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Estate Agent Pro Enterprise User Manual in PDF format

1. Ask Price 895 000 Sale Price 850 000 Property THE OLD BARN TUNBRIDGE WELLS KENT TN2 SHS Name Mr Ken Randall 12 Brick Street Number Emal O E ae 07877 888888 W13 7XR 01892 565656 g gt 020 7491 7777 07872 123456 2 krandall hotmail com 01892 525448 Vendors Solicitor Gs Name Mrs J Badger 8 Holtye Road Tunbridge Wells Company Badger amp Partners Kent 9 g 01892 121212 TN2 6AJ 3 jbadger badgersolicitors co uk Name MrJ Able 12 Gordons Road Company lhaaa A jable hotmail com TN9 9QF 07787234674 e 204 0202789324 All contact details entered into Estate Agent Pro for the Vendor the vendors solicitor the purchaser the purchasers solicitor and the purchasers estate agent is displayed eared a The Vendor or Purchasers Client information can be edited from this S screen by clicking on the button to the right of their address See the Client s Screen ise for more information Clicking on the button will open a screen to enable you to send text messages to whoever is detailed in the Whom column This has to be configured and additional charges apply See the SMS Text Messaging Screenl soi for more information Clicking on the button will open the Email Screenl zss enabling you to send an email Both of these types of communicatio
2. 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 223 F This is purely an indication of whether or not a purchaser is assigned to this mE property If one is this button is enabled and clicking on it will open the Applicants E Screen 10s for them _ Stephens Information on the other tabs on the properties screen is available here Advertising Tabl 224 EPC Tabl 230 Lease Tabl 2 2 Particulars Tabl 223 Survey Tabl 234 Valuation Tabl 226 Vendors Tabl 23s 2015 Pair Softwhere LLP 5 29 1 Advertising Tab This tab contains all fields that are related to advertising the current property and itself consists of 4 tabs GENERAL TAB Advertising EPC Vendor Mr Ken Randall General Accommodation Display Board Key Features Online Documents Web Address Tunbridge Wells Address Tunbridge Wells Market as Available Web Enabled Configured Portals Website that this property should be to uploaded to Uploads All Property Details PDF Template Bu ly A4 Window Rebrand 5 NEW Advert amp Portal Text 72 of 255 characters Grade II Listed Barn Conversion 344 Acre Paddocks Superb Location The Advert and Web Address fields provide an alternative to the default display address which uses the Town amp County fields If used these will appe
3. If the screen height is sufficient the contact details will be shown here as well as on the Vendors Tabl zsa These are the contact details that have been entered for the client These can be changed by clicking on the button on the right hand side of the client s name and address in the Details section of the Vendors Tabl zs See How do use the contact details grid 86 for further information on how to use this grid RIBBON BAR 4 4 O P b db wr amp 3 E 3 Google Lae Match Offers Register Clone Portfolio New Draft Contacts Map Images Templates Chain History Sales Viewings Uploadable Mr x E i amp Sent E Clevedon l Actions Communications Files Status The following screens are available directly from buttons on the ribbon Clicking on the respective button will jump to the help screen for it if applicable 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 221 2015 Pair Softwhere LLP Opens the Matching Screen 272 where you can specify a combination of options for running the match These options include new applicants previously matched applicants only those belonging to a negotiator and applicant statuses Once the options are set the match is run against all the applicant r
4. ma It is recommended that this be run on a screen wth a large resolution Stops a carousel that is running Opens the carousel designer Details below Statuses Choose from the status options in the drop down list pana Include Sale Rent Choose from the sale rent options in the Choose from the sale rent options in the drop down list down list Only Web Option to only show properties that are web enabled Enabled Include Option to include archived properties Archived Branches By default properties for all branches are displayed If you only wish specific branches to be displayed you can select them in the drop down list The settings made on this screen will be automatically saved when this screen is closed gt It is strongly recommended that no other applications are running on the PC being used 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 123 CAROUSEL DESIGNER The Carousel Designer is used to customise the design of the carousel screen Designer Company Logo E a Logo Visible Yes let o Bgl Top 0 pg Carousel a Left 505 Qui Top 68 ij Heicht 47 gg Width 539 ju Depth 900 gl korn ag Reflect Yes Jj Rotate Yes J Address Advertisement amp Portal Text External Adverts Key Features News Price Details Visible Yes J let o QW Top 0 g g Carousel left 505 gg To 6s gg Hecht 47 gg W
5. DataPipeline TI NoDataBehavio ndBlankPage El Generation AutoStop r ParametersEdit Edit PassSetting psOnePass E Layout ColumnPosition TStringList Columns 1 ColumnWidth 0 PrinterSetup TppPrinterSetup SavePrinterSet _ E l Leftt0 Top0 Widh O Height 0 gt Loata Layout d The report defaults to A4 with margins all round of a quarter of an inch These settings can be changed by clicking on the Page Setup in the Files menu a The first thing that we need to do is to define the data to be included in the report Click on the Data tab on the main menu c And then click on the Query Wizard and click the OK button 2015 Pair Softwhere LLP How dol New Items g E r Y yi j i Fi A r d Que r y Designer d Click on Properties in the Available Tables list and click on the pe button and then do the same for Images and then click on the Next button Query Wizard Select the tables that you want to query state Agents ry fer Details fers roperty Statuses Solicitors e You will be given the choice between All Fields and Choose Fields Click on Choose Fields and the list of available fields for both tables will be displayed One by one click on the following field names and then click on the Ea button to include them When finished click on the Next button Display Address Advert Ima
6. 2015 Pair Softwhere LLP Address Vendor Reference Search 33 The Hollies Tonbridge Kent TN9 f4 Bonnywood Road Hassock West Su l4 Brambles Hassocks West Sussex Bh I40 Northumberland Avenue Tunbridge 41 Gloucester Avenue Tunbridge Well Is Musgrove Road Tonbridge Kent Th Is Rutland Gardens Tonbridge Kent T 1 62 West Drive Tunbridge Wells Kent J 66 Trenton Road Alton Hampshire Gl 17 Cairns Close Tonbridge Kent TN9 1 17 Hillside Tonbridge Kent TN9 SUP Is Journeys End Tonbridge Kent TN1 fo Cornwall Road Tunbridge Wells Kent Flat 1 125 West Street Tunbridge We Flat 2 125 West Street Tunbridge Wi Flat 8 Golden Court Grove Crescent T J Hornbridge Heathfield Road Crowboro new House Lamberhurst Vineyard Lar Jou Cottage Wadhurst Road Groombr The Old Barn Tunbridge Wells Kent TN 60 Properties t HDT 5 m By default this grid contains a list of all active non qa Ci Status Legend x archived properties By means of the buttons on the toolbar at the bottom left of the grid properties can be added qP deleted archived s saved kel cancel any changes E have information displayed and be filtered on T Completed Paid Under Offer To search for a specific property any part of the address string can be entered in to the search field which is case insensitive Once entered either press the enter key or one of the search b
7. Branch Tonbridge 17082010 1 Ethelred Gardens Tonbridge Kent METS 1 Valuation 229 995 ee082010 14 Avenue Gardens Tonbridge Kent E19 3B Valuation 4 995 26082010 1 Blands Drive Tonbridge Kent ME19 2 5 Price Change Peed a5 26 08 2010 1 Ethelred Gardens Tonbridge Kent METS 1 Price Change t229 995 26 08 2010 14 Ridgeway Road Tunbridge wells Kent TH Sale Agreed 150 000 t3600 Pa D This grid has the ability of being grouped and filtered by columns See How do I use grid column grouping and filtering 831 for further information Important areas of certain screens where there may be more information to be displayed can now be automatically undocked enlarged by clicking the J button in the right hand corner of the header panel The visibility of the button always indicates whether this functionality is available CE 04 03 2011 14 Ridgeway Road Tunbridge CE 04 01 2011 The Old Barn Tunbridge Wells cy F 27 08 2010 8 Journeys End Tonbridge Ke 160 000 a gt 18 08 2010 8 Journeys End Tonbridge Ke This will result in the contents of the panel becoming detached from the form and it can then be re sized as required iy Offers Viewings 04 03 2011 14 Ridgeway Road Tunbridge Wells Kent TN4 DAP 04 01 2011 The Old Barn Tunbridge Wels Kent TN4 0HY 27 08 2010 8 Journeys End Tonbridge Kent TN10 4NG 160 000 18 08 2010 8 Journeys End Tonbridge Kent TN10 4NG 03 08 2010 32 Surrey Road Tunbridg
8. This would normally be used to straighten an image As the angle is changed it will be reflected in the image The inside arrows will increase decrease the angle by 1 the outer arrows by 10 Click on the hl button to close this screen and save the changes made 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 177 5 19 Letting s Screen The letting s screen is where you can communicate with landlords and record income expenditure against their properties Statements and balances of account can also be generated LETTING S SCREEN Expenditure Income Include New Draft Archived amp Sent Communications E 1 Lettings Harris J 126 West Street Tunbridge Wells Kent TN2 3AH l Jones F 7 Hillside Tonbridge Kent TN9 8UP eal 126 West Street Young N 89 Parkside Tonbridge Kent TN9 5JS Tunbridge Wells Kent TN2 3AH Flat 2 125 West Street Tunbridge Wells Kent TN2 3AH 07888 456789 3 jharris hotmail com This screen can be broken down into 6 different areas LANDLORD S NAME amp ADDRESS Landlord s Name amp Address This grid contains a list of all landlords By means of the ee buttons on the navigation panel at the bottom left of the grid Jones F 7 Hillside Tonbridge Kent TN9 8UP ST a es a er landlords can be added or deleted see How do use the navigation buttons 87 for further information You can move between landlords by c
9. 2015 Pair Softwhere LLP Estate Agent Pro Enterprise at 3 17 Order professional prints Professional prints can be ordered through Estate Agent Pro This facility has to be configured and additional charges apply Any report or property particulars can be submitted for professional printing by clicking on the order prints button when being viewed The document is then saved as a PDF and is opened in an internal Adobe Acrobat PDF Viewer so that you can confirm the correctness of it before placing an order ai re A4 Example The Old Barn Tunbridge Wells P Quantity Open Upload Screen _ Weight Save Order OFFERS INVITED ABOVE 895 000 THE OLD BARN TUNBRIDGE WELLS KENT TN4 OHY A BEAUTIFUL GRADE ii LISTED BARH CONVERSION C 1780 WITHA WEALTH OF EXPOSED BEAMS VERY VERSATILE ACCOMMODATION COMSIS TING OF 4 BEOROOMS FOUR RECEPTION ROOMS THREE BATHROOMS AND A LUXURY FITTED KITCHEN 4 ACRE LANDSCAPED GARDENS AND A314 ACRE PADDOCKS WITH FIELD SHELTERISTABLES THIS PROPERTY IS LOCATED IN AH AREA DECLARED AS BEING OF OUTSTANDING NATURAL BEAUTY AND IS VERY PRIMATE _ If you wish to upload the order immediately put a tick in the Open Upload Form checkbox before clicking on the kd Save Order amp Exit button If you wish to order external prints the Product Code in this case F002 Quantity and Weight must be selected before the Save Order amp Exit button is enabled 2015 Pair Softwhere
10. 3 i GA f m Y Selected All List Labels A AR Selected All Attach Email Print Text 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 121 It is not the intention of this document to provide an explanation of standard functions found in the Clipboard Editing and Font ribbon bar groups with the exception of the usage of the S thesaurus and Insert Phrase buttons which has already been covered under the Applicant Letter 20 section above This will open the Email Screen zs populated with the mail merged letter along with any attachments added with the selected applicant set as the recipient Your Email logo if defined is automatically added to the top of the email At this point additional recipients or cc s can be added Once sent the letter will be stored along with any attachments in the applicants sent letters The checkbox in the Sent column will be automatically checked If this button is disabled it is because the applicant doesn t have an email address or email has not been configured by your system administrator This will send an email to all applicants that have the inc lude checkbox ticked have not already been sent a communication Sent column ticked and have an email address The checkbox in the Sent column will be automatically checked if the email is successfully sent This will take a little while if emailing lots of applicants Ifthe H No Dupes check box has been ticked then the se
11. Standard and Whole Database Reports are internal and cannot be changed other than the customisation options available to your system administrator regarding colours used 2015 Pair Softwhere LLP Individual reports can be generated by clicking on them The reports will only include those properties listed with a tick in the Inc lude column Reports will be generated in the sort order of the screen They will initially be opened for viewing and can then be printed if so required All reports can also be emailed Standard Reports Aging details number of days since Instructed or number of days E Aging in Property List inl Vendor Property iad Comparison Single Image ima Comparison Multi Image ted Mini Details Single Image ia Mini Details Multi Image ina New Instructions amp Reductions iaa Photograph ima Summary ii Thumbnail d Address Labels Vendors Advert Full Page 12 Properties Advert Full Page 20 Properties Advert Half Page 6 Properties Advert Half Page 8 Properties since sale agreed as appropriate instruction date age in days and address Data is also displayed as a pie chart Property List details branch negotiator type of property price and basic information on number of rooms Vendor Property details registration date negotiator address vendor asking amp sale prices sale rental status and last contact date Comparisons details main image or ma
12. The default review frequency you wish to use for applicants and vendors It is recommended that this not be set to longer than every 2 weeks If these options are selected then the setting of these fields will be mandatory on the applicant vendor screens lf this option is selected then the preset 1 day 1 week amp 1 month buttons will be disabled forcing users to set a review date It has been found that if a negotiator leaves quite often other negotiators will assign their properties to themselves Setting this option will record those changes in the events table so that you can be aware of them This enables the Microsoft Telephony API TAPI Once enabled it can be set on a per user basis This allows calls to be made by EAP and to indicate who the caller is and display applicable applicants properties Your telephone system must be Windows TAPI compliant in order for this to be used There are two options available Default PDF Viewer Use the PDF viewer that is the default on each users PC 338 System Administration EAP Internal Use our internal vewer No additional software has to be installed Viewings Show negotiator who made Turn this on if you wish to record who made the booking column appointment By default the person who added the viewing is selected E Other Branches Applicants Properties Archive Yes Es Ea Review Other Branches Yes Other Branch
13. PESSESSES ba 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 69 4 RESIZE THE MAIN IMAGE The height width ratio of the default main image is different to the property image so needs to be changed In order to do this we first need to move the other fields in the report closer to the bottom of the report a Scroll the report down to the bottom and then click on the price field to select it Then with the shift key pressed click on the other fields to select them also 274 995 23 LINDEN ROAD TONBRIDGE KENT TN10 4PT Simply stunning A double fronted refurbished semi detached bungalow situated in a popular location Luxurious and superbly appointed accommodation with close proximity to Tonbridge town centre This property has been transformed into a modern contemporary and stylish home A new loft conversion provides two double bedrooms and a bathroom on the first floor On the ground floor there is a lounge a classic modern kitchen with utility area and a dining room leading onto a raised deck area perfect for entertaining in the coming summer months There is also further two double bedrooms and a hugely impressive bathroom with walk in corner shower unit and jacuzzi bath This property has so much to offer and is ready for immediate occupation b On the toolbar at the top of the screen keep clicking on the down button until the margin at the bottom is the same as that of the sides c Click on the
14. Select the appropriate client and then click on the gt button on the quick action toolbar at the bottom of the screen This can also be accomplished by double clicking the appropriate client Clicking on the button will remove the current filter and show all clients including solicitors estate agents etc Closing the screen will automatically cancel the operation 2015 Pair Softwhere LLP 284 Ancillary Screens 6 6 Clone Property Screen Provides the ability to clone copy the current property as a new property This is particularly useful in new build situations where several similar properties are for sale _ Address The Old Barn Tunbridge Wells Kent TN4 0HY New Vendor Mr Ken Randall 12 Brick Street Westminster London W135 7XR Sale Rent Sale g Ask Price 895 000 Indude Images You must first specify a new address for the property This is done by clicking on the button on the right hand side of the address which will display the address screen In normal use this would just be a case of changing the house number and then clicking on the save button See the Address Screen zs01 for further information If you wish to change or add a new vendor click on the button on the right hand side of the New Vendor s address In new build situations this will normally remain unchanged Modify the Sale Rent and Ask Price fields as necessary and remove the tick from the Include
15. 2015 Pair Softwhere LLP Internet Gwen 726 79 Be f Clen Recommended 11 61 Advertising 6 04 4i Other 714 Walked invindow 13 39 Internet Rightmove 24 11 l Previous Client 6 95 The other percentage can be set between 0 and 10 The pie chart can be printed by clicking on the gt button 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 259 5 30 3 2 Solicitors Instructed Report Lists all properties where either the applicant purchasing or the vendor s solicitors have been instructed ka B Company Badger amp Partners Castillo A 8 Journeys End Tonbridge Kent TW10 4NG 2 Waltham Close Cliftonville Kent CT9 3YF Badger J i Company Mercantile amp Rolfe 4 31 08 2010 Able 1 12 Gordons Road Tonbridge Kent TW99QF 8 Journeys End Tonbridge Kent TN 10 4NG Mercantile K 4 Able 1 12 Gordons Road Tonbridge Kent TW99QF New House Lamberhurst Mercantile K Vine yard Lamberhurst Kent THS 605 This report is automatically grouped by solicitors company giving details of the solicitor s company and name client name and address property address and date instructed The grid can be printed exactly as it is displayed on the screen by clicking on the S button gt This grid has the ability of being grouped and filtered by columns See How do I use grid column grouping and filtering 831 for further information 2015 Pair Softwhere LLP
16. 2015 Pair Softwhere LLP ts Accommo dation Display Board Key Features Online Do CUMer Board Erected For Sale B Date Erected 31 07 2010 A Comments This tab is used to record what type of Board has been installed at a property and when The details entered here can be sent to your board erector as an email The board erector has to be defined in Admin once this has been done you can use the general communication button on the main page to email them Sy Send Text Message Force Error Message It will also email the Comments The details are also used in the Property report Sale Boards Location KEY FEATURES TAB 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 227 General Accommodation Bullet Points Display Board Key Features Online Documents A BEAUTIFUL GRADE IT LISTED BARN CONVERSION C 1750 WITH A WEALTH OF EXPOSED BEAMS VERY VERSATILE ACCOMMODATION CONSISTING OF 4 BEDROOMS FOUR RECEPTION ROOMS THREE BATHROOMS AND A LUXURY FIT TED KITCHEN Y2 ACRE LANDSCAPED GARDENS AND A 3 2 ACRE PADDOCKS WITH FIELD SHELTER STABLES THIS PROPERTY IS LOCATED IN AN AREA DECLARED AS BEING OF OUTSTANDING NATURAL BEAUTY AND IS VERY PRIVATE This should be a bullet point list of the property s main features This text can be used in property particulars and can also be uploaded to websites and property portals Each fe
17. 350 000 Bungalow 245 000 Bungalow 208 000 House 219 995 House 175 000 House 185 000 House 249 995 Bungalow 189 950 House 325 000 House 236 995 House 200 000 House 104 995 Flat 344 950 House 249 995 Bungalow 268 500 House N FN UN FP fF TDwWwWY UN WwW A NA A A U VESI 23 09 2010 31 08 2010 15 07 2010 30 06 2010 06 09 2010 06 09 2010 04 09 2010 05 07 2005 27 08 2010 10 09 2010 22 09 2010 28 06 2008 20 08 2012 02 09 2010 10 09 2010 08 09 2010 07 09 2010 19 08 2010 29 08 2010 23 09 2010 27 09 2010 04 09 2010 19 07 2010 04 07 2010 10 09 2010 10 09 2010 08 09 2010 09 07 2005 31 08 2010 14 09 2010 26 09 2010 02 07 2008 04 09 2010 06 09 2010 14 09 2010 12 09 2010 11 09 2010 23 08 2010 02 09 2010 27 09 2010 25 07 2005 16 09 2010 30 09 2010 12 10 2010 18 07 2008 18 09 2010 Available Valuation Available Available Valuation Valuation Valuation Sale Agreed Sale Agreed Sale Agreed Sale Agreed vate ee ee ce a ee i Ton bridge Tonbridge Tonbridge Tonbridge Tonbridge Keymer Road Tonbridge Tonbridge Tonbridge Tonbridge Tonbridge Completed F Tonbridge Available Available Withdrawn Available Available Available Sale Agreed Available Available Tonbridge Tonbridge Tonbridge Tonbridge Tonbridge Tonbridge Tonbridge If multiple properties can be selected you can do so by using the standard windows methodology Shift key plus m
18. All C 2015 Pair Softwhere LLP Whole Database Reports Agency Agreement lists all current non archived vendors giving details of the date that the agreement was received signed the property status and address Keys Held by key lists all current properties giving details of key number address number of keys held and if the property has an alarm the alarm code sorted in key order Keys Held by street lists all current properties giving details of key number address number of keys held and if the property has an alarm the alarm code sorted in street order Mortgage Referral lists all vendors who have been referred to a mortgage Advisor By default the to from dates are for the previous rolling month The report gives details of the date referred client name and address negotiators initials initials of person who made the referral whether a mortgage is required and if client has spoken to the mortgage advisor The report also displays the individual clients contact details See the Mortgage Referral Report 1 01 for more information Sale Boards Location lists all current non archived properties that have had a board erected giving details of the board type date erected days erected and property address It also gives the total number of boards erected and breaks this down into sub totals for each board type Sales Progress lists all sale agreed properties giving details of the sale date address sale price
19. Estate Agent Pro Enterprise 2015 Pair Softwhere LLP Estate Agent Pro Forward by Pair Softwhere LLP This is the PDF version of our help file which can be used interactively or printed as a manual Estate Agent Pro Enterprise 2015 Pair Softwhere LLP All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Disclaimer Development Ken Randall The 2007 Microsoft Office User Interface is subject to protection under U S and international intellectual property laws and is used by Quality Assurance Pair Softwhere LLP under license from Microsoft Amo
20. Pressing F1 from any screen in Estate Agent Pro will display the help page for that screen What s this help is available for quick help on any field by clicking the k button on the quick access toolbar WRT anc dragging the icon to the area of the screen that you require help on Alternatively the help file page for the current screen can be opened by either pressing F1 or the i button Throughout this document where we believe that something is of particular significance we will indicate it as follows P All names addresses and contact details used in this help file are fictitious The following sections are available within the introduction What is Estate Agent Pro I 10 What Equipment do Need I 11 LAN vs ASP Modell 17 Pair Softwhere LLP 2015 Pair Softwhere LLP to Introduction What is Estate Agent Pro Estate Agent Pro is sophisticated software for running all aspects of your estate agency business 1 1 The system is a Windows client server application which allows multiple users to use the system with data being automatically synchronised between branches your own website and property portals THE BENEFITS OF THE SYSTEM ARE Manage more properties applicants with fewer staff Communicate with clients immediately via email and text messaging Single source data entry Automatic synchronisation of data between branches Easy production and printing of property particular
21. Use Username This is the username that the user will use to login and that will appear in the diary and throughout Estate Agent Pro The username should be unique within a branch Signature lf you wish to use individual signatures in communications these can be loaded by clicking on the button bar on the right of the signature As the size of users signatures varies we can not give fixed sizes for it Our Suggestion is that you scan the signature in at 120 dpi screen resolution and crop it as tightly as possible 2015 Pair Softwhere LLP r 32 System Administration Diary Diary Colour lf the diary colour is set to Use Default colours for each user will be automatically generated If you choose to use specific colours then it is recommended that you do so for all users Days Worked Select the days worked from the drop down list Options Will appear in the list of personnel that can accompany viewings Admin Rights This determines if a user has access to this admin area There are 3 settings None Has no access to this area Local Has access to change only those options that are limited to their branch Full Has full access to this area If a user is given access to this area it is mandatory that their login is password protected App Prop Default If a user is only using Estate Agent Pro for letting s or the majority of your properties are letting s then change this option to Letting s Edit Old Dated N
22. 01892 565656 07877 888888 Particulars Survey Valuation Vendor Mrs Elaine Randall 3 Manor Road Tunbridge Wells Kent TN1 15T In the process of getting divorced This is where additional vendors can be added There can be any number of additional vendors Additional Vendors Contact Details Client Notes By means of the buttons on the navigation panel at the bottom left of the grid additional vendors can be added or deleted See How do use the navigation buttons s for more information These are the contact details that have been entered for the client These can be changed by clicking on the button on the right hand side of the client s name and address See How do use the contact details grid 8 for further information on how to use this grid To change the clients details click on the button on the right hand side of the client s name and address This includes the ability to add contact details See the Client s Screen s 1 for more information Enter any general notes in connection with the current additional vendor 2015 Pair Softwhere LLP Estate Agent Pro Enterprise m ar Lid BOS 2 doc PR O O A copy of any external document can be recorded here for example a scan of a letter sent by the vendor or in respect of the vendor To add a document click on the SF button See How do use the navigation buttons s for further help on the navigation bar Do
23. 3 4 1 17 mandatory Additionally the sales status screen is now validated when saving by focusing incorrectly entered fields automatically and coloring them yellow the same way as is done in the property and applicant screens The drop down look ups of both solicitors and estate agents on the Client s screen has changed to include the ability to search for any sub string This is automatic after a slight delay To select the estate agent solicitor you must now double click on the respective entry The valuation template has been changed to include all telephone numbers for the vendors as well as to show any detail that has been entered against the number The applicant minimum and maximum search price tolerances which were in EAP V2 have been reintroduced by request These can be set in Admin gt Applicant gt Options and given a range of between 0 and 50 The default is 0 which is the equivalent of being off When duplicating a sent letter any attachments are now also duplicated The maximum field length of individual offer notes has been increased to 1024 characters The general offer notes field length is unlimited Speeded up the editing of diary recurrent events in a large database when the event is shared by multiple users The property advertising hyperlinks are now available in custom reports Users can now be configured to be able to add properties and applicants for other branches The configuration of this is done in Admin gt Op
24. Agent Pro can be customised Options A Changes made here could stop your system working altogether and therefore changes should only be made by properly trained personnel See System Administration s13 for more information a When properties are deleted they are moved to the property archive Properties can Ya be restored from here if for example they come onto the market again Properties l l l l See the Archived Properties Screen 25 for more information When applicants are deleted they are moved to the applicant archive Applicants can be restored from here if for example they were accidentally deleted See the Archived Applicants Screen 112 for more information Contact details for estate agents solicitors and surveyors can be looked up here but Lah cannot be edited Contacts See the Professional Contacts Screen 291 for more information You can change the password you use to access Estate Agent Pro here You will be required to provide your existing password _ Password 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 187 5 21 Marketing Screen The marketing screen is where you can communicate with all clients both active and historical other estate agents solicitors or indeed anyone else you may have added such as plumbers and electricians MARKETING SCREEN gt 20 S 2 oe W112 wes Selected All Attach Selected All Labels a SelectedensAll Draft x
25. Deleting a property by means of the 3 button will remove the link to the landlord It will not delete the property Double clicking on an individual property will open the Properties Screen 2 51 focused to the respective property RIBBON BAR SL Balance Statement Expenditure Income Indude New Draft Archived amp Sent All Landlords Selected Landlord Properties Communications The buttons on the ribbon bar can be used as follows ef Displays a screen where you can specify the date range to use which defaults to the Su beginning of the current month A report of the balance outstanding of all landlords is then generated Balance 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 179 Indude _ Archived 2015 Pair Softwhere LLP Displays a screen where you can specify the date range to use which defaults to the beginning of the current month A report of statement of accounts of the selected landlord is then generated Displays a screen listing all expenditure entered for the selected property of the selected landlord where new expenditure can be added A report of this expenditure can also be printed See the Letting s Income Expenditure Screenl sol for more information Displays a scree
26. Enter the minimum price of property the applicant is interested in This can be left at zero to include all properties up to their maximum price when matching properties against their criteria 2015 Pair Softwhere LLP Beds Baths etc m Enter the minimum number of beds baths etc that the Bedrooms 33 Bathrooms tig Fatah d applicant requires Properties that have the same or more of Receptions 1J Garages ogg i i San i these will be included when matching against their criteria Any of these fields can be left at zero to exclude their criteria when matching If the Exact Match check box is ticked the property being matched must have the exact same number of bedrooms bathrooms etc unless they are set to 0 al Applicant classifications are configurable by your system ia rats administrator If defined they are mandatory Up to five classifications can be defined If none are defined this box will not be displayed It makes sense to make these categories cryptic incase they are seen by the applicant ee Include in Applicants are included when matching properties oo ay oo Med from the Property Screen If you wish to prevent this then o select No from the drop down list Send Texts As part of the matching process applicants can be sent text messages Obviously some people will find this annoying and the option to do so will be removed if this is turned off Contact Detais Thes
27. Images checkbox if you don t want to include existing images Then click on the Save FA button This will clone the property and scroll to it in the Properties Screen Closing the screen automatically cancels the cloning of the property 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 285 6 7 Confirmation Dialog All messages where you have to make a choice of how to proceed will be communicated to you via this standard dialog Move Property to Archive The Image shown ant the title will change depending on the nature of the message e g Passwords are now mandatory if you have access to the system administration area Please create a password in the following screen a The only way to close the dialog is to click on one of the buttons Clicking on the button will display this screen If there is specific help available for this message clicking on the k button and releasing it over the message will provide more information 2015 Pair Softwhere LLP 286 Ancillary Screens 6 8 Copy Dated Note Existing applicant or property dated notes can be copied to either a property or applicant respectively In the example shown below a dated note has just been added to an applicant This note can be copied to a property once the note is saved by clicking on the button 9 11 2012 CR Wants to view amp Journeys End not available until end of the month 10 08 2010 CRO Coming into office Thurs at
28. Selected All Actions Sales Chasing View F D Chain The Old B x Vendor Name Mr Ken Randall Address 42 Brick Street 1m The Old Barn The Old Barn Westminster Tunbridge Tunbridge London Wells W13 7XR a 1Chery l 13Prince Close Street Street Tonbridge Tonbridge Tonbridge Estate Agent Name Mrs J Badger Name Brenda Company Badger amp Partners i Company Tonbridge Estate Agent Address 8 Holtye Road Address 1 High Street Tunbridge Wells Tonbridge Kent Kent Contact Details Whom Number Emai Deti SC Estate Agent 01892 111111 Estate Agent 01892 222222 3 Estate Agent sales tonbridgeestateage Ba Estate Agent 666666 Solicitor 01892 121212 fA Solicitor _jbadger badgersolicitors c The details shown on the left hand side of the screen are for the focused node of the chain The button can be used to undock expand the panel to make it easier to see multiple entries The Contact Details shown is for all relevant parties See How do use the contact details grid 8 for further information on how to use this grid RIBBON BAR J Hide Applicant lt i Hide The buttons on the ribbon bar are used as follows 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 127 Adds a property that you are selling to the chain at the selected node Adds a
29. Standard phrases can be added by clicking on the SF button on the navigation panel Click the k button to save the changes See How do use the navigation buttons 8 for more information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise EJ 8 6 Modules Options CUSTOM REPORTS IB Advertisement Ellipsed IB Advertisements ff Branch Data fe Lettings List fe Rental Report 0 item s selected Custom reports can be created and edited here See How do create a custom report 33 for more information Reports placed in the Properties folder can be generated from the Custom Reports section of the Report Generator Screenl zl Reports placed in the Applicants folder can be generated from the Custom Reports section of the Applicant Search Tabl 252 on the Report Generator Screen FINANCIAL SERVICES Mortgage Referral Email Address ken simplyaccounts net Mortgage Non Referral Email Address ken simplyaccounts net Please note that if the referred email address is not filled in then it will be as if the FS Module is not activated If the Non Referred Email Address is not filled in then only referred emails will be sent If the FS Module is activated then the following fields are mandatory Mortgage Required Referral Made Initials and Reason for Non Referral if Referral not made Applicant Title Initials Surname Home Telephone Registration Date Status Purchase
30. The default folder to load from can be configured by your system administrator and would normally be set to your digital camera If this is incorrect select the folder you wish to load images from and then click on the OK button 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 31 5 The available Images area will be populated with all images from the selected folder Available Images 11 6 One by one click on the images you wish to use and drag and drop them to the applicable area of the primary images tab Front of Property 8 Repeat as above for all images you wish to assign and then click on the Save button This will save all images allocated and close the Images Screenl ies 2015 Pair Softwhere LLP 32 How do l 3 6 Change an address The editing of all addresses is now done through a common interface Address The Old Barn Tunbridge Wells Kent TMZ SHS Wherever an address is displayed clicking on the button on the right of the address will open a screen that enables it to be edited See the Address Screenl 2s0l for more information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 33 3 7 Create a custom report In this example we will create a custom A4 advertising report with a banner image across the top the main image of the property the display address and the price qualifier There will be 12 properties per page The finished advertisement we are trying
31. colours The statuses that appear in this review can be configured by your system administrator D This grid has the ability of being grouped and filtered by columns See How do I use grid column grouping and filtering 83 for further information o These are the contact details that have been entered for the 0171 634 28752 Work focused client E vi The button can be used to undock expand the panel to 07854450072 make it easier to see multiple entries Clicking on the button will open the SMS Text Messaging Screenl s01l to send a message This has to be configured and additional charges apply Clicking on the button will open the Email Screen zsal enabling you to send an email Both of these types of communication will be stored under Draft amp Sent Communications of the client See the Customer Communications Screenl 11 for further information Double clicking on the S button will undock this panel making it larger for ease of use 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 213 DATED NOTES Dated Notes Client date related notes can be entered here See How do Date Branch Notes me use the navigation buttons 87 for further help on the 01 11 2010 CRO choy coming into office at KAJ navigation bar The button can be used to undock expand the panel to make it easier to see multiple entries The button can be used to enter the note
32. s Price Details field which is found on the Properties Screen gt Property Tabl 2 51 in the Basic Information section EAP will automatically add the Asking Price to the end of any entry in this field unless told not to using the special codes lt PRICE gt or lt NOPRICE gt For example using a property with an asking price of 250 000 the table below shows how you can effect the price s appearance on a portal or website Price Details entered in EAP Price displayed on the portal or website OIRO 250 000 Offers in Excess of Offers in Excess of 250 000 Prices from 225 000 to Prices from 225 000 to 250 000 Price on Application lt NOPRICE gt Price on Application Prices from lt PRICE gt to 275 000 Prices from 250 000 to 275 000 Price qualifiers recognised by the portals are POA Guide Price Fixed Price Offers in Excess of OIRO Sale by Tender OorhWND NB Price qualifiers can also be displayed in your templates and reports if they are set up to use the appropriate merge fields We set the Rightmove Price Qualifier based on the following case insensitive entries in the Price Details field 1 POA or Price on Application Also set if Asking Price 0 Appears on Rightmove as POA 2 Guide Price Appears on Rightmove as Guide Price 3 Fixed Price Appears on Rightmove as Fixed Price 4 Excess Appears on Rightmove as Offers in Excess of 5 OIRO or Offers I
33. system administrator DP Additional charges apply Duplicates the currently selected communication as a draft letter which can then be edited and resent Duplicate Opens the page layout dialog where you can configure paper type margins etc Fage Layout 2015 Pair Softwhere LLP 5 14 Dashboard Screen The dashboard screen gives a Summary of all exchanges completions viewings valuations and appointments that are due today and by default is displayed automatically when Estate Agent Pro is opened This can be configured on a per user basis DIARY SCREEN Pm Ph Ph Pe ay Tomorrow Next7 Next31 November December January gg sors 00 18 00 20 00 Mr J Able 40 Northumberland Avenue TN2 5JW 15 45 17 45 Mr J Able 40 Northumberland Avenue TN2 5JW Meet at property amp 09 00 11 15 Agreed Completion 1 Blands Drive Agreed Completion 1 BLANDS DRIVE TONBRIDGE KENT TN9 2FS 34 Er Last 31 Last Yesterday 1 Tomorrow Next Next31 November Days Days Days aoe December January Clicking on a gauge will show the respective details in the right hand details box The properties displayed in each area can be scrolled by means of the navigator 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 155 Date 20 12 2014 Time Ee Property 1 Blands Drive Tonbridge Kent TN Purchaser Mr Able gag 3of4 ga The associa
34. the property as PDF s so that they can be easily attached when communicating with new applicants Stored templates can also be viewed and maintained here See the Stored Templates Maintenance Screen soz for information on maintenance A new Microsoft Word stored template can be created as follows Select the property that you want to work with Click on the Templates button Select Word Templates and then select the template that you want to use Once the template has opened and merged the property data into it click on Save amp Exit on the floating toolbar Give the template to be stored a name by default it will be given the name of the tempate that you used but this can be edited or completely changed Once the template has been saved it can now be opened as a PDF file and printed To open it for printing go to Templates gt Stored Templates The up and down chains can be recorded here for properties under offer and sale agreed The current property and the purchaser are automatically added See the Chain Flow Screen 123 for more information Various Historical data can be displayed from this drop down list Displays the Advertisements Screen 103 where adverts Applicants who Viewed this Property 7 Events placed in newspapers can be recorded Open Matches Displays a list of applicants who have viewed the Price History Report
35. unticking the check boxes on the ribbon bar You may wish to do this if for example to send a report of all vewings to a vendor who has withdrawn his property Double clicking on an individual property or applicant will open the Properties Screen z 3 or the Applicants Screen 1os screen focused to the respective property applicant The colour coding against each viewing indicates the status of the viewing Clicking on the 2015 Pair Softwhere LLP 272 Screens information button will display the meaning of the colour coding used at Viewing Legend Provisional Tentative Confirmed Completed gt This grid has the ability of being grouped by columns See How do I use grid column grouping and filtering s for further information This screen can be broken down into 3 main areas 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 273 VIEWINGS GRID Drag a column header here to group by that column ADD at le at a 5 nc Mon 20 08 2012 12 00 MrJ Able Nothing to Sel KAR At Property iv Ken CRO Confirmed w v x k f Thu 13 01 2011 12 00 Mr F Baggings KAR uJ Completed W x o D The V Inf vendor informed of feedback from the viewing cannot be ticked if the date time of the viewing has not passed If it is ticked when the viewing is saved a note to this effect will be automatically added for the vendor s dated notes This displays details of all existing viewings and allows you to add a new v
36. 01892 i211 www tonbridgecstatcagents cam E mail ken Tpairsp It Ae ee i Mr J Able 12 Godos Road Tonbridge Kent TNS SOF 307 April 2015 Dear fr Able NEW PROPERTIES The folowing new propertes have just come to market and as ths meets your criteria we have fowarded these details to you The following properties match to your requirements OFFERS ABOVE 895 000 The Old Barn T unbrid Grade Leted Barn Convers ion 3 Acre Paddocks Superb Location jable hotmail com The sending printing of these letters is covered in the Ribbon Barl 145 section below Spell checking similar to Microsoft Word is used in all letters and certain other areas as appropriate Misspelled words are underlined with a red squiggly line e g Interasst Right mouse clicking on the word will provide a list of alternatives lf the communication was sent by SMS or email the mobile number or email addresses sent to will be displayed beneath the communication applicable from version 3 4 1 28 onwards 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 153 RIBBON BAR Ei Copy el Hyperlink d N af 2 ie a P A Paste a Image pa Z _ m Page Attach Email Print Text p Cut Layout Phrase Clipboard Font File Insert Communications It is not the intention of this document to provide an explanation of standard functions found in the Clipboard Editing and Font ribbon bar groups The usage of the remaining
37. 07787234674 These are the contact details that have been entered for the 3 Applicant jable hotmail com applicant and the vendor of the focused property Clicking on the button will opens the SMS Text Messaging Screen sol to enable you to send text messages to whoever is detailed in the Whom column This has to be configured and additional charges apply Clicking on the button will open the Email Screen zzs enabling you to send an email Both of these types of communication will be stored under Draft amp Sent Communications of the applicant or vendor respectively See the Customer Communications Screen s for more information Double clicking on the button will undock this panel making it larger for ease of use DATED NOTES Dated Notes ty The 4 button can be used to undock expand the panel to Date Branch Notes nt make it easier to see multiple entries 14 08 2012 CRO Liked 8 Journeys End very much KAR Applicant date related notes can be entered here See How do use the navigation buttons 8 for further help on the navgation bar F MXWaA s The Er button can be used to enter the note entered into the diary on the date entered Double clicking on the button will undock this panel making it larger for ease of use Clicking on the S button will open a screen allowing you to select a vendor you want to also save the dated note to If there is an associated vend
38. 09 2013 Mr Randall coming into office at Flat 2 125 West Street Tunbridge We Sam Flat 8 Golden Court Grove Crescent Tt 20 08 2012 CRO Viewing Feedback Mr J Able Hornbridge Heathfield Road Crowborot Vendor updated fnew House Lamberhurst Vineyard Larr Old Cottage Wadhurst Road Groombrit The Old Barn Tunbridge Wells Kent T 07872 123456 A ken pairsoftwhere com When a new screen is opened it is shown on a separate tab with it s associated ribbon bar shown as the active contextual tab You can switch between the active screens by clicking on the tab header To close the active screen click on the close button in the tab header If you need to be able to see both screens at the same time this can be achieved by clicking on the gt cascade button on the quick action toolbar NEW GRIDS All grids throughout the system have been replaced by a much more sophisticated grid which gives the user the ability to sort by any column s search by any column and group by any number of columns 2015 Pair Softwhere LLP 364 What s New in this Version i Branch Crowborough eff O82010 The Old Barn Tunbridge wels Kent THM 5H Valuation 695 000 31708 2010 The Old Barn Tunbridge wells Kent TH 5H Instruction ha 05 09 200 The Old Bam Tunbridge Wells ent TN4 OH Under Offer 850 000 16 150 009 2010 The Old Barn Tunbridge wells Kent TH 4 OH Sale Agreed tara 000 16 625 4 Properties
39. 1ST 30 04 2015 Email Applicant Match Ken Tel 01892 111111 www tonbridgeestateagents com E mail ken pairsaftwhare com 307 April 2015 NEW PROPERTIES The following new properties have just come to market and as this meets your criteris we have forwarded these detail to you The following properties match to your requirements OFFERS ABOVE 895 000 4 This screen can be broken down into 4 primary areas COMMUNICATIONS GRID page This grid contains a list of all communications sent to the 28 08 2010 Email Applicant Match ken Client It details the date sent method used description the sehen celal asc 8 a inlal liso thal user that sent it and whether or not there was an attachment 30 08 2010 Email Applicant Response Empty Ken Sy Communications can be deleted by using the 3 button on the ms navigator at the bottom left of the grid Clicking on an individual communication will display the contents of the communication and any attachments applies to emails only 2015 Pair Softwhere LLP 152 Screens ATTACHMENT LIST This lists the attachments sent with an email Beare communication The image in the left hand column indicates the type of attachment Double clicking on the image will display the attachment using the applicable viewer SENT COMMUNICATION Applicant Match Tonbridge Estate Agents 1 High Street Tonbridge Kent TN 1ST Tel
40. 200 000 18 01 06 200 000 04 08 10 300 000 27 07 99 135 000 31 07 10 200 000 16 07 10 344 950 04 10 05 0 18 05 06 249 000 14 06 05 320 000 31 07 10 200 000 09 09 10 210 000 20 08 10 200 000 02 09 10 230 000 09 09 10 240 000 13 07 10 1 000 00 29 04 15 20 01 15 20 01 15 20 01 15 30 01 13 30 01 13 30 01 13 30 01 13 30 01 13 16 04 13 30 01 13 30 01 13 30 01 13 30 01 13 30 01 13 30 01 13 30 01 13 14 05 15 Prop Sale Agreed Prop Available Prop Available App Other Agent Prop Available App Our Vendor App Nothing to Sell Prop Available Prop Valuation Prop Available App Other Agent App Cash Buyer Prop Available App Sale Agreed App Nothing to Sell App Sale Agreed App Cash Buyer CRO andl Ken 12 Bick Stet We Purchase cE MDH 095 000 20 08 10 14 05 15 Pron Sale Agreed 129 Clients au waal This grid contains all clients that are due for review If a client is selling or buying more than one property they will appear more than once in the list Certain columns can be dragged to the group area as indicated A 4 in the left most column indicates that the client is a vendor A i indicates that the client is an applicant Double clicking on a client will open either the applicant or properties screen focused to the respective client or clients property If the client is a vendor the status of the property will be indicated by a coloured block at the
