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 […]
Articles Tagged: contacts
Contact notes
There are three types of contact notes provided for in BDP: General contact note (green icon) Vendor contact note (orange icon) Applicant contact note (blue icon) The General contact note is appended to the property record only. The Vendor contact note is appended to the vendor record as well as the property record. The Applicant […]
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.
Adding an Applicant
To add a new applicant click either on the Add New Applicant button at the top left of the applicants screen or on the plus sign in the top right. This opens a form into which you can enter all the applicant’s contact details you have available. Once the applicant is in the system you […]