As part of setting up your Staff Profile within Expert Agent, you can apply our standard settings to your individual grids, and to your right hand tool bar. 

Applying Standard Settings to your grids will reset the columns being displayed to our list of default columns.  From there, you would right click and select Choose Columns to add in any further columns which you would like to view in each of your grids. This will dramatically reduce the number of columns you see, making the grids quicker to load.  Applying Standard Settings to your right hand tool bar will remove any Quick Links you currently have set up on your right hand tool bar, and add in our suggested defaults. This will not affect any Quick Links you have added to your Dashboards. If you already use your right hand tool bar, you may want to skip this step, but if the right hand tool bar is new to you then this is a great way to see how it can be used. 

 

To Apply Standard Settings, you need to access your Staff Profile by hovering over Tools in the top menu, and selecting My Profile.  In the bottom left corner, is your Apply Standard Settings button.

Clicking here will bring up a list of all your grid fields, where you can specify which grids you would like to be populated with the default columns. All of your grids will be selected already, as will the Quick Links, but you can deselect any grids that you would not like to be changed, and deselect Reset Quick Links if you would not like your right hand tool bar to change.

Once you are happy with which grids will be changed, and whether you want to apply the default Quick Links, click Save. This may take a moment to process, and you will then see your Staff Profile screen. Clicking Save again will close the Staff Profile, and you will then be able to open each of your grids, and your right hand tool bar, to see your new setup. 

 

A complete list of which columns will be visible in each grid, and the Quick Links which will be on your right hand tool bar, are below. 

 

Applicants Grid

Forename

Surname

Postcode

Department

Active

Price

Negotiator

Last Contacted

Validated

Status 1

Status 2

Status 3

Status 4

Status 5

Enquiry Source

Enquiry Method

Hot

General Marketing

 

Properties Grid

Department

Status

Address 1

Address 2

Vendor Surname

Numeric Price

Price Text

Last Change

Last Change Type

Negotiator

Branch

Vendor 1 General Marketing

 

Contacts Grid

Forename

Surname

Company

Postcode

 Type

 

Offers Grid

Progress Status

Applicant Surname

Address 1

Address 2

Offer Value

Vendor Surname

Offer Date

Status

Branch

Department

Vendor Sol. Company

Applicant Sol. Company

Last Chased

Next Contact

 

Matches Grid

 Property

Property Status

Applicant

Department

Match Status

Matched At

Matched By

Match Property

Active

Property Branch

Applicant Branch

 

Landlords Grid

Forename

Surname

Company

Branch

Negotiator

Last Contact

Status 1

Status 2

Status 3

Status 4

Status 5

General Marketing

 

 

Tasks Grid

Event Type

Task Date

Branch

Task For

Closed

 

Tenancies Grid

Status 

Property

Tenants

Landlords

Branch

Start Date

End Date

Rent

Negotiator

Management Type

Agreement Type

Term Type

 

Agreement Signed Target

 

Maintenance Grid

Status

Logged

Address 1

Address 2

Description

Target Status

Target Complete

Branch

 

Board Movements Grid

Property Address 1

Property Address 2

Board Status

Date Required

Actioned

 

Contractor Company

 

Appointments Grid

Appointment Type

Appointment Time

Status

Property

Applicant Surname

Accompanied By

Contact

Confirmed Applicant

Vendor Surname

Confirmed Vendor

 

 Right Hand Tool Bar

 

In this article we look at the ways in which Expert Agent helps you to stay in regular contact with your applicants.

 

Date Management

Quick Links really come in to play when you want to keep in touch with your applicants.  Of course you can make your own Saved Selections, but a lot of the links we provide for you are really useful. For Date Management, some of the Quick Links you'll want on you Applicant Dashboard/Right Hand Tool Bar are 

 

My Next Contact Due Toady- any applicants which you yourself have registered, or have been assigned to you (either through the Portal Applicant Import, or by a colleague,) where their Next Contact Due is today, or earlier. 

My Applicants where contract with other agent expires within 7 days- any applicants which you yourself have registered, or have been assigned to you (either through the Portal Applicant Import, or by a colleague,) where they are on the market with one of your competitors, and you have filled in the date on which the applicant's agency agreement expires with that agent.  Use this to chase Potential Vendors whose property you initially didn't value, or you lost to another agent. 

 

We'll look at key date management (last contact, next contact, due off etc) and we'll look at ways of using applicant status prompts to get a better understanding of buying position. 

We'll look at generating mass emails within EA, exporting to mailing list programs.

We'll look at mass deletions. We'll look at how to use applicant grids to store regular selections.

 

 

Applicant Last Contact

Categorising Active Applicants  

Marking Applicants Inactive In Bulk

Managing New Website Registrations

Expert Agent have a generic set of templates in place which can be customised to suit your brand, saving you lots of time and effort!

This PDF covers the customisable areas of the templates, examples of each template with the brochure details and what it includes, header graphic recommended size etc. It also includes advice on entering the relevant information into property records.

Generic Wordlink Template Samples