41. 23 Linden Road Dismiss Al 5 minutes before start You then have the option to snooze or dismiss the appointment Appointments can be dragged and dropped from one time to another or from one user to another which will change the appointment accordingly P If you change an appointment that is for a valuation or viewing the corresponding date time of the valuation viewing will also be changed DATE NAVIGATOR The navigator is used to select the date you wish to view The current date is gt 12 Indicated as shown If their is an appointment for any users you are viewing the sE 5 6 7 8 8 corresponding date will be shown in bold Bank holidays which are editable by 10 11 12 13 14 15 16 bce 17 18 19 20 212223 your system administrator are shown in red 24 25 26 27 28 29 30 31 gt Multiple dates can be selected on the date navigator by clicking on the first date required and then without releasing the mouse selecting contiguous dates TASK LIST pruma The tasks shown are for the date selected on the date navigator New tasks can be Fewnmmsos added by either clicking on the Type a new task area or by using the navigation bar at the bottom left hand side of the task grid See How do use the navigation buttons a for further help on the navigation bar 8 gt When a new task is added the Task Screen 01 will be displayed Tasks can be added
42. 234 Valuation Tabl z3 Vendors Tabl2s3 2015 Pair Softwhere LLP 5 29 2 EPC Tab This tab allows you to record the ordering progress of EPC s and to create the EPC charts Advertising EPC Particulars Vendor Mr Ken Randall Energy Efficiency Rating Environmental Impact CO2 Rating Current Potential 69 80 Wot eetronmenialy fiend Aigher CO2 animmsions Provider The New EPC Co Notes Ordered By KAR T Rush order promised by next day Ordered 31 08 2010 g Completed 01 09 2010 g Received 02 09 2010 W Added to Particulars Yes Y Date Added 02 09 2010 4 Added By KAR g Load PDF Display PDF Clear PDF Once you have received the ratings from your EPC prowder all you have to do is record the values for each chart To do this you can drag the Current and Potential markers up or down with the mouse If you need more precise tuning you can use the up down page up page down home and end keyboard keys You can move between the Current and Potential columns by using the left and right keys on your keyboard When the changes to the current property are saved the two EPC charts will be recorded in the respective section of the Images Screenl 165 There is no need for you to do anything else The images will be automatically uploaded to your website and property portals If you wish to display the full EPC on Rightmove and other portals that use the Rightmove file format then the PDF can be loaded b
43. 3 LAN vs ASP Model Estate Agent Pro Enterprise encompasses the speed reliance and security of a local database together with the near real time replication of data to other branches and your own website if applicable WHAT DOES THIS MEAN There are basically two permutations of software products available to estate agents These are ASP Application Service Provider Model ASP is a remotely hosted database accessed via an internet web browser This will be very similar to the look and feel of internet banking LAN Local Area Network Model This is normally a client server application with a local database per branch ADVANT AGES DISADVANT AGES COMPARED WITH ESTATE AGENT PRO ENTERPRISE ASP ADVANTAGES ESTATE AGENT PRO ENTERPRISE Access from Anywhere A user can access the system from any other branch or from an external location via Microsoft Remote Desktop Low startup costs The enterprise charging model is based on the ASP model whereby a fixed fee is paid per month There are no additional fees for support or portal uploads The number of users per branch is unlimited Data availability and or data loss ecurity of sensitive data Database server shared by many users Estate Agent Pro Enterprise is not an ASP peed of Access model so it has none of these disadvantages Does not suit complex applications and not user friendly AN ADVANTAGES ESTATE AGENT PRO ENTERPRISE oeed of Access Better integration w
44. 32 Money Laundering 141 How do create a custom report 33 Mortgages 113 How do Create a Microsoft Word template 48 How do I create a standard letter 59 7 N T How do I Create an EAP template 65 How do delete an applicant or property 71 Notes Copy 286 How do filter properties 72 How do I make properties uploadable 77 z O How do match applicants to properties 78 How do match properties to applicants 80 Offer Book screen 197 How do order professional prints 81 Offers screen 199 How do update an Applicant Vendor 83 Open matches 192 How do use grid column grouping and filtering 83 P How do I use the contact details grid 86 How do use the grid navigation buttons 87 How do I use the postcode lookup 88 Microsoft Word Templates 48 Modules Options 343 PDF Viewer 294 Permanently Delete 71 om Portfolio screen 203 Postcode lookup 88 Price qualifiers 89 Print Uploads 208 Professional Contacts 296 Professional printing 208 Professional prints 81 Progress Revew 211 Properties screen 215 Property chain 126 Property events 162 Property offers 199 Property particulars 81 208 233 Property search 114 Property status screen 261 Property surveys 234 Property templates 246 Property valuations 236 Property Vendor Options 347 R Image loading 165 171 Images Editor Screen 172 Income 180 Income and Expenditure 1 77 Installing Estate Agent Pro 91 Introduction 9 L Lan vs ASP Model
45. 52 4 This screen provides an extremely good mechanism for showing an applicant what properties meet their criteria Properties can be scrolled through by using the Navigate group on the ribbon bar The main image for each property is initially displayed as the large image This can be changed by clicking on any other image The number of bedrooms bathrooms etc is shown for each property If you hold the keys for this property it will be indicated as shown above 2015 Pair Softwhere LLP RIBBON BAR IK lt gt dM cote e Z 9 First Prior Mext Last List Register Ea viewing Bookmark Details Applicant Navigate Actions Current Property The navigation buttons are self explanatory The usage of all other buttons is described below Register Applicant Search viewing Bookmark Details Opens the Google Maps interface with the focused property displayed There is an option to show all other properties Please refer to the Google Mapl 63 screen for more information Displays a list of all bookmarked properties including the main image asking price location number of bedrooms number of bathrooms and summary details which can be printed See the Bookmarked Properties Screen 207 for more information Enables you to register a new applicant using the search criteria entered here together with outline viewing entries for each property marked as wanted to be
46. 8 Create a Microsoft Word template ssssannssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 48 9 Create a standard leler srar a a a Aa a E AAE TENSA 59 10 Create an EAP template cooing a i 65 11 Delete applicant or property sasssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 71 12 Fiker PlOPC MIG S aare a a a a aan 72 13 Force Refresh a property or applicant sssassssnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 76 14 Make properties uploadable ccccececeeeeeeeeeeeeeeeeeeeeeeaeeeeeeneaeeseeeesneaseeoesneaeesoesnsaeeneses 77 15 Match applicants to properties ssssasnssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 78 16 Match properties to applicants sacisccccccscsccusssccccscetenesesececcsinseenssensscaenueteeceecectaceeeeueareness 80 17 Order professional Prints 2 isss a a a a a aaa 81 18 Printaddresslabels oirnn aa eee ee 83 19 Update ancApplicanw Vendor cceciescrticc ccc ecesnereideccteacedecuasicreucseuicanvestcnasedeedeesvebeciaessevens 83 20 Use grid column grouping and filtering ccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneeeeeoesneaeeeeeensaes 83 21 Use th CONTACL GCTAINS grid sissscccecscsszcestesdecscsiouseseasmnetertencstueasade vonasessesoacmustesoceeatueneudaks 86 22 Use the navigation buttons cicccecscececiaseret cia tacateerce sed ancsececsdadedeboielecileceeneconaneieeeiacaseecteus 87 23 Use tne postcod
47. Ancillary Screens 6 16 Rich Text Viewer Editor This viewer is used in various places in Estate Agent Pro Lorem dolor sit amet consectetur adipiscing elit Integer ullamcorper ante ut mauris tincidunt porta aliquet erat elementum Nulla vitae magna eget lectus consequat tincidunt vel ac elit Nunc suscipit metus vel orci tempus viverra Mauris facilisis venenatis volutpat Nunc laoreet neque a nulla gravida in adipiscing enim mattis Mauris sollicitudin arcu ac tellus rutrum luctus Nullam vel odio a ligula fermentum laoreet at nec lacus Curabitur pharetra vehicula lectus Quisque quis aliquam eros In vulputate mi vitae laoreet lacinia dolor arcu egestas est eget scelerisque sapien velit in mauris Donec lacinia sem in libero faucibus pharetra Clase aptent taciti sociosqu ad litora torquent per conubia nostra per inceptos himenaeos Duis ut lacus sem Aliquam erat volutpat Curabitur consectetur placerat diam sed luctus Duis quis mi id nibh rutrum egestas eget vel neque Whecenas vel purus ac purus eleifend aliquam Curabitur pellentesque lorem in tempus fermentum eros metus lobortis nisi guis eleifend nisl nulla in quam Nam porta volutpat facilisis Vivamus ligula nisi commodo blandit pulvinar a pharetra a dui Curabitur bibendum risus arcu et placerat neque In sodales elementum elit eget ultrices Nullam condimentum eros ut leo consectetur aliquet Cras rhoncus tincidunt luctus Sed tempus sollicitudin ma non scelerisque metus p
48. BIRMINGHAM 11a Carlton Road Small Heath BIRMINGHAM 15 Carlton Road Small Heath BIRMINGHAM 1 Carlton Road Small Heath BIRMINGHAM 19 Carlton Road Small Heath BIRMINGHAM 21 Carlton Road Small Heath BIRMINGHAM 23 Carlton Road Small Heath BIRMINGHAM 25 Carlton Road Small Heath BIRMINGHAM There are two different ways of searching for addresses 1 Search by postcode The postcode field is focused by default so you can immediately start entering the postcode there is no need to use the Caps Lock key on your keyboard When the system detects that you have entered a valid postcode it will automatically lookup the address If you wish to search on a partial postcode you will need to click the button 2 If you don t know the postcode you can still search on any part of the address by entering the address info you do have select the option and then click on the button Be as specific as possible as this could return lots of addresses otherwise Results are limited to 1 000 addresses Select the correct address from the list progressive key searching can be used and then click on the bel to save the address and exit 2015 Pair Softwhere LLP Estate Agent Pro Enterprise s 3 24 Use price qualifiers POA OIRO etc Most property portals can display standard price qualifiers and also your own website can do this if it is being fed from EAP and is set up to use them Price Qualifiers are entered in the property
49. Clicking on the T Applicant Vendor button on the navigator bar will display the client amp Estate Agent legend as shown These are internal to EAP and Sslister cannot be changed amp Surveyor k Landlord Accountant E Other The Category column is definable by your system administrator Both of these two columns can be filtered See How do use grid column grouping and filtering 83 for further information Number Email Detail These are the contact details that have been entered for selected client The image in the left hand column indicates the type of communication device applicable A jable hotmail co 01892779674 Work 07787234673 3 Clicking on the button will open the SMS Text Messaging Screenl soil to enable you to send text messages to them This has to be configured and additional charges apply Clicking on the button will open the Email Screenl zs8 enabling you to send an email Both of these types of communication will be stored under the Draft amp Sent Communications of the client See the Customer Communications Screenl 51 for more information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 189 MARKETING LETTER Letter Moving 1 High Street Tonbridge Kent TN9 15T Tel 01692 444444 Fax 01892 222272 E mail sales ton bridgeestateagent s com Mir J Able 12 Gordons Aosd Tonbridge Kent 14092010 WE ARE MOVIN G Fes
50. How do create a standard letter I 59 How do create an EAP template 6 How do filter properties 2 72 How do force refresh a property or applicant 76 How do make properties uploadable I 77 How do match an applicants to properties 7I 80 How do match properties to applicants 78 How do order professional prints a How do print address labels 83 How do update an Applicant Vendor 83 How do use grid column grouping and filtering I 83 How do use the contact details grid s How do use the navigation buttons I 8 How do use the postcode lookup71 88 How do use price qualifiers POA OIRO etc 89 2015 Pair Softwhere LLP EN How do l 3 1 Add a property 1 To add a property on the main screen click on the properties button This will open the Properties Screen 2151 Properties 2 At the bottom left of the screen there is a navigator panel Click on the SF button This will open the client screen where you can choose an existing client as the vendor or add a new one See How do use the navigation buttons 1 87 for further information on the navigation panel P Hi Woodsland Close Hassocks West Su fis Cruckshank Way Tunbridge Wells fii Popular Close Tonbridge Kent TN fi2 Bucklands Drive Tonbridge Kent T 12 Dark Square Tunbridge Wells Kent 12 Green Road Tonbridge Kent TN9 fiz Uplands Walk Tonbridge Kent TN i 13 Cedar Close Tunbridge We
51. Image Banner Message Don t forget guys new reduced commission fees start on 18th December 2010 Fush this as much as you canl 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 3 CREATE A NEW TEMPLATE a Expand the Property Vendor group and click on the Templates option Froperty vendor Classifications Force Refresh Marketing Expenses Options Sales Chasing Definitions Status Colours Templates VVVVYVYV V Vendor Review b Click on the New button in the EAP Templates panel And then click on A4 Portrait from the drop down menu EAP Templates Hew A Portrait A4 Landscape AS Portrait A3 Landscape c This will open the Estate Agent Pro Property Template Designer with the background set to your company colour and the banner image already assigned It will be populated with details from one of your properties so that the correct perspectives can be judged 2015 Pair Softwhere LLP How do l a Petals Beet Pro Properiy Teenie edie oe ee ee ie Ye el aa reM MT mim cara Gert Tg l Dlresgy menm Lamin ijp i Wiwa Gopher ere 2 iach Wara Geach r Aia i a A eE ai D poar de a f bi ia LTAL ty ra Ee O icre ja bug ecko 7 Grupa eter aJ cache jara EB Tomia Motani rn deters Jo Teacher er Song iwa bog Er fab EE F rel er 72 UNDEN ROAD TONBRIDGE KENT THID 4677 ae fang ira Try Sang A Pasa rg re Tia Parr
52. KAR 134 995 01 07 2010 19 06 2011 14 Ridgeway Road Tunbridge Sale Sale Agreed TC 185 000 30 09 2005 09 03 2012 020 7491 7777 19 Cardogan Close Tunbridge Sale Sale Agreed TC 249 995 06 08 2010 19 06 2011 A krandall hotmail com 24 Coronation Road Tonbridge Sale Sale Agreed PW 135 000 25 02 2006 03 10 2010 020 7992 8888 25 Green Road Tonbridge Ker Sale Completed P JS 249 995 24 06 2005 03 10 2010 40 Northumberland Avenue Tu Sale Sale Agreed KH 219 995 13 01 2006 19 06 2011 41 Gloucester Avenue Tunbrid Sale Sale Agreed TC 208 000 04 08 2010 19 06 2011 62 West Drive Tunbridge Well Sale Completed JS 159 995 05 07 2010 19 06 2011 66 Trenton Road Alton Hamp Sale Under Offer PW 229 995 01 08 2010 14 02 2012 7 Cairns Close Tonbridge Ken Sale Exchanged PW 249 995 24 10 2005 19 06 2011 Mr Randall coming into office at 8 Journeys End Tonbridge Ker Sale Sale Agreed PW 175 000 29 07 2010 04 03 2011 9am 9 Cornwall Road Tunbridge W Sale Exchanged PW 175 000 01 06 2005 03 10 2010 Flat 8 Golden Court Grove Cre Sale Sale Agreed PW 89 995 07 02 2006 03 10 2010 New House Lamberhurst Viney Sale Under Offer KAR 220 000 03 08 2010 03 10 2010 The Old Barn Tunbridge Wells Sale Sale Agreed KAR 895 000 20 08 2010 10 03 2012 This screen can be broken down into 4 primary areas 2015 Pair Softwhere LLP 212 Screens ms PROPERTY LIST Drag a column header here to group by that column S
53. LS SI St lt I lt lt lt M lt lt Di 24 Letters A Options can be excluded by means of the drop down list in the Exclude column These options are Exclude automatic banner image from emails Exclude automatic signature block from emails Don t save details in client communications Exclude this letter from updating clients review status lf the automatic inclusion of an email logo is turned on in Company Options s20 you may wish to turn this off for certain standard letters that incorporate their own images lf the automatic inclusion of a signature block is turned on in Company Options 20 you may wish to turn this off for certain standard letters that incorporate their own signature block If you are sending out the same letter to hundreds of clients you can exclude the detail from being saved There will still be a record of it being sent By default sending a letter to a client who is an applicant or a vendor automatically updates the client revew date You may wish certain letters such as newsletters to not do this These options are not applicable to this example 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 63 a Click into the empty standard letter and then click on the bold button in the Font toolbar and then click on the centre button in the Paragraph toolbar b Click on the button in the Insert toolbar which will display the list of Estate Agent Pro fields that can be ins
54. Rent and Maximum Price to Pay If the registration date precedes 2008 the DPA is unchecked or a mortgage is not required then an email is not sent Feedback Options lf the Financial Services module is enabled full EAP Enterprise only this screen will be available This module sends emails either internally or externally to the specified address depending on whether the mortgage referral check box is ticked for an applicant or vendor Feedback Outcome and Non Referral definitions can be defined here Feedback and Outcome definitions can have a 2015 Pair Softwhere LLP saa System Administration default set which is applied after the referral email is sent 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 35 PRINT Branch Code K123 FTF print ravensworth co uk Username TON 564 SSS Faszssword Test The print module sends a PDF of your property particulars to Ravensworth for external printing An account has to be set up with them before this service can be used Contact Steve Tolfree at Ravensworth stating that you are an Estate Agent Pro user if you are interested in using this service You will be provided the information to enter here by them Any external print company can be used but the naming of the file being sent will use the Ravensworth format Please also bear in mind that they may not support all products listed The file being sent will be named as follows K123 001234 F
55. Reports Applicant List details the applicants name amp address branch negotiator registration date maximum price they can afford and their E Applicant List 2 File Cards Status 3 Address Labels Applicants File Cards prints a file card of the applicants details Address Labels Each page contains up to 21 Names and addresses suitable for printing on A4 63x38mm 21 per page address labels such as Avery J8160 or Viking VIJL21 CUSTOM REPORTS Individual reports can be generated by clicking on them Custom reports are those reports created by yourselves or by us for you charges apply These reports can consist of anything that is in the Estate Agent Pro database In order that the system knows that reports are specific to applicants they must be in a sub folder called Applicants The reports and folders are defined by your system administrator Sample Report The reports will only include those applicants listed with a tick in the Inc lude column Reports will be generated in the sort order of the screen They will initially be opened for viewing and can then be printed if so required All reports can also be emailed WHOLE DATABASE REPORTS Individual reports can be generated by clicking on them These reports have nothing to do with the list of applicants displayed They will initially be opened for viewing and can then be printed if so required All reports can also be emailed Mortgage Referral lists all
56. Setup will create the program s shortcuts in the following Start Menu folder To continue dick Next If you would like to select a different folder cick Browse Estate Agent Pro Enterprise Browse _ Don t create a Start Menu folder 5 It is recommended that you do not change any settings on this screen Click on the Next button to display the confirmation screen Setup Estate Agent Pro Enterprise Ready to Install Setup is now ready to begin installing Estate Agent Pro Enterprise on your computer Click Install to continue with the installation or cick Back if you want to review or change any settings Destination location CEAP Start Menu folder Estate Agent Pro Enterprise 6 Click on the Install button to install EAP A progress bar will be displayed as files are copied to the EAP directory The following screen will be displayed as EAP creates your database 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 95 Estate Agent Pro database has been successfully installed Click to Continue 7 When it completes running Click to Continue as indicated This completes the second stage of the installation 2015 Pair Softwhere LLP 96 Installing Estate Agent Pro STAGE 3 CONFIGURE This is the configuration of EAP and will occur the first time Estate Agent Pro is run The following shortcut will have been placed on your desktop 1 Double click on the EAP shortcut which
57. The default set by your system administrator will be displayed here Under Offer Whether to include properties under offer or not Clicking on the gt button closes this screen and proceeds with the matching process The Applicant Property Matching ScreenI 13 will be displayed when this process is complete Closing this screen will abort the matching process 2015 Pair Softwhere LLP 298 Ancillary Screens 6 14 Property Look Up Screen The property look up screen is invoked from numerous places and is used to select one or more properties j Re i eee oe 11 Popular Close Tonbridge Kent TN9 14 2 Magdalen Road Tonbridge Kent TN9 1 13 Pearl Road Tonbridge Kent TN10 4RL 14 Avenue Gardens Tonbridge Kent TN1 1 Cherry Close Tonbridge Kent TN10 2El 1A Cherry Close Tonbridge Kent TN10 2 1 Lonsdale Avenue Tonbridge Kent TN9 41 Gloucester Avenue Tunbridge Wells K 40 Northumberland Avenue Tunbridge We 8 Journeys End Tonbridge Kent TN10 4N 14 Ridgeway Road Tunbridge Wells Kent 25 Green Road Tonbridge Kent TN9 1BP 5 Musgrove Road Tonbridge Kent TN10 5 Rutland Gardens Tonbridge Kent TN10 12 Green Road Tonbridge Kent TN9 1LZ 18 Northdown Road Tonbridge Kent TN1 18 Belvedere Court North Avenue Tonbrii 3 Park Avenue Tonbridge Kent TN10 3E 19 Cardogan Close Tunbridge Wells Kent 210 000 Bungalow 289 995 House 249 000 House 324 995 House 350 000 Bungalow
58. To completely delete an Applicant or Property record the following steps must be taken please be aware that once deleted the record can not be undeleted 1 First the Applicant or Property has to be Archived to do this go to the appropriate screen and click on the P button on the navigation bar P Wi Woodsland Close Hassocks West Su fii Cruckshank Way Tunbridge Wells fii Popular Close Tonbridge Kent TN fi2 Bucklands Drive Tonbridge Kent T 12 Dark Square Tunbridge Wells Kent 12 Green Road Tonbridge Kent TN9 12 Uplands Walk Tonbridge Kent TN 13 Cedar Close Tunbridge Wells Kent 60 Properties i _ S A oS a A a a g displayed click the 3 Go to the Administration tab and click on the Properties or Applicants button from the Archive section of the ribbon bar Properties Applicants 4 This will display the archived properties or applicants screen Select the property or Applicant record that you are going to delete 5 Click on the Permanently Delete button Pas Restore Purchaser Permanently A Restore Delete 2015 Pair Softwhere LLP How do l 3 12 Filter properties The number of properties being viewed can be filtered on in two ways STANDARD FILTER Standard Advanced Selection Criteria cons O Filter _ Type E House Bedrooms catvooms g Zeroo 3 E Maisonette Receptions i Garages e Filter Branch Tonbridge Filt
59. You will need to confirm that you have read the EAP Technical Specification before you can click on the Register Software button If the release code entered is incorrect or the expiry date encrypted in the release code has been reached the following dialog will be displayed Invalid Release Code please re enter Click on the OK button to proceed If the release code is incorrect you will be given another opportunity to enter it 3 The Company Info screen will be displayed next 2015 Pair Softwhere LLP 98 Installing Estate Agent Pro Company Mame Tonbridge Estate Agents Branch Name Tonbridge Address 1 High Street Tonbridge kent TN915T Telephone No 01892111111 Fas Ho 018592 222222 E mail zalesmtonbridgeestateagents com Continue 4 Enter the information requested and then click on the Continue button The registration is now complete gt You should use the town you are located in for the branch name 5 The EAP PDF Printer drivers will then be installed a dialog box will be displayed showing the progress The EAP POF Printer drivers are being Installed This will only happen the first time you run Estate Agent Fro The installation could take several minutes Flease wat until this message disappears a 6 You will be asked to confirm that you will allow these drivers to be installed Please click on the Yes bution B User Account Control Do
60. a aE a EE E 141 10 Communications Screen 2 0 eee ie ni eee en ee es 142 11 Contacts SCLC CI ceca ecstatic eesti el el eE 147 t2 CUSTOM RED OFS Soreang aa E Aa ES AEA aa EAR RER 149 13 Customer Communications Screen s s ssssssssnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn mnnn 151 14 Dashboard SCOR cronin a a a a a ride cata 2 154 1 gt DaN SGC ei sii E a a E a E aN 156 16 Ev nt HIStory SGre M ainai aea a a a a E a i 162 UL GOOGIE Map SGre eM esisi r a A EE EErEE a 163 18 IMAGES SCHOO M arne a a a a O AEE aE AAE EE E EEEE 165 Addiimage Screen rrn a a a e a aa aia eaa 168 C lbur Adius iment SCE CIN Aii a a a A 169 Gallery SCRE 6 Pisinisi n a ra aa aa aa aai 171 images Editor SGre G Poannn a ek etbeev castes 172 Pes i26 SCE CIV niies eaaa orai anaia aaa a Nea aa TAa asit 175 Rotate SCI GS Ooa a EA A a A 176 19 Leting S SCRE GNM isccsetwarecarsscesiexcansscacesccstsczeaseencshacoxavacecncacine aaia n aE aE rii aain 177 Letting s Income Bpendit ure Ser e M sisien aeaea aai eea eaa aa a aaah o Eaa aad aiai 180 20 Main S0re EIT ennea A E A a AEAN ER 181 Admin Tab oricare a A a aaa a AA A AAN AAAA AAA Aa ERANU AAAA 186 21 Marketing Scree Macri E aE eA EGA Ea 187 22 Matches REVIEW Scree ciirsidasrar mana Eai 192 23 Morigage Referrals Sree oia AA E A aA 196 24 Offer BOOK SCITEC innra a a E a 197 29 Offers SCION ovvora a a aa 199 20 POFUOIIO SCLOC MN sicrie e E e a 203 B km rk d Properties SCree a a aa AAEN 207
61. address click on the button on the right hand side of the address This will display the Address Details screen where the new address can be entered See the Address Screen zs0 for further information Local authority applicable The default is configurable by your system administrator The price details that you wish to appear in property particulars reports your website and property portals In the example given the price details will show in reports as OFFERS INVITED ABOVE 895 000 See How do use price qualifiers POA OIRO etc I 891 for further information r Accommodation Summary Bedrooms 4 gu Bathrooms 3 Receptions 4 ga Garages 2 Sq Feet 3 100 Enter the number of bedrooms bathrooms etc that the property has The square footage can also be entered here if known 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 29 Classifications Tenure Freehold Style Detached 496 Period Garden 3 acres Location Mon Estate Area Fural faaraging 4arage Property classifications are configurable by your system administrator Up to ten classifications can be defined An entry must be completed for each classification This is mandatory once the property becomes available Keys Alarm Details Alarmed Quantity Held Key Number 0 Wij Key Letter Code The Key Alarm Details panel is initially collap
62. amp Sent VIEW Text Communications Ce Marketing From 01 01 2010 oOo ON HER CRO Ue Able J 12 Gordons Roac Applicants z Able Susan 12 Gordons Applicants C Alen M 47 Waverley Ro g Applicants C Allen J 14 Osbourne Ro g Applicants C 1 High Street Tonbridge Kent TN9 1ST Apcott Surveyors 88 Hic a Surveyors Tek 01892 1111411 Fax 01892 222222 Avenue A 14 Avenue Gig Vendors Cur E mail sales tonbridgeestateagents com Axle John 12 Gordons Fj Applicants C Badger J Badger amp Part B Solicitors lt BERR Ree BZ ar Ema Dear 01892 222222 3 sales tonbridgeestateagents co uk 01892 111111 chaser pasa pala from 1st October 2010 our newaddress and contact Bl 666666 l WE ARE MOVING hope that we can continue to be of service to you inthe future Please do not hesitate to contact me if can be of further assistance This screen can be broken down into 4 primary areas CLIENTS GRID om ooz ag Branches armare co IP Thig grid contains a list of all clients in the system This comprises Ie ieee of all applicants additional applicants vendors additional vendors Able J 12 Gordons Roac j Applicants C able Susan 12 Gordons aa applicants XtErnal clients that have been added in a chain accountants Alen M47 Waverley Roli Appie estate agents solicitors surveyors that have been added from any Allen 3 14 Osbourne Ro jj Applicants C A
63. as this doesn t cost anything The checkbox in the Sent column will automatically be updated if the email was successfully sent Next if the letter is small send a text to all of the remaining clients that have a mobile phone by clicking the Text All button Again the check box in the Sent column wil be automatically updated You can then print the letter to all of the remaining clients by clicking the Print All button RIBBON BAR E Copy Insert Phrase P i j E li P So 282 52282 5 7038 9 O2H As DjPaste BE i SJ 25 A a ie Ga Par ar 11 B J U_ Selected All Attach Selected All Labels Print Selected All Draft Contacts View View Ip Cut JM Bru v List amp Sent Clipboard Editing Font Email Print Text Communications It is not the intention of this document to provide an explanation of standard functions found in the Clipboard Editing and Font ribbon bar groups with the exception of the usage of the S thesaurus and Insert Phrase buttons which has already been covered under the Marketing Letter seal section above This will open the Email Screenl zeal populated with the mail merged letter along with any attachments added with the selected client set as the recipient Your Email logo if defined is automatically added to the top of the email At this point additional recipients or cc s can be added Once sent the letter will be stored along with any attachments in the clients sent letters The
64. at the right of the ribbon and work its way to the left hand side Two examples of this are shown below s 2 4 gt gt N p ma Jj C Diary 3B Portfolio i amp Gr Fg wm E D D ens Properties Applicants Clients Matches Progress Viewings Generate Custom Activity Offer Valuation Viewing Carousel Dashboard z Book Book Marketing Referrals File Review Reports Modules a r Fi gt A Matches E Generate Offer Book iw Carousel I Lettings i i Progress Custom Valuation Dashboard amp Marketing Properties Applicants Clients cas ae paf P viewings Activity a Viewing Book Diary 3 Portfolio Referrals File f Review Reports Modules The buttons on the quick access toolbar give you quick access to common areas of the software The button highlighted is the support button which allows you to easily communicate with technical support See the Support Screen zee for further information GOB vain d m What s this help is available for quick help on any field by clicking the k button on the quick access toolbar and dragging the icon to the area of the screen that you require help on Alternatively the help file page for the current screen can be opened by either pressing F1 or clicking the button Clicking on the Application Button will display the application menu 2015 Pair Softwhere LLP File Recent Applicants Properties Properti
65. available on the ribbon bar I Opens the Communications Screenl 14 where you can send predefined offer letters to the currently selected applicant by either text email or post All letters sent are saved and are accessible by clicking on the Draft amp Sent Letters button Provides details of all communications previously sent to the current applicant Communications can be resent from this screen See the Customer Communications Screenl i511 for more information Displays a list of all contact details for the currently selected applicant including those of the vendor and his solicitor if entered There are also tabs on the screen for sales chasing central notes and chain flow See the Contacts Screenl 471 for more information Generates a report which can be printed of all offers made on this property by all applicants Generates a report which can be printed of all offers made on this property by the currently selected applicant The up and down chains can be recorded here for the currently selected applicant The current property and the applicant who made the offer are automatically added See the Chain Flow Screen 12 for more information Displays all viewings for the current property This is disabled if there are no open viewings See the Viewings Screenl 27 for more information if the selected applicant i
66. be configured on a per user basis See the Dashboard Screen 154 for more information The diary screen contains details of appointments made for all members of staff and is very similar in design and operation to the diary in Microsoft Outlook in fact it can be synchronised with Microsoft Outlook It has a built in reminder facility All accompanied viewings and valuations are automatically added to the diary See the Diary Screenl sel for more information The letting s screen is where you can communicate with landlords and record income LET expenditure against their properties Statements and balances of account can also be generated Double clicking on an individual property will open the properties screen focused to the respective property Lettings See the Letting s Screenl 17 for more information The marketing screen is where you can communicate with all clients both active and i historical other estate agents solicitors or indeed anyone else you may have added ener such as plumbers and electricians Communications can be sent individually or in bulk to all or any subset of individuals easily filtered by yourself See the Marketing Screen 18 for more information The portfolio screen is designed to be used when seated at a screen that is visible by an applicant It displays graphically a list of properties one by one according to easily Portfolia Selectable criteri
67. button will open the Applicants Screen 1051 for them lf a purchaser is assigned to this property this button is enabled and clicking on it will open the Applicants Screenl 10s for them Displays the Sales Rental Status Screen for the current property where the property s status can be changed and details relating to the sale can be recorded See the Sales Rent Status Screenl z for more information Clicking on this button will open the Properties Screen 215 focused to the selected property _ Property 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 5 29 Properties Screen The properties screen is where all details relating to properties can be recorded including vendor details communications images property particulars chain flow viewings offers sales and matches against applicants By default all active non archived properties are displayed PROPERTIES SCREEN amp w eS 5 E Es re Google A A ec ait amp Buying thru Us Match Offers Register pie Portfolio Draft Contacts Badger amp Chain nee amp Sent Partners z Viewings o Mr X Clevedon Address M Ve aference Street p The Spiral Tonbridge Kent TN11 oC Ask Price J22 Windsor Avenue Tunbridge Wells K a 23 Linden Road Tonbridge Kent TN1C ae Style D
68. characters f Never ever add another page by hitting Enter loads of times Using the Enter key to reposition objects is a no no and should not work if they are set to page Outside of a text box there should only be one EOL character per page on a template 2015 Pair Softwhere LLP se How do l NOTES As can be seen this is not a trivial task as Microsoft Word is not ideally suited to this purpose That is why we offer an alternative using our own in built template designer A more complex report can be generated at the click of a button and then easily customised See How do create an EAP template 63 for further information The advantages of both systems are detailed below Microsoft Word Estate Agent Pro Users are familiar with the interface Much quicker to design and generate property particulars Template can be adjusted after generation Single user interface as opposed to differences in each of property particulars version of Microsoft Word Ch Does not need Microsoft Word to be installed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise so 3 9 Create a standard letter There are three different types of letters Applicants vendors and marketing The creation and use of them is the same In this example we are going to create a blank letter that we want to use to communicate with all vendors or a sub set of them The final letter will look like this when mail merged
69. click on the P button To save changes made click on the Fd button To cancel any changes made click on the P If the information button is displayed clicking on it will provide info on the meaning of colours used if the filter T button is displayed clicking on it will open a screen allowing you to filter the contents of the grid If the diary L button is displayed clicking on it will add the contents of the dated note into the diary using the date of the note If the to do button is displayed clicking on it will add the contents of the dated note into the to do list using the date of the note Ifthe button is displayed clicking on it will copy the selected vendor dated note to the associated applicants dated notes Ifthe button is displayed clicking on it will copy the selected applicant dated note to the associated vendors dated notes Ifthe amp button is displayed it will open an associated editor To delete or archive if applicable click on the button this button is normally displayed on the far right of the panel to avoid accidents 2015 Pair Softwhere LLP How do I 3 23 Use the postcode lookup If you have AFD Software s postcode lookup software Postcode Plus installed on the PC you are using you will be able to use the postcode search capabilities Enter Address House Name Mo street Additional Locality Town County Postcode Country United Kingdom 1 Carlton Road Small Heath
70. client is a vendor and this button is enabled it is an indication they are also buying a property through you Clicking on this button will open the Applicants Screen tos for them If the client is an applicant and this button is enabled it is an indication they are also selling a property through you Clicking on this button will open the Properties Screenl 2 5 focused to their property 2015 Pair Softwhere LLP 5 9 Client s Screen This is where all base information pertaining to the client can be entered and maintained A client can be an applicant or a vendor or both CLIENTS SCREEN kd amp Save Cancel Clone Use Print amp Exit amp Exit Client Existing ID s General Identif Surname Randall Title First Name Ken Initials 020 7491 7777 Greeting Dear Mr Randall Mr Randall Important a Phone 01892 525448 Work Company Position Mobile 07872 123456 Ld Email ken pairsoftwhere com 0 Address 12 Brick Street i P Westminster London W13 7XR Category Vendors Current Age 40to50 Signed Yes Date 01 09 2010 Response Client Recommended Review 1 Month Estate Agent Jones Brenda Tonbridge Estate Agents Tonbridge dg Mr Randall is one of the most good looking and intelligent men I ve Solicitor Badger J Badger amp Partners Tunbridge Wells gai m7 met A variation of this
71. clients estate agent and solicitor if known should be selected here If the client is a vendor the estate agent should be set to yourselves The list of estate agents and solicitors is configurable by your system administrator or if you have the access rights to do so you can add them here by clicking on the respective SF button These fields can be cleared by using the shift del key combination CONTACT DETAILS Phone 01892 525448 Work Mobile 07872 123456 b Email ken pairsoftwhere com 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Enter the contact details for the client here They can be added by clicking on the qP button on the navigation panel See How do use the navigation buttons 87 for more information Use the Type column to select the type of device It will then be graphically displayed in the first column In addition to the types shown fax pager DX and web addresses can be entered The Pref is used to specify the preferred method of communication It is also used to specify which number or email to use within an individual type when used in conjunction with standard letters if there is more than one entry for a specific device type For example if the standard letter field Applicant Telephone is used in this instance the work telephone number will be used This is also used in other screens where bulk emails are possible such as the Applicant Property Matching Screenl 1131 There can o
72. communicated to the applicant vendor in a number of ways The example shown is for applicants matched against a single property Multiple applicants can be matched against multiple properties from the Report Generator Screen 246 Matching Applicant Property Match f Matching i Hyperlink gt T Arial Google amp we i imu Image 8 Se L No Dupes a S FBA BAT A phrase Map Selecisd All Attach Selected All List ne Fo Insert Files Email Print 7 411 Cruckshank Way Tunbridge Wells CRO0001942 Applicant Property Match uJ Applicant 2 Add Viewing Letter Applicant Match Property 11 Cruckshank Way Tunbridge Wells Kent TN2 Ee socgs2 290b Stratford Rood Sp1350 000 Tonbrid e Estate Agents i LI Van Den Elzen Maria 18 The Glades 1 000 000 q q J LJ Hackett E 21 Windermere Avenue 250 000 1 High Street Tonbridge Kent TN9 1ST z J Beval Bob 23 High Street Tonbridg 400 000 Tel 01892 111111 www tonbridgeestateagents com iz LI Randall Ken 12 Brick Street Westm 1 000 000 J J Allen 3 14 Osbourne Road Tonbridt 250 000 ww Killpatrick S 99 Grove Street Tonbr 310 000 E mail ken pairsoftwhere com Mrs XX Bloggs 290b Stratford Road Sparkhill Birmingham Worcestershire 1AA 16 July 2015 Dear Mrs Bloggs 7 0 7 Applicants O Whom Number Email Detail NEWPROPERTIES 290737 2 oe The following new properties have just com
73. e AS Save Cancel Clone Use Print amp Exit amp Exit Client Existing ID s File Communications The buttons on the ribbon bar are used as follows 1 Saves the changes made after validating input and exits Discards any changes made and exits If you were adding a new applicant or property the operation will be cancelled i This button is only enabled if you are adding a new client It is useful when you know q another client exists with the same address Clone Client This button is only enabled when you are adding a new property If the vendor already exists in the database then use this button to select who the vendor is Prints the details entered on the Identification Tabl 14 Opens the letters screen where you can send predefined letters to the client by either text email or post All letters sent are saved and are accessible by clicking on the Draft amp Sent Letters button See the Communications Screenl 42 for more information Provides details of all communications previously sent to the current client Communications can be resent from this screen If the client is an applicant or vendor these communications are also available from the same button on the applicants or properties screen S
74. en individual review cycle set default 30 days and is designed so that you can more easily control your client list If a client is active e g matched against or i communicated with then the system automatically resets the next review date Double clicking on a client will open either the applicant or properties screen focused to the respective client or clients property See the Client Review Screen 1311 for further information Clients The matches review screen is where all open matches against all properties are mP displayed For example Mr Jones matched against 7 Oakbridge Rise and you sent Matches him details of the property He will appear in this review list until you mark it as actioned Viewings can be added directly from this screen Double clicking on an individual property in the property column will open the properties screen focused to the respective property and likewise for the applicant See the Matches Review Screenl 1221 for further information d The progress review screen is a property based way of reviewing vendors and has we options to allow you to quickly access underlying data See the Progress Review Progress Screenl 2 1 for more information EF The viewings review screen displays all open viewings e g those viewings where either E the vendor or applicant has not confirmed the viewing the vendor has not been given feedback and the viewing has not been cancelled
75. entered into the diary on the date entered Double clicking on the button will undock this panel making it larger for ease of use By default historic dated notes cannot be changed RIBBON BAR As Of 13 12 2010 J P pr M week M iMonth d P 2 aoe Preset Tomorrow Contacts Print ps Sales z i E Action Review Communicatons Status Repopulates the properties grid with reviews that are due on the date entered This is handy if for example you will be out of the office for a week so want to review them in advance now The property and vendor can be deleted archived directly from this screen if you believe nothing further is going to happen with them Mm Sets the next review date for that preset for the vendor and removes the property from X the list Preset Sets the review date for tomorrow and removes the property from the list Tomorrow Sets the review date for 1 weeks time and removes the property from the list E1 Month Sets the review date for 1 months time and removes the property from the list Pon on _ Sets the next review date as the date entered and removes the property from the list This option is disabled until a date is entered Fs Displays a list of all contact details for the vendor Contacts Prints the grid 2015 Pair Softwhere LLP If this button is enabled it is an indication that the vendor is also buying a property through you Clicking on this
76. exchange dates and the date of most recent Sales Chasing activity sales chasing note or sales chasing item as appropriate Solicitors Instructed lists all instructed properties grouped by Solicitors company giving details of the solicitor s company and name client name and address property address and date instructed See the Solicitors Instructed Report 2591 for more information YTD Statistics displays statistics for the current year broken down by month giving details of the number of valuations instructions viewings offers sales and exchanges Previous years can also be selected See the YTD Statistics Report 264 for more information Response Monitoring produces a dynamic pie chart detailing where your business came from See the Response Monitoring Reportl 2571 for more information a TEMPLATES Two types of property templates are supported in Estate Agent Pro A4 EAP Til A3 Executive W A3 Standard W A4 Executive W A4 Standard both of which can be defined by your system administrator Templates can be designed for you but additional charges will apply Internal EAP templates which are quick to generate and don t require an external application These are the recommended templates to be used W Microsoft Word templates were the only templates available prior to this version so are still Supported but not recommended The template for the selected property can be generated by clicking on the app
77. filter as shown below 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Filter AND lt root gt ed Mecca eee ere KA click on the button to apply the filter then click on the b button to save the filter The Save Filter dialog press the button to add a new condition shown below will be displayed Save Filter Select lt Default gt from the drop down list and click on a Oat 4 the bl save button From now on when you open the properties screen this filter will be applied automatically ma Please note that the filter saved for the properties screen will only be applied to that screen If you wish to set a default filter for the report generator then that must be done within that screen 2015 Pair Softwhere LLP How do l 3 13 Force Refresh a property or applicant Properties and applicants should only be refreshed when you are requested to do so a From within System Administration s 3 expand either the Property Vendor group or the Applicant group and click on the Force Refresh option B S Property Vendor amp Applicant gt Classifications gt Force Refresh gt Classifications A es alan gt Force Refresh gt Options gt Property Vendor Review gt Options gt Sales Chasing Definitions eae ee Print Blank Cards gt Templates amp Documents Status b A screen will be displayed with two columns embedded within the options screen The example shown is fo
78. h m of th reen PETE Height 36 Bg be displayed across the bottom of the scree con Colour ize gy a Set Visible to True if you want to display a news ron feed Set the Height of the panel and set the Font font Size and font Colour you wish to use Enter the news Feed you wish to use Some examples can be selected from the drop down list Select the Icon you wish to display between items in the news feed If you enter a Message it will be displayed before the news feed starts again Feed http feeds bbd co uk news uk rss xml Message Tonbridge Estate Agents We try harder When running the carousel defined here looks like this TONBRIDGE Situated in a popular road and within walking distance of the town and beach this great family home deserves a look The accommodation comprises two reception rooms a good size modern fitted kitchen downstairs shower room conservatory four bedroom and a modern fitted bathroom with separate W C The garden would be great for kids and includes a decked area a lawned garden and a tree house This property needs to be viewed without delay 324 995 2015 Pair Softwhere LLP 9 7 Chain Flow Screen The up and down chains can be recorded here for properties under offer and sale agreed The current property and the purchaser are automatically added CHAIN FLOW SCREEN amp Xx 0 9 Add Add Add Delete Print Edit View Property Applicant External
