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web based property sales & administration software

person 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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webpro IT
11 The Quadrant | Manor Park Crescent | Edgware
tel: 03333 447 300
email: info@estate-pro.co.uk