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

Adding in a viewing with a referral from another Agent (in this example we'll use Seeff) works very similarly to adding in a standard viewing.  

Adding The Viewing

1) Hover over Appointments in the top menu.  

2) Select your preferred diary view (I am using Daily) 

3) Right click on the desired time and select Viewing from the drop down.  

1) Double check the Appointment Type.  The status will be Pending as we haven't yet confirmed it with anyone.  

2) Check the appointment details here.  Assigning the correct Negotiator, any other Additional Negotiators (if needed - remember you can select more than one).  "Check Availability" will only work if there are any conflicting appointments.  Check the start and end times and set a task if desired or needed.  

3) In the "Internal Appointment Notes" add in who the referral was from for your notes, you can also add in here which Agent from which company and their contact details so you can get in touch with them for the Feedback (see below).  

4) We have selected a property (remember you can add this viewing in from the property record first) by clicking on the + and searching for our desired property.  

5) Note we do not have the option to send those standard quick confirmation emails here.  There will not be unless you add an Applicant (buyer) in.  We don't want to do that, so if you want to send a confirmation email to the Vendor (seller) see the next point

6) Right Click and Create a Letter (this option will only appear once you have saved the record so remember to do that first).  

Once you have sent the letter then you can set the Status to "Confirmed" and Right Click -> Save & Close Tab.  

It will now be in your diary (or which ever Agent you selected as Negotiator's diary) and we can move on to chasing that viewing once it has happened.  

Chasing The Viewing

1) I am accessing my "Viewings to Chase" quicklink from the Right Hand Tool Bar.  Remember you can have this set up on your Appointments Dashboard (Hover over Appointments -> Dashboard -> QuickLinks is the bottom right hand pod).  

2) Scroll down to the Appointments section and click on the Office Viewings to Chase (you can use "My" exclusively if desired) 

3) Hovering over the appointments listed in the grid, check the "Feedback" section of the Tool Tip.  I can see this is my appointment.  

4) Click on the appointment from the list.  

1) Look in the Internal Appointment Notes.  If you are chasing this for someone else they may have added in the contact details of who to speak to regarding feedback.  Once you have spoken to them, add the Feedback into the box.  

2) Set the status of the viewing to Chased.  

3) Remember you can set tasks, they will appear on the Task pod of your Homepage (as well as Tools -> Task Grid).  

4) Save the Appointment (you can Right Click and Save & Close Tab as well).  

You can then follow this appointment through just like any other, using the relevant Quicklinks if needed.  

Once you have completed the quiz and you have been moved into your Live Branch (see Training Account vs Live Account if unsure), you can get started on your Data Entry.  

Data Entry will be to add all of your existing properties onto Expert Agent ready for your live roll out (dates to be confirmed per office).  

When doing Data Entry it is best to start from the Property option in the Top Menu and select "Add a New Property"

Details Tab

Don't forget to check which department you are adding to.  You can always change this on the property record later on if you have made a mistake but it is always best to check it now so that you can capture the correct information on the wizard. 

1) Once you have selected the correct deparmtnet (it defaults to Residential Sales), then you can start filling in the Property address here.  Remember the Enquiry Source and Method as well. 

2) Filling in the owner details here (Landlord for Lettings, Vendor for Sales - see South African Terminology if unsure). 

3) If the owner lives at a different address (more likely for Rentals) then tick this box and fill in the address fields.  Also tick "Add Vendor/Landlord 2" if needed. 

4) Fill these Vendor/Landlord details in here if needed. 

Press the "Next" button at the bottom or click on to the Features Tab. 

Features Tab

1) Make sure that the Status is set to ON MARKET, this is very important when doing data entry otherwise they will not go online once you go live. 

2) Set the Property Type, Style and Location.  Remember once you click into Location you can type the first couple of letters of your Location to find the correct one. 

3) The currency is set to Rand but you can change the Price Prefix and add in the price the property is marketed at. 

4) Remember to tick as many as applicable of the Property Features 2 on a PROPERTY (you tick as few as possible, if at all, on an Applicant record).  These are your Lifestyle options for the Property. 

5) Add in Bedrooms, Receptions, Bathrooms, Size (if needed) and Tenure. 

6) Press "Next" or "Adverts & Notes"

Adverts & Notes Tab

1) You can add any notes in this section if needed. 

2) This is where you can add in your advert text.  Advert Header is for the strap line above the main paragraph about the property that appears on Property 24.  You do not need to worry about SMS Advert so move onto the Main Advert.  You can type directly into this field or copy and paste.  If you are copying and pasting please remember to copy into Notepad first to strip out any hidden style coding that Microsoft Word (or any other programs) may add onto the text. N.B Private Property have a character limit of 2000

3) If you have forgotten anything you can always go back by pressing "Previous" or selecting the relevant tabs from the top. 

4) Once happy press the Save icon and you will have created your property

 The Property

Please note it does say on the Status at the top in the blue bar "On Market (Not Marketed)".  This is because we have not yet marketed it. 

You can now go through all the tabs of the property making sure all the relevant information.  This is covered on Market & Workflows (please see the video for more information). 

N.B The Extra Data tab is so important for your feed to Property 24. 

Once you have done everything for Marketing (including going back to the Presentation tab to set the Streetview correctly) you can now go to the Details tab to set the Marketing options (as this property is already On the Market - just Not Marketed). 

1) Make sure you add in the Fee details as you will not be doing the Valuation Process on this property. 

2) You can either Right Click -> Change Status Or Price -> Change Status -> Put On Market/Market Available To Let or

3) Tick the Marketing Details from here.  Either of those will get you to the same point.  Going through the action menu will make sure you have added in the Mandate Type from the Events Tab and give the option of ticking the boxes.  Ticking the boxes in the bottom Left hand corner will allow the property to be marketed. 

a) Show on Website is for your Fine & Country website

b) Show on Portals is for Property 24, Private Property etc

c) Match This Property is so you can match it out to Buyers/Renters

d) Property of the Week is not relevant to you (only if you have an Expert Agent website which you don't)

e) Full Details On The Web will allow customers to view the property brochure and the individual rooms you added onto the property from the Brochures tab. 

The Fee Details are filled in, the Marketing Details ticked and now the Property is "On Market (Marketed)" and will go live onto Portals and your website once your office goes live.