79. key dates as the solicitor progresses the sale for those properties that are not your own Paid searches to Solicitor Solicitor applied for deeds Filled in mortgage forms ALAA Paid survey fee Filled in fixtures forms Solicitor sent out contract Ae Local searches applied for Employee s reference received Credit references done Local searches in Survey done Received mortgage offer Purchaser aware deposit rules HUT The items listed here are configurable by your system administrator 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 131 5 8 Client Review Screen The client revew screen is where clients are revewed Each client can have an individual revew cycle set default 30 days and is designed so that you can more easily control your client list lf a client is a vendor or applicant the next review date will be automatically reset whenever they are edited a dated note sales chasing note offer or viewing is added CLIENT REVIEW SCREEN North N 40 Northumberland Av Purchase cro cro amp cro cro amp cro amp cro cro KEY 1 cro amp cro amp cro cro amp cro amp cro amp cro amp cro Northdown N 15 Northdown Rc Purchase Northdown N 18 Northdown R Purchase Northrop 0 90 Oak Hill Road T Purchase Old O Old Cottage Wadhurst R Purchase Oliver D 45 Alfred Street Tunb Purchase Oliphant T 8 Cattle Street Tor Purchase Park P 3 Park Avenue Tonb
80. left hand side of the grid If the client is an applicant then the colour will indicate the status of the applicant Clicking on the information button will display a popup window detailing the meaning of the colours The colours and the applicant statuses can be configured by your system administrator The Status column is a combined status showing either the applicant status or property status as applicable gt This grid has the ability of being grouped and filtered by columns See How do I use grid column grouping and filtering 83 for further information NOTES Like Doncaster Road lived there five years 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 133 The notes entered against the applicable applicant or vendor The button can be used to undock expand the panel to make it easier to see multiple entries 2015 Pair Softwhere LLP Contact Details a a _ These are the contact details that have been entered for the focused 01892 567944 Work client 07777 666666 3 allenj hotmail com The button can be used to undock expand the panel to make it easier to see multiple entries Clicking on the button will open the SMS Text Messaging Screenlso l to send a message This has to be configured and additional charges apply Clicking on the button will open the Email Screen z3 enabling you to send an email Both of these types of communica
81. main image and then click and drag the bottom of the image down until the ratio looks right Alternatively change the Height in the Layout group at the bottom left of the screen AlignHorizontal 9 ahCenter AlignVertical avCenter Height 134 409 Left 5 5560002 Top 49 742001 Width 199 496 5 CHANGE THE FONT SIZES want to increase the font size of the price address and summary details fields a Click on the price field and change the font size to 18 Microsoft Sans Serif 18 ru EE A OL Gh Ta Gy b Click on the address field and change the font size to 16 c Click on the summary details field and change the font size to 14 2015 Pair Softwhere LLP How dol You may have to adjust the size and position of the fields as you go Let the summary details field take up the remainder of the space 6 CHANGE THE FONT SIZE ON THE BACK PAGE a At the very bottom of the screen there are three tabs click on the Back Properties tab b Click on the full details field and change the font size to 9 This is because we want to include as much details as possible 7 SAVE THE TEMPLATE a Close the screen this will display the following dialog b Enter the new template name and click on the Save button This will return you to the admin options screen This template can now be used for any property 2015 Pair Softwhere LLP 3 11 Estate Agent Pro Enterprise Delete applicant or property
82. more information Opens the letters screen where you can send predefined letters to the vendor by either text email or post All letters sent are saved and are accessible by clicking on the Draft amp Sent Letters button See the Communications Screen 14 for more information Provides details of all communications previously sent to the current vendor Communications can be resent from this screen See the Customer Communications Screenl 157 for more information Displays a list of all contact details for this client including those of the purchaser if applicable and their solicitor if relevant There are also tabs on the screen for sales chasing central notes and chain flow See the Contacts Screen for more information Opens the Google Maps interface with the focused property displayed There is an option to show all other properties See the Google Mapl 163 screen for more information This is where all images related to the property can be loaded They can also be edited re sized etc See the Images Screen 165 for more information 222 Screens Two types of property templates can be defined and generated from within Estate A Agent Pro There can be an unlimited number of these EAP Templates are internal Templates and quicker to generate Word Templates use Microsoft Word and are much slower w to generate as Microsoft Word has to be loaded Both types can be stored against
83. necessary to change the vendor to another client in the database This is the next date the client is due for revew This can be changed here but please be aware that this is automatically updated when certain actions are taken A list of these is given in Frequently Asked Questions L These are the contact details that have been entered for the client and any 2nd vendors entered It is up to you to enter something in the contact detail field to differentiate them These can be changed by clicking on the button on the right hand side of the client s name and address in the Details section See How do use the contact details grid 861 for further information on how to use this grid 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 239 Agency Agreement These details should be updated here when the vendor signs the agency Received agreement Commission Commission bands can be defined by your system administrator based on the price of the property If these are used the commission rate is populated automatically If you wish to override this mark the commission as fixed and either enter the rate or the amount Property These details should be updated here when the vendor signs Property Misdescription s Act Misdescription s Act Received Viewing Enter any specific instructions they will be displayed when viewings are Arrangements made 2015 Pair Softwhere LLP ADDITIONAL VENDORS TAB Contact Details amp
84. not yet sent Only one email is sent at a time on a first in first out basis 2014 Pair Softwhere LLP 10 13 January 2015 12 00 On exiting Estate Agent Pro you will be warned if there are any unsent emails Unsent emails will not be lost on exiting but will not be sent until you next log in to Estate Agent Pro again If the option is sent to display sent emails then a notification for each email sent will be displayed at the bottom right of your screen for 7 seconds and then will be removed 2015 Pair Softwhere LLP 292 Ancillary Screens Email Sent 7 X ken pairsoftwhere com If the email is unable to be sent for any reason then a notification to this effect will also be displayed giving the applicable error message Email Failure 7 X kenpairsoftwhere com Error authentication failed authentication failure Please note that these errors will be a failure to connect or login to your outgoing mail server Clicking on the open email button at the bottom left of the notification will display the letter you attempted to send 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 293 6 10 Find Email Screen You will be prompted to enter an email address to search for If found the following screen is displayed Category Existing Client Name Mr J Able Email jable hotmail com Associated Properties and Applicants amp 12Gordons Road Tonbridge Kent TN9 9QF 1 Gordons Road Tonbridge Kent ME19
85. on the message Microsoft Word displays lf it is an Access wolation message the first thing to check is that Microsoft Word is installed on the computer If it is installed try closing down the machine then after restarting it go directly into Microsoft Word and check that the User name and Initials are set This is a known issue with Microsoft Word 2007 to find the settings follow the path Word gt Office Button gt Word Options gt Popular It the message is something along the lines of Word cannot create document c doc templatename doc it will be due to a previous version of the file being locked The simplest way to resolve this is to restart your computer If the message is Word cannot start the converter mswrd632 this is due to a Microsoft Windows registry setting so should be dealt with by your IT engineer If they need advice on this get them to contact Technical Support WHY IS MY APPLICANT NOT MATCHING ANY PROPERTIES OR VICE VERSA In the case of an Applicant the first thing to check is that Yes is selected in the following panel on the Applicants Screen 1031 Matching Include in YEs Send Text es lf a property ensure there is an entry for each Classification on the Properties Screen 2 31 Classifications Tenure Freehold Type House Style Detached 496 Period Garden 3 acres Location Mon Estate Area Rural faraging Garage MS STL SLL LS and that the sale sta
86. only be sent to one applicant this information will be hidden 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 143 2015 Pair Softwhere LLP CONTACT DETAILS GRID AIE p These are the contact details that have been entered for selected 0202789324 Work f 07787234674 applicant ara The image in the left hand column indicates the type of 3 jable hotmail com communication device applicable Clicking on the button will open a screen to enable you to send text messages to them This has to be configured and additional charges apply Clicking on the L button will open a screen enabling you to send an email Both of these types of communication will be stored under the Draft amp Sent Communications of the applicant gt lf the communication can only be sent to one applicant this information will be hidden APPLICANT LETTER Letter Applicant Response Empty 41 High Street Tonbridge Kent TN9 1ST Tel 01892 111111 Fax 01892 222222 E maik sales tonbrnidgeestateagents c om MrJ Able 12 Gordons Road Tonbridge Kent TNS SOF ENTER SUBJECT HERE Enter text here Yours sincerely Ken Jones M ana ger Any number of standard letters specifically for applicants vendors and marketing can be defined by your system administrator and provide standard mail merge capabilities The letter to use can be selected by using the a drop down list Once merged these letters can be edited be
87. properties can be removed from this list by clicking on the pin shown at the right hand side This list is remembered between invocations of Estate Agent Pro Enterprise The individual screens are not limited to the size of the main screen but it is recommended that for ease of use and clarity that you use the main screen maximised When a mouse hovers over a button gt When the button is clicked it s it s background colour will change to background colour will change to a darker indicate this shade The following screens are available directly from buttons on the ribbon Clicking on the respective 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 183 button will jump to the help screen for it The properties screen is where all details relating to properties can be recorded including vendor details communications images property particulars chain flow viewings offers sales and matches against applicants By default all active non archived properties are displayed See the Properties Screen 2 3 for further information The applicants screen is where all details relating to applicants can be recorded including communications viewings and matching against properties By default all Applicants active non archived properties are displayed See the Applicants Screenl 103 for further information ah The client review screen is where clients are reviewed Each client can have an
88. property that is not being sold by you to the chain at the selected node Adds a property of an applicant who is purchasing through yourselves Deletes the focused node Prints a report of the chain flow Edit sales chasing dates If this is one of your own properties the Sales Rent Status 7 Screenlzs focused to the Sales Chasing Tabl 24 will be displayed If not the Chain edit Flow Sales Chasing Screen 130 will be displayed _ Selected _ Displays a screen showing the respective sales chasing dates for all properties in the chain See the Sales Chasing Report 129 for more information If the focused property is being sold through yourselves this button will be enabled and clicking on it will open the Properties Screen 2 51 focused to it If the focused property is that of an applicant buying through yourselves this button will be enabled and clicking on it will open the Applicants Screen 1051 focused to it Hides the down chain Hides the up chain 2015 Pair Softwhere LLP It is possible to have split chains by focusing on a selected node
89. purchasing a single property e g in the case of two single individuals buying a property together APPLICANT MULTIPLE PROPERTIES Primary Applicant Additional Applicants Purchasing Search Criteria Docume Likewise a single applicant can now purchase an Address OO Status at The Old Winery Lamberhurst Vineyard Lamberhurst Kent TN3 SEW UK Under Offe un Im ited num ber of propert les pom Unlimited contact details per applicant vendor etc which are te shown on all applicable forms Clicking on the icon will take the appropriate action e g clicking on a telephone number if you have a TAPI Device installed will dial the number clicking on a mobile phone will open the SMS Text box or clicking on the email icon will open the email box 2015 Pair Softwhere LLP 362 What s New in this Version NEW DIARY A new diary system very similar to that found in Microsoft Outlook is now available Group Visible Print View Reload By Users bd v Diary MTWTFSS 3031 12345 6 7 8 9101112 13 14 15 16 17 18 19 R 21 22 23 24 25 26 27 28 293031 1 2 3456789 Type a new task J Buy Mum s card When a major screen is opened the ribbon will be shown within the main screen s ribbon as the active contextual tab This minimizes the amount of space taken up by toolbars Additionally a time grid of the day of the appointment is now shown for viewings and val
90. related notes can be entered here See How do use the navigation buttons 8 for further help on the navigation bar Information on the other tabs on the properties screen is available here Information Table Sales Chasing Tabl 26 2015 Pair Softwhere LLP 5 32 Software Registration Screen The software registration is in two parts First you will need to enter a release code provided by technical support EAP REGISTRATION SCREEN This screen is displayed when Estate Agent Pro is run for the first time for you to input a release code provided by technical support EAP Registration a Y i Request Copy ID to Register Code Clipboard Software Custom 1 In order to be able to use this version you must first register the product The code can be obtained by emailing technical support using the link given below Please quote the following ID F4 FA1 9 Enter Code Email suppor t pairsoftwhere com I have read the EAP Technical Specification The ID quoted in this example F47FA179 is unique to the PC Estate Agent Pro is being installed on This ID should be sent to us via email and we will then provide you with a release code to enter Enter the Code provided and then click on the Register Software button which will validate your entry and if successful will continue with the next part of the registration You must confirm that you have read the technical specification prior to proceeding with th
91. screen is used to add all types of clients including applicants additional applicants vendors additional vendors accountants estate agents landlords solicitors Surveyors and any other user category you may wish to have such as plumbers or electricians The same client can be one or more of these even all of them gt This is a fundamental part of the system and it is very important that the client concept and how it should be used is fully understood by all users The general tab can be broken down into 6 separate areas which are covered below 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 137 NAME amp ADDRESS Surname Randall Title Mr First Name Ken Tnitials KA Greeting Address 1 Brick Street Westminster London W13 AR When adding a new client after entering the surname field a pop up dialog will list all clients with the surname so that you can double check that this client is not already in the system It is very important that clients are only added once otherwise when bulk mailing clients added twice will receive two communications Client already in Database You then have a choice of selecting any client in the list and then clicking Use Selected or skip amp continue adding the new applicant The greeting field can be used in standard letters It automatically defaults to Dear lt Title gt lt Surmame gt The company name and job position fields should only be enter
92. selected portion of the image The P button opens the Resize Screen 178 The button opens the Colour Adjustment Screen 169 and the E button opens the Rotate Screenli7 The button flips the image 90 the button flips the image horizontally and the button flips the image vertically The bl button saves the changes made and closes this screen The button allows you to save the image to any location on your hard drive 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 175 5 18 5 Resize Screen This screen is used to resize an image optionally applying a filter aang Zi Ok Hi Ga _ I Aspect ratio Fiter Height pixels 1944 width pels 2592 To maintain the aspect ratio of the image ensure that the check box remains ticked When an image is made smaller the appearance may become distorted due to the dropping of pixels A filter can be used to reduce this distortion The best filter to use for camera images is Lanczos3 which is set as the default Set the height and width to the size you require If the aspect ratio check box is ticked it is only necessary to change one of these settings as the other one will be automatically adjusted as you enter the new height or width Click on the 1 button to close this screen and resize the image 2015 Pair Softwhere LLP 176 Screens 5 18 6 Rotate Screen This screen can be used to rotate an image to any angle Angle aio gt del
93. starts as soon as the Download cycle has completed 7 The Upload cycle first posts changes of Live data directly to the databases of websites we host or those that use a mySQL database in our format 8 Once the website databases have been updated the portals or websites we feed with a Rightmove format file or similar have a data file uploaded to them When this occurs will depend on the maximum frequency the recipient has requested we upload the files 9 Once we have uploaded the data file to the FTP server of the portal or website we have no control over when it is processed or the order the files are processed in WHY HASN T THE EMAIL SENT OUT OF EAP BEEN RECEIVED When an email is sent out of EAP we can only guarantee that the email has been successfully sent to your outgoing email server If your email server cannot deliver an email it will email you back giving the reason why This can occur between a few seconds and up to a week later depending on the server being used 2015 Pair Softwhere LLP ESTATE AGENT PRO Part How do l Estate Agent Pro Enterprise 19 3 How do l The following how to s are available How do add a property 20 How do add a viewing 23 How do add an applicant 25 How do add an offer 277 How do add images to a property 30 How do I change an address7 I 32 How do create a custom report 33 How do I create a Microsoft Word template 48
94. support to refresh re synchronise a property this is where it can be done Either click on the property in the property list or use the progressive search facility to locate it and then click on the P button As many properties can be refreshed as required but please do not refresh properties unnecessarily Properties can be removed from the refresh list by clicking on it and then clicking on the d button P Properties can also be dragged and dropped between the two lists To process the properties to be refreshed click on the Fd button Unless the synchronisation 2015 Pair Softwhere LLP Estate Agent Pro Enterprise EJ process is busy with a large upload or download all data connected with these properties will be refreshed to all branches and your website in the background within a few minutes or so There is no need to keep this screen open MARKETING EXPENSES 1 HIPS Preparation 2 Property Particulars 3 Advertising Up to 31 entries can be defined These are used on the Marketing Expenses Tabl 241 of the Vendors Tabl 238 on the Properties Screen 2 3 Significant changes should not be made to existing items unless they have not been used Click the bi button on the navigator panel to save changes Moving to another row will automatically save changes OPTIONS Automatically Capitalise Property Fields Yes D Automatically Change Status to Under Offer Yes g Automatically Insert Metri
95. sure that a capital letter O has not been used where a zero 0 should be and vice versa WHY CAN T SEND EMAILS First please ensure that you have an internet connection If this is okay then please contact your system administrator and ask them to check that the correct authorisation settings are set WHY IS EAP DISPLAYING A SIGN IN CURRENCY FIELDS EAP does not have its own currency setting like most applications it relies on picking up the currency from the Windows operating system Please can you check that the Regional settings are correct on your computer Note that if you are on a Windows 7 machine there is a known Microsoft bug that causes issues with applications written in Delphi such as EAP It seems that if the correct Locale info is selected during the Windows installation even though it will then show correctly on the regional settings screen the Windows operating system returns the wrong information when a Delphi program requests it To correct this please try the following In the Windows Control panel Change the Format setting to English USA Click OK Restart your computer Change the Format setting to English United Kingdom Click OK Restart your computer 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 357 ERROR WHEN GENERATING AWORD TEMPLATE There are several issues that can cause an error when generating a word template how they are dealt with will depend
96. that already has an entry below it before clicking on any of the add buttons gt The Old Barn Tunbridge ells Kent TH4 OH If the property is being sold through you a will appear in Er the top left hand corner of the node If the applicant is ple registered on your system a Swill appear in the top left Tonbridge hand corner ul 117 Bamard Road 1162 Famborough Ad Uckfield Farnham East Sussex Surrey TN22 50F aUI 942 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 129 5 7 1 Sales Chasing Report Displays sales chasing dates for all properties in the chain 4 2Manning Road Tonbridge Kent TN11 6AC 01 12 10 02 12 10 03 12 10 4 20 Turner Gardens Tunbridge Wells Kent TN1 1DB 07 12 10 08 12 10 s The Old Barn Tunbridge Wells Kent TN4 OHY 01 09 10 02 09 10 02 09 10 13 Prince Street Tonbridge Kent TN9 9GB 10 11 10 19 11 10 01 12 10 77 Sunset Drive Tonbridge Kent TN11 2AT 02 11 10 03 11 10 08 11 10 11 11 10 11 11 10 12 11 10 16 Kingsmill Road Tunbridge Wells Kent TN2 6WE 06 12 10 07 12 10 An image in the left most column indicates the direction of the chain Double click a property to edit dates If this is one of your own properties the Sales Rent Status Screenl zs1 focused to the Sales Chasing Table will be displayed If not the Chain Flow Sales Chasing Screenls0 will be displayed 2015 Pair Softwhere LLP 5 7 2 Sales Chasing Screen This is used to record relevant
97. that causes issues with non US currency applications It seems that if the correct Locale info is selected during the Windows installation even though it will then show correctly on the regional settings screen the Windows operating system returns the USA currency and date format MMDDYY when our application requests it To correct this please try the following Go to Windows gt Control panel gt Region and Language gt Formats Change the Format setting to English USA Click OK Restart your computer 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Change the Format setting to English United Kingdom Click OK Restart your computer The data chain upload cycle is as follow 1 The EAP Client services program sleeps for one minute and when it wakes checks for any data changes since the last upload 2 The upload program collates the changes into a zip file which is then uploaded to our FIP server 3 If branches are synchronising data Once the file upload has completed the EAP Client services program will check for any new files from the other branches download them and update the EAP database 4 Our main database also wakes up after a minutes sleep 5 The main database runs a download cycle where it checks our FTP server for any new data files uploaded by all of the EAP agents who upload their data to us The new data files are processed in turn 6 The Upload cycle
98. the following ID F4 FA 79 Enter Code Upgrade This is where the licensing information in connection with Estate Agent Pro is entered When instructed to do so by technical support a new release code can be entered here lf an incorrect release code is entered Estate Agent Pro cannot be used 2015 Pair Softwhere LLP ESTATE AGENT PRO Part Troubleshooting 356 Troubleshooting 9 Troubleshooting I WANT TO SEND YOU AN IMAGE OF MY SCREEN HOW DO I DO THIS To capture copy a screen image to the clipboard when using windows you can press either Ctrl Print Scrn to capture the entire screen or Alt Print scrn to capture the current window You can then paste this image into a word document and send it to us as a file WHY CAN T SEE MY IMAGES WHEN I PLUG MY NEW CAMERAIN EAP will have been set up to look for images in the folder used by your previous camera If the new camera is using a different folder your system administrator will need to reset EAP to use it also WHY IS THE COMPANY INFORMATION SCREEN ASKING FOR APOST CODE lf you are running an install of EAP after entering the release code a screen will come up where you have to enter your company details The address field should be a minimum of four lines and the last line must be a full valid post code P Postcode letters must be capitals and make sure you have not accidentally entered a blank line or space after the postcode Also make
99. this file Name Setup exe Publisher Pair Softwhere LLP Type Application From C Documents and Settings Administrator My Docu Always ask before opening this file you trust What s the risk 3 All of our executables are signed with a security certificate so that you can be sure that they came from us Click on the Run button This completes the first Stage 2015 Pair Softwhere LLP 92 Installing Estate Agent Pro 1 Click on the Yes button to allow EAP to be installed on your PC The first screen of our installation program will be displayed Si Setup Estate Agent Pro Enterprise Welcome to the Estate Agent Pro Enterprise Setup Wizard This will install Estate Agent Pro Enterprise 3 0 on your computer It is recommended that you dose all other applications before continuing Click Next to continue or Cancel to exit Setup 2 We recommend that you close all other applications before continuing When you have done so click on the Next button which will display the licence agreement i Setup Estate Agent Pro Enterprise License Agreement Please read the following important information before continuing Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation Estate Agent Pro is copyright 2010 by Pair Softwhere LLP all rights reserved This software and accompanying help files are protected by United Kingdom co
100. to print different vews of the diary such as weekly monthly etc This drop down allows you to switch the current vew between day week month etc This drop down provides synchronisation options with Microsoft Outlook We recommend that if you use this which can be slow if there are lots of diary entries that you only export to Outlook Only the logged in user s entries will be exported This should be used with caution 5 16 Event History Screen This screen is available from both the Applicants and Properties screens and displays all events associated with the selected applicant or property vendor as applicable Events 8 Journeys End Tonbridge CROOOO me P g bir amp Mrs J Able Liked the property and that it had a bathroom down stairs Just 18 08 2010 02 00 Yiewing bir amp Mra J Able 267 08 20 16 22 Match Mr amp Mrs J Able Tonbridge er fOee2010 13 14 Viewing Mr amp Mrs Able Vendor Informed of viewing on 307 0772010 at 13 00 00 2ffUeve010 13 18 Offer Mir amp Mre J Able Tonbridge Offer made of 160 000 Arr Dardi 13 18 Status Property status changed to Under Offer 31708 2010 09 52 Status Property status changed to Sale Agreed 31708 2011 09 54 Purchaser Yendo Paid searches to Solicitor 31708 2011 09 54 Purchaser Purchaser Paid searches to Solicitor 31708 2011 09 54 Purchaser Purchaser Paid searches to Solicitor Mr amp Mre J Able Tonbridge 3170872010 09 54 Purchaser Vendor Solicitor applied for deeds 31708 201
101. to see multiple entries 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 109 Dated Notes ES Date related notes can be entered here See How do use the 14 08 2012 CRO Lked 8 ouneys nd very mui eee navigation buttons s for further help on the navigation bar The button can be used to enter the note entered into the diary on the date entered eK ARTS Clicking on the S button will undock this panel making it larger for ease of use Clicking on the button will display the Copy Dated Notefzs screen allowing you to select the property you want to copy the dated note to If there is an associated vendor he she will be automatically selected The copy of the dated note can be amended before saving By default historic dated notes cannot be changed 2015 Pair Softwhere LLP RIBBON BAR i E i a4 W He w 7 Sx 8S e Danne D Match Offers Portfolio Register New Draft Contacts Print Events Viewings Open Buying Multiple 2 as Vendor amp Sent Card Matches Properties Actions Communications Status The following screens are available directly from buttons on the ribbon Clicking on the respective button will jump to the help screen for it if applicable Opens the Matching Screen 272 asking you if you wish to exclude properties already matched against this applicant before proceeding to match this applicants criteria against all available proper
102. to the selected property 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 199 5 25 Offers Screen This screen can be opened from both the Properties Screenl 2 81 and the Applicants Screen i If opened from the properties screen the offers will be listed by Applicant If opened from the Applicants screen the offers will be listed by property This example shows offers by applicant OFFERS SCREEN Applicant Vendor Draft Letter Letter amp Sent Selected Chain Viewings Offer Clevedon X 13 Prince Street Tonbridge Kent TN9 EE 875 000 Applicant mariaslove ho Applicant 01892 222444 Home Purchasers Estate Ag 01892 111111 amp Purchasers Estate Ag 01892 222222 Purchasers Estate Ag sales tonbridg BS Purchasers Estate Ag 666666 Vendor 020 7491 7777 Home Vendor 07872 123456 A Vendor ken pairsoftwt Vendor 01892 525448 Work aa aa 870 000 850 000 03 02 2015 12 15 30 01 2015 44 08 16 KAR Z Made 23 01 2015 J 09 00 KAR Z Made Spoke to vendor and told him that I thought Mr Clevedon may go the asking price if pushed M Accepted Ceci 13 Prince Street Tonbridge Kent TN9 96B 2015 Pair Softwhere LLP Exchange Complete Finance Chain E Contact Company Amount 300 000 Confirmed Can Bridge No EJ Open Chain If opened from the properties screen the offers will be l
103. tools The settings for the pen and fill effect zR Bow gg the P and controls respectively The number next to the Pen ee colour is the pen size to use These colours and sizes are also Fil E cear J used in conjunction with objects The colour picker 2 can be used Draw to pick a colour from the image The and buttons can be used to undo redo mistakes There is a maximum undo limit of 25 Objects can be added to the image positioned resized coloured edited and finally merged into the original image The current pen and fill settings will be used The al control is for adding text the control is for adding a rectangle and the control is for adding an ellipse The control is for adding a line and the control is for control is for pasting the contents of the clipboard to a new object and the control allows you to insert an image The control deletes a selected object The amp control merges all objects into the image 2015 Pair Softwhere LLP 174 penenmnny f H F Tp Clear 5 Wand Colour Transform Image Screens current selection The control allows you to select a rectangle the control a polygon and the control a contiguous block of similar colours The button sets the image to it s actual size and the E button fits the image to the screen The gt control lets you zoom the image in or out The control is for cropping the
104. user versions only e Client contact details can now be defined in the Client s Screenl ise with a time to contact them These times are fixed and are shown wherever contact details are displayed in Estate Agent Pro Images are used for this purpose and are as follows morning only gt afternoon only oO day time only Ml evening only no limit and other the details of which should be specified in the notes If the Pref erred communications method has been set in the Client s screen then the images will be shown as A A 6 gi and amp 2015 Pair Softwhere LLP 372 3 4 1 27 3 4 1 26 3 4 1 25 3 4 1 24 3 4 1 23 What s New in this Version respectively The setting of a contact time can be made mandatory for mobile and telephone numbers by your system administrator in Admin gt General Options gt Client Validate Preferred Contact Time When editing contacts in admin Estate Agents Solicitors and Surveyors an existing contact can now be cloned using the W button on the toolbar thereby making it necessary to only enter the personal details The square footage can now be recorded for each property This is not mandatory and can be added to standard letters and property particulars using the field Accommodation Square Footage It can also be filtered on in Reports gt Generate advanced filter using the same field name Archived properties belonging to another branch can now be permane
105. viewings See the Viewings Screen 27 for further information The report generator screen is where you can generate reports on either a subset of applicants or properties filtered easily by yourself You can also send bulk emails to the subset of applicants or to the vendors of the subset of properties Double clicking on an individual applicant or property will open the applicant or properties screen focused to the respective applicant or property See the Report Generator Screen ze for further information Generate The custom reports screen displays a list of reports for you to run on any data within the database These will have either been written by yourselves or Pair Softwhere for you charges apply See the Custom Reports Screenl 4s for further information H The activity report screen lists all activities on all properties within a selected date w range default 30 days Double clicking on an individual property will open the Activity properties screen focused to the respective property See the Activity Report Screenl i021 for further information 2015 Pair Softwhere LLP lt The valuation report screen lists all properties with a status of valuation so that you O can easily monitor those vendors properties that have not progressed beyond that valuation Stage Double clicking on an individual property will open the properties screen i focused to the respe
106. you want to allow the following program to make changes to this computer Program name novaPDF Professional Server 5 printer Setup Verified publisher Sottland File origin Hard drive on this computer iv Show detai Change when these notifications appear 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 99 This completes the third stage and the installation of EAP Please ensure that you study this help file for further information on how to use EAP A good starting point is the How do I 191 section and Frequently Asked Questions 141 2015 Pair Softwhere LLP ESTATE AGENT PRO Part Screens Estate Agent Pro Enterprise tor 5 Screens Help is available on the following list of screens Activity Report Screen 1021 Advertisements Screen 10s Applicants Screen 105 Applicant Property Matching Screen 1 3 Client Review Screen 31 Client s Screen 1 6 Carousel Screen 22 Chain Flow Screenl zal Communications Screen 1421 Contacts Screenl 1471 Custom Reports Screen 143 Customer Communications Screenl i511 Diary Screenl se Event History Screen 162 Google Map Screenl 163 Images Screenl 165 Letting s Screenl 177 Letting s Income Expenditure Screenl sc Main Screenl iat Marketing Screen 187 Matches Review Screen 1221 Offer Book Screen 1071 Offers Screen 12s Portfolio Screen 203 Print Upload Screen 20s Properties Screenl 215 Report Generator Screen 26 Sa
107. 0 09 54 Purchaser Purchaser Solicitor applied for deeds 31708 2010 09 54 Purchaser Purchaser Solicitor applied for deeds Mr amp Mrs Able Tonbridge 31708 2010 09 54 Purchaser Yendor Filled in mortgage forms 31708 2010 09 54 Purchaser Purchaser Filled in mortgage forms 31708 2011 09 54 Purchaser Purchaser Filled in mortgage formes Mr amp bira Able Tonbridge A Filters can be applied to certain columns by clicking on the button Click on the button to print the grid gt This grid has the ability of being grouped and filtered by columns See How do I use grid column grouping and filtering 83 for further information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 163 5 17 Google Map Screen This interface uses the Google Maps API and will initially show the property that was active when this screen was invoked D The locations shown in this help file address wise will not match the location of the map as whilst the post codes are valid all addresses used are fictitious GOOGLE MAP SCREEN stration Google P Show All Properties a Show Bookmarked Properties 51 15285700 0 25365000 AA Store Map Disclaimer Image Longitude tj G 1 Blands Drive To atten bridge Castle ae Avebury Ave Tonbridge Adulte Education Centre EET Tonbridge ey Rail E A Vale Rq E Vale Rg m Eps a Priory Rd g lonbridge y 4 S
108. 0002118 CROOO00644 CROOOO0249 CROOO01341 CROOO00282 CROO001310 TIF PELE LP JA I Aaa Ddd Buying Co Ltd ox Xx Tonbridge Kent TN7 1YY r Able J 12 Gordons Road Tonbridge Kent TN9 9QF Able Susan 12 Gordons Road Tonbridge Kent TN9 9QF 4 Alen M 47 Waverley Road Tonbridge kent TN10 4BF A Allen J 14 Osbourne Road Tonbridge Kent TN9 6YT gt Avenue A 14 Avenue Gardens Tonbridge Kent TN11 SEE ro Axle John 12 Gordons Road Tonbridge Kent TN9 9QF amp Baggings F 15 Broomfield Drive Tonbridge Kent TN10 4JN Selvedere B 18 Belvedere Court North Avenue Tonbridge Kent TN9 1ND Bland J Bland amp Co Ltd 1 Blands Drive Tonbridge Kent TN9 2F5 Bland 5 1 Blands Drive Tonbridge Kent TN9 2F5 Bloggs KK 276a Stratford Road Sparkhill Birmingham Worcestershire B11 1AA Bloggs X 274 Stratford Road Sparkhill Birmingham Worcestershire B11 1AA Bloggs XX 278c Stratford Road Sparkhill Birmingham Worcestershire B11 1AA A Bloggs X 290b Stratford Road Sparkhill Birmingham Worcestershire B11 1AA amp Bloomberg Joe 19 Bloggdon Road Tonbridge Kent TN9 6YH r Brightwell F 19 Western Road Tonbridge Kent TN9 5RS Broomfield 6 15 Broomfield Drive Tonbridge Kent TN10 4 N A Brown B Flat 3 2 Grove Park Tonbridge Kent TN9 7RT A list of all appropriate clients is displayed The image in the leftmost column indicates the type of client they are Applicant Vendor Both an applicant and a vendor
109. 002 lam_30 pdf A user sending this file would receive back 30 gloss laminated copies of an F002 code brochure in this case F002 stands for an A4 2 sided portrait style K123 Is the Branch Code allocated to you 001234 Is the unique internal order number assigned to this order F002 Is the Ravensworth product code Indicates that the document is to be laminated The order quantity Note that minimum quantities apply Click on the Testi button to test that you can communicate with the print server SYNCHRONISATION 2015 Pair Softwhere LLP 34 System Administration FTP Authorisation ara Tunbridge Wells Username PSW1000001 Crowborough Password F Sevenoaks Keymer Road Name Our Website We will provide you with a username and password to enter here If you do not want to receive date from a particular branch the Accept should be set to No for that branch Click on the pem button to test that you can communicate with the synchronisation server Click the bl button on the navigation panel to save the changes See How do use the navigation buttons 1 s for more information Under certain circumstances you may be asked to re synchronise specific tables from the drop Re Sync down list Click the _ button to post the data The Web Portal settings should not normally be changed TEXT Password hte3GR rf Reply Number eg 447871840199 447872040137 lf you are using the SMS text messaging
110. 010 0 Bloggs XxX 290b Stratford Road Sparkhill Birmin Tonbridge KAJ 10 03 2011 0 Bloomberg Joe 19 Bloggdon Road Tonbridge Ke Tonbridge 02 05 2010 400 000 First Time Buyel j Brightwell F 19 Western Road Tonbridge Kent Tonbridge PW 02 08 2010 200 000 Investor Brown B Flat 3 2 Grove Park Tonbridge Kent T Tonbridge CMS 06 09 2010 225 000 Other Agent Cardogan A 4 Forrest Road Tunbridge Wells Ke Tonbridge KH 25 08 2010 180 000 Sale Agreed Clevedon X 13 Prince Street Tonbridge Kent TI Tonbridge CMS 14 09 2010 500 000 Other Agent Cork K St Marys Close Tonbridge Kent TN10 Tonbridge 15 03 08 2010 250 000 Other Agent Coulson 5 37 Avenue Road Tonbridge Kent TN Tonbridge KH 12 07 2010 230 000 Sale Agreed i Crabb 5 20 Turner Gardens Tunbridge Wells Ke Tonbridge PY 14 07 2010 150 000 Investor Deacon K Flora House 30 North Road Tonbridge Tonbridge 1S 21 08 2010 170 000 Nothing to Sell Dempsey C 14 Deacon Road Tunbridge Wells K Tonbridge TC 08 07 2010 250 000 Investor Devlin W 16 Kingsmill Road Tunbridge Wells Ke Tonbridge KH 29 08 2010 250 000 Sale Agreed sapiens SSCS Double clicking on any applicant will open the applicants screen focused to the respective applicant Clicking on the information button will display a popup window which corresponds with the coloured blocks shown against each applicant The colour represents the status of the applicant Bothe the statuses and colours are co
111. 1 Ethelred Gardens Tonbridge Kent ME19 1 6 Journeys End Tonbridge Kent THS 2JA a Journeys End Tonbridge Kent TN10 4NG 1 Cherry Close Tonbridge kent TN10 ZEF 10 Froperties Valuation Valuation Price Change Price Change Sale Agreed Price Change Price Change Under Offer Sale Agreed Instruction feed dg ta24 995 peed da aed Jda 180 000 feed sao eee d9 160 000 170 000 al 23 600 2 20 23 400 The column grouped by can then be collapsed or expanded as required e g Crowborough branch is collapsed We could if we so wished group by Date in this instance this particular grid has been set to group by months 2015 Pair Softwhere LLP Estate Agent Pro Enterprise as a Date August 2010 ta Date September 2010 Crowborough The Old Bam Tunbridge Wells ent Th4 OH Under Otter O50 000 16 150 Crowborough The Old Bam Tunbridge wells Kent TH 4 OH Sale Agreed tars O00 16 625 Tonbridge 1 Cherry Close Tonbridge kent TN10 ZEF Instruction OU 3 Properties 714 Properties lf you so wished to do so you could group by multiple columns Columns can be ungrouped by dragging and dropping them back to their original or other column position lf the grid is printed the grouping used will be reflected in the output Filters can be applied to certain columns by clicking on the button in the column heading Only those columns that can be filtered will have this butto
112. 1 High Street Tonbridge Kent TN9 15T Ta 01892 111111 Fax 01892 222222 Email sales tonbndgeestateagents com 16710 2010 Mr KA Randall 12 Brick Street Westminster London W13 7XR Dear Mr Randall Re Yours sincerely Ken Jones Manager P We could have included a banner image or a signature or many other fields but this example should provide you wth the basic skills necessary to create any standard letter This standard letter can now be used if you wish to for example communicate with any vendor by email and after mail merging the subject and content of the communication can be completed There are 3 steps required to complete this standard letter 1 CREATE ANEW STANDARD LETTER a From within System Administration 13 expand the General group and click on the Standard Letters option 2015 Pair Softwhere LLP eo How do I a General Addresses Advanced Matching Diary Options Reports Response Moritoring Standard Letters Standard Phrases VV YYYY b The first time that you create a letter you should set the default page settings that you wish to use for all new standard letters The top margin should take into account whether the letter will be printed on pre printed stationery or not You may wish to consider having different letters for emailing as opposed to printing Default Page Settings Font Fp Arial Top Margin 2 00064 Bottom Margin 0 75039 Left Margin 1 0003 Ri
113. 10s Mortgage Required Tabl 113 Search Criteria Tabl 114 Documents Tabl na Tenancy Tabl 117 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 113 5 4 2 Mortgage Required Tab Details about whether a mortgage is required and if the applicant has been referred can be recorded here Primary Applicant Additional Applicants Mortgage Required Search Criteria Documents Required es Aefered es Date Aefered 27 08 2010 Initials KAR Spoken to Advisor No Notes Information on the other tabs on the applicants screen is available here Primary Applicant Tabl 10s Additional Applicants Tabl 112 Search Criteria Tabl 114 Documents Tabl 1 8 Tenancy Tabl 117 2015 Pair Softwhere LLP 5 4 3 Search Criteria Tab This is where you can specify the type of property the applicant is interested in and a specific area if appropriate KA Primary Applicant Additional Applicants Mortgage Required Search Criteria Property SELB re wa House Bungalow _ Maisonette E Flat BS Ste Detached Semi Detached Terraced Town House Chalet Executive Purpose Built Conversion End of Terrace iw Age Garden No Garden Small Large 1 acres 3 acres Courtyard wl Location ey an Documents Area Tonbridge DE Clicking on the Ef butto
114. 11 Leasehold 232 Lettings Income Expenditure 180 Lettings Screen 177 Loading images 165 171 Main screen 181 Major Enhancements 368 Maps 163 Marketing screen 187 Matches revew 192 Matching applicants 78 80 105 119 Matching properties 119 Microsoft Outlook 156 2015 Pair Softwhere LLP Registration of Software 266 Reminders 156 Rental 117 Rental Progress Revew 211 Rental status screen 261 378 Estate Agent Pro Enterprise Replication of data 310 Report generation 299 Report generator 246 252 Reports 149 Review cycle 131 Review matches 192 Sales 264 Sales Chasing 264 Sales Progress Revew 211 Sales status screen 261 Sending emails 288 Sending SMS text messages 301 Slide show 122 Software Registration Screen 266 Split chain 126 Standard Letters 59 Standard Reports 246 252 Statement of accounts 177 Support screen 268 Surveys 234 Synchronisation of data 310 System Administration 186 313 System Options 354 _T Task list 156 Technical support 268 Tenancy 117 Tenure 232 Text Messaging Screen 301 Troubleshooting 356 V Valuation report 269 Valuations 236 Vendor details 238 Viewing book 270 Viewings screen 271 W Warning Screen 307 Web Brower Internal 308 What equipment do need 11 What is Estate Agent Pro 10 What s new in this version 359 Word templates 48 246 2015 Pair Softwhere LLP
115. 2 Grove Park Tonbridg i Cardogan A 4 Forrest Road Tunbridge I Clevedon X 13 Prince Street Tonbridge I Cork K 7 St Marys Close Tonbridge Ke l Coulson 5 37 Avenue Road Tonbridge Crabb 5 20 Turner Gardens Tunbridge Deacon K Flora House 30 North Road Dempsey C 14 Deacon Road Tunbrida f Devin W 16 Kingsmill Road Tunbridge I Dover B 14 Wood Street Tonbridge K Firth AK 2 Manning Road Tonbridge K if Florins M 5 Albert Close Tonbridge Ke J Frampton N 15 York Square Tunbridge Gloucester G 41 Gloucester Avenue TL I Gordon JK 14 Dover Street Ryde Isle 61 Applicants R PRHO T By default this grid contains a list of all active non archived applicants By means of the buttons on the toolbar at the bottom left of the grid applicants can be added qP deleted archived 9 saved kl have changes cancelled E have information displayed a and be filtered on T 7 Status Legend x Cash Buyer First Time Buyer Investor Not on Market Nothing to Sell B Other Agent Our Vendor I Sale Agreed To search for a specific applicant any part of the name and address string can be entered in to the search field which is case insensitive Once entered either press the enter key or one of the search buttons search from beginning search for next occurrence of the search string or search for previous occurrence of the search string You can also move between applicants by clicking o
116. 2014 To 16 01 2015 Print Activity Report E Activity Report i Drag a column header here to group by that column 20 12 2014 1 Cherry Close Tonbridge Kent TN10 2EF 20 12 2014 1 Fox Close Clayton Mills Hassocks BN6 8YG 20 12 2014 1 Church Cottage The Wyshe Pyecombe West Sussex IP27 9EJ 20 12 2014 1 Hurst Gardens Hurstpierpoint W Sussex BN6 9ST 20 12 2014 1 Blands Drive Tonbridge Kent TN9 2FS 06 01 2015 The Old Barn Tunbridge Wells Kent TN2 5HS 08 01 2015 1 Blands Drive Tonbridge Kent TN9 2FS 09 01 2015 1 Blands Drive Tonbridge Kent TN9 2FS Keymer Road Keymer Road Keymer Road Tonbridge Crowborough Tonbridge Tonbridge Valuation Valuation Valuation Sale Agreed Offer Rejected Valuation Valuation 500 000 0 375 000 225 000 850 000 0 0 lf for example you wish to show this grid grouped by your branches right mouse click on the Branch column heading and then drag it to the grouping area and release the mouse button EE dh i TE orough i Branch Tonbridge 1 Ethelred Gardens Tonbridge Kent METS 1 14 Avenue Gardens Tonbridge Kent ME19 36 17708 72010 24 06 2010 26 06 2010 26 06 2010 26708 72010 26 08 2010 26 06 2010 ef 082010 3170872010 06709 2010 14 Properties 1 Blands Drive Tonbridge Kent ME19 Als 1 Ethelred Gardens Tonbridge Kent METS 1 14 Ridgeway Road Tunbridge wells Kent TH 1 Blands Drive Tonbridge Kent ME19 2J5
117. 2015 Pair Softwhere LLP Address Visible Yes Sj Left 1129 uj Top Height 58 jij Width 541 jig size Dg Font Tahoma Right J Align v Centre J Town Only Colour Align H Type Advertisement amp Portal Text Visble Yes Sj left 68 ji Top 329 Oy Height 349 ju Width 425 Qg size 26 gg Hoga Align H Left w Align V Centre J Font Tahoma Colour Key Features Visible Yes Qet 1055 ggl top 237 Bg Height 552 a width 487 ij size 24 ij i FF Align H Centre F Align V Centre D Font Arial D Colour visible Yes a left 38 rE Top 952 ga Height 56 jij Width 451 G sie 30 gg I we Align H Centre F Align V Centre J Font Tahoma a Colour External Adverts Frequency 2 Minutes g e CarouselAd png a ad be 300 avi Set Visible to True if you want an address for the property to be displayed Set Left Top Height and Width to the screen position you want the text to be displayed at Set the Font font Size and font Colour you wish to use Align H refers to the horizontal alignment to use an Align V the vertical alignment Select how you want the property address to be displayed from the Type drop down list Set Visible to True if you want the Advert amp Portal text entered for the property to be displayed Set Left Top Height and Width to the screen position you want the text to be displayed at Set the Font font Size and font Colour you wish to use Align H refers to the hor
