes

Applicant contact notes enable users to keep track of all correspondence with applicants. Clicking in the date and time field brings up a calendar where you can select the time and date of the note. By default the time and date is set to the current time. Clicking the contact type drop-down allows you to […]

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Applicant contact details

All contacts can comprise of one or more individuals. The reason for this is that potentially a couple currently living separately wish to buy or rent a property together and they have separate contact details. To edit one of the applicants in the contact group, click the pencil icon next to their name and change […]

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