Chris Horroll
Articles
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Revise An Offer (From Follow Up)
Go to Follow Up>Follow Up. Tick Display Offers to Follow up. From the list, double-click on the relevant offer. In Offer amount enter the revised offer. Click on Save. At the prompt, if the origi...
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Matching A Person To Properties
Question: How Do I Match A Person To Properties? Solution: Go To Person Record> Requirements Tab and enter the applicant’s price range and match criteria, such as the property types and areas they ...
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Adding Commission Fees On A Sale Property
Go to Property>Find Property, enter any part of the address and click on Search. Click on the Agency info tab. Enter fees Click on Save.
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Adding Miscellaneous Mergefields In A Letter
Misc Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in the mergefield you require. Select the required mergefield and then Insert. Please see th...
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Withdrawing The Vendor From A Sale (Accepted Offer)
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event>Sale Progression>Withdraw vendor. Change the status of the property if needed. Relevant letters wil...
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Adding A Person
Go to Main Menu>Person> Add New Person. Enter the name of the person, their address, telephone number and their intention. Click on Save. Your office may have selected other mandatory fields you m...
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Mark A Property As Externally Sold
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event>Sale Progression>External sale. Enter the price paid by the other agency’s vendor and any notes. Cli...
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Withdrawing A Property
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event, Withdrawn. Enter notes. Click on Save.
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Adding Offer Mergefields In A Letter
Offer Mergefields (3).pdf On the letter click Insert Mergefield which is at the top of the screen. Type 'OF' which will bring up all of the mergefields which begin with OF. Select the required me...
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Revise An Offer (From The Property)
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. In Offer amount enter ...