118. 27 Prnt Upload SCree i esiratas a a S 208 Load File SCEE urrin aa a a AAA 210 28 Progress Review SGre iiig api a a A E 211 29 Properes Sree nornon a revetisnewsavesubecnusieieenusuubek 215 Adv rtising TaD aicssciss sescsasaceoteconctceccsceacscicsonavnidaceddcoedesace cassis dad ucageebe a aeaa aaaea a 224 2015 Pair Softwhere LLP 6 Estate Agent Pro Enterprise 30 31 32 33 34 35 36 Part VI O O N OO OF BP WS DO N N Cre Ce Cr Ceres Cee Oo O O N OO OF FPF WO ND O POTID o Te RP AOR DU OMS TE OP 230 LAS i ADD E E E E E dete du news E E E S E E E 232 Particulars TaD auia a E A 233 SUE VS V ADD oaa a a Aa aE as Ae aa On aaea aat 234 MV AIT ACI OUD taD onanan A E fa nuasuwacaseuesuteuendseueseeevaniws 236 Vendors Tariana aaa o eara aa aN 238 Archived Properties O OO ee teehee eae ete a ee 245 ReEDOn Genelrator SCle enh aiii a 246 Applicant Search TaD a AE a a E E A 252 Report De faunts TaD T a S 256 PRE DOLE SCS EDS priatin anker E ea aLa a e a EEEa 257 Response Monitoring Report sssrinin RRS AERE 257 SOlGtOrS NStructed REDO ers e e a aa a a e 259 Y TD Statisties Repora san e E A EI a mincieeees 260 Sales Rent Status Screen sssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn ee ate ee 261 eel EEE ieS Wa E EEE ech ees E es A EEE A 264 Central Notes TaD esanaia aandaa a aa aaa Kaaa ae a a Aaa Aa aaa cu adaseuetaincsaeaeoeuueene 265 Software Registration SCrOe wy m
119. 5 30 3 3 YTD Statistics Report Displays year to date statistics for the current year by default YTD Statistics 25 00 10 827 ef 833 1 100 004 72327 63 503 1 20 00 ios al hs April 1 17 11 50 560 50 960 May 0 OO0 94 567 ae als June 1 33 33 62264 Phe 204 July 0 oits E4r 297 a s F August 0 oiiz PASH 4 31 September 1 833z 25 605 25 009 October 2 33 33 68 587 gaH November 1 16 67 83 029 EES 073 December 0 oits 13 749 EOB TaT l This is broken down by month giving details of the number of valuations instructions viewings offers sales and exchanges for the year selected The year can be changed by clicking on the Ba buttons on the right of the year The report will be automatically regenerated when the year is changed The grid can be printed by clicking on the gt button Most columns are self explanatory Those that may not be clear are detailed below Sold Subject to This represents all properties who s sale was agreed in the month The Ratio Contract is the fall through ratio Fees represents the fee you will earn if the sale goes to completion This represents all properties that exchanged in the month Cum shows the cumulative exchanges and YTD Fees is the cumulative year to date fees you will receive when the sale completes 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 261 5 31 Sales Rent Status Screen Displays either the Sales or Rental Status Sc
120. 5 Pair Softwhere LLP Estate Agent Pro Enterprise 39 Query Wizard Order the rows of the query based on field values T AAA HEE REE Z BBB REE HEE F cce HHH WHE Properties Particulars Full Detai Properties Particulars Status Properties Particulars Verified C Properties Particulars Version Propertes Particulars Version C Properties Price Agreed Properties Price Qualifier Properties Property Alarm Code Properties Property Alarmed Properties Pr So Branch iiil We want to sort this report by the property asking price with the highest property shown first To do this select Properties Price Asking in the list of available fields and then click on the gt button Z to include them Then click on the button to sort it in reverse order descending Finally click on the Next button Query Wizard You have finished defining your query Please enter a description of your query Fropertes Do you want to preview your query or modify your query s design i Return to data workspa Preview the query Modify the query s design m The query wizard is complete Click on the Finish button 2015 Pair Softwhere LLP ao How dol Bf Data Ea Calc Design L4 Preview n Click on the Design tab to start the next step a The easiest way to set the background colour is to create a page style and put a shape on it To do so click on the Report menu and selec
121. 6 on the Advertising Tabl 221 of the Properties Screenl2 s can be hidden if not required Maximum Characters Allowed in The Advertising amp Portal Text field can have the maximum Advert Text number of characters allowed to be entered set This defaults to 255 The reason for this is that it is used in advertising and other reports and is also send to portals If this text is too large it will be truncated See the Properties Screen Advertising Tabl 22 for details on how to specify the uploads Portals Website Configured to You only have to configure this drop down check box if you Upload to want to be able to specify that certain properties are not uploaded to all portals or your own website if hosted by us Please note that ticking portals that we have not configured uploads for you will have no effect Show HIPS on Property Screen lf Home Information Packs are ever resurrected the relevant information can be displayed on the property screen by setting this option to Yes Show Missing Advert amp Portal Text When this text is missing a warning is flagged in property Warning screen Turn this option off if you do not wish this to be displayed Validate Classifications Set this option to No to stop validation of classifications in the applicants and properties screen It is strongly recommended that this option is left set as Yes Validate Postcode Set this option to No to stop validation of postcodes throughout the sy
122. 74 Home TEE Castillo A Mr NETTE cor For details of the data included see the Viewings Screen 27 for further information Columns can be sorted on ascending or descending by clicking the column heading Double clicking on an individual property or applicant will open the Properties Screen 23 or the Applicants Screen 103 focused to the respective property applicant gt This grid has the ability of being grouped by columns See How do I use grid column grouping and filtering Aes for further information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 271 5 36 Viewings Screen Viewings can be added or amended by using the Viewing Screen which is accessible from either the Applicants or Properties screens VIEWINGS SCREEN New View View Refresh Offer Nothing to Sell Applicant 0202789324 Wo Applicant 204 Home X Applicant 07787234674 Applicant jable hotmail cor The example given above is of a properties bug viewings which lists all applicants that viewed The Old Barn If it was generated from the applicants screen it would contain all properties that the applicant had viewed Clicking on any viewing will display the respective data for that viewing Clicking on the TF button will open the Offers Screen 19 adding an offer from the applicable applicant for the selected property The report can be viewed without applicants contact details and without comments if so required by
123. 870 00 ye 28 01 2015 The Old Barn Tunbridg 850 00 20 12 2014 The Old Barn Tunbridg Mr Randall coming into office at 9am Viewing Feedback Mr J Able Vendor updated 27 09 2013 CRO 20 08 2012 CRO Clients should be reviewed daily otherwise the number of clients to review will become too large to manage This screen can be broken down into 4 primary areas 2015 Pair Softwhere LLP 132 Screens Drag a column header here to group by that column CLIENT GRID ap N40 Northumberland Av e KH i cro Northdown N 15 Northdown Re Purchase KH i 4 cro Northdown N 18 Northdown Re Purchase KH amp CRO Northrop 0 90 Oak Hill Road Ti Purchase CMS i cro Old 0 Old Cottage Wadhurst R Purchase RT 4 CRO Olver D 45 Alfred Street Tunb Purchase CMS 4 CRO Oliphant T amp Cattle Street Tor Purchase KH i cro Park P 3 Park Avenue Tonbridc Purchase PW i KEY Pearce Bruce 94 Valebridge Roz Rent PG cro Pearl P 13 Pearl Road Tonbridg Purchase KH 4 CRO Fetty D 171 Bridge Road Tunb Purchase CMS amp CRO Pope V 91 Tonbridge Roas Tui Purchase KH i cro Popular N 11 Popular Close Tor Purchase KH i amp CRO Purdy L 16 Grove Hill Road Tur Purchase CMS amp CRO Queen HM 4 Victoria Crescent Purchase KH il amp cro Quicken 5 3 The Drive Tonbrid Purchase KH amp cro Randall Ken 12 wilt Street We se i MMJH MMJH MMJH RR RR MMJH MMJH 219 995 13 01 06 215 000 19 10 05
124. 9am KAI Wants to view 8 Journeys End but not available until end of the month Mr Castillo has been informed Property 8 Journeys End Tonbridge Kent TN10 4NG Selection Criteria O Matched Viewed or Offered The property can be selected either by clicking on the drop down button or the look up button The selection criteria will be applied to either method The note can be amended as shown and once the property is selected the gt button can be clicked to copy the note to the property The original dated note is then updated with a to the right hand side of the note 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 287 YL AC ole 19 11 2012 CRO Wants to view 8 Journeys End but not available until KC ee end of the month d 10 08 2010 CRO Coming into office Thurs at 9am KAJ When you click on this button in the future it will open the property screen focused to 8 Journeys End The corresponding entry in the dated notes of the respective property will be updated as follows I ode H Pfa p 19 11 2012 CRO KC Wants to view 8 Journeys End but not available until end of the month Mr Castillo amp has been informed And again clicking on the amp button will open the applicant screen focused to the originating applicant 2015 Pair Softwhere LLP 288 6 9 Ancillary Screens Email Screen All emails sent through Estate Agent Pro use this common interface EMAIL
125. ANDSCAPED GARDENS AND A 3i ACRE PADDOCKS WITH FIELD SHELTERSTASLES THIS PROPERTY IS LOCATED IN AN AREA DECLARED AS BEING OF OUTSTANDING NATURAL BEAUTY AHD IS VERY PRIVATE If it is not being used in connection with possible print orders the ribbon bar will not be visible lf you wish to order external prints the Product Code in this case F002 Quantity and Weight must be selected before the Save Order amp Exit button is enabled P An account has to be set up wth Ravensworth before this service can be used Contact Steve Tolfree at Ravensworth stating that you are an Estate Agent Pro user if you are interested in using this service 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 295 The following Ravensworth product codes are supported F001 F002 F003 F006 B 2 Pages 4 Pages re 6 Pages i F014 F023A F021A E 2 Pages C 4 Pages 6 Pages Fow FOAGA FOs 4A 2Pages f f N4Pages ae 6 Pages Any external print company can be used but the naming of the file being sent will use the Ravensworth format Please also bear in mind that they may not support all products listed The weight drop down list will normally include an option to have the document laminated which is only available at 250 gsm The quantity initially displayed is the minimum order quantity for the product selected lf you wish to open the Print Upload Screenl 2s to submit the order immediately tick the Open Upload Form check box before savin
126. Action Attachments Attachment List The buttons on the ribbon bar have the following functionality Sends the email stores it under Draft amp Sent Communications for the respective client and closes this screen See the Customer Communications Screen 1s for more information Discards the email and closes this screen Opens a dialog allowing you to add any attachment delete Deletes last attachment added Displays graphically the attachments added There can be any number of attachments Clicking on the button will open the attachment SENDING OF EMAILS IN THE BACKGROUND By default emails are sent in the foreground meaning that you have to wait for the email to be sent to your outgoing email server before you can continue doing anything else A progress bar is displayed whilst this is happening There is an option that your administrator can set so that emails can be sent in the background Whether this option can be set for you or not is up to the administrator of your system and company policy In any case this option should not be set until you can successfully send emails in the foreground Additionally if you encounter any problem sending emails then this option should be disabled until the problem is resolved It is not recommended that this option be set unless you are using at least a dual core processor When this option is set an additional panel is shown on the status bar showing the number of emails
127. Any text or images can be inserted into the header or footer Page numbers counts can also be inserted Standard letters can now have multiple columns and text boxes It is now possible to send emails letters etc to all applicants who have viewed a specific property or all applicants who have matched against a specific property These options are available under the Events menu of the Property form For convenience it uses the Applicant Match form User Defined Reports can now be generated from the Reports form and will be based on the Report search plus any other search criteria defined in the report The applicant and property match forms have been merged into one Additionally when matching applicants against multiple properties from the Report form the applicant grid can now be expanded to show the matched properties for any applicant Applicant lists can be generated by property or by applicant If by property the main image is shown to aid picking of property 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 39 particulars e The individual viewing entry form accessible from the Property form has been replaced with a multiple viewing grid similar to that available for applicants in version 2 0 e Offer form completely redesigned to make it more intuitive to use e Applicants can now purchase more than one property The Applicant form has been changed to reflect this on the Purchasing tab Double clicking the respe
128. Applicant Property Matching Screen n3 Default Page These are the default settings that will be used for new letters Settings Edit Standard There are three different types of letters Applicants vendors and marketing Letters The creation and use of them is the same See How do create a standard letter 59 for more information P Descriptions that start with the word Offer will be for use in the Offers Screen 1 Descriptions that start with the word Viewing will be specifically for use in the Viewings Screenl 27 This only applies to applicant and vendor letters 2015 Pair Softwhere LLP sa System Administration Name Phrase TWells Location The delightful Georgian Spa town still retains much of its orginal history and charm yet provides a wide range of amenities Including the Royal victoria Place shopping mall and pedestrianised precinct supermarkets theatres library museum and art gallery and a jazz bar playing Ive music There are excellent schools inthe area both state and independent for children of all ages The main line raihvery station provides commuter services to London in about 55 minutes minimum and the 427 is just 3 miles distant providing links to the Me5 motonvay network giving easy access to Gatwick and Heathrow airports and the Channel Tunnel gt aoe Standard phrases can be inserted into any communication Any number can be defined here and are designed to cut down on repetitive typing
129. Behavio ndBlankPage E Generation AutoStop E BackgroundPrin TopBackgroundP CachePages T Device Type Screen PageLimit g ParametersEdit Edit Passsetting psOnePass E Layout Ls ColumnPosition TStringList ColumnWidth 2 51 PrinterSetup TopPrinterSetup SavePrinterset _ utInches AllowPrintToArc I AllowPrintToFile M ArchiveFileNam ka 2015 Pair Softwhere LLP u How dol 7 DEFINE THE CONTENTS OF THE DETAIL BAND a Click into the detail band and set the ColumnTraversal to ctLeftToRight the Height to 2 0313001 and the BottomOffset to 0 25 E Appearance Visible a El Generation BandsPerRecord 1 ColumnTraversal ctLeftToRight PrintCount 0 E Layout Height 2 03135001 PrintPositon 0 BottomOffset 0 25 FrintHeight phStatic b In the Fields for Properties panel drag the Images Large Image to the top left of the detail band Name T Size eae eee Graphic Ea Price Qualifier String 80 Eja Display Address Adv String 40 lt ti JE c We don t need a caption so click on the caption and press the delete key Q oe Fie oe as Large 1 mages Large Images amages Large mage Boies d Set the Height to 1 6 Left to 0 25 Top to 0 and Width to 2 25 El Data A DataField LargeImage B DataPipeline Properties GraphicType IPEG ParentDataPipelin 7 E Identity UserName DEImage 1 E Layout AlignHorizontal 9 ahCenter AlignVertical avCenter Height L6 Left 0 25 0 2 25 atL
130. Dc AaBbC a Paste F BJ U ake x x A pr TNormal 1NoSpaci Headingi Change Eanna Styles Clipboard Ta Font Ta Ta Styles Ta d Our control panel is also displayed at the top right hand side of the Word Template Designer More on this later Add Merge Field 2015 Pair Softwhere LLP oso How do l 2 SET THE DOCUMENT SIZE AND LAYOUT a Click on the Microsoft Word Page Layout tab abbreviated and then click on the button to the right of Page Setup Page Layout g5 Orientation 4 m i SE i Margins __ e Columns be Page Setup Ma b The Page Setup dialog will be displayed The three tabs are shown side by side Page Setup 4 Page Setup Section A4 210 x 297 mm Section start Width 21 cm Suppress endnotes Height 29 7 cm Headers and footers C Different odd and even Paper source g SAP First page Other pages a page Default tray Sheet Default tray Sheet 5 Header 0 gn From edge a Sheet Footer 0cm Sheet Borderless Sheet Borderless 5 CD DVD CD DVD Page Vertical alignment Top Preview lt svi uradne X renee ea c Set all margins to 1 cm the paper size to A4 and header footer to O0 cm Make a note of the page width and height d When you hawe finished click on the OK button a First we need to add a
131. Deacon Road Tunbridg Devlin W 16 Kingsmill Road Tunbridge Dover B 14 Wood Street Tonbridge Ki Firth AK 2 Manning Road Tonbridge K Florins M 5 Albert Close Tonbridge Ke Frampton N 15 York Square Tunbridge Gloucester G 41 Gloucester Avenue TL Gordon JK 14 Dover Street Ryde Isle Hammond J 8 Ramsay Drive Tonbridge Hawthorne M 22 Oxford Road Tonbrid Mr J Able 12 Gordons Road Tonbridge Kent TN9 9QF Nothing to Sell No E PurchasefRent Next Review Date 19 12 2012 Registration Date 08 04 2010 Ce Minimum Maximum 180 000 Bedrooms Bathrooms 1 jig Exact Match Receptions 1J Garages S oe ALONS aoe ij Send Texts Yes Include in Yes See How do add an applicant 251 This screen can be broken down into three primary areas LIST OF APPLICANTS 2015 Pair Softwhere LLP 0202789324 07787234674 ee ee 05 11 12 18 00 05 11 12 18 00 05 11 12 15 45 05 11 12 15 45 it TS 40 Northumberland Avenu 40 Northumberland Avenu 40 Northumberland Avenu 40 Northumberland Avenu Notes John Name amp Address Full Name Ref Search amp AZ eh J Able 3 12 Gordons Road Tonbridge Ke Alen M 47 Waverley Road Tonbridge Allen J 14 Osbourne Road Tonbridge Baagings F 15 Broomfield Drive Tonbri Bloggs XX 290b Stratford Road Sparkr Bloomberg Joe 19 Bloggdon Road Tonl Brightwell F 19 Western Road Tonbrid J Brown B Flat 3
132. EAP templates can be created edited or imported See How do create a Microsoft Word template 48 for further information on Word templates See How do create an EAP template 651 for further information on EAP templates The URL Path for Online Documents is the default link to be used if you wish online documents to be used in upload to portals Only portals that use the Rightmove upload specification support this ms PROPERT Y VENDOR REVIEW 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 353 Include these Statuses in Vendor Review Valuation Available To Let Under Offer Sale Agreed Under Application Exchanged Let Completed Withdrawn Not Released Include these Statuses in Property Review _ Valuation _ Available To Let Under Offer Sale Agreed Under Application Exchanged Let Completed L Withdrawn L Not Released If you don t want vendors or properties as applicable to be reviewed when their properties are at a certain status the applicable status can be unchecked here 2015 Pair Softwhere LLP a54 System Administration 8 8 System Options Mail Server mailhost zen co uk This will either be the smtp server details provided by your internet provider or the address of your Microsoft Exchange Server UPGRADE EAP you click the Upgrade button with an invalid code the software will no longer function If contacting support please quote
133. EDITOR SCREEN Email Editor Attachment List Subject Letter from Tonbridge Estate Agents Priority Return Receipt Tonbridge Estate Agents 1 High Street Tonbridge Kent TNS 1ST Tel 01892 LILLIL www tonbridgeestateagents com 215 February 2014 Mr J Bland 1 Blands Drive Tonbridge Kent TN9 2FS This screen is accessed from numerous places within Estate Agent Pro Confirmation of which email account this email is being sent from is shown at the bottom of the screen This is configurable by your system administrator Your own signature can be used in emails Speak to your system administrator if you wish to use this facility The logo shown here is for example purposes and will be replaced by your own Again this is configurable by your system administrator Sent emails will be stored under Draft amp Sent Communications for each client gt Please note that we can only guarantee that an email is sent to your outgoing email server not received by the recipient There are many reasons why an email may not arrive such as incorrect email address junk filters spam filters etc In the case of incorrect email addresses your email server should eventually notify you via email to the email address you are sending from of these failures In the other cases this cannot be detected Also note that checking the Return Receipt box does not guarantee that a read receipt will be sent by the recipient as this can be turned o
134. Filter AND lt root gt Property Status in Available Available Again z Accommodation Bedrooms is greater than or egual to 3 7 Classification T in House amp Classification Style in Detached The advanced filter will mimic those entries made in the standard filter however it has the advantage of being able to filter on much more data Suppose we want to add one more condition that is not available on the standard filter for example is the property web enabled To do this click on the button to add a new condition This will add the first alphabetic item that is available in this instance Accommodation Bathrooms Click on that item and then select Advertising Web Enabled from the drop down list of items that are available for filtering on 2015 Pair Softwhere LLP How do I Accommodation Bathrooms Accommodation Bedrooms Accommodation Garages Accommodation Receptions Advertising Web Enabled DE Agency Agreement Date Received Agency Agreement Type Archived Branch Name Classification Age Classification Area Classification Garaging T This will then display Advertising Web Enabled equals lt empty gt Click on lt empty gt and change it to True The advanced tab will then reflect the additional condition Advanced paies AND lt root gt os evs Property Status in Available Available Again J OEEEETETI Accommodat
135. Information This property will not be uploaded because Property is set to not Upload to Web Property is not Available Under Offer or Sale Agreed 4 Make changes as appropriate until the uploadable flag changes its colour to green 2015 Pair Softwhere LLP 3 15 Match applicants to properties 1 On the main screen click on the applicants button Applicants How do l 2 Navigate to the applicable applicant either by clicking on them or using the progressive search facility Able J 12 Gordons Road Tonbridge Ke T Gordon JK 14 Dover Street Ryde Isle Alen M 47 Waverley Road Tonbridge Allen 1 14 Osbourne Road Tonbridge Baggings F 15 Broomfield Drive Tonbri Bloggs XX 290b Stratford Road Sparkr Bloomberg Joe 19 Bloggdon Road Ton Brightwell F 19 Western Road Tonbrid Brown 6 Flat 3 2 Grove Park Tonbridg Cardogan A 4 Forrest Road Tunbridge Clevedon X 13 Prince Street Tonbridge Cork K 7 St Marys Close Tonbridge Ke Coulson 5 37 Avenue Road Tonbridge Crabb 5 20 Turner Gardens Tunbridge Deacon K Flora House 30 North Road Dempsey C 14 Deacon Road Tunbridg Devlin W 16 Kingsmill Road Tunbridge Dover B 14 Wood Street Tonbridge Ki Firth AK 2 Manning Road Tonbridge K Florins M 5 Albert Close Tonbridge Ke Frampton M 15 York Square Tunbridge Gloucester 6 41 Gloucester Avenue TL 3 Click on the match button 4 You will be asked if you wish to exclude properties already match
136. LLP a2 How do l gt An account has to be set up wth Ravensworth before this service can be used Contact Steve Tolfree at Ravensworth stating that you are an Estate Agent Pro user if you are interested in using this service The following Ravensworth product codes are supported FOO6 H 6 Pages F013 F004 F010 F012 2 Pages E A 4 Pages ug 4 Pages rH 6 Pages F014 F023A FO21A E 2 Pages C 4 Fages H 6 Pages A5 Landscape FOA6A FO544 2 Pages LO A 4 Pages ae 6 Pages WCS eed A3 Window AG Postcard a 48 F015 Card K Any external print company can be used but the naming of the file being sent will use the Ravensworth format Please also bear in mind that they may not support all products listed The weight drop down list will normally include an option to have the document laminated which is only available at 250 gsm The quantity initially displayed is the minimum order quantity for the product selected lf you wish to open the Print Upload Screenl 2 to submit the order immediately tick the Open Upload Form check box before saving the order Closing the screen will cancel any unsaved orders Once you have completed all fields the order button will become enabled and clicking on it will add it to the list of professional prints to be ordered To upload orders please see the Print Upload Screen zos for further information ir Any word document or PDF document can also be profe
137. MENTS 8 1 8 2 Default Valuation Appointment Time G0 gaa mir Default Viewing Appointment Time E0 d mn Check for Overlapping Yiewings within 1 hour The default time length for valuation and viewing appointments is set here The default is one hour When accompanied viewings are added to the system it can check that viewings for the same accompanee do not overlap This can be enabled or disabled by means of the checkbox Applicant Options D Classification Name 1 Category de 3 H ooa Up to five classifications can be defined for applicants These must be common across all branches Once defined the input of them is mandatory for all applicants Please bear in mind that when these classifications are changed the classifications set for all existing applicants will also need to be changed Clicking on any Classification Name will display the entries for that classification Classifications can be added by clicking on the SF button on the navigation panel See How do use the navigation buttons 7I s for more information Fapesp EE 1 Cat 1 2 Cat 2 3 Cat 3a 4 Cat 3c 5 Cat 3d 6 Cat 4 7 Cat5 5 Investor 9 2015 Pair Softwhere LLP s6 System Administration Up to 31 entries can be defined for each classification In the example given above they are cryptic in case applicants see the applicant screen where they are used When you have finished making changes click the FA button on the naviga
138. NER 303 TAPI Auto Dial Screen saaannuunnunnnunnnnunnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnn 305 laK Sree Minana a A a A AA AEE 306 2015 Pair Softwhere LLP 22 Warning SCl e Mi sabini onana cen aaar naaa 23 Web Browser Internal ccccceceeeeeeeeeeeneeceeeeeeenenenenenenenees Part VII Synchronisation Part VIII System Administration O N OO OH FP QO N Part IX Troubleshooting Part X What s New in this Version 1 Major Enhancements osrioriioriicieiniurntrnin sanieren 2 Recent Enhancements cccccccscsceeeeeeeeeeeeeeeeececececeseeesuananens Index 2015 Pair Softwhere LLP Administration Options ccccceesecseceeeeeeeeeeeeesceeeeeeeeeeeeneesenes Applicant ODUONS ssiaicecesscwossccineisccscreelcveduiecssearasemdiourivcnscrestcens COMPANY ODUONS seestieeere econ enteeee si tespercstmere accu cutee caeesunes Contacts ODUOINS siisi a a aie sear ete General Options arraian a a MOGUIES OPU ONS acces cicivescticrsicessideectaieobidecciceveesiietiiecctdevceateesicns Property Vendor Options ccccccsseeeseeeeeeeneeeenseecnseeeeseeeeseees SYSIC MODY ONS ricsina Aaaa Aaii Contents ESTATE AGENT PRO Part Introduction Estate Agent Pro Enterprise 9 1 Introduction Welcome to the Estate Agent Pro help file This help file has been designed to provide you with relevant help for all areas of the system This help file is also provided as a PDF document
139. Pair Softwhere LLP Estate Agent Pro Enterprise 303 6 19 TAPI Auto Answer Screen If a TAPI Device is installed on your computer EAP can detect who is calling and if the telephone number is registered in Estate Agent Pro display a choice of associated applicants and properties Access to the telephony system is controlled by your system administrator and is enabled on a per user basis Once this is enabled the next time Estate Agent Pro is accessed the following dialog will be displayed for you to select the TAPI device to use Normally there is not more than one device to choose from If you need assistance on this you should speak to your system administrator Do not contact Estate Agent Pro regarding this as we do not know anything about your communications infrastructure ie TAPI Device Selection This dialog is displayed the first time you dial a telephone number select the device you wish to use This selection is per FC The selection willbe remembered U S Robotics 92 Voice Host Int D Lk Cancel Select the appropriate device and click on the OK button This device will be automatically used in future From now on whenever a telephone call is received and your phone is not in use the incoming caller ID will be checked against all telephone numbers recorded in the Estate Agent Pro database If the number is found the window shown below will be displayed It is unimportant how you have input the telepho
140. SOF Either selecting the appropriate record and then clicking on the 4 button or double clicking on the record will open the appropriate screen Clicking on the button will open the clients screen lf the client is an applicant an additional applicant a vendor or an additional vendor associated applicant property addresses will be displayed If the client is a solicitor then all non archived applicants properties where the solicitor is assigned will be displayed If the client is an Estate Agent all non archived applicants where the estate agent is assigned will be displayed If the client is a Surveyor then all non archived properties where a survey has been entered for the surveyor will be displayed If the client is a landlord all non archived properties owned by the landlord will be displayed 2015 Pair Softwhere LLP 294 Ancillary Screens 6 11 PDF Viewer Print Order Screen This screen serves two purposes one as an internal pdf viewer the other as a pdf viewer and print order screen Quantity 30 F Open Upload Screen E Weight 200 gsm Save Order Foo 2 Exit F Ordered By KAJ File Ravensworth Print Order BBA eL ee i OFFERS INVITED ABOVE 835 000 THE OLD BARN TUNBRIDGE WELLS KENT TH4 OHY A BEAUTIFUL GRADE li LISTED BARN CONVERSION C 1750 WITH A WEALTH OF EXPOSED BEAMS VERY VERSATILE ACCOMMODATION CONSISTING OF 4 BEDROOMS FOUR RECEPTION ROOMS THREE BATHROOMS AND A LUXURY FITTED KITCHEN ACRE L
141. SS SSS SSS SSS SSS zeg Jate tR 1 13 Cedar Close Tunbridge Wells Sale Exchanged KAR 134 995 01 07 2010 19 06 2011 i4 Ridgeway Road Tunbridge Wi Sale Sale Agreed TC 185 000 30 09 2005 04 03 2011 19 Cardogan Close Tunbridge W Sale Sale Agreed TC 249 995 06 08 2010 19 06 2011 E Coronation Road Tonbridge E Sale Sale Agreed PW 135 000 25 02 2006 03 10 2010 25 Green Road Tonbridge Kent Sale Completed Pe JS 249 995 24 06 2005 03 10 2010 40 Northumberland Avenue Tunk Sale Sale Agreed KH 219 995 13 01 2006 19 06 2011 fai Gloucester Avenue Tunbridge Sale Sale Agreed TC 208 000 04 08 2010 19 06 2011 fez West Drive Tunbridge Wells Sale Completed 1S 159 995 05 07 2010 19 06 2011 i7 Cairns Close Tonbridge Kent Sale Exchanged PY 249 995 24 10 2005 19 06 2011 Is Journeys End Tonbridge Kent Sale Sale Agreed PW 175 000 29 07 2010 04 03 2011 9 Cornwall Road Tunbridge Well Sale Exchanged PY 175 000 01 06 2005 03 10 2010 Flat 8 Golden Court Grove Cresce Sale Sale Agreed PW 89 995 07 02 2006 03 10 2010 New House Lamberhurst Vineyar Sale ia Properties gi Lal This grid contains all properties where the vendor is due for revew Certain columns can be dragged to the group area as indicated Under Offer KAR The status of the property is also indicated by a coloured block at the left hand side of the grid Clicking on the information button will display a popup window detailing the meaning of the
142. ST ROOM An L shaped room 124 x amp plus g8 x 3 wall wall and inchusive of range of units to foo and eramo hood walls Work surfsce with 1 bow single drainer sink Four ring gas hob with above Built in double oven and gill Space for upright fidgefreezer Space and plumbing for dstwasher Two double gazed windows to res Coved ceiling TV seisi porn Part sled walls Telephone porn Radiator BEDROOMS FOUR RECEPTION ROOMS THREE BATHROOMS AND A LUXURY FITTED KITCHEN ACRE LANDSCAPED GARDENS AND A 3 2ACRE PADDOCKS WITH FIELD SHELTER STABLES THIS PROPERTY IS LOCATED IN AN AREA DECLARED AS BEING OF OUTSTANDING NATURAL BEAUTY AND IS VERY PRIVATE UTILITY ROOM amp 6 x amp wal to wall and inclusive of working surface keet staindess sted singe drainer sink Tall storage cupboard Radaor Part ded walls Coved ceiling Double glazed window to side Space and plumbing for washing machine Haf double glazed door so side SITUATION Pounsiey Mill Barn is locsied wifin a sougt ster cul de sac and enjoys a ison appracmaely 1 mile fom the High Sreet which offers a good range of shopping scilites banks and post fice in aitinn Turtricige Wells oSers schodiing and leisure isdl ss and a rail seston The coast at Srigtton and Eastbourne are spprodmately 23 and 19 miles respectively DESCRIPTION A bern conversion converted appracmately nine years ago and presenting brick elevations benesth a Sled roof root Benefits include double gazing a
143. Selected All Attach Selected All List Labels Selected All electe ac electe i abels electe ST E B ee Phrase v Clipboard Editing Font Insert Files Email Print Text It is not the intention of this document to provide an explanation of standard functions found in the Clipboard Editing and Font ribbon bar groups with the exception of the usage of the thesaurus and Insert Phrase buttons which has already been covered under the Applicant Letterl 1A section above Hyperlinks Images and predefined standard phrases can be inserted by clicking on the appropriate button A dialog will be displayed to make the appropriate selection When inserting hyperlinks if you first select the text you wish to be displayed for example Click here to see your property on our website this text will be displayed instead of the hyperlink This will open the Email Screen 288 populated with the mail merged letter along with any attachments added with the selected applicant set as the recipient Your Email logo if defined is automatically added to the top of the email At this point additional recipients or cc s can be added Once sent the letter will be stored along with any attachments in the applicants sent letters The checkbox in the Sent column will be automatically checked If this button is disabled it is because the applicant doesn t have an email address or email has not been configured by your system administrator This wi
144. View Delete Refresh Current Orders External Print 0 W Unsent Orders Re Order Monitor 12 09 2010 08 15 34 12 09 2010 08 59 31 15 10 2010 13 56 50 12 09 2010 10 11 55 15 10 2010 17 45 49 PRINT UPLOAD SCREEN 25 Adverts Full Page 20 properties 50 The Old Barn Tunbridge Wells 30 The Old Barn Tunbridge Wells 25 1 Blands Drive Tonbridge 30 1 Blands Drive Tonbridge The unsent orders tab is displayed by default The buttons on the ribbon bar can be used as follows Uploads the files The progress bars will show the progress of the upload The status log of the upload will also be shown in the bottom half of the screen As each file finishes it s upload it will be moved to the sent orders list on the Re Order Monitor tab Once uploaded orders cannot be cancelled or changed so please ensure that the order details are correct before uploading lf an upload is in progress clicking on this button will abort it _ Opens the file to be printed in the Adobe Acrobat PDF Viewer 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 209 Deletes the order If someone else has placed an order since you opened this screen clicking this button will refresh the list _ Adds any Microsoft Word document to the print orders Adds any PDF file to the print orders RE ORDER MONITOR TAB The date and time the order was received can be recorded here for information purposes Prin
145. a Properties can be bookmarked and a report of them given to the client There is an interface to Google Maps so that the location of the properties can 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 185 a easily be seen See the Portfolio Screen 203 for more information The print upload screen is a module that is available to upload property particulars for professional printing additional charges apply See the Print Upload Screen 2081 for more information The Mortgage Referrals screen is where the status of all mortgage and non mortgage oe referrals can be displayed This module is only available in the full version of EAP Enterprise Referrals See the Mortgage Referrals Screenl 91 for more info Administrative functions are available on the Admin Tabl sel 2015 Pair Softwhere LLP 5 20 1 Admin Tab Administrative functions are available on this tab e RIBBONBAR gt o O i amp a EE EdE EOR ACECEOLOE Q les _ Appl POOR OPSEBOBOO Options Properties Applicants nae o Ow ae Bs Gs Tools Archive Professional User With the exception of the Change Password button access to all areas is controlled by your system administrator If you don t have access and you think that you should please speak to your administrator Use of these areas is described below This is where all administrative options in connection with the functioning of Estate
146. ages should be brief as the maximum content of each message is limited to 160 characters If it is more than this it will be sent as multiple texts The checkbox in the Sent column will be automatically checked If this button is disabled it is because the applicant doesn t have a mobile this functionality has been disabled for the applicant or text messaging has not been configured by your system administrator P Additional charges apply Google Opens the Google Maps interface with the focused property displayed There is an option to show all other properties Plaaca refer ta the Gannle Man 1631 erraan far mare infarmatian 2015 Pair Softwhere LLP 122 Screens 5 6 Carousel Screen The carousel screen is designed to be run in office windows or reception areas and will display a continuous selection of properties and advertisements based on your own criteria and design CAROUSEL SCREEN gt 4 Statuses to Indude Available To Let ga Branches lt All Branches gt ga Sale Rent Both Sale and Rental D oom am Only Web Enabled Yes ga Indude Archived Mo ga Actions Filter Initially the ribbon bar is shown and the carousel will not be active until started The buttons on the ribbon bar provide the following functionality Starts the carousel running The ribbon bar will be hidden so that the carousel will run full screen To make the ribbon bar visible again move the mouse towards the top of the screen
147. and additional charges apply Clicking on the button will open a screen enabling you to send an email to the email address specified The column represents restrictions on when the client can be contacted Client contact details can be defined in the Client s Screen s6l with a time to contact them These times are fixed and are shown wherever contact details are displayed in Estate Agent Pro Images are used for this purpose and are as follows morning only afternoon only O day time only evening only no limit and other the details of which should be specified in the notes If the Pref erred communications method has been set in the Client s screen then the images will be shown as B 6 Md and respectively The setting of a contact time can be made mandatory for mobile and telephone numbers by your system administrator in Admin gt General Options gt Client Validate Preferred Contact Time Both of these types of communication will be stored under Draft amp Sent Communications for the respective client See Customer Communications Screen 1s for more information gt if the header with the button is visible double clicking on it wil undock this panel making it larger for ease of use 2015 Pair Softwhere LLP 3 22 Estate Agent Pro Enterprise Use the navigation buttons One or more of these buttons is used on the navigation bar FtHROT TLL 427 x To add a new record
148. and updates your database accordingly The EAP Service will be automatically started whenever your server is restarted and will continue the synchronisation without loss of data should communication be lost 2015 Pair Softwhere LLP ESTATE AGENT PRO Part System Administration Estate Agent Pro Enterprise 313 8 System Administration The administration of the system is accessed by clicking on the Administration tab on the main screen and then clicking on the Options button a 3 Options Properties Applicants Tools Archive Contacts Change E wv C ds da da ee Wa Gs 9 YTES T ESTA GONOO0r Oe SOOO i M Password Professional User Th Administration tab gives access to both a protected area of the system and user administrative functions For user administrative functions please see the Admin Tabl 1s To access the System Options users will be prompted to re enter their login password to gain access to this area Login passwords are mandatory for users who have been given access rights If they do not have a password currently set they will be forced to enter one before being granted access This Admin Options Screen is only to be used by trained personnel with as few people as possible having access i oof Administration Appointments Users F LA Applicant g ER Company amp Branch gt General gt Images g 2 Contacts Advertising Publications gt Board Erector Category Us
149. applicants who have been referred to a mortgage Advisor By default the to from dates are for the previous rolling month The report gives details of the date referred client name and address negotiators initials initials of person who made the referral whether a mortgage is required and if client has spoken to the mortgage advisor The report also displays the individual clients contact details See the Mortgage Referral Report 198 for more information Response Monitoring produces a dynamic pie chart detailing where your business came from See the Response Monitoring Report 2571 for more information im Mortgage Referral All Clients Response Monitoring Applicants RIBBON BAR 2 SAS Include Match Send Print List Applicant Search 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 255 The ribbon bar consists of the following buttons Indude Includes excludes archived applicants from the list Matches properties against the current list of Inc luded applicants that have not matched against it before Once the matching is complete the Applicant Property Matching Screenl 2 will be displayed where you can choose to communicate the results of the matching process to the applicants by text email or letter P This could take a long time if the list of applicants is large Opens the Communicatio
150. ar on reports websites and if the associated merge fields are used in EAP or Word templates the property particulars For example if a property is in Neville Park Tunbridge Wells Kent it s default display address will be Tunbridge Wells Kent However if you enter Neville Park Tunbridge Wells this would be displayed instead The Adverts address is used in the reports generated within EAP and the Web address is used on any property portal that your EAP data is uploaded to providing they support this field If you are also using EAP to drive your own website it can also appear there Market As Available is only active if a property has a sale status of Sale Agreed if ticked the property will continue to appear as Available on websites that your EAP data is uploaded to lf vendors do not want their property to appear on any of the websites you normally send your EAP data to unticking the Web Enabled checkbox will prevent it appearing whatever it s property Status The Configured Portals Website that this property should be uploaded to drop down check box can only be selected if your system administrator has configured which portals website you upload to If done this enables you to upload the current property to specific portals rather than the default of all Property Details PDF can be used to upload any of your property templates for the current 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 225 proper
151. as a heading when printing the list of properties This would typically be used to include the name of the applicant 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 207 5 26 1 Bookmarked Properties Screen This is a summary list of all bookmarked properties selected on the Portfolio Screen 2031 BOOKMARKED PROPERTIES SCREEN Bookmarked Properties ig Rag ja ser as er east a rea aterm Le oc ati E f am Oe TONBRIDGE A UNIQUE DETACHED BAY FRONTED VICTORIAN STYLE HOUSE SET IN A POPULAR LOCATION IN BROADSTAIRS WITH THE BENEFIT OF 4 SEPARATE DETACHED DWELLING IN THE GARDEN THE MAIN RESIDENCE COMPRISES THREE COUBLE BEDROOMS A COLOURED BATHROOM SUITE LOUNGE DINING ROOM KITCHEN AND UTILITY ROOM THE SEPARATE DETACHED DWELLING CONSISTS OF A GROUND FLOOR ROOM AND A FIRST FLOOR ROOM WITH AN EN SUITE WoC VIEWING IS STRONGLY RECOMMENDED ON THIS UNIQUE PROPERTY LAMBERHUARST A SPACIOUS MODERN DETACHED THREE RECEPTION Five BEDROOM FAMILY HOUSE LOCATED IN A SELECT AND SIGHT AFTER DEVELOPMENT ON A CORNER PLOT POSITION THE PROPERTY BENEFITS FROM SEALED UNIT DOUBLE GLAZING GAS CENTRAL HEATING AND AN INTEGRAL DOUBLE GARAGE Clicking on the S button prints the thumbnail image report containing these properties 2015 Pair Softwhere LLP 5 27 Print Upload Screen The print upload screen is a module that is available to upload property particulars for professional printing additional charges apply Upload bot
152. ature should be on a separate line and does not require a preceding bullet point character The bullet point character should be handled by formatting of the merge field on the Particulars template or by the website as appropriate The button can be used to undock expand the panel to make it easier to see multiple entries 2015 Pair Softwhere LLP 228 Screens ONLINE DOCUMENTS TAB Brochure Floorplan http content metropix com p 4567389 Accommodation Display Board Key Features Online Documents Virtual Tour The purpose of this screen is to pass a link to portals that have that capability This is only applicable to portals that use the Rightmove upload format The default link can be configured by your system administrator gt Double clicking on any header panel that contains the zoom button will undock the panel making it larger for ease of use 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 29 TENANCY FEES TAB For rental properties there is an additional tab for the recording of tenancy fees which are now a legal requirement The contents of this field will be passed to Rightmove and any other portals that use the Rightmove V3 interface Online Documents Tenancy Fees Display Board Key Features Information on the other tabs on the properties screen is available here EPC Tabl 2 0 Lease Tabl 2 21 Particulars Tabl 233 Properties Tabl2 al Survey Tabl
153. been entered before returning you to the Applicants Screenl 1031 2015 Pair Softwhere LLP as How dol gt At least one contact number must be provided lf you wish to cancel the adding of an applicant click on the Cancel amp Exit Button 4 You can then complete entering the rest of the data you have for the applicant To save the entries made on the applicant screen click on the tl button on the navigator at the bottom left hand side of the applicants grid Ta pe ee ep oe anbriuy Cardogan A 4 Forrest Road Tunbridge Clevedon X 13 Prince Street Tonbridge Cork K St Marys Close Tonbridge Ke Coulson 5 37 Avenue Road Tonbridge Crabb 5 20 Turner Gardens Tunbridge Deacon K Flora House 30 North Road Dempsey C 14 Deacon Road Tunbrida f Devlin W 16 Kingsmill Road Tunbridge The data entered will be validated and if any mandatory fields are incomplete an error message will be displayed The applicable tab will be focused with the appropriate field coloured yellow Status cannot be unknown Status 5 Once all mandatory fields have been supplied some of which are configurable by yourselves you will be able to save the new applicants record See the following for more information How do I add an offer 27 How do add a viewing 23 How do match properties to applicants 30 How do match applicants to properties 7 78 2015 Pair Softwhere LLP 3 4 Esta
154. brightness HSV Hue saturation and value HSL Hue saturation and luminosity RGB Red green and blue It is not important to understand the meaning of these terms The best way to learn is to experiment with using the controls Changes will not be made to the existing image until you click on the button to replace the original source image with the result of your adjustments and also click on the tel button which will replace it s existing image and close this screen An example of using these tabs is shown below 2015 Pair Softwhere LLP 170 Screens EXAMPLE We have an internal photograph that we wish to back a bit brighter Source Result Moving the slider with the mouse as shown will adjust the image on the right interactively Contrast i l l I l l l I I l l l I l I l l I Brightness 20 m a You could also use any of the other tabs as well When you are happy with your adjustments click on the button to replace the original source image with the result of your adjustments and then click on the tel button which will replace save the changes and close this screen 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 171 5 18 3 Gallery Screen Available images on the Images Screen 51 can be loaded saved or deleted using this screen GALLERY SCREEN Galleries can be loaded saved and deleted from this dialog The only real use of galler
155. bsolute width to 17 8 cm Set it s fill colour and line colour to No Colour e Using the EAP control panel select Price Qualifier from the drop down list and click on the qP button on the right f Select the field inserted and change the font to Microsoft Sans Serif the font size to 16 the style to bold the colour to white and the paragraph alignment to centred g Add another text box and set it s absolute horizontal position to 1 6 cm to the right of the page and it s absolute vertical position to 20 cm below the page Set it s absolute height to 0 8 cm and it s absolute width to 17 8 cm Set it s fill colour and line colour to No Colour 2015 Pair Softwhere LLP Estate Agent Pro Enterprise h Using the EAP control panel select Property Address String from the drop down list and click on the TP button on the right i Select the field inserted and change the font to Microsoft Sans Serif the font size to 16 the style to bold the colour to white and the paragraph alignment to centred Trouble shooting gt A quicker way of doing this would be to copy and paste the text box To do this right mouse click on the text box and select copy j Add another text box and set it s absolute horizontal position to 1 6 cm to the right of the page and it s absolute vertical position to 22 cm below the page Set it s absolute height to 6 cm and it s absolute width to 17 8 cm Set it s fill colour and line colour to No Col
