The fee calculator is a highly-customisable table of fees covering all aspects of the conveyancing process which can be merged dynamically into a document template. Designed as a pre-sale tool to estimate all costs for a potential client, it can be configured in the Configuration > Configuration > Fee Configuration panel. All figures can be […]
Articles Tagged: property
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 […]
Maps
Back to property types – Forward to External Systems BDP uses Google Maps to set the location of the property. You can set the exact location of the property on the map in this panel and you can output the related street view. Simply drag the marker to the required position. Sometimes Google struggles with the […]
External systems & feeds
Back to maps – Forward to Understanding what “Live” means This panel controls whether a property is included in the Rightmove, On The Market, Zoopla, ESPC, S1, etc. feeds. By default all properties will be included in the feeds that have been set up by your BDP administrator, however if you wish to exclude a particular […]
Property types
Back to Property management – Forward to maps Select the property type from the lists here, which conforms with the BLM3 data standard and is compliant with third-party portals. You can drill down into each category by clicking the small arrow to expand the section. Choose only ONE property type from this widget otherwise the […]
Property address
Back to adding Seller details – Forward to Notepad The Property Address widget contains the full address and postcode of the property as well as a field for Display Address. This is used in case you don’t wish to display the full address on your website or on 3rd party portals, so you can add […]
Property management
Back to Selling Details – Forward to map widget This widget contains important information about the day-to-day management of a property. The management widget is used to assign members of staff to the property as provided for by the BDP administrator. Any staff with the relevant role assigned will be available in the drop-down lists […]
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.
Notepad
Back to Property Address – Forward to adding Images This is the Notepad Widget. Here you can leave generic notes against each case. This could be anything from important notes the user needs to remember to things that other colleagues working on the case need to know about. For example if the client is on […]
Enquiries, Viewings and Offers widget
This widget is divided into the following sections: Contents Offers Notes of Interest (Scotland only) Enquiries (web) Enquiries (office) Viewings Offers If an offer is received, click “New offer” in the left-hand Tools (under the main left-hand menu). This opens a sliding panel where you can fill in as many details about the offer and […]