How do I know what properties have the Joint Agent Interest Schedule feature enabled?
To identify properties with the Joint Agent Interest Schedule feature enabled, look for a black icon on the property card. This icon will depict the silhouette of two people, indicating that the feature is active
How can I identify properties with a Joint Agent listed?
To locate properties with Joint Agents, follow these steps:
Step 1: Apply the 'Joint or Exclusive Instruction' Filter
Start by viewing all properties.
On the right-hand side of the screen, you'll find a filter named 'Joint or Exclusive Instruction'.
Step 2: Select 'Joint Instructions' and Apply Filters
Choose the option 'Joint Instructions' from the filter menu.
Click the 'Apply Filters' button.
This action will refine the property list to display only those with Joint Agents listed.
This process allows you to quickly pinpoint properties with Joint Agents, making it simpler to manage your portfolio.
How can I find out which agents or agencies are listed on the Joint Agent Interest Schedule?
To identify the agents or agencies listed on the Joint Agent Interest Schedule, follow these steps:
Step 1: Access the Property
Begin by selecting the specific property you are interested in
Step 2: Navigate to the Marketing Tab
Once on the property page, locate and click on the "Marketing" tab.
Step 3: Explore the Joint Agents Section
Within the "Marketing" tab, find the section labeled "Joint Agents."
Step 4: View Listed Joint Agents
If any joint agents have been added to the property, their details will be displayed in this section.
By following these steps, you can easily identify and view the agents or agencies listed on the Joint Agent Interest Schedule for the selected property.
This process is especially useful for agents allowing them to efficiently manage their portfolio by accessing information about joint agents.
How can I see what I have shared or not shared with Joint Agents?
You can see what you have shared or not shared with Joint Agents by going into the disposal in question and selecting the Interest schedule tab.
Anything highlighted Blue shows what you have shared with the Joint Agent and anything in White is confidential.
How can I see what is shared with the Agent on the generated presentation?
You can see what is shared with the Agent on the generated presentation by selecting the generated presentation within the disposal
Scroll down to enquiries you are sharing - You are also able to manage what you share from this section too!
I have a match with my requirement which I have accepted but I am unable to see this in my Longlist, how can I see this?
One thing to look for is if the Disposal that matched to your requirement has any Joint Agents? If so, the requirement might be under the other Agent as whoever sends the match has ownership of the enquiry however, you are able to select which Agency you would prefer.
You can change the Agency by viewing the disposal and selecting the preferred Agency.