156. buttons is detailed below You cannot change letters that have been sent Hyperlink Hyperlinks Images and predefined standard phrases can be inserted by clicking on ined Image the appropriate button A dialog will be displayed to make the appropriate selection g Phrase When inserting hyperlinks if you first select the text you wish to be displayed for Insert example Click here to see your property on our website this text will be displayed instead of the hyperlink This is only available for draft letters Opens the Email Screenl ze8 populated with the letter along with any attachments that were originally included Your Email logo if defined is automatically added to the top of the email At this point additional recipients or cc s can be added Once sent the letter will be stored along with any attachments in the clients sent letters If this button is disabled it is because the client doesn t have an email address or email has not been configured by your system administrator Prints the draft letter Open the SMS Text Messaging Screen s0 populated with the letter Once sent the letter will be stored in the clients sent letters Letters sent as text messages should be brief as the maximum content of each message is limited to 160 characters If it is more than this it will be sent as multiple texts If this button is disabled it is because the client doesn t have a mobile or text messaging has not been configured by your
157. c Measurements Yes g Default Frice Details OFFERS INVITED IN THE REGION OF Display Key Features Yes D Maximum Characters Allowed in Advert Text 255 gg Portals Website Configured to Upload to Our Website RightMove TheGuildProperty Zoopla allagents ltd mobiagent onthemarket com g Show HIPS on Property Screen Yes g Show Missing Advert amp Portal Text Warning Yes _ g Validate Classifications Yes D Validate Postcode Yes D Valuation Template Print Floorplan Yes g Vendor Report Ads Comms Matches Offers Partics Price Purch Status Value Vend Views p Web Enabled by Default Yes D Automatically Capitalise Property New paragraphs are automatically capitalised if this option Fields is set The fields affected on the Properties Screen 215 are the summary and full details the accommodation details the bullet points and the directions and additional information fields Automatically Insert Metric lf this option is set when imperial measurements are Measurements inserted e g 15 10 on the fields listed above the metric 2015 Pair Softwhere LLP 350 System Administration equivalent will automatically be appended so that it becomes 15 10 4 83m There should be no spaces in the measurement Default Price Details The price details field for new properties will be set to what is entered here see How do use price qualifiers POA OIRO etc 1 891 for more information Display Key Features The Key Features Tabl 22
158. cal position to 1 6 cm below the page Set it s absolute height to 4 35 cm and it s absolute width to 17 8 cm It is also necessary to set the line colour to No Colour b To insert an image click on the Insert tab abbreviated Insert EE ba aig Chart Table Picture Clip Shapes lt Art lt ast Screenshot D F SmartArt Tables Illustrations c Click on the Picture button this will load the standard windows file dialog Navigate to the appropriate directory select the image you wish to load and then click on the Insert button Microsoft word will automatically display the Picture Tools contextual tab abbrewated It will also do this anytime you click on an image 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 55 Picture Tools ee Format a 2 Th Bring Forward Jr i Gy Send Backward IH Position Wrap m Crop 7 83 cm i Texte ory Selection Pane Shr po 83 cm Size Arrange d You must then immediately click on the Wrap Text button and select Square from the drop down list Do not click anywhere else first as the image will seemingly disappear In fact it will be behind everything else e Click on the Size amp button and set the absolute height to 4 13 cm and the absolute width to 7 83 cm and then click on the OK button f Click on the Position button and then the More Layout Options button and set the absolute horizonta
159. check box is ticked for any entry new applicants will automatically have the corresponding entry ticked When you have finished making changes click the el button on the navigator panel to save the changes FORCE REFRESH CROOOOT04S 04707 2005 11 47 02 1 CHERRY CLOSE TONBRIDGE KENT THI CROOOO 273 13 04 2006 13 34 48 1 ETHELRED GARDENS TONBRIDGE KEW CRO0002123 09 02 2006 15 51 53 1 LONSDALE AVENUE TONBRIDGE KENT CRO000T171 10 04 2006 16 1214 15T PATRICKS MEWS TONBRIDGE KENT CROOO202 21 01 2006 09 44 53 1 THE SPIRAL TONBRIDGE RENT TN11 SD CRO0002134 13702 2006 17 26 57 1 WILLOW CLOSE TUNERIDGE WELLS KE CRO000TS42 12 04 2006 13 33 53 11 CAUCKSHANK wia TONBRIDGE WELL CRO0000SSS 29 03 2006 13 45 07 11 POPULAR CLOSE TONBRIDGE KENT TP CAROOO02064 OF 7042006 11 23 16 12 BUCKLANDS DAWE TONERIDGE KENT CRO0002577 27 03 2006 10 49 40 12 DARK SQUARE TUNBRIDGE WELLS KE CROO001435 31 03 2006 17 27 24 12 GREEN ROAD TONBRIDGE KENT TN9 1 CROUUUZ6S3 13 04 2006 14 22 26 12 AOWLANDS ROAD TUNBRIDGE WELLS CRO000Z353 13 04 2006 17 32 32 12 UPLANDS WALK TONERIDGE KENT TH CRO000TS50 13 04 2006 13 40 21 13 CEDAR CLOSE TUNBRIDGE WELLS KEF cCRO0000S73 16 03 2006 16 02 09 13 PEARL ROAD TONBRIDGE KENT TN10 CROOOO0SSS 26 03 2006 14 02 24 14 AVENUE GARDENS TONBRIDGE KENT CROOO0046 05 04 2006 10 17 12 14 ESSE ROAD TONBRIDGE KENT TNS l CRO000T556 04 04 2006 15254A 14 AIDGEWAY ROAD TUNBERIDGE WELLS OT eo Whe SE If you are advised by technical
160. checkbox in the Sent column will be automatically checked If this button is disabled it is because the client doesn t have an email address or email has not been configured by your system administrator This will send an email to all clients that have the inc lude checkbox ticked have not already been sent a communication Sent column ticked and have an email address The checkbox in the Sent column will be automatically checked if the email is successfully sent This will take a little while if emailing lots of applicants QQ This is a split button If the top part of the button is clicked a dialog will be Attach a displayed enabling you to select a file to attach If the bottom part of the button is f clicked a drop down list will be displayed listing the current attachments Any number of attachments can be added Prints the letter and as the system assumes you will be posting this to the client stores it in the clients sent letters The checkbox in the Sent column will be automatically checked This will print a letter to all clients that have the inc lude checkbox ticked have not already been sent a communication Sent column ticked The checkbox in the Sent column will be automatically checked This will take a little while if printing letters to lots of applicants This prints address labels for all clients that have the inc lude checkbox ticked Displays a list of all Inc luded clients and their contact details for pr
161. ctive property See the Valuation Report Screen zs for further information The offer book screen lists all offers made on available under offer and sale agreed properties Double clicking on an individual property in the property column will open the properties screen focused to the respective property and likewise for the applicant See the Offer Book Screen 1971 for more information The viewing book screen lists all viewings made read only on all properties within a specified date range default 30 days Double clicking on an individual property in the property column will open the properties screen focused to the respective property and Viewing likewise for the applicant See Viewing Book Screen 270 for more information ma _ The carousel screen is designed to be run in office windows or reception areas and inia will display a continuous selection of properties based on your own criteria and design and can be configured from this screen It is not recommended to run the carousel users PC s other than for configuration purposes Because of this the button is disabled when any other screens are open Carousel See the Carousel Screenl 1221 for more information _ The dashboard screen gives a summary of all exchanges completions viewings valuations and appointments that are due today and by default is displayed automatically when Estate Agent Pro is opened This can
162. ctive property will display the property form for the selected property The Chain Contacts and Letter Generation forms will display the details for the relevant property selected e The Chain dialog has been enhanced so that it graphically displays the chain Split chains can now be defined e Diary entries can now be made to re occur for any period and can also be shared between users The diary form now has a Month View tab for displaying a whole month at a time e Applicant Vendor Review forms have been merged into a single Client Review form and now have dated notes embedded for ease of use e New Open Matches form for the purpose of following up property matches This is available from the main form under the Review section And both from the Property and Applicant forms under Events e Stored documents are now saved in PDF format and are unlimited per property e Identity recording for applicants and vendors including proof of address as per the money laundering guidelines e The Reports form has been completely re written and starts with a display of all properties and all applicants These can then be filtered out e All reports have been standardised to use the same font etc Headings use a user defined background colour which can be defined in Admin e EPC charts can now be automatically generated by moving the Current and Potential sliders using the mouse or keyboard arrow keys 10 2 Recent Enhancements P Please note t
163. current property Displays the Event History Screenl 21 associated with the current property including items such as matches viewings offers sent communications etc Opens the Matches Review Screen 192 where all open matches for the current property are displayed Generates a report which can be printed of all price changes recorded for this property _ Displays the Sales Status Screen for the current property where the property s status can be changed and details relating to the sale can be recorded See the Sales Rent Status Screenl z for more information Opens the viewing screen for the current property displaying a list of all viewings C made and the status of them Existing viewings can be updated and new viewings viewings Can also be entered Offers can also be added from this screen See the Viewings Screenf27 for more information m _ If all information has been correctly entered this flag will be green If it is red clicking iu on it will list the reasons why it is not uploadable to your website and property float portals If it is amber the property is still uploadable but with factors that you should be aware of Please click on it for details I This is purely an indication of whether or not the current vendor is also buying a property through you If they are this button is enabled and clicking on it will open the Applicants Screen 13 for them
164. d time accordingly Enter any comments and any other relevant information then click on the lel button on the offer list navigator 6 You can send a communication to the vendor regarding this offer by clicking on new communications button This will open the Communications Screen 2015 Pair Softwhere LLP EN How do I Mew 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 20 7 Select the letter you wish to use and then either email text or print the letter for sending by post to the vendor This will record that the offer has been sent to the vendor Offer letters must have been defined for you to be able to use this facility 8 The Offers Screenl 193 can now be closed 2015 Pair Softwhere LLP 30 How do I 3 5 Add images to a property 1 To add images to a property on the main screen click on the properties button This will open the Properties Screenl 2 1 Properties 2 Navigate to the applicable property either by clicking on it or using the progressive search facility 4 Wi Woodsland Close Hassocks West Su fii Cruckshank Way Tunbridge Well fii Popular Close Tonbridge Kent TN fi2 Bucklands Drive Tonbridge Kent T i 12 Dark Square Tunbridge Wells Kent 12 Green Road Tonbridge Kent TN9 fi2 Uplands Walk Tonbridge Kent TN 13 Cedar Close Tunbridge Vell Kent 60 Properties A Je aP ee ee G 7 4 i r il j K iw Image Directory
165. d toward Vale Rd for 255 feet Tum leftonto Vale Rid for 190 feet At the roundabout take the nd exit onto Vale Rise AZ6 Pt eee Be CI OA When the date of the valuation is entered the Appointments grid will change to show appointments already made for those members of staff designated as being able to do valuations You can then easily determine who is to do the valuation and an available time slot and enter the information in the Details box You can double click on any appointment shown here to get further information Following the valuation the relevant amounts should be recorded in the Estimate box The details in the Status box should also be entered The contents of the Status drop down list are configurable by your system administrator The buttons on the toolbar are to be used as follows Prints a valuation template to be filled in by the member of staff carrying out the valuation Includes directions to the property Adds the valuation to the diary This button will be disabled if the valuation appointment is already in the diary Retrieves directions from your office to the property from Google Maps which will be ey included in the Valuation template when the valuer prints it out There will be a slight Directions delay while this data is retrieved It is stored in the Directions and Additional Information text box and can then be edited to customise it These directions can 2015 Pair Softwhere LLP Estate Agen
166. diary CPOSREH Gl UPI mages Dorks ami Mhen Seni to all be a plumber or an electrician n Macrosott Outionk Can be storie property Chents or a subset of teem J This is a simple browser which functions the same as Internet explorer It is used internally to vew hyperlinks on communications 2015 Pair Softwhere LLP ESTATE AGENT PRO Part Synchronisation sto Synchronisation 7 Synchronisation Synchronisation of data between branches is now completely automated via one of our web based servers and takes place in near real time ENTERPRISE NETWORK DIAGRAM Branch A Fiend to pour websbe search engine and other Property Pitta S N Branch C gt Each branch can choose which other branches they wsh to receive data from OPERATIONAL PROCEDURES As users enter data into Estate Agent Pro Enterprise a database trigger automatically replicates these changes to a dedicated synchronisation table An EAP service is permanently running on the EAP server at all branches This service monitors changes made to this table and uploads these changes every minute In addition if there is nothing to upload once an hour the EAP service uploads a keep alive notification so that if nothing has 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 311 been received within an hour we know that we need to investigate why The EAP Servce also monitors all changes made by other branches
167. digital property group Prime Location findaproperty Iceberg Look4aProperty Mayfair Office Movewithus PropertyLive Property Finder Property Platform Radar Homes Zoopla And we are constantly adding to this list DO STANDARD LETTER TEMPLATES SYNCHRONISE Standard letter templates do not synchronise across branches However if you want to set up some standard company template letters at one branch we can help you to copy them across to your other branches Please contact Technical Support for help with this WHY CAN T I DELETE A RECORD WITHOUT ARCHIVING IT FIRST AND WHY ONLY ONE AT ATIME O To prevent accidental deletions EAP has been designed so that an applicant or property record has to be archived first also only one record can be deleted or archived at a time This is because once a record is deleted there isn t a Recycle Bin to restore from they would have to be retrieved from a back up file which may mean losing recently added data 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 15 Key Features Used on portals such as Rightmove and others these are picked up from the Properties Screen gt Advertising Tab gt Key Features Tabl 22s Each feature needs to be on a separate line and there is no need to add bullet points Summary Text The brief description of a property that is normally displayed in the search results portal search results is taken from the first 300 characters of t
168. dor A Conf Means that the viewing has been confirmed by the applicant V Inf Means that the feedback given by the applicant after the viewing has been fed back to the vendor Cane Viewina was cancelled 2015 Pair Softwhere LLP Screens DIARY DAY OF VIEWING 20 August 2012 m 08 00 09 00 10 00 11 00 12 00 13 00 14 00 15 00 l Ii Moz Tonbridge Dentist Ap Rob Tonbridge Valuation Ken Tonbridge Es MrJ Ab 1 16 00 17 00 18 00 19 00 E To assist in scheduling accompanied viewings the diary of staff who can accompany them is displayed here for the selected date VIEWING DETAILS Contact Details Cane aA gues come i Liked the property and that it had a Whom aa Number E mail bathroom down stairs Just 2 Applicant Mr amp MreJ Able acastillo google com concemed about the location Would like to 2nd viewing of the Viewing Arrangements ei Requested accompanied viewings If Mrs Castillo is alone at home amp Applicant Mr amp Mrs J Able 01892 444444 Home property but will be late nest week Applicant Mr amp Mrs Able OF 777711111 Applicant Mr Mrs J Able jablet hotmail com amp Applicant Mir amp Mrs J Able 01892779674 work These are the contact details that have been These are the viewing These are the viewing entered for the applicant and the vendor of the comments made by arrangements entered focused pro
169. dvertisements against individual properties which will also show in the event history when these reports are emailed or printed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise CUSTOM REPORTS Custom Reports Individual reports can be generated by clicking on them Custom reports J Sample Report are those reports created by yourselves or by us for you charges apply These reports can consist of anything that is in the Estate Agent Pro database In order that the system knows that reports are specific to properties they must be in a sub folder called Properties The reports and folders are defined by your system administrator The reports will only include those properties listed with a tick in the Inc lude column Reports will be generated in the sort order of the screen They will initially be opened for viewing and can then be printed if so required All reports can also be emailed WHOLE DATABASE REPORTS Individual reports can be generated by clicking on them These reports have nothing to do with the list of properties displayed They will initially be opened for viewing and can then be printed if so required All reports can also be emailed Agency Agreement Keys Held by key 2 Keys Held by street Mortgage Referral All Clie l Sale Boards Location Sales Progress Solicitors Instructed YTD Statistics Response Monitoring Ven Response Monitoring
170. e Viewing Book Drag a column header here to group by that column 25 01 2010 28 01 2010 8 Journeys End Tonbridge Ke Purdy L Miss Sale Agreed Tonbridge 26 02 2010 03 03 2010 14 Ridgeway Road Tunbridge Purdy L Miss Sale Agreed Tonbridge 07 03 2010 10 03 2010 5 Musgrove Road Tonbridge Tuffnell T Mr amp Mrs Investor Tonbridge 10 03 2010 13 03 2010 18 Northdown Road Tonbridc Hawthorne M Mrs Nothing to Se Tonbridge 16 03 2010 19 03 2010 24 Coronation Road Tonbridc Redbridge R Mr Sale Agreed Tonbridge 04 04 2010 07 04 2010 1 Ethelred Gardens Tonbridg Olliphant T Mr amp Nothing to Se Tonbridge 05 04 2010 08 04 2010 5 Musgrove Road Tonbridge Upper Y Mrs Other Agent Tonbridge 10 05 2010 13 05 2010 18 Northdown Road Tonbridc Brightwell F Mrs Investor Tonbridge 28 06 2010 01 07 2010 9 Cornwall Road Tunbridge Deacon K Miss Nothing to Se Tonbridge 05 07 2010 08 07 2010 9 Cornwall Road Tunbridge Victoria Y Mrs Our Vendor Tonbridge 27 07 2010 eee 8 eee End delet Ke Able J Mr Sale Agreed Man K K K K K E K E EI E K EEA AAE AA AA A E on ne ay aya SHORTT RHR ROH Liked the property and that it fad a gS Requested See viewings if bathroom down stairs Just Mrs Castillo is alone at home _ concerned about the location Would Vendor Castillo A Mr 01892 444444 om like to 2nd viewing of the property Vendor Castillo A Mr 07777111111 but will be late next week Applicant Able Mr jable hotmail com Applicant Able Mr 018927796
171. e installation Click on the link to view this specification in your browser The buttons on the ribbon have the following functionality am This button is for the use of existing users and will Supply an emergency release a code by email to the registered email address It will be disabled for new installations Request Code Copies your unique PC ID to the clipboard so that you can paste it into the email you send to technical support 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 267 After entering the release code click this button to continue with the rest of the registration process lf the software is successfully registered the following screen will be displayed COMPANY INFO SCREEN This screen is displayed when Estate Agent Pro is run for the first time for you to input mandatory information about your company and branch Company Info Company Name Tonbridge Estate Agents Branch Name Tonbridge House Name No Street High Street Additional Locality Town County Postcode Country Telephone No 01892 111111 Fax No Email Complete all fields and then click on the Continue button to finish registration of the software The Address entered should be that of your branch and should be completed as you wish them to appear on your letter heads property particulars etc Company Name is limited to 60 characters Even if you only have one branch please use the town you are in as th
172. e Branch Name as the first three characters of this are used as the first part of all property references The branch name is limited to 30 characters 2015 Pair Softwhere LLP 9 33 Support Screen The support screen is where you can quickly and easily contact Estate Agent Pro technical support with any questions or problems you may be experiencing This is the quickest and preferred method of communicating with technical support as it records the information directly into our support database Technical Support Fror kentatonbridqecstateagents com Company Tonbridge Estate Agents Branch Tonbridge Tour Name Ken Jones Severity Questions enhancements or minor sues Sotware Property Portals Module Uploads Property The Old Barn Tunbridge Wells Kent TM4 OH ad if relevant Description This property is appearing on our website but is not on Rightmove Complete the form with as much information as possible and click on the Submit button If you do not have internet access then this means of communication with us will not work ma The more information we are given the more quickly we will be able to resolve your issue Please note that support calls with Call me or similar entered into the description box will be dealt wth at the lowest priority 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 29 5 34 Valuation Report Screen The valuation report screen lists all properties with a status of val
173. e Kent TN1 Road Tonbridge Kent 03AS TNS SRS All summary data relevant to offers made is shown including the date of the last offer made Details of the individual offer can be viewed by clicking on the SF button in the left hand column The property status is indicated by a coloured block at the left hand side of the property address Clicking on the information button on the quick access toolbar at the top left of the screen will display a popup window which shows the meaning of the colours gt This grid has the ability of being grouped by columns See How do I use grid column grouping and filtering 83 for further information 2015 Pair Softwhere LLP RIBBON BAR G Expand all 2 oa Ww Le 4 tad Colapse All Contact Print Offers Applicant iia Details Acton Communicatons View The buttons on the ribbon bar have the following functionality Expand all Expands all rows showing details of individual offers made a Collapse All Collapses all rows so that the details of individual offers is not shown m Displays the Contacts Screen 14 detailing all contacts for the vendor of the 2 selected property and the applicant Contacts Prints the grid as it is shown on the screen Opens the Offers Screen iss for the selected property and focuses to the offer made by the selected applicant Opens the Applicants Screen 1051 focused to the selected applicant Opens the Properties Screenl 215 focused
174. e Wells Kent TN2 4QN 30 07 2010 8 Journeys End Tonbridge Kent TN10 4NG Closing the window will automatically re attach it to the form in its original position 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 35 POSTCODE LOOKUP 9 f AFD software s Postcode Plus application is installed on the i PC you are using you will be able to use it s search facilities from Postcode Search jjp9seD___ Search within Estate Agent Pro House Name No 9 Street Carlton Road Additional Locality Small Heath Town Birmingham County Warwickshire Postcode B9 5ED Country United Kingdom Address 1 Carlton Road Small Heath BIRMINGHAM 11a Carlton Road Small Heath BIRMINGHAM 15 Carlton Road Small Heath BIRMINGHAM 1 Carlton Road Small Heath BIRMINGHAM 19 Carlton Road Small Heath BIRMINGHAM 21 Carlton Road Small Heath BIRMINGHAM 23 Carlton Road Small Heath BIRMINGHAM 25 Carlton Road Small Heath BIRMINGHAM K EPC charts can now be automatically generated by moving the Current and Potential sliders using the mouse or keyboard arrow keys See the Properties Screen 218 EPC Tabl 201 for more information GOOGLE MAPS INTERFACE 2015 Pair Softwhere LLP 366 What s New in this Version P Show All Properties i Latitude Longitude P Show Bookmarked Properties 51 15285700 0 25365000 anes Store Map Disclaimer Image Tonbridge a Castl ya on Avebury Av
175. e added for any user from the Diary Screen sa Date 04 01 2011 User Ken Tonbridge Complete Lal Task Buy Mum s card When a task is set as complete it will no longer be displayed in the diary Incomplete tasks will be automatically carried forward to the next day 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 307 6 22 Warning Screen A warning message can be defined for each vendor that will be displayed each time you access the property Mr jones wife has just died and it is best not to make any mention of it The message displayed is that configured on the Vendor Notes Tabl 2431 D It is suggested that this is used sparingly as over usage becomes annoying and meaningless 2015 Pair Softwhere LLP 308 Ancillary Screens 6 23 Web Browser Internal Web browser which is used internally in Estate Agent Pro Gaor gt o BS a Internal Web Browser v Estate Agent Pro Enterprise home Contact Downoad Hep Order Estate Agent Pro Enterprise z Le St J mt Cents are defined once and A muliaser diary fully Any ype of image can be loaded Slandard letters can be hey Can bet an z cant 2 SVnchraneed beween branches tereclhy mam dal Canes OF COMES Wah anau mall Vendo or bah an applicant ami 5 included with similar look and fie and can then be brightened merge fields including signature avenda They could equally well teel and functionality of the
176. e are the contact details that have been entered for the JEZ client These can be changed by clicking on the button on the eee right hand side of the client s name and address shown under EJ jable hotmail com Basic Information The 4 button can be used to undock expand the panel to make it easier to see multiple entries See How do use the contact details grid 8 for further information on how to use this grid a Outline information on offers and viewings that this applicant Date Address Offer APEP eeen pe has made are displayed here in descending date order most ee eee recent first Double clicking on a property will open the 27 08 2010 8 Journeys End Tonbridge 160 000 18 08 2010 8 Journeys End Tonbridge property screen focused to the respective property There will be a slight delay while this happens Double clicking on the button will undock this panel making it larger for ease of use A coloured flag is displayed indicating the status of an offer Red Fallen through Green Accepted Checkered Offer Made An indicates that an offer was rejected The button can be used to undock expand the panel to make it easier to see multiple entries Any notes can be added here that are not date related Double clicking on the button will undock this panel making it larger for ease of use The 4 button can be used to undock expand the panel to make it easier
177. e be informed that with efect from ist October 2010 ow new address and contact detaib willbe s detikd sbove hope that we can continue to be of service to you in the future Plese do not hesitate to contact me fl can be of further assptance Yours sincerely i mm Johnathon Ross Visnager Any number of standard letters specifically for marketing can be defined by your system administrator and provide standard mail merge capabilities The letter to use can be selected by using the drop down list Once merged these letters can be edited before being texted emailed or printed The sending printing of these letters is covered in the Ribbon Barl 199 section below Spell checking similar to Microsoft Word is used in all letters and certain other areas as appropriate Misspelled words are underlined with a red squiggly line e g Interest Right mouse clicking on the word will provide a list of alternatives A thesaurus is available by placing the cursor on any word and then clicking the button A screen will be displayed which allows you to replace the current word with a synonym or antonym Standard phrases defined by your system administrator can be inserted using the button gt This screen is designed to save you money when communicating wth lots of clients It is recommended that whenever possible you email all clients that have an email address by clicking 2015 Pair Softwhere LLP the Email All button
178. e lOOKUP ciirsa a a a aea aaa a 88 24 Use price qualifiers POA OIRO etc sssssnsssannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnn 89 Part IV Installing Estate Agent Pro 91 Part V Screens 101 1 AGUVITY REDOF SCEE ie a R a a e a EEEa 102 2 AAVEHISEMENTS SCE ON usera iiien ARAR Ea EaR EEA EE 103 2015 Pair Softwhere LLP Contents 5 3 Applicant Property Filtering Screen cccceceeceeeeeeeeeeeeeeeeeeneeeenseeoeeeeeesneesenseseneeeonsenoes 104 A Applicants SChOON sot cdcpciecesccccciiicesunesedicceertnacbeneahensensieccucesedicceasteecbaverneacousisesucevedieneenans 105 Additional Applicant Tab ciiasan aaneen taansa aaa aaae senate cease det ctese ena aa aED aana 112 Mortgage Redured TaD irrisa aa a aaa a eaaa aaiae seen ict ie 113 Search Criteria TaD seia a aaa aaa Aaaa aaa aAa AAA a aaa Aaaa a AA VANORE 114 D cu umMmentS TDs Ea a 116 DK Tal EE A E E E E A A E A AAA 117 Archived ADplicahtS SCrE OM raiar a aa a a a a a 118 5 Applicant Property Matching Screen ccceceeeeceeeeeeeeneeeeeeeeeneeseseeeeeeseeenseeenseeeseeoes 119 6 Carousel SCreG Massir esi a aA 122 T Chain Flow Sore Nenonen a N A aeees eat 126 Sales CHASING Re DOr iei a a a a a a a a 129 Sales Chasing Sereen ea aana aara aana Aaaa a aa a aA Aa Aa aa O Aa Aaa Aaaa aaaea 130 8 Client Review Sree ioanen a ae A alaaa laa ea ia eaaa 131 9 Cent S SCHOEN sneen aaa AEA aE 136 identification Tab nrar aeaa aeaa ea aa eead aaa a e
179. e sf Tonbridge Adulte Education Centre Tonbridge Rail amp _Vale Rd k s ee a r _ _ Priory Rd 4 Tonbridge ue Station IL Map data 2011 Tele Atlas Terms of Use Google Maps can be displayed for each property or a list of properties The directions from your office to a property can also be retrieved and stored gt The usage of Google Maps is in accordance wth the Terms of Use link displayed at the bottom right hand corner of the map The Terms of Use agreement is between yourselves and Google Maps The interface to Google Maps could be changed or removed or made chargeable at the discretion of Google Maps Pair Softwhere LLP will try to keep this interface available but cannot guarantee it TELEPHONY INTERFACE If a TAPI Device is installed on your computer EAP can detect who is calling and if the telephone number is registered in Estate Agent Pro display a choice of associated applicants and properties 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Category Existing Client Caller Mr J Able Tel No 01892 779674 Home Associated Properties and Applicants amp 12 Gordons Road Tonbridge Kent TW9 9OF 4 12 Gordons Road Tonbridge Kent ME19 SOF Telephone calls can also be made at the click of a button P Not all drivers provided by telephony hardware suppliers are fully windows compliant Additionally the supplier can restrict access to other application
180. e the letter by clicking on the FA button on the navigator panel This screen can now be closed and the letter can be used in connection with all vendors 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 6s 3 10 Create an EAP template In this example we will create an A4 double sided document with a logo image the main image of the property three smaller images the price qualifier the address and the summary details on the front with the full details on the back We will assume that this is for external printing and will therefore not have a margin around it The finished article we are trying to create will look like this SITUATION The Oid Ban is located wifin a sougtt ster cul de sac and enjoys a convene position anpracmatey 1 mile fom the High Sree which ofers good range of shopping fscilies banks and post ofice in additon Tunbridge a leisure facilites and a rail sesdon The coast at Srigtnon and Eastbourne sre appracmaely 23 and 19 miles respectively DESCRIPTION A bern conversion comerted appraomately nine years ago and presenting brick dlevatons benesth a Sled roof root include double gazing and ges cenral hesing Viewing is considered strongly recommended The accommodation with Sppracmate drnensions comprises as follows T onbridge Estate Agents COVERED PORCH Courtesy igt From door ta ENTRANCE HALL Sirs to frst may landing described imer Telephone porn Radiator Coved csiling Thermoset for ce
181. e to market and as this meets your criteria we have forwarded these Vendor 07973 695942 details to you 3 Vendor ken_randall btcor Applicant 23456 The following properties match to your requirements O1 R O 268 500 Tunbridge Wells Extended detached home Four bedrooms 2015 Pair Softwhere LLP 16 July 2015 17 22 This screen can be broken down into 4 primary areas APPLICANT PROPERTY GRID Applicant Add Viewing This grid contains a list of properties which matched the applicants Property Hornbridge Heathfield Road Crowborough eae Criteria At this point these matches have been stored in the 4 1 Logan 31 17 James Street Tonbride 300 000 database Matches can be modified as follows W J Johnston John amp Sarah 33 The Holli 300 000 Removing the check from the Inc lude column will remove the st When a text message is sent an email is sent or a letter is print automatically updated This means that if for example you wante i that have an email you would click the Email All button which w applicants with a valid email address You could then print a lette been sent an email by clicking the Print All button 2 0 2 Applicants Clicking this button will allow you to force a selected property to could be used for example if you believe that the applicant would property even though it doesn t exactly match their criteria 2015 Pair Softwhere LLP You
182. ecorded as an event If this option is turned off then you will have no record of it It is strongly recommended that you leave this option set to Yes As an alternative you can set this option which will then only store a matching event when a communication is sent to them from the Applicant Property Matching Screenl nA It is recommended that you leave this option set as No PRINT BLANK CARDS Click on this button to print any number of blank applicant cards It is recommended that you add applicants directly into the system rather than record them manually first e STATUS 1 First Time Buyer 2 Nothing to Sell 3 Sale Agreed 4 Cash Buyer 5 Not on Market 6 Other Agent 7 Our Vendor 6 Investor 9 Other La 2015 Pair Softwhere LLP Estate Agent Pro Enterprise E Up to 31 applicant statuses can be defined for applicants These must be common across all branches Once defined the input of them is mandatory for all applicants Please bear in mind that when these statuses are changed the statuses set for all existing applicants will also need to be changed A colour can be assigned to each status Click the bi button on the navigator panel to save changes Moving to another row will automatically save changes 2015 Pair Softwhere LLP 32 System Administration 8 3 Company Options BRANCH Options pertaining to your branch or any other branch can be changed here It is recommend
183. ecords in your database matching their criteria with the property unless they are excluded by the options set Once the matching is complete the Applicant Property Matching Screen 13 will be displayed where you can choose to communicate the results of the matching process to the applicant by text email or letter Offers made against a property are entered here Facilitates the entry of multiple offers by multiple applicants The colour of the star will indicate the status of the most recent offer Grey None made Yellow made Green Accepted If the property is for rent this button will be disabled See the Offers Screenl 195 for more information Provides an easy means of registering the current vendor as an applicant without having to fill in all of the details again The applicants screen is then opened at their entry so that you can complete the other details Provides the ability to clone copy the current property as a new property This is particularly useful in new build situations where several similar properties are for sale See the Clone Property Screen z4 for more information The portfolio screen is designed to be used when seated at a screen that is visible by an applicant or vendor When invoked from the property screen only the current property will be displayed There is an interface to Google Maps so that the location of the property can easily be seen See the Portfolio Screen 2o3 for
184. ed Click on the Yes or No button as appropriate 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Confirm Do you wish to excdude properties already matched against this applicant Well P 5 After a short delay the Applicant Property Matching Screen 119 will be displayed where you can choose to communicate the results of the matching process to the applicant by text email or letter 2015 Pair Softwhere LLP eo How do l 3 16 Match properties to applicants 1 On the main screen click on the properties button This will open the Properties Screen 2131 gt i Properties 2 Navigate to the applicable property either by clicking on it or using the progressive search facility A Wi Woodsland Close Hassocks West Su fii Cruckshank Way Tunbridge Wells fii Popular Close Tonbridge Kent TN fi2 Bucklands Drive Tonbridge Kent T f 12 Dark Square Tunbridge Wells Kent 12 Green Road Tonbridge Kent TN9 12 Uplands Walk Tonbridge Kent TN 13 Cedar Close Tunbridge Vell Kent 60 Properties s HUA OY 3 Click on the Match button 4 This opens a popup the Matching Screen 27s asking you if you wish to exclude properties already matched against this applicant 5 After a short delay the Applicant Property Matching Screenl s will be displayed where you can choose to communicate the results of the matching process to the applicant by text email or letter
185. ed for companies it should not be used for normal applicants or vendors To change the address click on the button on the right hand side This will display the Address Details screen where the new address can be entered See the Address Screen z0 for further information When the Important check box is ticked a red flag FP will be shown against the client in the Client Review Screen 1311 CATEGORIES 2015 Pair Softwhere LLP Vendors Current Client Recommended The Category User field is for you to classify clients however you wish but will not effect the internal category used by Estate Agent Pro The categories listed can be amended by your system administrator The Age field is for information only and may be of use for mortgage purposes Response monitoring enables you to identify where your business is coming from This information can be reported on in the Report Generator Screen 28 Again your system administrator can amend this list The Review frequency is very important Clients who are applicants and or vendors can be reviewed in the Client Review Screenl is This should be done on a daily basis Use this field to set how frequently they should be revewed The default can be set by your system administrator Professional Contacts Estate Agent Jones Tonbridge Estate Agents 1 High Street Tonbridge kega Solicitor Badger J Badger amp Fartners 8 Holtye Road Tunbridge Wells F The
186. ed that you do not add or change any branches other than your own unless instructed to do so by technical support Your branch will be displayed by default Mirem Branch Name O BIR Brighton MAR Crowborough a KEY Keymer Road HER Sevenoaks CRO Tonbridge m 55 Tunbridge Wells de t H oa Branches can be navigated added or deleted by using the navigation panel at the bottom of the left hand side of the branch list See How do use the navigation buttons 87 for more information Once all changes have been made click on td the button to save them General This Branch Tes Mnemonic TON Branch Name Tonbridge Branch Reference Address 1 High Street Tonbridge Kent THY 15T Branch Manager Ken Jones Local Authority T onbridge County Council This Branch This defines the branch selected as yours Under no circumstances change this unless instructed to do so by technical support Mnemonic This is the mnemonic that was assigned to your branch normally the first three characters of your branch name and cannot be changed once defined The branch name should be the name of the town you are located in 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 321 Branch This is for your own use and can be used in standard letters Reference Address The address of your branch can be changed by clicking on the button on the right hand side of the address See How do change an address 321 for further in
187. ee the Customer Communications Screenl sl for more information Information on the other tabs on the Client s screen is available here Identification Tabl 141 2015 Pair Softwhere LLP Estate Agent Pro Enterprise tat 5 9 1 Identification Tab Scans of relevant documentation used for identification purposes can be recorded here General Identification Identification Type P Details if Other Details if Other Account No 98765432 Reference No Bill Within 3 Months Yes Expiry Date Date Checked 01 11 2010 Date Checked BB Date of Birth Remarks Remarks Image yara Image ee ae i 5 D S a BB PREN Ti RHENTI d 2 nee a 77 E T J Jena ee ee ee ae ERE oi wal i be ASEME BERSARA EEIN AE ae The recording of this data is in respect of money laundering To add an image click on the button on the right hand side of the image box Information on the other tabs on the Client s screen is available here General Tabl 138 2015 Pair Softwhere LLP 5 10 Communications Screen This is where you can send predefined letters to applicants or vendors by either text email or post All letters sent are saved and are accessible by clicking on the Draft amp Sent Letters button on various screens See the Customer Communications Screenl 151 for more information The example given below is for letters to applicants Letters to vendors works in e
188. eft atTop AutoSize E ReprintOnOverFle 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 4s e Click on the P button on the toolbar and then click back into the detail band in a blank area to add the shape We will use a background colour of white for the two fields we need to add Set the Pen Color to be white and the layout Height Left Top and Width properties as shown E Appearance Brush El Pen Color Mode Style Width Shape Visible E Identity UserName El Layout Height Left ParentHeight ParentWidth Top Width TBrush TPen C dWhite pmiCopy psSolid 1 sthectangle M Shape 0 43130001 0 25 E r 1 6 2 29 Pas Il d da f We will add the two remaining fields in a different way as this avoids a caption being automatically added On the main toolbar click on the A button and then click on the shape we just added and set the Layout Height Left Top and Width properties as shown El Calculations Resettroup El Data DataField DataPipeline Town Properties ParentDataPipelin lw El Identity UserName El Layout Height Left Top Width H Layout Dynamic Anchors AutoSize DETextl1 0 16670001 0 28 130001 1 6354001 2 1563001 atLeft atTop 7 ReprintOnOverFilc E E Output File Pas wt g At the top left of the screen click on the right hand drop down list and select Display Address Advert and on the main toolbar click on the to centre
189. ellentesque vitae Morbi vitae mauris augue The contents displayed can be printed by using the S button 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 3 6 17 SMS Text Messaging Screen All SMS text messages sent through Estate Agent Pro use this common interface Text Messazing Mobile No 07 Fa r2346 Enter message to send messages over 160 characters split Great new property just up your street see tho Waa bonbridgqeestateagents co uk SCAOOO0 234 php Regards Ken 133 characters Text messages should be kept below 160 characters to avoid them being split into two or more separate messages A count of the length of the text message is shown at the bottom of the screen When you have entered the text message click on the gt button to send the message and close this screen Sent text messages will be stored under Draft amp Sent Communications for each client 2015 Pair Softwhere LLP 302 Ancillary Screens 6 18 Stored Templates Maintenance Screen Templates can be stored for each property and can be added deleted or renamed using this screen E F Template Maintenance x A4 Example Stored Templates can be deleted by clicking on the button To add an external PDF document click on the 4 button The name of the template can be edited To save changes click on the FA button For more information see How do use the navigation buttons 871 2015
190. entral Notes Tab 20s 2015 Pair Softwhere LLP 5 31 1 Sales Chasing Tab This is used to record relevant key dates as the solicitor progresses the sale Sales Chasing y DOBE Paid Searches to Solicitor 01 09 2010 Solicitor Applied for Deeds Filled in Mtg Forms Paid Survey Fee Filled in Fixtures Forms Solicitor Sent out Contract Received Sellers Contract Local Searches Applied for Employee Ref Received Credit Ref Done Local Searches in 01 09 2010 02 09 2010 2 09 2010 2 09 2010 3 09 2010 i 2 09 2010 2 09 2010 HE 04 09 2010 Chased solicitor re sending out contract Survey Done Received Mtg Offer Booked for Signing Buyer Aware Deposit Rules Signed Contract D O IN The items listed here are configurable by your system administrator Any date can be set to N A if required by right mouse clicking on the respective input field and selecting Set as N A from the drop down menu Date notes relating to sales chasing can also be entered here See How do use the navigation buttons 7I 87 for further help on the navigation bar The button can be used to enter the note into the diary on the date entered Information Tabl zs Central Notes Tabl zes 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 265 5 31 2 Central Notes Tab This is where central notes in connection with the sale can be recorded Central Notes 16 05 2011 7 Pal p Date
191. er Estate Agents Solicitors Surveyors A General Addresses Advanced Matching Diary Options Reports Response Monitoring Standard Letters Standard Phrases g Modules a Property vendor a System gt Options gt Upgrade EAP FY Y YYYY Y 2015 Pair Softwhere LLP All options connected with the running of Estate Agent Pro can be changed here Clicking on an option proceeded by a will open that set of options in the right hand part of the screen The selected option will be indicated by an image This screen consists of 8 option groups Administration Options 218 Applicant Options Company Options 320 Contacts Options 30 General Options 34 Modules Options s43 Property Vendor Options s System Options 354 Most of these changes will not be seen by users until they log back into the system It is therefore recommended that changes are not made whilst users are logged in If you are a multi branch operation and you are synchronising data between branches all classifications and other pertinent data must be consistent across branches Changes made here could stop your system working altogether and therefore changes should only be made by properly trained personnel Changes can be saved at any time by clicking on the hl button on the quick action toolbar sa System Administration 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 315 Administration Options APPOINT
192. er _ 7 3 L Semi Detached cE Fier Ml Teraced E Town House Chalet __ Purpose Built L Rent Filter J Conversion Available Available Again L Completed L Completed Paid L Exchanged L Not Released L Sale Agreed L Under Offer L Valuation L Withdrawn Filter __ tae a Area Freehold L Leasehold Filter _ 3 Garaging Using the standard filter only the items listed on this tab can be filtered on Clicking on the button will select all options in that panel Clicking on the l button will unselect all options in that panel For example if you were only interested in 3 bedroomed detached houses that are available you would check the following boxes It is necessary that the Bedrooms Bathrooms0 gg Filter checkbox is ticked Filter 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Type House Bungalow _ Maisonette Flat Siye Detached Semi Detached It is necessary that the Available Available Again Filter checkbox is ticked L Completed L Completed Paid L Exchanged L Not Released L Sale Agreed L Under Offer L Valuation L Withdrawn Filter E You can then click on the I button which will apply the filter to the screen you came from The grid on the screen that you came from will show the filter information at the bottom of the grid When you hawe finished close this screen ADVANCED FILTER h oO He DP Filter
193. er Agent Frampton W175 York Square Tunbridge Wells Kent TH3 74A 130 000 00 Sale Agreed l Ao Applicants ee lf multiple applicants can be selected you can do so by using the standard windows methodology Shift key plus mouse click to select a range or control key plus mouse click to add to the selection When all applicants have been selected click on the button in the quick access toolbar If you only wish to select a single applicant this can be accomplished by double clicking the appropriate applicant 2015 Pair Softwhere LLP 282 Ancillary Screens 6 4 Archiving Screen When archiving an applicant or a property a screen similar to the following is displayed Move Property to Archive Archive associated purchaser lettee Edit client after archiving The first check box will only be displayed if it is a property being archived and the property is being let purchased lf the second check box is ticked then the Client screen for the vendor landlord and purchaser lettee if applicable will be opened for editing after archiving 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 283 6 5 Client Look up Screen This screen is used from the Client s Screenl 136 when a client is cloned or when checking for possible duplicates CRO0002138 CRO0000589 CRO0002121 CRO0000238 CRO0000230 CRO0000421 CRO0002137 CRO0002123 CRO0001263 CRO0001314 CRO0002125 CRO0002115 CRO0002119 CRO0002116 CRO
194. ere more word formatting capabilities are available Information on the other tabs on the properties screen is available here Advertising Tabl 222 EPC Tabl 230 Lease Tabl 2 21 Properties Tabl2 al Survey Tabl 234 Valuation Tabl zsel Vendors Tabl 2 3 2015 Pair Softwhere LLP 5 29 5 Survey Tab This is where information of all surveys for whatever reason of the current property are recorded The button can be used to undock expand the panel to make it easier to see multiple entries ulars Survey Valuation loa Survey Type Lender Valuation Proposed Date d Tak A E i EIT iag A ia ad sales apcottsurveyors Alternate Date 07787111999 Jeff Apcott Final Date Meeting at property Vendor Pu rchaser Yes k Appointments Surveys can be added and deleted by means of the navigator buttons at the bottom left of the list of surveys See How do use the navigation buttons s for further information The fields on the right hand side of the survey tab are applicable to each survey Details contains relevant information of the company doing the survey and whom for The valuation if appropriate can also be recorded here The company doing the survey can be selected by means of the as button on the right hand side of the company name New surveyors can be added by means of the F button next to it admin access rights apply Dates and times are to be recorded here Proposed and alternate dates and
