Applicant Registration and Management

 This area will allow you to:

• Record the applicant contact information and should there be joint applicants, record their contact information
• Record how they would like to receive communications e.g. via SMS, MMS (picture messages), email or post
• Assignment of a web portfolio area
• Record their requirements which will be used to match properties from the property register
• Record where they heard about you for marketing purposes
• Refer them to the financial services area should they require assistance for a mortgage broker or need advise of other insurances
• Record of the applicant solicitor if known at this time which will be need when a successful sale takes place in order for the system to instruct all relevant parties
• Match the applicant to properties in the property register - if the applicant is in the office, the facility to go through the matched properties and discard those not right for them in the following ways:
  • List of all properties matches
  • Individual property view
  • Summary property view
• Print property particulars in the following formats:
  • Short description details - textual only 6 properties per page
  • Short description details - with picture 6 properties per page
  • Full property details with pictures these can be produced on selected properties or all properties
• Send property particulars via email or SMS or MMS in the above formats
• Arrange viewings
• Record offers
• Applicant history including:
  • • Letters sent
  • • Viewing taken place
  • • Comments from applicants
  • • Communications with applicant
  • • Offers made etc
• Viewings list for negotiator, other negotiators or branch (selectable)
• List of applicants who have downloaded properties from the website and registered on the website but not with the Estate Agent useful for those pro-active Estate Agents
• New applicants registered but not yet dealt with
• Search applicant register or browse all applicants
• Reports

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