Chris Horroll
Articles
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Override The Default Portal Delay On A Property
Go to Property>Find Property, enter any part of the address and click on Search.Click the Portals tab at the bottom of the window and alter the delay to your choice.Click Save.When the property is ...
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Withdraw An Offer From A Property (Offer Not Accepted)
Go to Property>Find Property, enter any part of the property address and click on Search. Click on Event>Offer follow up. From the list, double-click on the relevant offer. Click on Withdraw offe...
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Adding Vendor Solicitor Mergefields In A Letter
Vendor Solicitor Mergefield.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in VENDORSOL. This will bring up all of the mergefields which begin with VENDORSO...
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Making An Offer
If the person has viewed the property, you can do this in one of two ways. Go to the Applicant’s Record>Viewings and double click on the property and click on Make Offer. Enter the offer amount. C...
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Checking The Date Of The Last Vendor Report
Go to Property>Find Property, enter any part of the address and click on Search. Click on the Agency info tab. Last report shows the date of the most recent vendor report.
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Make An Offer From A Property
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event>Offer Made. Click on Find and Enter any part of applicant’s name. Click on Search. From the list, d...
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Adding Vendor Mergefields In A Letter
Vendor Mergefields (1).pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in VEN. This will bring up all of the mergefields which begin with VEN. Select the re...
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Sending A Person Property Details (non-match)
Go to Main Menu>Person>Event>Send Property Details. Click on Property, enter address and double click. Select the Email or Print option from Media, the stencil, a letter if required, then Submit.
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Making A Sale Property Available
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event, Available. Enter notes. Click on Save.
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Book An Appointment On The Sale Progression
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event>Sale Progression>Diarise. Enter the date, time and duration, the person who will be actioning the di...