195. ere you can send predefined letters by either text email or post All letters sent are saved and are accessible by clicking on the Draft amp Sent Letters button on the properties screen See the Customer Communications Screenl 511 for more information Displays a list of all contact details for this client including those of the purchaser if applicable and his solicitor if relevant There are also tabs on the screen for sales chasing central notes and chain flow See the Contacts Screen 471 for more information Validates entries made and if information entered is correct saves the changes and closes this screen Closes this screen discarding any changes made The up and down chains can be recorded here for properties under offer and sale agreed The current property and the purchaser are automatically added See the Chain Flow Screen 128 for more information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 263 F Opens the purchaser s client details This includes the ability to add contact details E Furchaser See the Client s Screenl 133 for more information Opens the vendor s client details This includes the ability to add contact details vendor See the Client s ScreenI 28 for more information Information on the other tabs on the Sales Rent Status Screen is available here Sales Chasing Tabl 2 C
196. ers in your branch can be seen UK bank holidays are provided for the next 10 years These can be edited by clicking on the Edit Bank Holidays button When the diary becomes very large this impacts performance so there is an option to delete old diary entries OPTIONS 2015 Pair Softwhere LLP Estate Agent Pro Enterprise AFD Postcode Lookup County Applicant Vendor Default Review Frequency Applicant Vendor Validate DPA Data Protection Act Yes Applicant Vendor Validate Mortgage Required Yes Applicant Vendor Validate Response Monitoring Yes Disable Review Presets Record change of Negotiator as an Event Spell Checking Telephony Interface TAPI Enabled TAPI Dial Prefix PDF Viewer to Use Viewings Show negotiator who made booking column Yes AFD Postcode Lookup County Applicant Vendor Default Review Frequency Applicant Vendor Validate DPA Applicant Vendor Validate Mortgage Required Applicant Vendor Validate Response Monitoring Disable Review Presets Record change of Negotiator as an Event Telephony Interface Enabled PDF Viewer to Use 2015 Pair Softwhere LLP 337 Default 2 Weeks No Yes lt A Es A E E A sa ET When using AFD Postcode or PostcodePlus the county to be selected can be specified Options are Administrative Postal Traditional or Default Default means use the postal county and if it is blank use the traditional county instead
197. erted for this type of letter ra Insert Field x Accommodation Bathrooms Accommodation Bedrooms Accommodation Details Accommodation Garages Accommodation Receptions Advertising Advertised tr Agency Agreement Date Recerned Agency Agreement Type Agency Agreement Weeks Agreed Branch Address Block Branch Address String Branch Commission Fate Dual Branch Commission Rate Sole Branch De Branch Email Branch Fas Branch Manager Branch Name c The first field we wish to use is the Branch Address String To select this start typing in the word Branch This will take you to the first field that starts with that name Then either double click the Branch Address String or click on it and then click on the gt button This will insert the field into the standard letter as Branch Address String d Press the Enter key on your keyboard to insert a line break Type in Tel and then insert another field called Branch Telephone Enter a few spaces followed by typing Fax and then insert another field called Branch Fax e Press the Enter key on your keyboard to insert a line break Type in Email and then insert another field called Branch Email and then enter two line breaks The standard letter should now look like this Branch Address String Tel Branch Telephone Fax Branch Fax Email Branch Email f Click on the bold button to turn it off and the cl
198. erties applicants are visible A standard dialog is used for this which also has an advanced search facility Advanced searches can be saved for future use There is also a default setting so that the current view will always only display properties applicants that match the search criteria For example only show the negotiators own properties Spell checking component has been enhanced and a thesaurus added Access to the thesaurus is achieved by clicking the button on any toolbar Telephone numbers email addresses assigned to applicants vendors solicitors and estate agents is now unlimited and are displayed in a grid on these and associated forms Clicking on the mobile image will send a text message setup required and additional charges apply Clicking on the email Image will open a screen so that an email message can be composed and sent If a Microsoft Windows TAPI compliant telephony system is installed clicking on the phone button will dial the number When telephone calls are received and a Microsoft Windows TAPI compliant telephony system is installed the callers information and associated applicant vendor records will be displayed EAP Portfolio is now embedded into EAP and is available as an additional module EAP Portfolio is a user friendly front end for searching and browsing properties EAP Carousel is now embedded into EAP and is available as an additional module Headers and footers can now be designed for Standard Letters
199. erwise the number of matches to review will become too large to manage This screen can be broken down into 4 primary areas 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 193 MATCHES GRID Drag a column header here to group by that column 30 08 2012 Able J 12 Gordons Road T KH Purchase The Old Barn Tunbrid Sale Agreed 30 08 2012 Able J 12 Gordons Road T KH Purchase The Old Barn Tunbrid Sale Agreed 30 08 2012 Coulson 5 37 Avenue Roat KH Purchase 11 Popular Close Tonk Sale Agreed 30 08 2012 Coulson 5 37 Avenue Roat KH Purchase 15 Broomfield Drive Ti Sale Agreed 30 08 2012 Coulson 5 37 Avenue Roat KH Purchase 15 Northdown Road T Sale Agreed This grid contains all open non revewed matches by applicant and property The list is initially sorted by the applicants name and address Certain columns can be dragged to the group area as indicated A in the left most column indicates that the applicant is in the process of purchasing one of your properties gt This grid has the ability of being grouped and filtered by columns See How do I use grid column grouping and filtering7 83 for further information 2015 Pair Softwhere LLP CONTACT DETAILS Contact Details The button can be used to undock expand the panel to Whom Number Email Detail make it easier to see multiple entries Applicant 01892779674 Home Applicant 0202789324 Work Applicant
200. es Applicants Properties Archive If set to Yes then you can archive another branches applicants properties The default is No Review Other Branches If set to Yes then you can review other branches Clients Progress and Viewings The default is No REPORTS Include Property Reference in Advertising Reports a Show Price and Address on Photograph A4 Landscape Report Report Banner Colour dl T l Summary Report Title TONBRIDGE ESTATE AGENTS PROPERTY LIST Include Property Reference in If this option is ticked then the internal property Advertising Reports reference will be included in property reports You may find this handy so that enquirers can quote the reference to you This is turned off by default Show Price and Address on Photograph If set the photograph standard report on the Report Report Generator Screenl z4 will show the property asking price and address in the bottom right hand corner Report Banner Colour This colour will be used in the generation of all reports and in conjunction with the report banner image defined in the Company Options 291 allows you to customise the look of reports Standard colours can be selected from the drop down list Custom colours can be created by clicking on the J button Summary Report Title The title set here will be used on the front page of the Summary standard report on the Report Generator 2015 Pair Softwhere LLP Estate Agent Pr
201. es Alt P 1 1 Blands Drive Tonbridge Kent TN9 2FS ta amp Applicants Alt A 2 1 Cherry Close Tonbridge Kent TN10 2EF a Review 3 1 Church Cottage The Wyshe Pyecombe West Sussex IP27 9E Clients gt 4 1 Fox Close Clayton Mills Hassocks BNG 8YG i P Matches 4 5 1 Hurst Gardens Hurstpierpoint W Sussex BN6 95T ib it ee uii 6 1 Lonsdale Avenue Tonbridge Kent TN9 15A g gt iawings ag iiia 4 7 1 Pine Trees Court Hassocks West Sussex BNG 8NW i Reports po 8 1 The Genistas Semley Road Hassocks West Sussex BN6 8PF 8 Generate 9 1 The Spiral Tonbridge Kent TN11 9DG Custom a A 11 Brick Street Westminster London W13 7XR it sy Activity lt B 4 Brambles Hassocks West Sussex BNG 8SF ig Valuation CG 1 7 The Close Hassocks West Sussex BNG SDN ib a Offer Book a i E D The Old Barn Tunbridge Wells Kent TN2 5HS i a Viewing Book amp E Xavier Carlos 16 Carlton Street Tonbridge Kent TNS 5J5 it Modules a Carousel Dashboard Diary Lettings Marketing Gip Portfolio Referrals Admin Options This gives access to all of the buttons that are on the ribbon bar down the left hand side but more importantly it will display a list of the most recent properties and applicants edited Clicking on them will open the respective applicant or property Alternatively typing the number or letter shown underlined against them will do the same thing Applicants or
202. etached _ 25 Green Road Tonbridge Kent TN9 i Garden 3 acres 28 Caldron Close Tonbridge Kent TN1 ator j Area Rural 3 Park Avenue Tonbridge Kent TN10 Sale E Surrey Road Tunbridge Wells Kent Status Sale Agreed 33 The Hollies Tonbridge Kent TN9 4 G i Bonnywood Road Hassock West Sus No 4 Brambles Hassocks West Sussex BNI I40 Northumberland Avenue Tunbridge Laskee 41 Gloucester Avenue Tunbridge Wells Kent I Musgrove Road Tonbridge Kent TN TN2 SHS 5 Rutland Gardens Tonbridge Kent Tr Jo2 West Drive Tunbridge Wells Kent ity Tonbridge County Council 66 Trenton Road Alton Hampshire GU i OFFERS ABOVE lt PRICE gt 6a Grove Hill Gardens Tunbridge Wells 7 Hilside Tonbridge Kent TN9 SUP 7 St Marys Close Tonbridge Kent TN1 4 g Baths Is Journeys End Tonbridge Kent TN1C z a ag ie 2 125 West Street Tunbridge We 4 Od Sagos Flat 8 Golden Court Grove Crescent Tt ead Feedback Mr J Able J Hornbridge Heathfield Road Crowborot ee le Vendor updated new House Lamberhurst Vineyard Larr Jou Cottage Wadhurst Road Groombrit g 01892 525448 07872 123456 H ken pairsoftwhere com See How do add a property 20 This screen can be broken down into three primary areas LIST OF PROPERTIES
203. example change a grey sky to blue and make the image more presentable The use of this editor to remove for example telegraph poles is illegal The use of this editor is therefore your responsibility and Pair Softwhere excepts no liability This screen can be broken down into 2 areas 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 173 NAVIGATOR Navigator Navigator gt The dotted box on the navigator a aa represents the area which is shown on the screen Initially this will be the whole screen until you use the gt zoom control The Mm box can then be dragged around the navigator to display that part sia of the image in the main photo The navigator can be dragged completely off this screen for convenience This box can be closed if not needed by clicking on the button at the top right hand side of the navigator RIBBON BAR as IRE _ Rectangle as D A E Turn cnet Heil Bua 7 Od i Polygon i rap 2s Flip Fill iS SM clear g ry Ea i he Clear g Wand po Fit orn Colour Rotate Draw j Objects Select si Save As gt Flip ii Transform Image I M The purpose of the buttons on the ribbon bar is described below Cy These buttons can be used to copy paste or cut a selected area of the screen as per normal windows usage An area of the screen can Paste be selected using any of the controls in the select bar 4p Cut These are the drawing
204. facility we will provide you with the information to enter here additional charges apply 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 347 8 7 Property Vendor Options The correct definition and usage of classifications is critical to the use of Estate Agent Pro therefore when this screen is accessed the following warning is always displayed 7 Please be very careful when changing classifications o Classification Name 5 Location 6 Area Ld 4 Garden Ld w Ld 7 Garaging Lal Up to ten classifications can be defined for properties These must be common across all branches Once defined the input of them is mandatory for all properties with a sale status of available or above and for all applicants Please bear in mind that when these classifications are changed the classifications set for all existing applicants will also need to be changed Clicking on any classification name will display the entries for that classification If you wish the classifications to be sorted when they are displayed tick the A to Z check box Classifications can be added by clicking on the SF button on the navigation panel See How do use the navigation buttons 87 for more information 2015 Pair Softwhere LLP 348 System Administration 2 Bungalow 3 Maisonette 4 Flat sia m5 st tas eS e M 10 11 Up to 31 entries can be defined for each classification lf the Default
205. ff in Microsoft Outlook 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 29 This screen can be broken down into 3 separate areas 2015 Pair Softwhere LLP 290 Ancillary Screens DETAIL PANEL To jbland hotmail com J cC i was Subject Letter from Tonbridge Estate Agents Return Receipt This example email is being sent to a vendor Any emails that are associated with this vendor such as purchaser solicitor etc will appear in the drop down list of the To and cc list boxes when you click on the d button LJ Estate Agent salestatonbridqeestateagents co uk Vendor krandallthotmail com To include an address that is in the list tick the checkbox next to it If you wish to add an email address that is not in the list simply click on the SF button Clicking on the button on the detail panel will open the email in an editor where fonts colours etc can be changed It also allows standard phrases to be inserted BODY OF EMAIL Dear Mr Randall Please find attached the draft property particulars for your approval Tonbridge Estate Agents Signature blocks and company images are optional and can be defined by your system administrator The Image displayed here is purely for example purposes Spell checking similar to Microsoft Word is available here 2015 Pair Softwhere LLP Estate Agent Pro Enterprise o ETI hada A Send Cancel 9 Delete The Old E Barn pdf
206. for any member of staff The selected task can also be edited by clicking on the F button 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 161 RIBBON BAR a K e ce ef Se g Property Applicant Group Visible Print View Outlook By Users a i i Associations Configuration Outlook The buttons on the ribbon bar can be used as follows If the diary event that is clicked on was entered automatically from another screen such as an accompanied viewing or a valuation this button will be enabled and clicking on it will open the Properties Screen 215 focused to the associated property If the diary event that is clicked on was entered automatically from another screen such as an accompanied viewing or a dated note this button will be enabled and clicking on it will open the Applicants Screen 105 focused to the associated applicant This drop down allows you to group the display by date users or no grouping This only makes sense if multiple users dates are being displayed at the same time Multiple dates can be selected on the date navigator by clicking on the first date required and then without releasing the mouse selecting contiguous dates Outlook Ll 2015 Pair Softwhere LLP When Estate agent pro is run it defaults to just showing the logged in users diary Clicking this button will display a list of users that can be viewed This drop down allows you
207. fore being texted emailed or printed The sending printing of these letters is covered in the Ribbon Barl 451 section below 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 145 Spell checking similar to Microsoft Word is used in all letters and certain other areas as appropriate Misspelled words are underlined with a red squiggly line e g Interest Right mouse clicking on the word will provide a list of alternatives A thesaurus is available by placing the cursor on any word and then clicking the 2 button A screen will be displayed which allows you to replace the current word with a synonym or antonym Standard phrases defined by your system administrator can be inserted using the button gt This screen is designed to save you money when communicating wth lots of applicants It is recommended that whenever possible you email all applicants that have an email address by clicking the Email All button as this doesn t cost anything The checkbox in the Sent column will automatically be updated if the email was successfully sent Next if the letter is small send a text to all of the remaining applicants that have a mobile phone by clicking the Text All button Again the check box in the Sent column wil be automatically updated You can then print the letter to all of the remaining applicants by clicking the Print All button RIBBON BAR 3 E t Hyperlink gt a a PS i
208. formation Branch The name of your branch manager which can be used in standard letters Manager Local Authority Your default local authority which will be used for any new property Default Hates Sole Commission 2 00 Dual Commission 2 50 VAT 17 504 Sole The default sole commission rate to be applied to any new property Commission Dual The default dual commission rate to be applied to any new property Commission VAT The current VAT rate applied when calculating commissions Web Portals J Summary Details Advert amp Portal Text Summary Details Defines which property field should be uploaded to your website and portals Advert amp Portal Text 2S Summary data Contact Info Telephone 01892111111 Email salesi tonbridgeestateagents com Fax 018592 222222 De 33dada The default contact details to be displayed in standard letters The email address will be used in all emails to clients if no email is defined on a per user basis Email Validation Logon Information Username zengg990 zen co uk Password FEFEFEEE Authentication Required ud SMTP Fort 25 RP Email Server smtp zen co uk This is the information required to be able to connect to your outgoing mail server and is normally 2015 Pair Softwhere LLP 322 System Administration Supplied by your internet provider Email Server the address of the email server Variable Commission Rates 500 000 1 000 000 If you
209. ftwhere LLP w Event Accompanied Viewing Mr J Able Subject Accompanied Viewing Mr J Able Starttime 04 01 2011 End time 04 01 2011 Resource Ken Tonbridge Meet at property Mir Ken Randall The Old Barn Tunbridge Wells Kent TN4 0HY _ All day event i Sut of office Any of the fields can be changed here including the setting and cancelling of reminders Appointments can be all day events or recurring events for example a new event can be added by double clicking on blank area of the screen 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 159 w Event Holiday Subject Holiday location A ae Vacation Start time 04 01 2011 Re z All day event End time 07 01 2011 Re Resource Clive Tonbridge Reminder 15 minutes Ka Show time as W Out of office Will be at home if needed Holiday Reminders can be set for a period ranging from 5 minutes to 2 weeks before the event is due When an alarm is active an alarm bell will be shown in the upper left hand corner of the appointment 7F Mr J Able 12 Gordons Road TNG 9QF See viewing for When this time is reached a reminder will be displayed 2015 Pair Softwhere LLP 1 Reminder a Valuation 23 Linden Road Start ime 4 January 2011 14 00 Valuation
210. g the order Closing the screen will cancel any unsaved orders 2015 Pair Softwhere LLP 29 Ancillary Screens 6 12 Professional Contacts Screen This screen is accessed from the Admin Tabl s Professional Contacts button and allows users to look up the contact details of estate agents solicitors and surveyors The contact details cannot be edited The example shown below is for surveyors S SL VeEYOrs lame Contact Record l J Company Apcott Surveyors Apcott Mr Mr John Apcott Apcott Surveyors 88 High Street 01892 444555 07787111999 Jeff Apcott 07787222111 John Whitler G sales apcottsurveyors co 1 A japcott apcottsurveyors cc 2 jwhitler apcottsurveyors c sues SS All surveyors are shown for each company together with the address and all contact information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 297 6 13 Properties Matching Screen This screen is displayed when matching properties to applicants from the Applicants Screen 1051 Matching x Properties to Include Previously Matched Sale Agreed Under Offer Under Properties to Include there are three check boxes the meaning of which is as follows Previously Matched This check box is unticked by default and if ticked will include in the list of matched properties those that have previously been matched against the applicable applicant Sale Agreed Whether to include sale agreed properties or not
211. ge Wells Ke Tonbridge Devlin W 16 Kingsmill Road Tunbridge Wells Ken Tonbridge Firth AK 2 Manning Road Tonbridge Kent TN11 Tonbridge Florins M 5 Albert Close Tonbridge Kent TN9 3V Tonbridge Frampton N 15 York Square Tunbridge Wells Ket Tonbridge 04 09 2010 30 08 2010 14 12 2010 24 03 2015 10 03 2011 02 08 2010 24 03 2015 06 09 2010 25 08 2010 14 09 2010 03 08 2010 14 07 2010 21 08 2010 08 07 2010 29 08 2010 23 05 2010 17 08 2010 23 07 2010 350 000 Nothing to Sell 250 000 Other Agent 300 000 First Time Buyer 400 000 First Time Buyer 350 000 First Time Buyer 200 000 Investor 0 225 000 Other Agent 180 000 Sale Agreed 500 000 Other Agent 240 000 Other Agent 150 000 Investor 170 000 Nothing to Sell 250 000 Investor 240 000 Sale Agreed 300 000 Other Agent 230 000 Other Agent 130 000 Sale Agreed gt The Applicant Search Tab can be broken down into 6 separate areas APPLICANT LIST 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 253 Drag a column header here to group by that column Able J 12 Gordons Road Tonbridge Kent TN9 9 Tonbridge KH 08 04 2010 180 000 Sale Agreed Alen M 47 Waverley Road Tonbridge Kent TN1 Tonbridge 04 09 2010 350 000 Nothing to Sell Allen 1 14 Osbourne Road Tonbridge Kent TN9 Tonbridge CMS 30 08 2010 250 000 Other Agent Baggings F 15 Broomfield Drive Tonbridge Kent Tonbridge KAJ 14 12 2
212. ged or removed or made chargeable at the discretion of Google Maps Pair Softwhere LLP will try to keep this interface available but cannot guarantee it 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 165 5 18 Images Screen This is where all images related to the property can be loaded They can also be edited re sized etc IMAGES SCREEN The Old Barn Tunbridge We File Folder Gallery Delete Delete Edit All Jn Available Images 0 lt No images to display gt Main Image 1 EPC Graphs 2 Floor Plans 2 1 Ground Floor 2 First Floor See How do add images to a property 30 for further information This screen can be broken down into three primary areas AVAILABLE IMAGES Available Images Mo images to display Available images is initially empty This area can be populated with images from various locations see the Ribbon bar below for examples and then assigned to any other area by dragging and 2015 Pair Softwhere LLP dropping PRIMARY IMAGES Primary Images Secondary Images Main Image 1 EPC Graphe 2 Floor Plans 2 1 Ground Floor 2 First Floor Pii fy a a Kitchen 3 Front of Property Images can be dragged and dropped between any one area and another Captions can be added by clicking int
213. ger for ease of use By default historic dated notes cannot be changed RIBBON BAR RW A m TM As of 11 03 2015 fo 25 ga X 7 1 Week 1 Month A Archive Refresh Edit Contacts Print Preset Tomorrow Action Client Communications Review Status Repopulates the client grid with reviews that are due on the date entered This is 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 135 handy if for example you will be out of the office for a week so want to review them in advance now The applicant or vendor can be deleted archived directly from this screen if you believe nothing further is going to happen with them Sets the next review date for that preset for the client and removes the client from the list Sets the review date for tomorrow and removes the client from the list Sets the review date for 1 weeks time and removes the client from the list Sets the review date for 1 months time and removes the client from the list I Sets the next review date as the date entered and removes the client from the list This option is disabled until a date is entered Displays a list of all contact details for the client Prints the grid Opens the respective Client screen for editing If the
214. ges Large Image Price Qualifier 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Query Wizard Select the fields for the query if Choose Fields Properties Particulars Status Properties Particulars Summary Properties Particulars Summary Properties Particulars Verified C Properties Particulars Version Properties Particulars Version C Properties Price Agreed Properties Price Asking Properties Property Alarm Code Properties Property Alarmed f Choose No Calculations in the next screen and click on the Next button Add Calculations g Choose No Grouping in the next screen and click on the Next button O Select Group Fields h The next screen defines search criteria where the content of the report can be limited We need to limit the data returned because we only want one image the main one 2015 Pair Softwhere LLP 38 How do I Query Wizard Limit the rows returned Right dick over the list box to see the edit options Click Define Search Criteria and then right mouse click in the criteria list box and select Insert Criteria Insert Criteria Insert OR Insert NOT Edit Criteria Remove Add Parentheses Remove Parentheses j The Image Type for the main image is 0 Complete the dialog as shown and then click on the OK button k Images Image Type 0 will be displayed in the criteria list box Click on the Next button 201
215. ght Margir osup Justification Full ad c Click on the button for the type of standard letter you wish to create in this case Vendor Edit Standard Letters Applicant Vendor Marketing d This will open the standard letters editor displaying all existing vendor letters sorted alphabetically 2015 Pair Softwhere LLP Estate Agent Pro Enterprise ot Columns Header amp Footer Image Merge Object Field Thesaurus Blank Letter Confirmation of details Sig Exchange Sig Fallen re market Sig Instruction Sig Marketing report Sig No agreement Sig Notice Sig Offer subject to vendor finding Offer accepted awaiting information Sig Offer accepted subject to sale Sig _ Offer rejected proceedable Sig Offer rejected unproceedable Sig Offer to be considered proceedable Sig _ Offer to be considered unproceedab Sig Ti onbridge Estate Agents 1 High Street Tonbridge Kent TN9 1ST Tel 01892 111111 www tonbridgeestateagents com Todays Date Vendor Name Full Vendor Address Block Vendor Name Greeting Re Property Address F irst Line Plus Town Vendor Solictor Address Price change increase Sig Y ours Sincerely _ Price change reduction Sig Renegotiated Sig _ Response Monitoring Img Sig Sales Sig Sales Memo Img Sig Sv User Signature Branch Manager Manager A AAAAAAAANAAAAAA IIR Visit our webs
216. h email For rental properties there is an additional tab under Properties gt Advertising for the recording of tenancy fees which are now a legal requirement The contents of this field 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 375 will be passed to Rightmove and any other portals that use the Rightmove V3 interface This is limited to 4 000 characters e Sales chasing dates can now be set to N A if applicable by right mouse clicking on the respective input field and selecting Set as N A from the drop down menu e Clients Matches and Progress Reviews can now be filtered by branch Please note that there are settings in admin which prevent the reviewing of other branches If this is set then the column will not be shown Nor will it be visible if you only have one branch e HIPS Home Report PDF s can now be loaded and displayed in the property screen They can also be added as attachments to standard letters They are also now passed to Rightmove and any other portal that supports the Rightmove V3 specification e Viewings can optionally now have a column for defining which negotiator made the appointment This can be defined in Administration gt Options gt General gt Options and is off by default 2015 Pair Softwhere LLP 376 Estate Agent Pro Enterprise Index A Activity report 102 Adding a property 20 Adding avewing 23 Adding an applicant 25 Adding images 30 Adding new clients 136 Adding offers 27 Additio
217. has the ability of being grouped and filtered by columns See How do I use grid column grouping and filtering 8 for further information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 103 5 2 Advertisements Screen A record of advertisements placed for the selected property can be recorded here ADVERTISEMENTS SCREEN i E ia pm p r i a Jate Publicatior 03 09 2010 Friday Ad 02 09 2010 Kent amp Sussex Courier sa Images were blurred Next ad is free 01 09 2010 TWells Gazette i The publications used regularly can be defined by your system administrator Any advertisements entered here will also be shown on the Event History Screenl tel Date of the publication Publication in which the advertisement was placed Any comments you wish to add gt The system can be configured to automatically record advertisements when advertising reports are generated 2015 Pair Softwhere LLP 5 3 Applicant Property Filtering Screen The same screen with slightly different content is used for filtering both applicants and properties Filter w o a7 Garages 0 gg Filter _ Filter Filter _ Available Available Again L Completed L Completed Paid L Exchanged C Not Released L Sale Agreed L Under Offer L Valuation L Withdrawn Filter Freehold _ Leasehold Filter _ The example shown here is for filtering properties Selection Criteria LJ Type
218. hat specific versions may not be released but will instead be rolled into the next release 3 4 1 34 When matching all properties or all applicants from the Report Generator Screen 248 and emailing all applicants duplicate emails could be sent to applicants if they matched more than one property Depending on the content of the letter this could be perfectly valid but EAP has no way of knowing this so a checkbox called No Dupes has been added to the Applicant Property Matching Screenl 31 When this is checked a letter will be prevented from being sent to the same client This is reported accordingly in the message displayed when 2015 Pair Softwhere LLP 370 3 4 1 33 3 4 1 32 3 4 1 31 What s New in this Version all emails have finished being sent This also applies when texting and printing all letters e The Client details address block on the Vendors Tabl ss of the Properties Screen 215 has been widened to stop a long vendors name wrapping onto the 2nd line This has a knock on effect in that the full vendor s name will now be shown in the heading of the Vendor s tab e 2nd Vendors contact details are now shown in the main contact details on the Properties Screen 251 It is up to users to enter something in the detail field to identify them e Vendor contact details are now shown on the main tab of the Properties Screenl 2 3 as well as on the Vendor tab if the height of the EAP window is sufficient to acco
219. he Advert amp Portal text This field is found on the Properties Screen gt Advertising Tab gt General Tabl 224 Some portals such as Rightmove impose a limit of 300 characters including spaces for summary text hence the field is set to default to this If you need to changes this please contact your System Administrator More Full Details The room description text for pages such as the More Details page on Rightmove is taken from the Full Details section on the Properties Screen gt Particulars Tabl 233 Display Address The default address displayed on websites is normally the Town County fields from the property address However If you want to display something other than this on portals and your website if fed by EAP this can be done by setting the Web address field on the Properties Screen gt Advertising Tab gt General Tabl 224 For example by default 133 Stephens Road Tunbridge Wells Kent would have a display address of Tunbridge Wells Kent Using the Web address field you can set it to appears on websites as St Johns area Tunbridge Wells WHY HASN T MY PROPERTY UPDATED APPEARED lf a property is not updated with a data change or has not appeared at all on a portal such as Rightmove please double check that the data is correct on the property record See How do make properties uploadable 77 If no changes were necessary ask your System Administrator to set the property to Force Refresh When the prope
220. he grid See How do I use the navigation buttons 7I 87 for further information The grid can be printed by clicking on the button gt This grid has the ability of being grouped by columns See How do I use grid column grouping and filtering 83 for further information INCOME EXPENDIT URE GRID All historical income or expenditure is recorded here Date Date of the invoice or the date it was paid according to how you deal with management accounts Reference number of invoice or reference you wish to use if any To From For expenditure the company who issued the invoice If income the company individual who made the payment Summary details of invoice Net Amount VAT VAT if applicable Gross Gross amount automatically calculated Amount 2015 Pair Softwhere LLP Estate Agent Pro Enterprise ter 5 20 Main Screen This is the ribbon bar of the main screen of Estate Agent Pro All sub systems are available from here e amp aA Dse 3 e Baz Feo GPF ga a A ea l S a Na e D D Properties Applicants Clients Matches Progress Viewings Generate Custom Activity Offer Valuation Viewing Carousel Dashboard Diary Lettings Marketing Portfolio Referrals Book Book File Review Reports Modules When the screen is made narrower the icons on the toolbar will resize themselves automatically from 32x32 pixels with text to 16x16 pixels with text and finally 16x16 pixels without text This will start
221. he landlord will be displayed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 35 6 20 TAPI Auto Dial Screen If a TAPI Device is installed on your computer you can dial any landline or mobile telephone numbers directly from Estate Agent Pro Access to the telephony system is controlled by your system administrator and is enabled on a per user basis Once this is enabled the next time Estate Agent Pro is accessed the following dialog will be displayed for you to select the TAPI device to use Normally there is not more than one device to choose from If you need assistance on this you should speak to your system administrator Do not contact Estate Agent Pro regarding this as we do not know anything about your communications infrastructure ie TAPI Device Selection This dialog is displayed the firsttime you dial a telephone number select the device you wish to use This selection ts per PC The selection willbe remembered U S Robotics 92 Voice Host Int Select the appropriate device and click on the OK button This device will be automatically used in future The Auto Dial screen will then be displayed and will dial the number selected Auto Dial Once connected pick up the handset and continue with your conversation This screen can be closed To cancel a call either close the screen or click on the ra button 2015 Pair Softwhere LLP so Ancillary Screens 6 21 Task Screen Tasks can b
222. he majority of portals websites that we now feed have switched to using the Rightmove feed specification and it is mandatory to have this to be uploadable to them Some agents have requested that we use the Summary field to upload to Rightmove etc which is set in our bulk upload program and is not changeable within EAP Because of this there is an option to turn this warning message off in Admin gt Options gt Property Vendor gt Options gt Show Missing Advert amp Portal Text Warning The fee is now visible on the Activity report for instructions Archiving from the Client Review screen and the Progress Review screen is now recorded as an event When archiving an applicant or a property there is now a checkbox displayed giving the option of editing the clients details A new Archiving Screenl zs21 is used for this purpose When a review date in advance of the next automated review date is set in the Client Review screen this was being overwritten by the automatic revew updating when a letter was sent dated not entered viewing made offer made etc This has now been changed so that the automatic setting does not do so if an advance date has been set On the sales status screen when a property status becomes sale agreed and the vendor is also an applicant the Vendor if also an applicant Status field is now 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 373 3 4 1 22 3 4 1 21 3 4 1 20 3 4 1 19 3 4 1 18
223. htened edited etc See the Images Editor Screen 721 for further information Copies the selected image to the clipboard 5 18 1 Add Image Screen This screen enables you to add any image and is primarily used from the Images Screen 163 D Databases SanDisk Poooo001 1 P0000002 Pooo0003 Pooo0004 7 Poo00005 Pooo0006 P0000008 Po000010 Pooo0011 P0000012 P0000013 Only files that are images will be displayed The directory used defaults to that defined by your system administrator but can be changed by clicking on the drop down button on the O D Databases SanDisk control Selecting an image file in this example P0000008 will display the image as shown Click on dimage to add the image When used from the image screen multiple images the can be selected Repeat until you have loaded all images and then close the screen If you only wish to add one image this can be done in one action by double clicking on the filename Click on the 4 UpLevel to go to the parent directory 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 169 5 18 2 Colour Adjustment Screen Allows you to change the colour of the image by various methods COLOUR ADJUSTMENTS SCREEN Colour Adjustments Result Contrast HSV Contrast oo l i 7 Brightness bo l 1 i The colour of the image can be adjusted by using the following tabs Contrast Contrast and
224. ick on the left align button Insert another 2015 Pair Softwhere LLP 64 How do I filed called Todays Date The progressive search facility can be used to easily locate it and then enter two more line breaks g Insert the field called Vendor Name Full and enter a line break Insert the field called Vendor Address Block and enter two more line breaks h Insert the field called Vendor Name Greeting and enter two more line breaks i Click on the bold button and the e and underline off again underline button and type in Re and then turn bold j Insert two more line breaks and type in Yours Sincerely followed by 5 line breaks k Insert the field called Branch Manager and enter a line freak and type in Manager The letter should now look like this Branch Address String Tel Branch Telephone Fax Branch Fax Email Branch Email Todays Date Vendor Name Full Vendor Address Block Vendor Name Greeting Re Yours Sincerely Branch Manager Manager P We could have inserted fields called User Full Name and User Title if we wanted the letter to come from the logged in user instead of the manager Also note that there are merge fields for Primary Applicant Vendor which can be used when a letter needs to have the primary applicant vendor s details on it when it is being sent to an additional applicant vendor 3 SAVE THE STANDARD LETTER Sav
225. idge Ke Coulson 5 37 Avenue Road Tonbridge Crabb 5 20 Turner Gardens Tunbridge Deacon K Flora House 30 North Road Dempsey C 14 Deacon Road Tunbridg g Devin W 16 Kingsmill Road Tunbridge Dover B 14 Wood Street Tonbridge Ki Firth AK 2 Manning Road Tonbridge K Florins M 5 Albert Close Tonbridge Ke Frampton M 15 York Square Tunbridge Gloucester 6 41 Gloucester Avenue TL Gordon JK 14 Dover Street Ryde Isle viewings 4 All vewings entered for the applicant will be displayed Click on the SF button on the navigator panel This will display a list of properties Select the one the applicant wishes to view and then click on the P button on the quick access toolbar A new entry will be added to the list of vewings The 2015 Pair Softwhere LLP a How do l date defaults to today and the time to 12 00 change these to the date and time of the viewing If the viewing is to be accompanied check the Accomp column and select who will be doing it from the Accomp by drop down list Also complete the Meet column The Diary for the day of the viewing will be automatically displayed to help you select who is available to accompany the viewing 5 If you have confirmed the viewing with the vendor check the V Conf column If confirmed with the applicant check the A Conf column 6 Enter any other information and then click on the kA button on the navigator panel to save the viewing The viewing
226. idth 539 aJ Depth 900 i Bkornd a Reflect Yes ud Rotate Yes g Any changes made will be automatically saved when this screen is closed Most of the panels are initially collapsed They can be expanded by clicking on the amp button in the panel header Any expanded panel can be collapsed by clicking on the amp button Each panel corresponds to an area of the screen As the left top height and width positions are changed in the designer you will see the changes updated on the screen Likewise the position of each component can be changed dynamically on the screen and it will be reflected in the designer The image to display can be selected by clicking on the button on the right hand side of the logo image placeholder If you don t want an image displayed set Visible to False Set Left and Top to the screen position you want the image to be displayed at The image can either be a logo occupying a small area of the screen or as in the image shown here one that covers the entire screen The centre of this image is transparent Set Left Top Height and Width to the screen position you want the property image to be displayed at Depth applies to the depth of the image including the mirror reflection if required Set the Background colour to apply to the whole of the carousel screen Set Reflect to turn on vertical mirror reflection and Rotate to have the image rotate through a 360 arc
227. ies is if your valuer has taken lots of photos of several properties and wants the camera back straight away then you can load them all here and save them for use later Another reason may be that you haven t yet added the property to Estate Agent Pro In either case we would recommend that galleries are deleted when no longer required Loads the selected gallery into the available images section of the images screen Deletes the selected gallery Saves the contents of the available images section of the images screen to a new gallery You will be prompted for the name to use as the gallery If there are no Save as available images this button will be disabled 2015 Pair Softwhere LLP 172 Screens 5 18 4 Images Editor Screen Internal image editor where images can be resized brightened edited etc IMAGES EDITOR SCREEN Estate Agent Pro Paint Rectangle 4 y i aes Ge Turn Polygon CN k L Crop Qe Flip Actual Colour Rotate Fit i g Wand Size P Resize gt Flip Size This editor is similar in operation to Microsoft Paint albeit more powerful It is not the intention of this help file to teach you how to use this editor but rather tell you what the controls do The best way to learn this is to experiment No permanent changes will be made to the image until you click on the bl button P This editor is provided so that you can resize crop or brighten an image You could for
228. iewing by clicking on the SF button See How do use the navigation buttons s for further help on the navigation bar Filters can be applied to certain columns by clicking on the button Certain columns can be dragged to the group area as indicated A column can be added for the recording of the negotiator who made the booking This can be turned on in Administration gt Options gt General gt Options Yi E Yaa Saas lial reel aie ee ad eaten e ieee nine beanie A Mime aaa ad ee a eel Rad Date Time Viewing Status Confirmed Thu 13 01 2011 12 00 Mr F Baggings KAR LJ ix x Lud Viewing Status Completed f Mon 20 08 2012 12 00 MrJ Able Nothing to Sell KAR At Property x Ken CRO w w Lol The following columns have specific usage which is detailed below Meet Choose where to meet from the drop down list Only applicable to an accompanied viewing Accomp The viewing is to be accompanied by a member of staff Accomp Member of staff accompanying the viewing By Status Whether the viewing is open or closed A closed viewing is defined as confirmed with the vendor and confirmed with the applicant and viewing has taken place and the vendor has been given the feedback If it has been cancelled it is also deemed as being closed The green block on the left gives visual feedback that it is open whereas red signifies that it is closed V Conf Means that the vewing has been confirmed by the ven
229. in image plus first 2 additional images instruction date asking price sale agreed date sale price advert text and the number of bedrooms and receptions Mini Details details main image or main image plus first 2 additional images asking price or price details first line of address or advert display address property reference and advert text New Instructions amp Reductions shows up to twelve properties per page detailing main image asking price advert display address and advert text Please note that it is up to you to filter the property list down to the list of properties that you wish to appear Photograph shows the main image of one property per page There is an option in Admin to superimpose the asking price and full address on the image Summary The first page of the report displays the most expensive property in the selected list beneath a report title set by your system administrator Subsequent pages display six properties per page detailing main image price or display price branch and summary details text Thumbnail shows up to twelve properties per page detailing main image asking price tenure number of bedrooms and receptions Address Labels Each page contains up to 21 Names and addresses suitable for printing on A4 63x38mm 21 per page address labels such as Avery J8160 or Viking VIJL21 Adverts details main image asking price advert display address advert text There is an admin option to record a
230. individual solicitor record must be selected first even if it is blank 2015 Pair Softwhere LLP ssa System Administration 8 5 General Options ADDRESSES Tonbridge Tunbridge Wells Uckfield Eee dP aoe The name of towns counties and countries in your location can be entered here They are then selectable when inputting new addresses on the Address Screenlzs0l If one is set as the default then it will be automatically entered for any new address Addresses can be added by clicking on the SF button on the navigation panel Click the FA button to save the changes See How do use the navigation buttons 87 for more information ADVANCED MATCHING 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 335 Air Conditioning Annexe Burglar Alarm System Boat Caravan space for Cellar Cottage Style Coastal Location Double Glazing Exposed Beams Ground Floor Toilet Level Walk to Amenities Near Schools Needs Some Improvement Needs Renovation No Near Neighbours Not on Main Road No Steps Advanced matching criteria can be set for both sales and letting s individually By default the option to use advanced matching is turned off If it is turned on then an additional tab will be visible on both the applicants and properties screen Matching criteria can be added by clicking on the SF button on the navigation panel Click the k button to save the changes See How do use the na
231. ing no configuration Added a dashboard screen that is optionally displayed on a per user basis when Estate Agent Pro is opened showing today s vewings exchanges completions appointments etc See the Dashboard Screenl 1s for more information Notes section on Offer screen now has scroll bars When restoring a property there is now an option to go straight to that property and edit it Email headers and footers can now be defined This overrides previous settings and must be configured in Administration gt Options gt Company gt General The Rightmove property type can now be specifically set for each property and is required for the property to be uploadable Adding this option has enabled us to remove the requirement to map the classifications used in EAP Administration This classification has been automatically set where possible but should be checked for all Current properties When adding new properties this classification will need to be set manually Up to 5 vendor classifications can now be defined in Administration gt Options gt Property Vendor gt Vendor Classifications These work the same way as applicant classifications and can be used to provide additional information on properties vendors If defined they appear below the property classifications on the main tab of the property screen They can be filtered on using the advanced filter on both the property screen and the reports screen Sales Memorandum now includes the branc
232. ing on the Draft amp Sent Letters button There are two of these buttons one for applicants and one for vendors Clicking either provides details of all communications previously sent to the current applicant or vendor Communications can be resent from this screen See the Customer Communications Screenl 1511 for more information Opens a print preview of all viewings Comments and contact details can be included excluded by beans of the associated checkboxes ESTATE AGENT PRO Part Ancillary Screens Estate Agent Pro Enterprise 6 Ancillary Screens These screens are used from more than one screen in Estate Agent Pro Address Screen 20 Applicant Look up Screen 2 Client Look up Screenl zs Clone Property Screen 2s Confirmation Dialog zs5 Email Screenl zsal Find Email Screen 23 Matching Screenl 273 PDF Viewer Print Order Screen z4 Property Look up Screen 2ss Report Preview Screen 29 Rich Text Viewer Editorl s00 SMS Text Messaging Screen s01 Stored Templates Maintenance Screen so TAPI Auto Answer Screen s03 TAPI Auto Dial Screen sos Task Screen sos Warning Screen sor Web Browser Internal soa 2015 Pair Softwhere LLP 277 278 6 1 Ancillary Screens Applicants Matching Screen This screen is displayed when matching applicants to properties from the Properties Screen 2141 Previously Matched Only Match Applicants belonging to KAR Statuses to Include Ca
