Applicant Management

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