Document store

The Document Store is a powerful feature that allows for the storing of any document against a property. BDP is able to handle the following file types: .doc .pdf .odt .docx .xls .xlsx .xlsm .pptx .ppt .jpeg .jpg Within the Document Store, it is also possible to generate a pre-populated template in either Word or PDF […]

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Fee calculator – examples

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 […]

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Statistics

BDP currently display page views from your own website and Rightmove in a line graph format. Hovering your mouse over any point in the graph displays the exact number of visitors on a given day. You can change the time frame of the graph display by dragging the handles at the bottom of the graph. […]

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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 […]

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Maps

Back to property types – Forward to External Systems 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. When you have made any adjustments to either the map or to Street view, press the […]

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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 […]

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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 […]

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Property address

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 a display address instead. Depending on the configuration of […]

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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 […]

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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.

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