233. ing on the Print Grid or F Email Grid button respectively The selected applicant or vendor property screen can be displayed by clicking on the view applicant amp or view property buttons ma This grid has the ability of being grouped and filtered by columns See How do I use grid column grouping and filtering 83 for further information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 197 5 24 Offer Book Screen The offers screen lists all offers made on available under offer and sale agreed properties OFFER BOOK SCREEN Expand All tad Collapse All Legend ee a ial aoe n TA labni ee aiaa al en Tonbridge PW Dempsey C 14 Deacon No 17 09 2010 Drive Tonbridge Kent TN9 Road Tunbridge Wells 2FS Kent TN1 1ME Tonbridge 1 Blands PW Killpatrick S 99 Grove 17 09 2010 Drive Tonbridge Kent TN9 Street Tonbridge Kent 2FS TN10 8AA 220 000 00 17 09 2010 16 41 27 Tonbridge f 11 Popular KH Quicken S 3 The Drive Bank of 150 000 Mrs Yes 30 10 2010 30 11 2010 02 09 2010 Close Tonbridge Kent TN9 Tonbridge Kent TN9 Scotland Jones 1UP 8AS Tonbridge 14 Ridgeway Thomas T 16 Purple Natwest 100 000 Yes 08 10 2010 08 11 2010 08 09 2010 Road Tunbridge Way Tonbridge Kent Wells Kent TN4 0AP TN9 SHY Tonbridge 15 Northdown Coulson 5 37 Avenue 12 09 2010 Road Tunbridge Road Tonbridge Kent Wells Kent TN2 5LG TNS 5RD Tonbridge 18 Northdown KH Brightwell F 19 Western 08 09 2010 Road Tonbridg
234. inting 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 191 eN This will open the SMS Text Messaging Screen s0 screen populated with the mail selected Merged letter Once sent the letter will be stored in the clients sent letters Letters sent as text messages should be brief as the maximum content of each message is limited to 160 characters If it is more than this it will be sent as multiple texts The checkbox in the Sent column will be automatically checked If this button is disabled it is because the client doesn t have a mobile or text messaging has not been configured by your system administrator gt Additional charges apply This will send a text message to all clients that have the inc lude checkbox ticked have not already been sent a communication Sent column ticked and have a mobile phone The checkbox in the Sent column will be automatically checked if the text message is successfully sent This will take a little while if texting lots of applicants Provides details of all communications previously sent to the current client Communications can be resent from this screen See the Customer Communications Screenl 15 for more information Displays a list of all contact details for this client including those of the vendor and his contacts Solicitor if relevant There are also tabs on the screen for sales chasing central notes and chain flow See the Contacts Screen 471 fo
235. ion Bedrooms is greater than or egual to 3 a Classification Type in House EEEETTELI Classification Style in Detached boc juan Advertising Web Enabled equals True press the button to add a new condition You can then click on the which will apply the filter to the screen you came from The grid on the screen that you came from will show the filter information at the bottom of the grid Close the screen when you have finished filtering An individual condition can be removed by clicking on the cs button next to it When the ike operator is used the search string must use the wild card at either or both ends for example like tonbridge Note the use of the lowercase tonbridge Tonbridge or TONBRIDGE will all produce the same results as filters are case insensitive This will find all properties with Tonbridge in the address In this case as we are searching the whole address the filter results will of course include street names such as Tonbridge Road Tunbridge Wells To stop this you could use the field Property Address Town instead Advanced filters can be saved and loaded by clicking on the k save or load buttons respectively It is possible to set a default filter that will be automatically invoked each time the properties screen is loaded Suppose for example that am a negotiator and only ever want to be able to see my own properties To do this set an advanced
236. isted by Applicant If opened from the Applicants screen the offers will be listed by property By means of the buttons on the toolbar at the bottom left of the grid applicants making an offer on the current property can be added or deleted See How do use the navigation buttons 87 for further information The details shown in the remainder of the panels is for the selected applicant Adding an offer will automatically set the properties status as Under Offer Setting an offer as rejected will update the property s status to Available Offer Grid Offers can be added here Fa75 000 PENIPIRUEE AREAL buttons as detailed i aad zs above If the applicant E 30 01 2015 ad 08 16 increases his offer it 350 000 28 01 2015 KJ 09 00 AR should be added as a new entry and not just amended Applicant Estimated Dates Enter relevant dates if Applicant Estimated Dates Known Exchange 28 02 2015 k Completion 31 03 2015 J Finance Chain Enter finance details if Finance Chain known at this stage Contact Company Open Viewings Open viewings are shown Open Viewings here so that you are aware of them when entering accepting offers If it is necessary to cancel or update them you can do so by clicking on the Viewings button General notes for the applicants offer as well as specific notes on the current offer as shown may be entered here 2015 Pair Softwhere LLP Estate Agent Pro Ente
237. it Properties Display Address Advert ii h Set the font size to 10 2015 Pair Softwhere LLP 46 How do I F Arial Hi0 j h Click on the button and then click just below the field we just added and set the Layout Height Left Top and Width properties as shown E Identity A UserName DBEText2 P El Layout Height 0 1639 Left 0 28130001 Top 1 822900 1 Width 2 1563001 E Layout Dynamic Anchors fatLeft atTop AutoSize m ReprintOnOverFle _ El Output File Save E SaveLength 0 SaveOrder 1 E Text J Angle 0 CharWrap E si i At the top left of the screen click on the right hand drop down list and select Price Qualifier and on the main toolbar click on the to centre it Properties Price Qualifier J 0 j Set the font size to 10 k This completes the creation of the custom report the detail band should look like this a Images Large Image 8 SAVE THE CUSTOM REPORT a Close the screen You will be prompted to save the report 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Confirm Bo Save changes to Main Properties New Report b Click on the Yes button and then enter the name to give to the report and click on the Save button ave New Report As Save in 4 Properties Advert 12 Properties c To run this report for all properties use the Custom Reports Screen 4A To run this report for selected properties use the Repo
238. ite a Statement of Account Sig Mail merge fields are shown inside blocks such as Vendor Address Block and once inserted cannot be changed They can be deleted e Click on the 4 button on the navigator panel at the bottom left hand side of the screen The page layout dialog will be displayed with the default settings which can be changed if necessary Click on the OK button width 21 00 cm 2 54 cm Right Bottom Header 1 270 cm Footer f Partrait f A new row will be added at the top of the letter list Click on this and enter the name you wish to use in this instance Blank Letter 2015 Pair Softwhere LLP a How do I gt Descriptions that start with the word Offer will be for use in the Offers Screenl 1031 Descriptions that start with the word Viewing will be specifically for use in the Viewings Screenl 271 This only applies to applicant and vendor letters E Fallen re market i Instruction _ Marketing report _ No agreement Offer subject to vendor finding Offer accepted awaiting information Offer accepted subject to sale Offer rejected proceedable Offer rejected unproceedable Offer to be considered proceedable Sig Offer to be considered unproceedab Sig Price change increase Price change reduction Renegotiated Response Monitoring Sales Memo Statement of Account sig sig sig Img Sig sig Img 51g 5w Sig lt TL LT LL TL
239. ith imaging devices printers has these advantages etc LAN DISADVANTAGES IESTATE AGENT PRO ENTERPRISE High initial spend For branches with more than 2 users a dedicated database server is required IT infrastructure should be reviewed on an ongoing basis but is 2015 Pair Softwhere LLP 12 Introduction Ongoing IT hardware spend not just limited to Estate Agent pro In this case the ASP Models claim would only apply if you used no other software at all No immediate access to changes made in other Changes made at other branches will be branches automatically replicated between all branches within a few minutes If internet access is lost the replication of data will be automatically resumed when it becomes available again As can be seen from the above table Estate Agent Pro Enterprise offers the best of both worlds This is achieved in a number of ways Each branch has it s own local database which can be accessed wa our own local application which provides very quick sophisticated and user friendly access using a standard Microsoft Windows look and feel similar to Microsoft Office 2007 This system is available 24 7 and is not affected by the loss of internet connectivity The data can be backed up locally and is fully under your control Data is automatically replicated synchronised between branches at no additional cost This occurs every 60 seconds Two services run on each PC Server where your loca
240. ituation Enter the vendors personal situation here Warning Note Enter any warning notes here This will be automatically displayed every time the property is accessed See the Warning Screen s for more information Information on the other tabs on the properties screen is available here Advertising Tabl 224 EPC Tablzs0 Lease Tab 232 Particulars Tabl 233 Properties Tabl 2 3 Survey Tabl 224 Valuation Tabl 238 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 245 5 29 8 Archived Properties Screen The is screen is the same as the Properties Screen 213 but with the additional toolbar shown below Pas Permanently J Restore Delete l Archive The following actions are available Permanently Delete The selected property and all data associated with it will be permanently deleted This action cannot be undone Please use with care Restore The selected property and all associated data will be restored to the live database If the property had a purchaser assigned the option to also restore the purchaser will be enabled 2015 Pair Softwhere LLP 5 30 Report Generator Screen The report generator screen is where you can generate reports on either a subset of applicants or properties filtered easily by yourself You can also send bulk emails to the subset of applicants or to the vendors of the subset of properties The Property Search Tab is shown by default and is initially populated with all non a
241. izontal alignment to use an Align V the vertical alignment The font size is used as a guideline If the individual text is too big to fit in the area defined the font size will be reduced until it does fit The Key Features and Price Details panels are Price Details A identical in use to the Advertisement panel External Adverts applies to any file you wish to load at a predetermined interval whilst the carousel is loading This could of course be one of your own Set the Frequency to be whatever interval you wish to use In this example every 2 minutes the carousel will stop and will display the advert which has not been displayed for the longest time 2 minutes later the other advert will be displayed If you temporarily don t wish an advert to be displayed uncheck the Inc lude column A different dur ation can be applied to each advert Adverts are displayed full screen and can be any image type such as jpg png bmp etc or can be a media file such as an avi mpeg etc DirectShow is used for displaying media files so any file that can be displayed by Microsoft Windows Media Player on the pc the carousel is running on can be used Adverts can be added by clicking on the SF button on the navigation panel See How do use the navigation buttons 87 for more information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 125 This is where you can define a news feed to use to 7 Fi ispl r
242. ks ad posi Gece h aison Tutrge Wale Ges scocing m lesure tsclites and a ral station The coast at Brighton and Eastbourne are apprarmately 23 and 19 miles respectively DESCRIPTION A bern conversion converted appracmately nine years ago and brick devaio benesth a Sled roof root Benefits indude double gazing and ges cemral heating Viewing is cowidsed srongly recommended The accommodsion with appr oime dimensions comprises as follows COVERED PORCH Courtesy igit Fram door ta ENTRANCE HALL Ssrs to firs door landing described imer Telephone porn Rader Coved ceiling Thermos fo cera esting Door to garage described imer CLOAKROOM Low level WC wash hand basin sled splash back Otecured double gazed window io side Coved ceiling Radio SITTING ROOM 19 x 129 Double gazed window to fom Two radiators Fimed coal effect gas fre with decorative wooden mame ise mabe surround and hearth Coved ceiling TV seis porn Fou wall igr poms Access to Sudy and glazed double doors wo Dining room OFFERS INVITED ABOVE 895 000 THE OLD BARN TUNBRIDGE WELLS KENT TN4 OHY A BEAUTIFUL GRADE II LISTED BARN CONVERSION C 1750 WITH A WEALTH OF EXPOSED BEAMS VERY VERSATILE ACCOMMODATION CONSISTING OF 4 DINING ROOM 171 x 1010 widening to 13 Double gazed sliding ps o doors to patio and res garden described imer Douie ra mo Coved ceiling STUDY 101x73 Double gazed windows to rear Radmor Coved ceiling Telephone porn KITCHEN BREAKFA
243. l database is hosted This PC Server must be dedicated where a branch has more than two users per branch One of these services is the database server the other is the replication service Both of these run automatically without any user intervention and are unaffected by loss of internet connectivity The worse case scenario if you lose internet connectivity is that the replication process will be delayed until it is restored For a technical explanation of the inter branch communications methodology please see the Synchronisationl 210 Section of this document 2015 Pair Softwhere LLP ESTATE AGENT PRO Part Frequently Asked Questions oa Frequently Asked Questions 2 Frequently Asked Questions The answers to frequently asked questions are detailed below CAN EAP RECEIVE INCOMING SMS MESSAGES No however the outgoing message could include the number of a mobile or landline capable of reciving SMS messages WHY DOES MY PROPERTY APPEAR ON MY OWN WEBSITE AND NOT RIGHTMOVE This is almost always due to the property Classification settings As properties can be searched for by type on Righmove the classifications Style and Type must be set in EAP and these settings must have valid portal mappings The portal mappings must be set up by the system administrator WHICH PROPERTY PORTALS CAN USE EAP TO SEND DATATO Currently EAP can be used to send data to are e Rightmove Fish4 Homeflow The Home Sale Network The
244. l position to 1 7 cm to the right of the page and it s absolute vertical position to 1 7 cm below the page and then click on the OK button 0 INSERTING THE MAIN IMAGE FROM ESTATE AGENT PRO a Using the EAP control panel select Images Main from the drop down list and click on the qP button on the right Add Merge Field Images Main a g b Save As 2 2 Cancel b Click on the Wrap Text button under Picture Tools and select Square from the drop down list An EAP image placeholder will be displayed MAIN IMAGE c Set it s absolute horizontal position to 1 6 cm to the right of the page and it s absolute vertical position to 6 55 cm below the page Set it s absolute height to 12 cm and it s absolute width to 17 8 cm You will need to uncheck the Aspect Ratio check box in order to do this 2015 Pair Softwhere LLP 6 INSERTING THE TEXT FIELDS Each text field should be inserted into it s own text box a To insert a text box click on the Insert tab abbreviated and then click on the Text Box button Insert Quick Parts gr Al WordArt r EE Text E Box 22 Drop Cap gg Text b Select the Simple Text Box from the drop down gallery Built In Alphabet Quote c The text box will be displayed d Set it s absolute horizontal position to 1 6 cm to the right of the page and it s absolute vertical position to 19 cm below the page Set it s absolute height to 0 8 cm and it s a
245. lars by post and need to select them later This prints address labels for all applicants that have the inc lude checkbox ticked Labels d This will open the SMS Text Messaging ScreenI s populated with the mail merged letter Once sent the letter will be stored in the applicants sent letters Letters sent as text messages should be brief as the maximum content of each message is limited to 160 characters If it is more than this it will be sent as multiple texts The checkbox in the Sent column will be automatically checked If this button is disabled it is because the applicant doesn t have a mobile or text messaging has not been configured by your system administrator P Additional charges apply This will send a text message to all applicants that have the inc lude checkbox ticked have not already been sent a communication Sent column ticked and have a mobile phone The checkbox in the Sent column will be automatically checked if the text message is successfully sent This will take a little while if texting lots of applicants 2015 Pair Softwhere LLP 5 11 Estate Agent Pro Enterprise 147 Contacts Screen Displays a list of all contact details for selected client including all associated contacts such as solicitor estate agent etc if relevant There are also tabs on the screen for sales chasing central notes and chain flow CONTACTS SCREEN 40 3 A stra a Contacts Contacdis Sales Central Chain Print
246. las 7 You can then complete entering the rest of the data you have for the property To save the entries made on the property screen click on the FA button on the navigator at the bottom left hand side of 2015 Pair Softwhere LLP 22 How do l the properties grid ge tuny cu POlutu_ wit liwi l9 Cornwall Road Tunbridge Wells Kent Flat 1 125 West Street Tunbridge Wi Flat 2 125 West Street Tunbridge Wi Fiat 8 Golden Court Grove Crescent T Hornbridge Heathfield Road Crowboro New House Lamberhurst Vineyard Lar fold Cottage Wadhurst Road Groombr The Old Barn Foly Avenue Tunbridge 60 Properties The property is added with a status of valuation There is no automatic check that all necessary data has been provided at this stage as the property has not yet been valued and therefore you can t Know all details as the request for a valuation has probably been received by phone Once the valuation has been carried out the data must be updated accordingly P If you have been configured to be able to add a property for another branch there will be an additional drop down visible to select the branch you wish to add to By default this is your own branch tt 5 rick Streat na a g fii Cruckshank Way Tunbridge Wels fii Popular Close Tonbridge Kent TN9 12 Bucklands Drive Tonbridge Kent TI f 12 Dark Square Tunbridge Wells Kent 12 Green Road Tonbridge Kent TN9 fiz Uplands Walk To
247. late is generated there are now two Save amp Exit buttons Please try out the new one and provide us with feedback as to whether this works with your version of MS Word EAP Word A Cancel amp Exit Lb Save amp Exit Li Save amp Exit New Print e Once we know this is working correctly we will remove the use of the EAP PDF Printer driver 3 4 1 30 The Report Generator Screen 28 now has the option to print the currently displayed grid of properties or applicants exactly as it is seen on the screen This will be printed in grey scaled landscape mode and can be previewed When offer letters are sent to applicants via email the default email used is that of the applicant 3 4 1 29 A column that displays the applicant Status has been added to the Client Review Screenl s11 e The next review date can now be manually set in the Properties Screen Vendors Tab 238 3 4 1 28 Certain processing such as the storing and deleting of events and matches is now done in a background thread in an effort to speed up some certain areas such as matching etc multi user versions only e f a communication to a client is now sent by SMS or email the mobile number or email addresses sent to will be displayed beneath the communication in the Customer Communications Screen 511 e f multiple users are being viewed in the Diary the Task List will now include all those users and their initials will be displayed multi
248. lative to Options _ Move object with text Allow overlap Lock anchor Layout in table cell g On the Drawing Tools contextual tab abbreviated click on the Size button Drawing Tools a Format Lh Bring Forward x Ly Send Backward H Position Wrap Texts ol SelectionPane Shr a 2 54em C i m mi2 m Arrange Size g This will open the Format AutoShape dialog Change the absolute horizontal and vertical size to that of the page sizes noted previously minus the left and right margins and then click on the OK button 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 53 Format AutoShape Height Absolute Relative Width Absolute Relative Rotate Rotation Scale Height 100 _ Lock aspect ratio Original size k mlr rT h Then click on the Colors and Lines tab of the same dialog and change the Fill Color to red and the Line Color to No Color and then click on the OK button 2015 Pair Softwhere LLP sa How do I Format AutoShape Colors and Lines Size Alt Text Fill Color Fill Effects Transparency gt Line Color 4 INSERTING AND FORMATTING A LOGO a To have a different background colour for the image band we have to insert an image on top of another shape and set it s absolute horizontal position to 1 6 cm to the right of the page and it s absolute verti
249. layed must fit within the boundaries of the main screen Take into account that users may not be using the application maximised Banner Message This message will be displayed centred in the top half of the main screen above the banner image The font will be automatically reduced to fit the screen horizontally de t H oa Users can be added by clicking on the SF button on the navigation panel See How do use the navigation buttons s for more information Details for existing users can be changed by clicking on the respective user and changing the details shown below lf a user forgets their login password this can be reset to blank by clicking on the Reset against their name The colour block in the right hand column is the colour defined for them in the diary See below 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 325 When you have finished making changes click the FA button on the navigator panel to save the changes There are two tabs on the users screen General and Communications General Tab General Username Manager Full Name Ken Clarke Initials KC EA Signature i i me ae Show in Diary Start Time J Finish Time 17 30 i Show All Diary Users Diary Colour a Days Worked on Tue Wed Thu Fri Accompanee Ys D Admin Rights Full App Prop Default Sale Edit Old Dated Notes Yes J Valuer Yes View YTD Stats Yes Default App Tab Name amp Show Dashboard Yes Can Add For KEY
250. lected letter will only be sent to the same applicant twice This would be applicable if you were matching multiple properties from the the Report Generator Screen 24 This is a split button If the top part of the button is clicked a dialog will be displayed enabling you to select a file to attach If the bottom part of the button is clicked a drop down list will be displayed listing the current attachments and a selection of Estate Agent Pro reports containing details of the properties matched There is also an option to clear the attachment list Any number of attachments can be added Prints the letter and as the system assumes you will be posting this to the applicant stores it in the applicants sent letters The checkbox in the Sent column will be automatically checked This generates a report of the list of properties matched against the applicant which can be printed This is designed to be used as a reminder if you wish to send property particulars by post and need to select them later This is particularly of use when matching multiple applicants at the same time from the report generator This prints address labels for all applicants This is particularly of use when matching i multiple applicants at the same time from the report generator gt This will open the SMS Text Messaging Screenl s populated with the mail merged letter 1 Once sent the letter will be stored in the applicants sent letters Letters sent as text mess
251. les Rent Status Screen 2 Support Screen 2s Valuation Report Screen zs Viewing Book Screen 270 Viewings Screenl 271 2015 Pair Softwhere LLP 5 1 Activity Report Screen The activity report screen lists all activities on all properties within a selected date range default 30 days Double clicking on an individual property will open the properties screen focused to the respective property From 17 12 2014 p To 16 01 2015 Print Drag a column header here to group Dy that column 20 12 2014 1 Cherry Close Tonbridge Kent TN10 2EF Valuation 20 12 2014 1 Fox Close Clayton Mills Hassocks BN6 8YG Keymer Road Valuation 500 000 20 12 2014 1 Church Cottage The Wyshe Pyecombe West Sussex IP27 9EJ Keymer Road Valuation 0 20 12 2014 1 Hurst Gardens Hurstpierpoint W Sussex BN6 9ST Keymer Road Valuation 375 000 20 12 2014 1 Blands Drive Tonbridge Kent TN9 2FS Tonbridge Sale Agreed 225 000 06 01 2015 The Old Barn Tunbridge Wells Kent TN2 5HS Crowborough Offer Rejected 850 000 08 01 2015 1 Blands Drive Tonbridge Kent TN9 2FS Tonbridge Valuation 0 09 01 2015 1 Blands Drive Tonbridge Kent TN9 2FS Tonbridge Valuation 0 The fee due is only shown when the Activity is Sale Agreed or above Double clicking on any property will open the properties screen focused to that property Click on the gt button to print the grid Changing the from or to date automatically regenerates the report P This grid
252. licking on the RE landlord or using the progressive search facility For example if when the grid is focused you press the J key it will move to Jones Jerry 2015 Pair Softwhere LLP Screens These are the contact details that have been entered for 07688456789 P harmethotmail com the landlord These can be changed by clicking on the button on the right hand side of the landlord s name and address shown in the Client panel See How do use the contact details grid I 88 for further information on how to use this grid CLIENT NOTES ACCOUNT ANT Notes Client To change the clients details click on the button on IE L M right hand side of the client s name and address This 126 West Street includes the ability to add contact details See the Client s Tunbridge Wells f f Kert Screenl 128 for more information TH2 34H Notes Any informational notes can be added here Accountant Accountant The landlord s accountant can be selected _ButeeRepert decane s7 Hon Set EJ EA Ooo or added here Burkins Regent Accountants High Street T Gu Edit Bute Repet decane Set EJ L EAN PROPERTIES Properties This is a list of properties that the currently selected Flat 2 125 West Street Tunbridge Wells Kent TN23AH BJ landlord owns eu Existing rental properties can be added here by means of the IP button but are more normally assigned to the landlord as the vendor when initially added
253. list of all contact details for the associated applicant vendor fonkacks Prints the grid exactly as displayed 2015 Pair Softwhere LLP 5 23 Mortgage Referrals Screen This screen lists the status of all clients who have been referred not referred to a mortgage advisor and is only available in the full version of EAP Enterprise Start Email Print Print Grid Grid Preview E pee Actions Mortgage Referrals Report E Drag a column header here to group by that column Florins M 5 Albert Close Tonbridge Await Response Kent TN9 3WE from Advisor from Advisor Young A 67 Lemon Drive Await Response Await Response Tonbridge Kent TN9 7AS from Advisor from Advisor Able J 12 Gordons Road Tonbridge No Await Response Await Response Kent TN9 9QF from Advisor from Advisor Northdown N 18 Northdown Road Tonbridge Kent TN10 3AS Randall Ken 12 Brick Street Westminster London W13 7XR 06 01 2015 Applicant Tonbridge 08 01 2015 Applicant Tonbridge 13 01 2015 Applicant Tonbridge Await Response from Advisor Await Response Await Response from Advisor from Advisor 16 01 2015 Vendor Tonbridge Yes 16 01 2015 Vendor Tonbridge No By default the start end dates are for the previous rolling month Changing the start or end dates will automatically refresh the report The grid can be printed or emailed exactly as it is displayed on the screen by click
254. ll send an email to all applicants that have the inc lude checkbox ticked have not already been sent a communication Sent column ticked and have an email address The checkbox in the Sent column will be automatically checked if the email is successfully sent This will take a little while if emailing lots of applicants This is a split button If the top part of the button is clicked a dialog will be displayed enabling you to select a file to attach If the bottom part of the button is clicked a drop down list will be displayed listing the currently available attachments The relevant property s stored document or a document stored against the respective applicant vendor can be attached when sending an email Any number of attachments can be added Prints the letter and as the system assumes you will be posting this to the applicant stores it in the applicants sent letters The checkbox in the Sent column will be automatically 2015 Pair Softwhere LLP 146 Screens checked o O 7 This will print a letter to all applicants that have the inc lude checkbox ticked have not already been sent a communication Sent column ticked The checkbox in the Sent column will be automatically checked This will take a little while if printing letters to lots of applicants 1 This generates a report of the list of applicants which can be printed This is designed to be used as a reminder if you wish to send property particu
255. lls Kent soPoperies gt n CA a F 3 If you know that the client is already in the database for example he or she is already registered as an applicant click on the drop down button of the Surname field and you will be able to select him her from the list If it is a new client this screen must be completed oose an existing client as the vendor or enter the new Namesadcress aes Title Initials sid Address See the Client s Screen 18 for more information When finished click on the Save amp Exit button which will then validate that all data has been entered before returning you to the property screen 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 21 P At least one contact number must be provided If you wish to cancel the adding of a property click on the Cancel amp Exit Button 4 The property address will have been set to that of the vendor If that is incorrect click on the bar on the right hand side of the address in order to change it Address The Old Barn Tunbridge Wells Kent TMZ SHS gt If you have AFD Software s postcode lookup software Postcode Plus installed on the PC you are using you wil be able to use the postcode search capabilities 5 If you have agreed a valuation date with the vendor click on the valuation tab and enter it here It will be automatically added to the diary with a reminder set for the valuer i Detai
256. ls 57 Records lv o Save Refresh List Ref NamevAddress m CROOOOOS82 Able J 12 Gordons Road Tonbridge Kent TH lf you are advised by technical support to refresh re synchronise an applicant this is where it can be done Either click on the applicant in the applicant list or use the progressive search facility to locate them and then click on the button As many applicants can be refreshed as required but please do not refresh applicants unnecessarily Applicants can be removed from the refresh list by clicking on them and then clicking on the d button To process the applicants to be refreshed click on the ll button Unless the synchronisation process is busy with a large upload or download all data connected with these applicants will be refreshed to all branches in the background within a minute or so There is no need to keep this screen open P Please note that this option will be disabled if you only have one branch OPTIONS Fill in New Applicants Search Criteria with Branch Name No ga Include in Matching Mailing Yes K Include Sale Agreed and Under Offer Properties when Matching Yes ga Maximum Price Tolerance 10 d g Minimum Frice Tolerance 20 gi Print File Card on Applicant Deletion No Store Applicant Matches as Events g ooG Store Applicant Matches only after Sending Letter etc No Fill in New Applicants Search Criteria with If this option is selected then any new applicant will Branch Name ha
257. ls i Date 31 08 2010 bd Time 12 00 gag Valuer Maz Cancelled Mo ee 6 If you have entered a postcode for the property you can retrieve directions from your office to the property which will be included in the Valuation template when the valuer prints it out To do this click on the Google Directions button Google Directions There will be a slight delay while this data is retrieved It is stored in the Directions and additional Information text box and can then be edited to customise it These directions can be automatically included in your property particulars An example is shown From Morley Rd Head east on Morley Rd tow ard Vale Rd 285 feet Turn left at Vale Rd 190 feet At the roundabout take the 2nd exit onto Vale Rise A26 Continue to follow A26 Go through 1 roundabout 1 2 miles At the roundabout take the 2nd exit onto Vauxhall Ln A2014 Continue to follow Vauxhall Ln 0 5 miles Turn left to stay on Vauxhall Ln 1 5 miles Turn left at London Rd A26 Continue to follow A26 Go through 1 roundabout 3 0 miles At the roundabout take the 1st exit onto Nevill St A267 Continue to follow A267 0 6 miles Turn left at Birling Rd B2169 Continue to follow B2169 0 2 miles Take the 1st right onto Wallace Close Destination w ill be on the left 217 feet OMONOOARWDY Distance 7 0 miles Duration approximately 18 mins From Map data 2010 Tele At
258. may have decided to telephone the applicant giving details o viewing now CONTACT DETAILS GRID Detail Home Whom Number Email Vendor no number Applicant 01892555666 3 Applicant jjlogan hotmail con property Home These are the contact details that have been entered for the applic Clicking on the button will open a screen to enable you to senc detailed in the Whom column This has to be configured and additi Clicking on the t button will open a screen enabling you to send Both of these types of communication will be stored under Draft amp applicant or vendor respectively APPLICANT LETTER Letter Applicant Match i 1 High Street Tonbridge Kent TN9 1ST Tel 01992 111111 www Lunbridgeestaleagernts com Ti onbridge Estate Agents E mail sal Mr amp Mrs JJ Logan 17 James Street Tonbrage Kent TNS 7J 26th June 2012 Dear Mr amp Mrs Logan NEW PROPERTIES The folowing new propertes have just come to market and as this meets your cites we have Drwarded these details to you The folowing propertes match to your requirements garden Must be seen tp be appreciated 3 Betooms Large lounge A report of these properties is attached br perusal st your leisure We wil contact you shortly to see if any of these propertes are of interest to you at which fme we will be pleased to arange appointments for you to wew anyof these properties I
259. mmodate it e The Client Review Screen sl Status column is now a combined status showing either the applicant status or property status as applicable and can be filtered on accordingly e The Tax Band field on the Properties Screenl2i51 now defaults to Unknown for new properties It can also be reverted to this state by pressing the Del key when this field is focused e This list of recent enhancements is now shown with the most recent enhancements first e When Validate Mortgage Required option has been turned off in Admin gt Options gt General gt Options you will no longer be prompted for any missing mortgage referral details Enterprise only e f no Go To s have been specified in Admin gt Options gt General gt Standard Letters gt Email Website Links now when generating a letter with the field lt lt Matching Properties Hyperlink gt gt in no hyperlink will be created in the letter emailed e When saving a property if the asking price has been changed the user is now requested to confirm the change The old price and the new price are both displayed in this confirmation message This has been done to avoid accidental changes to the asking price As normal this information is recorded in the event log e We are experimenting with a new method of saving Word Templates as PDF s that does not require the use of the EAP PDF 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 371 Printer driver When a Word Temp
260. n lf you wish to filter by the Branch column clicking on the button will display the following drop down list to choose from Checking the Crowborough branch will display the properties for just that branch Multiple branches can be included as appropriate ma Crowborough Drag a column header here to group by that column ALe D aNEf t TF TOOT Tu rf Oe 2010 Crowborough The Old Barm Tunbridge wella Kent TH 5H Valuation 31708 2010 Crowborough The Old Bam Tunbridge wells Kent TH 5H Instruction a OS 09 2010 Crowborough The Old Barn Tunbridge Welle Kent TH 4 0H Under Offer FOSOU 000 16 150 OS 09 2010 Crowborough The Old Barm Tunbridge wells Kent TH 4 0H Sale Agreed taro 000 16 625 4 Properties Branch Crowborough Y As can be seen from the above example the active filter is displayed at the bottom of the grid Multiple column filters can be applied if required To cancel the filter simply click on the E shown against it gt Of course column grouping and filtering can be combined 2015 Pair Softwhere LLP es How dol 3 21 Use the contact details grid All contact information is displayed for the client Other details may be displayed depending on where this is displayed Contact Details mn Number Email 0202789324 07787234674 jable hotmail com Clicking on the button will open a screen to enable you to send text messages to the mobile shown This has to be configured
261. n m House J Bungalow L Maisonette ie nee J Semi Detached LJ Terraced Town House 7 LJ Chalet E Executive l _ Purpose Built m Conversion E End of Terrace a u Age i O Pre War J Period Garden Location Area baraging The number of properties being viewed can be filtered on in two ways either by using the standard filter Shown or the advanced filter which can be used when you wish to filter properties by items that are not on the standard filter See How do filter properties I 74 for more information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 105 5 4 Applicants Screen The applicants screen is where all details relating to applicants can be recorded including communications viewings and matching against properties APPLICANTS SCREEN TEOR Open Matches Buying Multiple Properties Events Viewings Selling thru Us Alen M 47 Waverley Road Tonbridge Allen J 14 Osbourne Road Tonbridge Baggings F 15 Broomfield Drive Tonbri Bloggs XX 290b Stratford Road Sparkr Bloomberg Joe 19 Bloggdon Road Tonl Brightwell F 19 Western Road Tonbridi Brown B Flat 3 2 Grove Park Tonbridg Cardogan A 4 Forrest Road Tunbridge Clevedon X 13 Prince Street Tonbridge Cork K 7 St Marys Close Tonbridge Ke Coulson 5 37 Avenue Road Tonbridge Crabb 5 20 Turner Gardens Tunbridge i Deacon K Flora House 30 North Road Dempsey C 14
262. n the applicant or using the progressive search facility For example if when the grid is focused you press the C key it will move to Cardogan A if you then press the O key it will move to Cork K if you then press the U key it will move to Coulson S etc Clicking on one of the tabs at the top will display a different view of the grid showing either the full name of the reference of the applicant Clicking on the information button will display a pop up window which is shown on the right which corresponds with the coloured blocks shown against each applicant The colours represent the status of the applicant These statuses and colours are configurable by your system administrator PRIMARY APPLICANT TAB 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 107 4 Primary Applicant Arlin a Basic Information Client MrJ Able mber Ema 12 Gordons Road 01992779674 Home Tonbridge EES Kent 0202789324 07787234674 Nothing to S Offers Viewings Has to Sell Purchase Rent Sale Negotiator KH wal Next Review Date 19 12 2012 w is vy J 27 08 10 00 00 8 Journeys End Tonbridge Kent 160 000 Registration Date 08 04 2010 CF 18 08 10 13 59 8 Journeys End Tonbridge Kent E 30 07 10 13 00 8 Journeys End Tonbridge Kent Minimum Maximum 180 000 Beds Baths etc Bedrooms Bathrooms gg Exact Match Receptions 19g Garages L Applicant Classifications An explanation of each of the area
263. n listing all income entered for the selected property of the selected landlord where new income can be added A report of this income can also be printed See the Letting s Income Expenditure Screenl 1201 for more information Toggles the inclusion exclusion of the selected landlords archived properties Opens the letters screen where you can send bulk mailings of predefined letters to the landlords by either text email or post All letters sent are saved in the sent letters of the respective landlord See the Communications Screen 1421 for more information Provides details of all communications previously sent to the currently selected landlord Communications can be resent from this screen See the Customer Communications Screen 15 for more information 5 19 1 Letting s Income Expenditure Screen Expenditure and income entered for a landlord s property is entered on two different screens The expenditure screen is shown here LETTING S INCOME EXPENDITURE SCREEN 2 D at 31 07 2010 1794 Tonbridge Estate Agents 05 08 2010 Greens Gardens 31 08 2010 1836 Tonbridge Estate Agents 09 09 2010 The Plumbing Co Management Fee Grass cutting 25 00 Management Fee 100 00 Fitting of new cistern 150 00 17 30 117 50 0 00 25 00 17 50 117 50 20 23 176 25 New income or expenditure can be added by clicking on the SF button on the navigator panel at the bottom left hand side of t
264. n the meantime we have immediately placed your name on our mailing list and will keep you fully informed of any properties that become sveilabie Please do not hesitate to contact us as soon as we can help you mrther Yours sncerely Any number of standard letters specifically for applicants vendors and marketing can be defined by your system administrator and provide standard mail merge capabilities As can be seen from this example signatures can even be merged The letter to use can be selected by using the __ b drop down list Once merged these letters can be edited before being texted emailed or printed The sending printing of these letters is covered in the Ribbon Barl 120 section below Spell checking similar to Microsoft Word is used in all letters and certain other areas as appropriate Misspelled words are underlined with a red squiggly line e g Interasst Right mouse clicking on the word will provide a list of alternatives A thesaurus is available by placing the cursor on any word and then clicking the button A screen will be displayed which allows you to replace the current word with a synonym or antonym Standard phrases defined by your system administrator can be inserted using the button RIBBON BAR o i ce se i g e Th Arial g cian Google 2 5 __ ilmage IK T ug s si u Phrase Clipboard Editing Font Insert Files D All
265. n will be stored under Draft amp Sent Communications of the applicant vendor solicitor or estate agent respectively See the Customer Communications Screenl 151 for more information 2015 Pair Softwhere LLP SALES CHASING TAB Paid searches to Solicitor 41 08 2010 41 08 2010 Solicitor applied for deeds Filled in mortgage forme 3170872010 Paid survey fee Filled in fistures forms Solicitor sent out contract Received sellers contract Local searches applied for Employee s reference received Credit references done Local searches in Survey done Receved mortgage offer Booked for signing Purchaser aware deposit rules Signed Contract Shows the dates entered in the Sales Rent Status Screenl zs These are configurable by your system administrator CENTRAL NOTES Date Branch Branch Hotes 3170872010 CRO Mr Able has stated that he will proceed with the purchase as quickly as possible Details any central notes entered in the Sales Rent Status Screen 2 These notes can be entered at any branch CHAIN FLOW TAB Chain Down l Chain Up Je 8 Joumeys End Tonbridge kent TH10 4NG F 5 Journeys End Tonbridge kent THIO4NG M12 Gordons Road Tonbridge Kent Displays both the up and down chains as entered in the Chain Flow Screenl ze1 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 149 5 12 Custom Reports Screen The custom reports screen displays a list of reports for you to r
266. n will tick all check boxes Clicking on the button will untick all check boxes Property At least one of the check boxes under each classification Type Style etc must be ticked These classifications are configurable by your system administrator Details entered here will be used in conjunction with other criteria entered on the Primary Applicant Tab when matching against properties The less specific you are the more matches will be found Area Any entries here will be matched against a property s address and if a match is not found the property will be excluded the match is not case sensitive In the example given if the property is not in Tonbridge it will not match Entries on separate lines will be considered as an OR match For example if Tunbridge Wells was added to the Area box on a separate line the applicant would then match against properties in Tonbridge or Tunbridge Wells AND matching can also be used by inserting an and on the same line For example If an applicant wants to only live in George Street Tonbridge you would enter George Street and Tonbridge Partial postcodes can also be used for example TN9 A search will also return any properties that have an address like Tonbridge Road or 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 115 Tonbridge House To refine the search you can use a partial postcode for example Tonbridge and TN9 Information on the other tabs on the applica
267. nal applicants 112 Additional vendors 238 Address entry 280 Address Labels 83 Administration 186 Administration of Estate Agent Pro 313 Administration Options 315 Advertisements Screen 103 Advertising details 224 Applicant events 162 Applicant Options 315 Applicants screen 105 Applicants search 252 Appointments 156 Archive 71 Balance of account 1 77 Carousel designer 123 Carousel screen 122 Chain flow 126 Client review 131 Clients screen 136 Clone a property 284 Colour adjustment screen 169 Comminications screen 142 Communicating with customers 151 Company Options 320 Confirmation Dialog 285 Contact Options 330 Contacts screen 147 Copy Dated Note 286 Copying aproperty 284 Custom reports 33 149 246 252 D Dashnoard 154 Data Protection Act 141 Delete 71 Dialing telephone numbers 305 Diary screen 156 Digital cameras 165 Documents 116 e EAP Templates 65 Email Screen 288 EPC Charts 230 EPC details 230 Estate Agent Pro screens 101 Events history 162 Expenditure 180 Expenditure and Income 177 a Filtering Applicants 104 Filtering Properties 72 104 Frequently Asked Questions 19 ore Gallery Screen 171 General Options 334 Google Maps 163 H HIP details 230 How do I add a property 20 How do add a viewing 23 How do I add an applicant 25 2015 Pair Softwhere LLP Index How do add an offer 27 How do add images to a property 30 How do change an address
268. nbridge Kent TNS 120 Grand Avenue Hassocks West Sus i3 Cedar Clase Tunbridge Wells Kent a 70 Properties g If you select another branch s mnemonic here there will be an additional confirmation prompt when you click on the SF button Please see the following for more information How do make properties uploadable I 77 How do add images to a property 30 How do add an offer 27 How do add a viewing I 23 How do match properties to applicants 7I 8d How do I match applicants to properties 78 How do filter properties 71 72 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 23 3 2 Add a viewing You can add a viewing from either the Main Screenl sl the Applicants Screenl 105 or the Properties Screen 215 In this example we will do it from the applicants screen 1 On the main screen click on the applicants button Applicants 2 Navigate to the applicable applicant either by clicking on them or using the search facility Name amp Address Fult Able 3 12 Gordons Road Tonbridge Kela Alen M 47 Waverley Road Tonbridge Allen 1 14 Osbourne Road Tonbridge Baggings F 15 Broomfield Drive Tonbri Bloggs XX 290b Stratford Road Sparkr Bloomberg Joe 19 Bloggdon Road Ton Brightwell F 19 Western Road Tonbrid Brown 6 Flat 3 2 Grove Park Tonbridg Cardogan A 4 Forrest Road Tunbridge Clevedon X 13 Prince Street Tonbridge Cork K 7 St Marys Close Tonbr
269. nd ges cenral hesing Viewing is comidered srongly recommended The accommodsion with Sppracmae dimensions comprises as follows There are 7 steps required to create this template 1 SET THE REPORT BASE COLOUR a From within System Administrationl 3131 expand the General group and click on the Reports option a General Addresses Advanced Matching Diary Option Reports Response Wonitoring Standard Letters Standard Phrases VV YYYY b Set the Report Banner Colour your company uses in this case red This only has to be done once and can be skipped in future 2015 Pair Softwhere LLP 66 How do I Include Property Reference in Advertising Reports Lal Show Price and Address on Photograph 44 Landscape Report Report Banner Colour a Summary Report Title TONBRIDGE ESTATE AGENTS PROPERTY LIST 2 SET THE REPORT BANNER a Expand the Company group and click on the Images option a Company Branch General P Images b Set the Report Banner image by clicking on the button on the right hand side of the image placeholder This only has to be done once and can be skipped in future Default Image Folder Wk er compag camera Maintain Aspect Ratio of Images Print Images Directly to Printer Report Banner 19 en Sen 75 T onbridge Estate Agents Memorandum of Sale Tem 4em approx 440 x 180 pinels a 100 dpi Email Lago Banner
270. ne number as long as all digits are present This screen is normally completed before the first ring is complete Category Existing Client Caller Mr J Able TelNo 01892 779674 Home Associated Properties and Applicants amp 12Gordons Road Tonbridge Kent TN9 9QF 1 Gordons Road Tonbridge Kent ME19 SOF lf you take no action this screen will be automatically closed 5 seconds after the last ring If you 2015 Pair Softwhere LLP so Ancillary Screens click anywhere on the screen it is anticipated that you will be taking the call and the screen will remain open until you close it In this example the client is both an applicant and a vendor Either selecting the appropriate record and then clicking on the button or double clicking on the record will open the appropriate screen Clicking on the button will open the clients screen If the caller is an applicant an additional applicant a vendor or an additional vendor associated applicant property addresses will be displayed If the caller is a solicitor then all non archived applicants properties where the solicitor is assigned will be displayed If the caller is an Estate Agent all non archived applicants where the estate agent is assigned will be displayed If the caller is a Surveyor then all non archived properties where a survey has been entered for the surveyor will be displayed If the caller is a landlord all non archived properties owned by t
271. next time you login The following is the Office 2010 Silver skin 0 A vd kh Estate Agent Pro Enterprise o 2g Home Administration 3S 4 822 AaRdMaagdauad sn sum 7 Diary Properties Applicants Clients Matches Progress Viewings Generate Custom Activity Valuation Offer Viewing Book Book Lettings Print File Review Reports Modules CLIENT BASED SYSTEM Estate Agent Pro Enterprise is now a client based system What is meant by this is that an individuals details only have to be entered once They can then be defined as an applicant and or a vendor or indeed a plumber Save Cancel Clone amp Exit amp Exit Client Mr Randall is er men I ve ever m 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 361 MULTIPLE VENDORS Primary Applicant Additional Applicants Mortgage Required Documents Additional Applicants AY cient Name amp Address Ms Susan Able Able Susan 12 Gordons Road Tonbridge Kent TN9 9OF a r Road Kent TNO 9QF Contact Details Notes NCEE SET Mr Able is purchasing this property with his 077872765432 daughter f sable hotmail com Www estateagentpra com There can now be any number of vendors selling a single property e g in the case of a divorce and there can also be any number of applicants
