Estate Agent Pro Enterprise

Properties Screen - Vendors Tab

Properties Screen - Vendors Tab

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Properties Screen - Vendors Tab

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This tab contains all fields that are related to the vendor of the current property and itself consists of 7 tabs. The btnExpand button can be used to undock (expand) the panel to make it easier to see multiple entries.

 

General Tab General Tab

 

PropertiesScreenVendorTabGeneralTab

 

This is where the primary vendor is defined together with other fundamental information.

 

Details

 

 

 

btnChangeVendor

To change the clients details click on the button on the right hand side of the client's name and address. This includes the ability to add contact details. See the Client's Screen for more information.

 

Use this button if it becomes necessary to change the vendor to another client in the database.

 

Contact Details

These are the contact details that have been entered for the client. These can be changed by clicking on the button on the right hand side of the client's name and address in the Details section.

 

See How do I use the contact details grid? for further information on how to use this grid.

 

Agency Agreement Received

These details should be updated here when the vendor signs the agency agreement.

 

Commission

Commission bands can be defined by your system administrator based on the price of the property. If these are used the commission rate is populated automatically. If you wish to override this, mark the commission as fixed and either enter the rate or the amount.

 

Property Misdescription's Act Received

These details should be updated here when the vendor signs Property Misdescription's Act.

 

 

Viewing Arrangements

Enter any specific instructions, they will be displayed when viewings are made.

 

Additional Vendors Tab Additional Vendors Tab

 

PropertiesScreenVendorTabAdditionalVendorsTab

 

This is where additional vendors can be added. There can be any number of additional vendors.

 

Additional Vendors

By means of the buttons on the navigation panel at the bottom left of the grid, additional vendors can be added or deleted. See How do I use the navigation buttons? for more information.

Contact Details

These are the contact details that have been entered for the client. These can be changed by clicking on the button on the right hand side of the client's name and address.

 

See How do I use the contact details grid? for further information on how to use this grid.

Client

To change the clients details click on the button on the right hand side of the client's name and address. This includes the ability to add contact details. See the Client's Screen for more information.

Notes

Enter any general notes in connection with the current additional vendor.

 

Documents Tab Documents Tab

 

PropertiesScreenVendorTabDocumentsTab

 

A copy of any external document can be recorded here, for example, a scan of a letter sent by the vendor or in respect of the vendor.To add a document click on the btnNavAdd button. See How do I use the navigation buttons? for further help on the navigation bar.

 

Double clicking the icon will open it using the associated viewer.

 

Marketing Expenses Tab Marketing Expenses Tab

 

PropertiesScreenVendorTabMarketingExpensesTab

 

Any marketing expenses can be recorded here. To add a new expense click on the btnNavAdd button and fill in the relative information. See How do I use the navigation buttons? for further help on the navigation bar.

 

Mortgage Required Tab Mortgage Required Tab

 

PropertiesScreenVendorTabMortgageRequiredTab

 

Details regarding mortgage requirements are to be recorded here.

 

Notepin There is an additional chargeable module available that forwards this information to a predefined mortgage broker.

Notes Tab Notes Tab

 

PropertiesScreenVendorTabNotesTab

 

Notes

Any additional notes can be recorded here.

 

Situation

Enter the vendors personal situation here.

 

Warning Note

Enter any "warning" notes here. This will be automatically displayed every time the property is accessed. See the Warning Screen for more information.

 

Information on the other tabs on the properties screen is available here:

 

Advertising Tab

EPC Tab

Lease Tab

Particulars Tab

Properties Tab

Survey Tab

Valuation Tab