General - Expert Agent Documentation

NAVIGATION

The Market Place pop up looks like this:

The instructions at the top explain how to use the Market Place, and each of the sections below lists the relevant product offerings.

If you’d like to order any of the products, simply decide whether you’d like the client to be charged (1) - (leaving the tick in the box means the supplier will take payment from them directly), specify the amount you’d like the client to be charged including your mark up if relevant (2) and then tick the ‘Order’ column (3). The heading bar for that section will summarize how many products are selected.

To place your order, you right click to open the Action Menu:

Clicking on ‘Order Summary’ takes you to a summary screen where you can review your basket and remove items from your order if needs be:

Clicking on ‘Empty Basket’ will wipe all selections allowing you to start again. You’ll see the following pop-up:

Clicking ‘OK’ empties the basket.

The ‘Place Order’ button will allow you to order your selected products. ‘Save and Close’ would allow you to save your selection with a view to completing the order process at a later stage.

With 2000+ Expert Agent member branches, we’ve got some clout out there in the market place.

As a service to our members, we’ve tried to source best of breed products and services that can be ordered directly from the appropriate records in Expert Agent:

Current products include EPCs, Floorplans, Photos, Reference Checks, Virtual Tours and more.

Market Place’s benefits include:

Save time – ordered directly from the property record
Track your orders in Events
The suppliers can bill you or bill the client
If they bill the client, you can charge whatever you want – the suppliers will reimburse you – just specify the amount to charge when you order.
The finished product (EPC, floorplan, photos etc) gets integrated straight into Expert Agent – no need to upload them yourselves.
You get chance to rate each order on product quality, speed of delivery and service. These star ratings are displayed when you order.

Ordering from The Market Place

The Market Place Dashboard

There are a number of 3rd party products and services we recommend:

Ravensworth Integration

Telephones

Brief Your Market

The Letting Centre - compliant lettings documents and support

FixFlo Maintenance Reporting

Picture Processor

We are trying to get our 2000+ member branches working better together. We are also trying to leverage the buying power that having so many member branches gives us when it comes to negotiating deals for both estate agency business to business and business to consumer services.

This section on products and services covers:

Expert Agent

3rd Party

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Ordering from The Market Place

Expert Agent Market Place

3rd Party

Products and Services