Estate Agent Pro Enterprise

Find Email Screen

Find Email Screen

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Find Email Screen

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You will be prompted to enter an email address to search for. If found the following screen is displayed.

 

Find Email Screen

 

Either selecting the appropriate record and then clicking on the view button, or double clicking on the record will open the appropriate screen.

 

Clicking on the edit button will open the clients screen.

 

If the client is an applicant, an additional applicant, a vendor or an additional vendor associated applicant/property addresses will be displayed. If the client is a solicitor then all non-archived applicants/properties where the solicitor is assigned will be displayed. If the client is an Estate Agent all non-archived applicants where the estate agent is assigned will be displayed. If the client is a surveyor then all non-archived properties where a survey has been entered for the surveyor will be displayed. If the client is a landlord all non-archived properties owned by the landlord will be displayed.