FAQs - Expert Agent Documentation

You will be able to extract a full report of a clients record if they submit a Subject Access Request. It will be emailed to you as a zipped attachment.

You will also be able to create a Data Portability Request if they want their data returned. If will be put into a machine readable, portable format.

Please see GDPR Personal Information Requests for more information.

When you request a deletion of a record within Expert Agent, all Events and documents held on those Events will be deleted.

If the records are linked to other records (I.E Tenancies, Offers etc) then you have the ability to go into those linked records and delete the data from them.

If you request a deletion of a record within Expert Agent, the record will go into Pending Deletions under Deletion Management. The deletion runs overnight so you have time to cancel the pending deletion from there if you have requested the deletion in error.

When you are asked to delete an individual's personal data (from the Record, NOT the Grid), you will need to check if they have a pending or accepted offer (Applicant), if they are a potential or current tenant (Applicant, or if they are selling (Vendor) or renting (Landlord) a property with you. You would be advised to action changes in relation to this ongoing business because once you proceed with the deletion, you will not be able to identify the applicant, Vendor or Landlord on the Offer, Tenancy, Property, Viewing etc.

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If I am asked to show a Client what data I hold on them, is there an easy way to get this to them?

What happens to documents that I store on the Events tab when I delete a record?

If I delete a record, can I get it back?

If a Clients asks for their data to be deleted, but they are involved in a current business transaction, what will happen to these transactions?