The lender Details widget is a great way to add more information about a sale on BDP. The first three fields contain the name of the lender, the account number associated with the transaction and notes about the loan. Under the more Details Option you will find the above. You will be able to insert […]
Articles Tagged: training
Source of Lead Widget
The purpose of this new widget is to allow you to select which items appear in the “Source” dropdown within the viewings and valuation forms. From here, you can begin to track where all your business leads are coming from and adjust your marketing accordingly. The first time you visit this widget, you’ll have access […]
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, […]
Date & time selector
Back to choosing the viewing contact – Forward to selecting the Applicant Choosing the date and time of an event in BDP is done via a combination of picking the date from a calendar and moving the Hours and Minutes sliders to set the exact time. The minutes slider advances in increments of 5 minutes. […]
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 […]
Understanding what “Live” means
Back to External Systems – Forward to Creating a new viewing Making a property Live effects a number of external systems and has implications as follows. There is also a basic checklist to follow prior to clicking the “Set Online” button. Checklist: In the Selling Details widget has the selling status been set correctly? In […]
Basic user training index
Add valuation appointment Assigning the Valuer Selecting the time/date Adding the Vendor Adding the property details Saving v Saving and Confirming Confirming an already-created valuation Adding a new property without creating a valuation Using Complete Address link or not Adding Display address Adding details to a property in the system Completing vendor information Adding photos […]