272. nfigurable by your system administrator The primary purpose of this screen is to allow you to generate standard reports on the list of applicants shown with the Inc lude column ticked As well as unticking this checkbox the list can be filtered by clicking on the filter J button on the navigator panel at the bottom left hand side of the panel See How do filter properties 721 for an example of this Columns can be sorted on ascending or descending by clicking the column heading The items shown in the Status column are configurable by your system administrator ma This grid has the ability of being grouped by columns See How do I use grid column grouping and filtering 83 for further information REPORTS PANEL Standard Reports are displayed by default Clicking on either of the other buttons will display the list of reports available in that area C Whole Database Reports Standard and Whole Database Reports are internal and cannot be changed other than the customisation options available to your system administrator regarding colours used STANDARD REPORTS Individual reports can be generated by clicking on them The reports will only include those applicants listed with a tick in the Inc lude column Reports will be generated in the sort order of 2015 Pair Softwhere LLP the screen They will initially be opened for vewing and can then be printed if so required All reports can also be emailed Standard
273. nl Banner Message 2015 Pair Softwhere LLP 324 System Administration Default Image Folder This is the default image folder to use when capturing images in the Images Screenl ies This should normally be a shared folder Maintain Aspect Ratio of Whether or not to maintain the aspect ratio of images in reports If set Images to Yes then if different Cameras are used with varying resolutions the size of the images in multi image reports will be different It is recommended that this option is left as No Print Images Directly to Some printers require this setting to be set Unless necessary leave Printer this option set as No Report Banner Image The image to be used across the top of reports The recommended sizes are shown To add an image click on the button on the right hand side of the image placeholder Memorandum of Sale The image to be used in sales memorandums The recommended Image sizes are shown To add an image click on the button on the right hand side of the image placeholder Email Logo The logo to be used in emails This should be as small as possible whilst still maintaining clarity and should be experimented with The use of overly large images will slow down the sending of emails To add an image click on the button on the right hand side of the image placeholder Banner Image This image will be displayed in the bottom right hand corner of the main screen This can be any size but to be disp
274. nly be one default per device type The column represents restrictions on when the client can be contacted These times are fixed and are shown wherever contact details are displayed in Estate Agent Pro Images are used for this purpose and are as follows morning only afternoon only o day time only evening only no limit and other the details of which should be specified in the notes If the Pref erred communications method has been set in the Client s screen then the images will be shown as A Dy Q Nd and respectively when they are vewed anywhere else in Estate Agent Pro The setting of a contact time can be made mandatory for mobile and telephone numbers by your system administrator in Admin gt General Options gt Client Validate Preferred Contact Time At least one contact must be prowded per client You can enter an unlimited number of contact details These are displayed on numerous screens within Estate Agent Pro See How do use the contact details grid 861 for more information on how they can be used DATAPROTECTION ACT RECEIVED Data Protection Act Received ud Date 01 09 2010 K This is used to record that clients have signed the data protection act and the date they did so NOTES Mr Randall is one of the most good looking and intelligent men I ve ever met Enter any relevant notes here They are only accessible from this screen RIBBON BAR 2015 Pair Softwhere LLP H O
275. nral to garage described CLOAKROOM Low level WC wash hand basin sled splash back Obscured double glazed window to side Coved ceiling Radiator SITTING ROOM 19 x 179 Dowe gazed window to fom Two radiators Fimed cosi efect gas fre with decorative wooden mame iwe marble surround aod hearth Coved ceiling TV seis porn Four wall light ports Access to Sudy and glazed doutle doors io Dining room DINING ROOM 171 x 1010 widening to 19 Dowie gazed sliding patio doors to patio and rear garden described imer Dowie ra ai C calling STUDY 101x73 Double gazed windows to rear Radmor Coved ceiling Telephone part KITCHEN BREAKFAST ROOM An L shaped room 1274 x amp plus 88 x 3 wall to wall and inclusive of range of units w walls Work surface with 115 bow single dane sik Four ring gas hob with eraco hood above Built in double oven Space for upright iidgefreezer Space and plumbing for dstwasher Two double gazed windows io rear Coved ceiling TV porn Part sled walls Telephone porn Radmor UTIUTY ROOM amp 6 x amp wall to wall and inclusive of working surface keet stsiriess sted singe dane sik Tall storage cupbosrd Radar Par sled walls Coved ceiling Double glazed window to side Space and plumbing fo washing mactine Haf double glazed door so side SITUATION Pounsiey Mill Barn is located wifin a sougin ster cul de sac and enjoys 2 position appracmaely 1 mile fom the High Sree which Ses 2 god rege 9 sping ote ber
276. ns Screen 142 where you can send bulk mailings of predefined letters to the Inc luded list of applicants by either text email or post All letters sent are saved for the respective applicant and can be viewed in the Customer Communications Screens Prints the applicant grid exactly as displayed on the screen grey scaled in landscape mode This can be previewed first Information on the other tabs on the report generator screen is available here Properties Search Tabl 2481 Report Defaults Tabl 258 2015 Pair Softwhere LLP 5 30 2 Report Defaults Tab Report Generator defaults can be changed here They are stored in the registry Property Search Applicant Search Report Defaults Use Large Images Branch to Report on Tonbridge y Show Banner Image Sales or Lettings Bath Property Reports Whole Database Reports Use Large Images If checked reports with images in them will be slower to generate Show Banner Image Include your banner image in reports if defined Branch to Report on Which branch to report on Sales or Letting s Sales letting or both Information on the other tabs on the report generator screen is available here Properties Search Tabl za Applicant Search Tabl 252 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 257 5 30 3 Report Screens Some of the reports are in fact screens These are detailed below Mortgage Referral Report 12 Response Monitoring Reportl s7 Solicitor
277. nt screen is being edited The attaching of stored templates is now enabled when sending letters from the property Sales Status screen If a vewing is cancelled it is now removed from the diary If the viewings screen is accessed from the applicants screen the details on the applicant screen will be refreshed accordingly when any details are changed The activity report now has a Sale Rent column Additionally the address used is now the current property address unless the property has been deleted in which case it uses the last address stored 2015 Pair Softwhere LLP 374 3 4 1 16 3 4 1 15 3 4 1 14 3 4 1 13 What s New in this Version The date of the property particulars available in MS Word templates as Particulars Version Date and the property particulars Verified Date available in MS Word templates as Particulars Verified Date are no longer automatically set as today s date when a new property is added or automatically updated in any way The loading of the diary is now done in the backgound so will be faster opening EAP The dairy cannot be accessed until it has been loaded The Mortgage Referrals report EAP Enterprise full version only has been moved from Reports gt Whole Database Reports to its own button in the Modules section of the main screen It has also been enhanced to enable viewing of the applicable applicant or vendor Please see Mortgage Referrals Screen 1s for more information The Feedback O
278. ntly deleted if so set in Admin gt Options gt General Options gt Other Branches Bug reports should now be able to be submitted without sometimes getting a send error When adding new clients properties applicants then generating of existing clients list when a surname already exists in the database has been speeded up for large databases When a fee rate or fixed amount is changed this is now recorded in the Activity screen Another branches property applicant can now be registered as an applicant vendor Dated notes can now be added against each offer in the offer screen This has required a rearrangement of the Offers Screen 991 The Applicant List report in the Reports module can now be emailed Clients can now be set as Important in the Client screen and a red flag will then appear next to them in the Client Review screen A column that shows the property valuer if the client is a vendor has been added to the Client Review and Progress Review screens The Client screen is now directly accessible from the Client Review screen When opening the Client screen validation is now always forced even if nothing has been changed The chain report property list now included external properties even if they do not have any contact information Vendor warning note is now only displayed once each time a property is accessed in the property screen lf the Advert amp Portal Text is not defined the Uploadable flag is now set to a warning as t
279. nts screen is available here Primary Applicant Tabl ics Additional Applicants Tabl 2 Mortgage Required Tabl 118 Documents Tabl 1 6 Tenancy Tabl 117 2015 Pair Softwhere LLP 5 4 44 Documents Tab A copy of any external document can be recorded here for example a scan of a letter sent by the applicant or in respect of the applicant Documents Wealden District Council doc i Coaching rt To add a document click on the 4 button See How do use the navigation buttons s for further help on the navigation bar Double clicking the icon will open it using the associated viewer Information on the other tabs on the applicants screen is available here Primary Applicant Tabl ics Additional Applicants Tabl 12 Mortgage Required Tabl 18 Search Criteria Tabl 112 Tenancy Tabl 1171 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 117 5 4 5 Tenancy Tab This tab will only be visible for rental applicants Picant Admona APPICEN CS GUardncors aeArcn Lice Tenancy Document Expenditure Recei j Credit Reference Date Narrative Ir Out Balance Agency Used 31 10 2012 Registration Fee 200 00 Date Submitted 17 10 2012 Initial Result Pending E 17 11 2012 Deposit 500 00 Date Returned Final Result Acceptable Deposit Scheme Provider The DPS Date Registered 01 11 2012 Number 1234567890123 Meter Readings e Ti J ieee Tenancy n Start Date 05 11 2012 Duration 12 Months In
280. nvited Appears on Rightmove as OIRO 6 Tender Appears on Rightmove as Sale by Tender 7 From Appears on Rightmove as From propertyasking price 8 Shared Ownership Appears on Rightmove as Shared Ownership 9 Offers Over Appears on Rightmove as Offers Over propertyasking price 10 Part Buy Rent Appears on Rightmove as Part Buy Rent 2015 Pair Softwhere LLP ESTATE AGENT PRO Part Installing Estate Agent Pro Estate Agent Pro Enterprise oot 4 Installing Estate Agent Pro The single user trial version of Estate Agent Pro Enterprise can be downloaded from our website If you subsequently wish to purchase EAP we will upgrade your system to the multi user version The instructions shown are for installing EAP on aPC running Microsoft Windows 7 The installation is in three stages 1 Download The trial version of Estate Agent Pro Enterprise from here The screens shown will vary according to the browser you are using File Download Security Warning Do you want to run or save this file Name Setup exe Type Application 52 7MB From www estateagentpro com seve T While files from the Intemet can be useful this file type can D potentially harm your computer if you do not trust the source do not run or save this software What s the risk 2 Click on the Run button Once the download has finished the following dialog will be displayed Open File Security Warning Do you want to run
281. o Enterprise 339 Oooo O 2015 Pair Softwhere LLP so System Administration 2 Advertising 3 Client Recommended 4 Internet Own 5 Internet Rightmove 6 Friday Ad 7 Previous Client 8 Adscene 9 Response to mail out 10 Walked in Window 11 Thanet Gazette 12 Solicitor Probate 13 Valuation 14 Sale Board 15 Up to 31 entries can be made here These must be common across all branches and minimal changes should be made to used items These items are used on the Client s Screen 1281 for applicants and vendors and are so that you can report on where your business is coming from Response monitoring reports can be run from the Report Generator Screenl 248 Click the bi button on the navigator panel to save changes Moving to another row will automatically save changes STANDARD LETTERS 2015 Pair Softwhere LLP Estate Agent Pro Enterprise sat Email Website Links Class Type On Value Go to http www myfirstsite com details php id On Value Go to http www mysecondsite com details php id Default Page Settings Font Size Justification Email Website Up to three links can be specified depending on the settings here and can be Links specified for any property classification If we have designed your website there will be a standard page available for each property to send a hyperlink of that property in mail merged letters This is typically used in applicant letters from the
282. o the caption box The Secondary Images tab functions in the same way and has areas for Aerial Photo s Street Maps and Other Images RIBBON BAR Ho eet wx ep Save Cancel File Folder Gallery Delete Delete Edit Copy All Load From Images The following buttons are available on the ribbon bar Closes the images screen saving any changes made to the images Closes the images screen discarding any changes made to the images Opens a dialog enabling you to choose images to insert into Available Images See the Add Image Screen 168 for more information Opens a dialog enabling you to choose a folder to load all images from into Available Images The location of this folder can be predefined by your system administrator This would typically be used to load images from a digital camera 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 167 2015 Pair Softwhere LLP Opens a dialog enabling you to load the contents of a pre saved gallery Galleries can also be saved and deleted from within this dialog See the Gallery Screenl 177 for more information Deletes all images in the active image section e g Available Images or Floor Plans Deletes the selected image Opens the internal image editor where images can be resized brig
283. ode This can be previewed first Information on the other tabs on the report generator screen is available here Applicant Search Tabl 252 Report Defaults Tabl ese 2015 Pair Softwhere LLP 252 Screens 5 30 1 Applicant Search Tab The Applicants Search Tab is where applicants can be filtered and reported on There is a slight delay when this tab is clicked on as it will initially load all active non archived applicants Include Map Match Send Print Report Generator i Property Search Applicant Search Drag a column header here to group by that column Able J 12 Gordons Road Tonbridge Kent TN9 9Q Alen M 47 Waverley Road Tonbridge Kent TN10 Tonbridge Allen J 14 Osbourne Road Tonbridge Kent TN9 Tonbridge Baggings F 15 Broomfield Drive Tonbridge Kent Tonbridge Beval Bob 23 High Street Tonbridge Kent TN9 1 Tonbridge Bloggs XX 290b Stratford Road Sparkhill Birming Tonbridge Brightwell F 18 Western Road Tonbridge Kent T Tonbridge Broomfield B 15 Broomfield Drive Tonbridge Keni Tonbridge Brown B Flat 3 2 Grove Park Tonbridge Kent Th Tonbridge Cardogan A 4 Forrest Road Tunbridge Wells Ken Tonbridge Clevedon X 13 Prince Street Tonbridge Kent TN Tonbridge Cork K 7 St Marys Close Tonbridge Kent TN10 3 Tonbridge Crabb S 20 Turner Gardens Tunbridge Wells Ker Tonbridge Deacon K Flora House 30 North Road Tonbridge Tonbridge Dempsey C 14 Deacon Road Tunbrid
284. or he she will be automatically selected The dated note to be saved against the vendor can also be changed By default dated notes cannot be changed RIBBON BAR 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 195 As of 20 08 2012 T TAM z L i x 4 F1 Week 7 1 Month FE Fe ZA 7S Delete Actioned Tomorrow Contacts Print Action Review Communications Repopulate the matches grid with matches that are due on the date entered This is handy if for example you will be out of the office for a week so want to review them in advance now Deletes the match Will be as if the match did not happen Mark the match as actioned it will not appear for review again E Refresh Refresh the list of open matches This only needs to be done if you know that someone else in your office has done any matches since you opened this screen Adds a viewing for the selected applicant property Sets the match for review tomorrow it will be removed from the list of matches being reviewed diia Sets the match for review in one weeks time and removes it from the list i Sets the match for review in one months time and remove it from the list ra eure Sets the match for review on the date entered against it and removes the match from the list This option is disabled until a date is entered Fs Displays a
285. orisii e a a a aaia 266 SUPPO SCEE ss wcse ce eecis sc veuren hecietescecusarrtcewsweacvercanct cewek esvemucstneserswaucvensansteeeckedesseccuetee 268 ValUation Repor Sree Nasri a a EA a a aa 269 VIEWING BOOK SCreG in srren a a E ai 270 VIEWINGS SCIGE D srikaya a a ile ce tla amredeunesubles 271 Ancillary Screens 277 Applicants Matching Screen isaisa a a 278 Address SCE ID seinan e e a L 280 Applicant LOOK Up SCreGM ocistim a aaa EAE Eaa 281 ALCHIVING SGre E Mienia EAE EE E E Ee 282 Client LOOK UP SChEO I irriaren aiii a Ea a aRar 283 Clone Property SGree n siiin a a E 284 Confirmation Dialog ssiri a a aa Ea 285 COPY Dated Not sic ic siden seven aeaea a a a KA EE EENES Ei 286 EMail SOMO CA aneen a EETA AE a EN AERIENE 288 PINGLEM All SCEE Meirin A a 293 PDF Viewer Print Order Screen nsssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mnnn nnne 294 Professional Contacts Screen ssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnne 296 Properties Matching Screech aiiin a a a e a Aaaa a 297 Property Look Up Sree N erener eea aE AEE aaa R EE EEA a Aar a Aa enini 298 Report Preview Scree mrroidiocisene a a a a a 299 Rich Text Viewer EGUIIOR esos aaa 300 SMS Text Messaging SCreen asusila aa a aa aa aa a ai 301 Stored Templates Maintenance Screen cccccccecceeeceeeeeeeseeeeeeeeeeneeecneeseeseseesneeseneesones 302 TAPLAUtO AnWw er Sre M oiisisionries tek cae ceaersesbies ice aciwivedeleteidee eaae Ka EAE N
286. otes lf this is set the user can change or delete historical dated notes for applicants and vendors This defaults to false and it is recommended that this is not changed or if it must be set then only for the branch manager Set to yes if this user does property valuations View YTD Stats Whether or not the user can view YTD financial statistics Default App Tab The default tab to show on the Left side of the Applicant and Property screens Show Dashboard Whether or not to automatically display the dashboard when the user logs in Can Add For If you require that properties and applicants can be added for other branches by the selected user the branches can be selected here It is not necessary to add your own branch It is recommended that the administration of properties and applicants is done at the owning branch however there may be certain circumstances when this option is required Communications Tab 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 327 General Communications Contact Details Email Address ken pairsoftwhere com Direct Dial Number 01892 111111 0 Mobile Number O07777 TIITII Email Validation Logon Information Username ken pairsoftwhere com Pasovrord oe ok ese EEE EEE Authentication Required Background Emails Send Emails in Background Yes S Display Sent Notification Yes a It is highly recommended that sending of emails in the background is not set until a users can succe
287. our k Using the EAP control panel select Particulars Summary Details Plain from the drop down list and click on the P button on the right Select the field inserted and change the font to Microsoft Sans Serif the font size to 14 the colour to white and the paragraph alignment to centred 7 SAVE THE TEMPLATE a Click the el Save button on the EAP control panel This will display the following dialog ig Save As Template Name Ad Example Jave b Enter the new template name and click on the Save button This will close Microsoft Word and return you to the admin options screen This template can now be used for any property TROUBLE SHOOTING Objects moving when the word Check that all objects are set to use the page absolute position template is generated for both vertical and horizontal see NB 2 Image disappears after saving Press CTRL Z to reverse changes and when you reformat check format that the Vertical position is not dropping the image off the bottom of the page NB One thing to note is that when working with word via EAP you need to close any existing instances of word first i e before editing or creating a new template or Creating a word template from the Properties screen make sure you don t already have word open If you need to get data from an external word document copy it to the clipboard first close word then open the template you want to paste to NB 2 End of line EOL
288. ouse click to select a range or control key plus mouse click to add to the selection Multiple selection is illustrated above The property list can be printed by clicking on the S button When all properties are selected click on the button in the quick access toolbar If you only wish to select a single property this can be accomplished by double clicking the appropriate property gt This grid has the ability of being grouped by columns See How do I use grid column grouping and filtering 83 for further information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 29 6 15 Report Preview Screen All standard non grid reports are displayed in this viewer Order Email irst Prev Fitto 65 Zoom Zoom Prints Width Navigation Registration Date Negotiator Address Vendor 20 08 2010 KH 11 Popular Close Tonbridge Mr N Popular Kent TNS 1UP 10 02 2006 TTC 2 Magdalen Road Tonbridge Miss A Guildford Kent TNS 1XD 14 06 2005 KH 13 Pear Road Tonbridge Mr P Pear Kent TN10 4RL 31 07 2010 JS 14 Avenue Gardens Mrs A Avenue Tonbridge Kent TN11 SEE 24 06 2005 KAR 1 Chery Close Tonbridge Mrs V Chery Kent TN10 2EF 24 06 2005 KAR 1A Chery Close Tonbridge Mrs V Chery Kent TN10 2EF 30 01 2006 PW 1 Lonsdale Avenue Miss F Lonsdale Tonbridge Kent TNS 1SA 04 08 2010 TC 41 Gloucester Avenue Mr amp Mrs G Gloucester a Wells Kent TN4 AF Available al Valuation wo a y A
289. particulars themselves are recorded The J button can be used to undock expand the panel to make it easier to see multiple entries summary Deal Version 1 Wid A BEAUTIFUL GRADE II LISTED BARN CONVERSION Date 31 08 2010 d C 1750 WITH A WEALTH OF EXPOSED BEAMS status Verified a VERY VERSATILE ACCOMMODATION CONSISTING OF Verified Date 01 09 2010 4 BEDROOMS FOUR RECEPTION ROOMS THREE Full Details SITUATION The Old Barn is located within a sought after cul de sac and enjoys a convenient position approximately 1 mile from the High Street which offers a good range of shopping facilities banks and post office In addition Tunbridge Wells offers schooling and leisure facilities and a rail station The coast at Brighton and Eastbourne are approximately 23 and 19 miles respectively DESCRIPTION A barn conversion converted approximately nine years ago and presenting brick elevations beneath a tiled roof roof Benefits indude double glazing and gas central heating Viewing is considered strongly recommended The accommodation with approximate dimensions comprises as follows COVERED PORCH Courtesy light Front door to ENTRANCE HALL Stairs to first floor landing described later Telephone point Radiator Coved ceiling Thermostat for central heating Door to narane fdescrihed later P Double clicking on the header with the in it will detach and enlarge the appropriate details wh
290. peatt Surveyors 88 Hida surveyors QF the other screens in Estate Agent Pro Enterprise Avenue A 14 Avenue Gigi Vendors Cur Axle John 12 Gordons R Applicants C Badger J Badger amp Part B Solicitors The From date includes clients based on the date the clients record Ras was created edited The Branches list is the branches to include Once set these will be remembered If you need to change these it See How do use the will be necessary to click on the button to reload the client list navigation buttons 7I 87 for further help on the navigation it also includes other clients that you can add using this screen nan such as plumbers electricians etc to do so use the qP button on the navigation bar at the bottom left hand side of this grid i Clients can be filtered on by using the T button See How do filter properties 7I 721 for an example of how this works Only the advanced 2015 Pair Softwhere LLP Screens filtering tab is available here Removing the check from the Inc lude column will exclude the client from being sent the letter when using Email All Print All and Text All If the client is a vendor the image will be displayed in the second column If the client is an applicant the 4 image will be displayed in the third column Of course a client can be both a vendor and an applicant The first column graphically illustrates the type of thari sssr internal EAP Client this is
291. perties you require to refresh to the refresh panel press the kd save button to process the selection A confirmation dialog will be displayed indicating how many properties have been refreshed The upload of the data will automatically commence in the background within 1 minute The screen can now be closed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 3 14 Make properties uploadable Estate Agent Pro automatically validates all data and prompts for any missing data However as not all data is mandatory we have an easy way for you to check that properties are uploadable 1 On the main screen click on the properties button This will open the Properties Screenl 2141 rs I Properties 2 Navigate to the applicable property either by clicking on it or using the progressive search facility A li Woodsland Close Hassocks West Su fii Cruckshank Way Tunbridge Well fii Popular Close Tonbridge Kent TN fi2 Bucklands Drive Tonbridge Kent T i 12 Dark Square Tunbridge Wells Kent 12 Green Road Tonbridge Kent TN9 fiz Uplands Walk Tonbridge Kent TN 13 Cedar Close Tunbridge Wels Kent 3 Look at the Uploadable button in the Status section of the ribbon bar It will display one of the following flags Nothing prevents this property from being uploaded to your website and portals The property is not uploadable Clicking on the button will tell you why An example is P shown below Uploadable
292. perty the applicant after on the Properties Clicking on the button will open the SMS each wewing and Screen Vendors Tabl zs Text Messaging Screenl s enabling you to should be ted back to the vendor send text messages to whoever is detailed in the Whom column This has to be configured and additional charges apply Clicking on the t button will open the Email Screenl 2s8 enabling you to send an email Both of these types of communication will be stored under Draft amp Sent Communications of the applicant or vendor respectively See the Customer Communications Screens for more information RIBBON BAR The following buttons are available on the ribbon bar Open the Offers Screenl 19 adding an offer from the applicable applicant for the selected property Opens the Properties Screen 2 3 focused to the selected property 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 275 2015 Pair Softwhere LLP Opens the Applicants Screenl 105 focused to the selected applicant There are two of these buttons one for applicants and one for vendors Clicking either opens the Communications Screen where you can send predefined viewings letters to the currently selected applicant or vendor by either text email or post All letters sent are saved and are accessible by click
293. property are entered here Invoice If you wish to use your own references these can be entered here and also the date when your invoice was paid Special These will appear on the Memorandum of Sale Conditions Fixtures and These will appear on the Memorandum of Sale 2015 Pair Softwhere LLP Fittings Info Notes Any other relevant notes can be recorded here RIBBON BAR The following buttons are available on the ribbon bar Sales Email Mew Contacts Save Cancel Chain Purchaser Vendor Memo Memo amp Ext amp Ent Communications Files Generates a Memorandum of Sale which can be printed If a property has additional vendors a separate Memorandum of Sale will be generated for each one Emails the Memorandum of Sale to selectable addressees using the Email Screen 288 When sent this document is automatically saved and is accessible by clicking on the Draft amp Sent Letters button on the Properties Screenl 25 This button will be disabled if the vendor does not have a solicitor or the vendor s solicitor does not have an email address This button will be disabled if the vendor does not have a solicitor or the vendor s solicitor does not have an email address If standard letters have been defined with the word memorandum in the description these letters will be used and will be merged as normal If not some default text will be entered which can be changed when sending Opens the Communications Screen 14 wh
294. pyright law and also by International Treaty provisions Any use of this software in violation of copyright law or the terms of this agreement will be prosecuted to the best of our ability We authorise you to make archival copies of this software for the sole purpose of back up and protecting your investment from loss Under no croumstances may you copy this software or help files for the purposes of distribution to others I accept the agreement 1 do not accept the agreement 3 Click on the accept the agreement radio button and then click on the Next button to proceed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 93 with the installation Setup Estate Agent Pro Enterprise Where should Estate Agent Pro Enterprise be installed LJ Setup will install Estate Agent Pro Enterprise into the following folder To continue dick Next If you would like to select a different folder dick Browse Atleast 109 9 MB of free disk space is required 4 By default EAP installs to the C EAP directory If you wish to change this click on the Browse button Click on the Next button to proceed with the installation P Do not install EAP into protected directories such as Program Files Program Data My Documents etc 2015 Pair Softwhere LLP 94 Installing Estate Agent Pro fal Setup Estate Agent Pro Enterprise Select Start Menu Folder Where should Setup place the program s shortcuts Fiz
295. r Softwhere LLP 330 System Administration Contacts Options ADVERTISING PUBLICATIONS 8 4 r Friday Ad Tells Gazette d bl a If you wish to record the publishing of property advertisements the list of publications can be maintained here Publications can be added by clicking on the SF button on the navigation panel Click on the k button to save changes See How do use the navigation buttons I 87 for more information BOARD ERECTOR Company Name Board Erector Ine Email Address erectme boardsinc cor Instructions to erect remove and change for sale boards can be communicated to your board erector by email if configured here Company The name of your board erector Name Email Address The email address to be used in communications CATEGORY USER B Accountants Applicants Current Applicants Dead Applicants Purchased Estate Agents Landlords Solicitors Surveyors Vendors Current Vendors Dead Vendors Sold RO 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 331 This is for you to classify clients however you wish but will not effect the internal category used by Estate Agent Pro Categories can be added by clicking on the SF button on the navigation panel Click on the kl button to save changes See How do use the navigation buttons 87 for more information These categories must be common across all branches Please bear in mind that with the excep
296. r a property but the way of doing this for an applicant is identical Select the property you wish to refresh from the left hand column and then press the gt button to move it across to the refresh list on the right hand side Properties can also be dragged and dropped to the refresh list eee Tyee pee mal A rddrnannn AS AMeEnGed g Address CRO0001043 07 02 2011 08 30 1 CHERRY CLOSE TONBR CROO0002123 07 02 2011 08 30 1 LONSDALE AVENUE TC CROOOO11 1 CROO002027 CROO002134 CROOO01942 CROOO00888 CROO002064 CROOO02577 CROO001435 CROO002693 CROO002353 CROO001990 CROOO00979 CRO0000993 CROOO00467 CROO001356 CROO002469 CROO001655 CROO002565 07 02 2011 08 30 07 02 2011 08 30 07 02 2011 08 30 20 05 2011 17 00 05 07 2011 18 20 07 02 2011 08 30 20 10 2011 18 31 07 02 2011 08 30 07 02 2011 08 30 24 02 2011 10 01 12 10 2011 13 04 07 02 2011 08 30 07 02 2011 08 30 07 02 2011 08 30 20 05 2011 16 54 07 02 2011 08 30 07 02 2011 08 30 30 03 2011 15 08 1ST PATRICKS MEWS T 1 THE SPIRAL TONBRIDG 1 WILLOW CLOSE TUNBI 11 CRUCKSHANK WAY T 11 POPULAR CLOSE TON 12 BUCKLANDS DRIVE TC 12 DARK SQUARE TUNBR 12 GREEN ROAD TONBRII 12 ROWLANDS ROAD TU 12 UPLANDS WALK TONE 13 CEDAR CLOSE TUNBR 13 PEARL ROAD TONERI 14 AVENUE GARDENS T 14 ESSEX ROAD TONERI 14 RIDGEWAY ROAD TUR 15 BROOMFIELD DRIVE T 15 NORTHDOWN ROAD T 17 MILLWARD ROAD TOP E eors OOO o OE 2 360 Records c When you have moved all pro
297. r more information This is enabled if the current client is a vendor Clicking this button will open the Properties Screenl 2151 focused to this clients property This is enabled if the current client is an applicant Clicking this button will open the Applicants Screen 10s focused to the clients applicant record 2015 Pair Softwhere LLP 5 22 Matches Review Screen This screen can be generated from the applicants screen in which case it will only show open matches associated with the selected applicant or if generated from the properties screen it will only show open matches associated with the selected property If it is generated from the main screen it will contain all open matches MATCHES REVIEW SCREEN Matches Review Asof 20 08 2012 J K 7 1 Week EE Add XK Delete 4 Actioned Tamron o H Refresh Viewing d lt 20 08 2012 Able J 12 Gordons Road T KH Purchase The Old Barn Tunbrid Sale Agreed Applicant 01892779674 20 08 2012 Able J 12 Gordons Road T KH Purchase The Old Barn Tunbrid Sale Agreed Applicant 0202789324 lt 20 08 2012 Coulson S 37 Avenue Roat KH Purchase 11 Popular Close Tont Sale Agreed Applicant 07787234674 20 08 2012 Coulson S 37 Avenue Roat KH Purchase 15 Broomfield Drive T Sale Agreed Applicant jable hotmail com 20 08 2012 Coulson S 37 Avenue Roa KH Purchase 15 Northdown Road T Sale Agreed 14 08 2012 CRO Matches should be reviewed daily oth
298. rchived properties REPORT GENERATOR SCREEN Use Large Images Branch to Report on indude Match Send 0 Show Banner Image i __ Sales or Lettings List 2 Magdalen Road Tonbridge Kent TN9 1XD Tonbridge House 289 995 13 Pearl Road Tonbridge Kent TN10 4RL Tonbridge House 249 000 14 Avenue Gardens Tonbridge Kent TN11 9 Tonbridge House 324 995 1 Cherry Close Tonbridge Kent TN10 2EF Tonbridge Bungalow 350 000 1A Cherry Close Tonbridge Kent TN10 2EF Keymer Road Bungalow 350 000 1 Lonsdale Avenue Tonbridge Kent TN9 1S Tonbridge Bungalow 245 000 41 Gloucester Avenue Tunbridge Wells Kent Tonbridge House 208 000 40 Northumberland Avenue Tunbridge Wells Tonbridge House 219 995 8 Journeys End Tonbridge Kent TN10 4NG Tonbridge House 175 000 14 Ridgeway Road Tunbridge Wells Kent T Tonbridge House 185 000 25 Green Road Tonbridge Kent TN9 1BP Tonbridge Bungalow 249 995 5 Musgrove Road Tonbridge Kent TN10 4PH Tonbridge House 189 950 5 Rutland Gardens Tonbridge Kent TN10 3D Tonbridge House 325 000 12 Green Road Tonbridge Kent TN9 1LZ Tonbridge House 236 995 18 Northdown Road Tonbridge Kent TN10 3 Tonbridge House 200 000 18 Belvedere Court North Avenue Tonbridge Tonbridge Flat 104 995 3 Park Avenue Tonbridge Kent TN10 3EA Tonbridge House 344 950 11 Cruckshank Way Tunbridge Wells Kent Tonbridge House 268 500 Advert Full Page 12 Properties Advert Full Page 20 Prope
299. reen for the current property where the property s status can be changed and details relating to the sale can be recorded The example shown is for a sale The Status of a property is changed here Sales Email New Contacts av Ci Chain Purchaser Vendor Memo Memo A E Communications gJ Sales Status Th Gj Vendor if also an applicant Price Asking Property Status Sale Agreed Vendor Dates Registration 20 08 2010 Instruction 04 09 2010 Withdrawn Property Dates Agreed 20 09 2010 g Fall Through Dependent on Survey Yes G Solicitor Instructed 05 09 2010 Exchange Provisional 29 10 2010 63 Exchange Actual Completion Provisional 31 12 2010 33 Completion Actual a Invoice No fs Own Reference No fs Fixtures and Fittings Includes all carpets curtains and light fittings Complete the areas of the screen as follows Purchaser Select the purchaser by clicking on the td button Purchaser Status The status of the purchaser These statuses are configurable by your system administrator The status can be changed here Vendor Status The status of the vendor if he is also an applicant These statuses are configurable by your system administrator The status can be changed here Details Enter the new Asking Price Agreed Price and Property Status as applicable Vendor Dates Dates connected with the vendor are entered here Property Dates Dates and other details connected with the
300. reference received Both W Oasa l E Class 10 Credit references done Both Class 26 Class 11 Local searches in Both ed Dasa i Bee Survey done Both gy _ sCClass 28 fe Class 13 Received mortgage offer Both Class 29 B Class 14 Booked for signing Both ud Class 30 aa Class 15 Purchaser aware deposit rules Purchaser F Class 31 E Class 16 Signed Contract Both ey Su Sales Chasing definitions can be defined separately for sales and letting s Up to 31 entries can be defined These are used on the Sales Chasing Tabl 2 4 of the Sales Rent Status Screenl z Significant changes should not be made to existing items unless they have not been used The drop down box can be set as applicant vendor or both and will be visible or not on the sales chasing tab accordingly Once all changes are made click on the hl button to save them Valuation Not Released Available Available Again Under Offer Sale Agreed Exchanged Completed Completed Faid Vi ithd rawr You can define the colours you wish to be associated with each property status Standard colours 2015 Pair Softwhere LLP 352 System Administration can be selected from the drop down list Custom colours can be created by clicking on the al button Template Mame URL Path for Online Documents Brochure Floorplan http ricontent metropis comp Virtual Tour Microsoft Word and
301. ridc Purchase Pearce Bruce 94 Valebridge Roz Rent Pearl P 13 Pearl Road Tonbridg Purchase Petty D 171 Bridge Road Tunb Purchase Pope V 91 Tonbridge Roas Tui Purchase Popular N 11 Popular Close Tor Purchase Purdy L 16 Grove Hill Road Tur Purchase Queen HM 4 Victoria Crescent Purchase Quicken S 3 The Drive Tonbrid Purchase Randall Ken 12 Brick Street We Purchase KH KH KH CMS RT CMS KH PW PG KH CMS KH KH CMS KH 219 995 13 01 06 215 000 19 10 05 200 000 18 01 06 200 000 04 08 10 300 000 27 07 99 135 000 31 07 10 200 000 16 07 10 344 950 04 10 05 0 18 05 06 249 000 14 06 05 320 000 31 07 10 200 000 09 09 10 210 000 20 08 10 200 000 02 09 10 230 000 09 09 10 240 000 13 07 10 1 000 0C 29 04 15 20 01 15 20 01 15 20 01 15 30 01 13 30 01 13 30 01 13 30 01 13 30 01 13 16 04 13 30 01 13 30 01 13 30 01 13 30 01 13 30 01 13 30 01 13 30 01 13 14 05 15 mema Sale Agreed Prop Available Prop Available App Other Agent Prop Available App Our Vendor App Nothing to Sell Prop Available Prop Valuation Prop Available App Other Agent App Cash Buyer Prop Available App Sale Agreed App Nothing to Sell App Sale Agreed App Cash Buyer P ARE k 907872 123456 020 7491 7777 A ken pairsoftwhere com 04 05 2015 The Old Barn Tunbrida vv JP 03 02 2015 The Old Barn Tunbridg 875 00 5 vv 30 01 2015 The Old Barn Tunbridg
302. rom several places and is used to select one or more applicants Applicant Look up Able J12 Gordons Road Tonbridge Rent TH3 SOF 180 000 00 Sale Agreed Alen M4 Waverley Road Tonbridge Kent TH10 4BF 350 000 00 Nothing to Sell Allen J 14 Osbourne Road Tonbridge Rent TNS 6yT 250 000 00 Other Agent Bloomberg Joe 19 Bloggdon Road Tonbridge Kent TMS E H E400 000 00 First Time Buper Brightwell F 19 Western Road Tonbridge Kent THS SAS FAOUL 000 00 Investor Brown 6 Flat 3 2 Grove Park Tonbridge kent THS 7AT t225 000 00 Other Agent Cardogan 4 4 Forest Road Tunbridge Wells Kent TH 248 180 000 00 Sale Agreed Clevedon 13 Prince Street Tonbridge Rent THS SGB FAOO 000 00 Other Agent Cork FE St Marys Close Tonbridge Rent TH10 340 250 000 00 Other Agent Coulson 5 37 Avenue Road Tonbridge Rent TW9 SAD F30 000 00 Sale Agreed Crabb 5 20 Tumer Gardens Tunbridge Wells Kent TH1 10B F 150 000 00 Investor Deacon E Flora House 30 North Road Tonbridge Rent TH10 64A 1 0 000 00 Nothing to Sell Dempsey 0 14 Deacon Road Tunbridge Wells Rent TH1 1ME FESOL 000 00 Investor Devin W16 Kingemil Road Tunbridge Wells Rent TH BYE F50 000 00 Sale Agreed Dover B14 Wood Street Tonbridge Kent TH19 SPE FAOU000 00 Sale Agreed Dunlop P 12 Franklin Close Tonbridge Rent THS 8G 00 000 00 Our Vendor Firth AK2 Manning Road Tonbridge Rent TH11 640 FS00 000 00 Other Agent Floring M5 Albert Close Tonbridge Rent TNS SE 230 000 00 Oth
303. ropriate template RIBBON BAR A Goose B l Include Map Match Send Print List Property Search The ribbon bar consists of the following buttons A Indude Includes excludes archived properties from the list Opens the Google Maps interface with the focused property displayed There is an option to show all other properties Please refer to the Google Mapl 163 screen for more information Matches applicants against the current list of Inc luded properties that have not matched against it before Before doing so the Matching Screenl 27 is opened where you can specify a combination of options for running the match These options include only matching your applicants and applicant statuses Once the matching is complete the Applicant Property Matching Screen 13 will be displayed where you can choose to communicate the results of the matching process to the applicants by text email or letter P This could take a long time if the list of properties is large Opens the Communications Screen 14 where you can send bulk mailings of predefined letters to the vendors of the Inc luded list of properties by either text email or post All letters sent are stored for the respective vendor and are available in the Customer Communications Screen 15 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 251 Prints the property grid exactly as displayed on the screen grey scaled in landscape m
304. rove Road Tonbridge Kent TN10 4F Tonbridge PW House 189 950 4 6 2 5 Rutland Gardens Tonbridge Kent TN10 3 Tonbridge KSK House 325 000 2 4 1 12 Green Road Tonbridge Kent TN9 1L2 Tonbridge KH House 236 995 2 4 1 ja 18 Northdown Road Tonbridge Kent TN10 Tonbridge KH House 200 000 1 1 1 60 Double clicking on any property will open the properties screen focused to the respective property The property status is indicated by a coloured block at the left hand side of the grid Clicking on the information button on the navigator panel will display a popup window which shows the meaning of the colours These colours can be configured by your system administrator The primary purpose of this screen is to allow you to generate standard reports on the list of properties shown with the Inc lude column ticked As well as unticking this checkbox the list can be filtered by clicking on the filter iJ button on the navigator panel at the bottom left hand side of the panel See How do filter properties 7 721 for more information on this Columns can be sorted on ascending or descending by clicking the column heading gt This grid has the ability of being grouped by columns See How do I use grid column grouping and filtering7 83 for further information REPORTS PANEL Standard Reports are displayed by default Clicking on either of the other buttons will display the list of reports templates available in that area
305. rprise 201 General Offer Contact Details Clicking on the button will open a screen to enable you to send text messages to whoever is 3 Applicant mariaslove ho detailed in the Whom g Applicant 01892 222444 Home column This has to be Purchasers Estate Ag 01892 111111 configured and additional T charges apply See the es Purchasers Estate Ag 01892 222222 SMS Text Messaging Purchasers Estate Ag sales tonbridg Screenl so for more DX Purchasers Estate Ag 666666 information Clicking on d Vendor 020 7491 7777 Home the button will open Vendor 07872 173456 the Email Screen zz E Vendor ken pairsoftwt enabling you to send an Vendor 01892 525448 Work email Both of these types of communication will be stored under Draft amp Sent Communications of the applicant vendor solicitor or estate agent respectively See the Customer Communications Screen 511 for more information Date related notes can be entered here specific to an applicants offer See How do use the 28 01 2015 Spoke to vendor and told him that I thought Mr navigation buttons I 8 10 08 42 Clevedon may go the asking price if pushed for further help on the navigation bar Double clicking on the button will undock this panel making it larger for ease of use RIBBON BAR 2015 Pair Softwhere LLP The following buttons are
306. rt Generator Screen z 2015 Pair Softwhere LLP EE How do I 3 8 Create a Microsoft Word template As you are no doubt aware all versions of Microsoft word are different in some cases extremely so We can only give one example so we have chosen to use Microsoft Word 2010 as it is the latest version In this example we will create an A4 single sided document suitable for use as a window or wall card with a logo image the main image of the property the price qualifier the address and the summary details We will assume that this is for internal printing and will therefore have a margin around it The finished article we are trying to create will look like this 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 49 There are 7 steps required to create this template 1 CREATE ANEW TEMPLATE a From within System Administration s3 expand the Property Vendor group and click on the Templates option Froperty vendor Classifications Force Refresh Marketing Expenses Uptions Sales Chasing Definitions Status Colours Templates VVVYVYV VV Vendor Review b Click on the New button in the Word Templates panel Word Templates c This will open Microsoft Word within the EAP Word Template Designer screen iq EAP Word Template Designer lid DP Os Home Insert Fage Layout References Mailings Review View Developer A A o ala am i jo E E M e seem 3 AaBbCcDc AaBbCc
307. rties Advert Half Page 6 Properties Advert Half Page 8 Properties p NN FP FP RF BPN RP BPN RP BENE BB RB eB Hel 2 1 i 2 1 1 1 2 2 3 Pa 1 4 2 2 1 1 5 3 FUN FP fF fF TwWWwW Uw FN FW FW WwW The Property Search Tab can be broken down into 7 separate areas 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Drag a column header here to group by that column 247 PROPERTY LIST rope Address Arancel 11 Popular Close Tonbridge Kent TN9 1UP Tonbridge 210 000 KH Bungalow 2 2 1E 2 Magdalen Road Tonbridge Kent TN9 1X Tonbridge TTC House 289 995 1 3 1 13 Pearl Road Tonbridge Kent TN10 4RL Tonbridge KH House 249 000 2 3 1 14 Avenue Gardens Tonbridge Kent TN11 Tonbridge JS House 324 995 2 4 1 nc 1 Cherry Close Tonbridge Kent TN10 2EF Tonbridge KAR Bungalow 350 000 1 4 1 ac 1A Cherry Close Tonbridge Kent TN10 2EF Keymer Road KAR Bungalow 350 000 1 4 1 vl 1 Lonsdale Avenue Tonbridge Kent TN9 1 Tonbridge PW Bungalow 245 000 1 2 2 41 Gloucester Avenue Tunbridge Wells Ken Tonbridge TC House 208 000 2 4 1 40 Northumberland Avenue Tunbridge Well Tonbridge KH House 219 995 2 3 1 8 Journeys End Tonbridge Kent TN10 4NG Tonbridge PW House 175 000 3 5 2 14 Ridgeway Road Tunbridge Wells Kent T Tonbridge TC House 185 000 2 3 1 25 Green Road Tonbridge Kent TN9 1BP Tonbridge JS Bungalow 249 995 1 3 1 5 Musg
308. rty will update appear will depend on when the Portal updates their website lf your property has still not updated by the following morning please use the Support Screen zes to contact us with details of the property in question so that we can investigate further HOW OFTEN DO THE PORTAL WEBSITES GET UPDATED How often will depend on when the portals themselves process data For instance Rightmove process data every four hours except for midday We time our uploads to Rightmove so that any new data should be ready and waiting for them to process it The timing is not exact for example if a property has been updated on EAP and the changes uploaded to us after 15 30 it has probably missed the boat for the 16 00 processing run so would have to wait for the 20 00 run Some portals only process data once a day We have no control over exactly when a portal processing run will take place or at what point in the processing run your data will be processed but it s normally within an hour of it starting Images may take slightly longer to appear due to the way portals store them but normally they will appear at the same time as the property 2015 Pair Softwhere LLP ao Frequently Asked Questions WHEN AND HOW SHOULD BACK UP MY DATA The EAP folder should be backed up every day and a recent copy should be kept offsite There are several methods of backing up data the one that is best for you will depend on your hardware se
309. s See Major Enhancements ses for a detailed list 2015 Pair Softwhere LLP 367 368 What s New in this Version Major Enhancements 10 1 All major forms have been changed so that they are totally independent of one another meaning that for example multiple properties can be open at the same time In order to make the software more intuitive the Microsoft Office 2007 look and feel has been adopted where applicable and graphics used wherever appropriate for clarity The Main Menu is now a Ribbon bar as featured in Microsoft Outlook 2007 We have focused in particular on usability and making useful information readily available at all times The data structure has been changed so that in a multi obranch environment users from any branch can edit other branches properties and applicants Whether or not they can do so can be set on a per user basis Another branches applicant or property cannot be deleted All applicants and properties are now synchronised but user settings define whether they are visible or not The definition of users is now mandatory All grids used within the system can now be sorted by any column both ascending and descending Additionally any grids that displays notes now automatically size to the height of the note Data entry for notes is now done by typing directly into the grid field Certain grids namely the Properties Applicants and Report Generator grids can now be filtered so that only certain prop
310. s Reduction of errors Improved quality of service to clients THE PRODUCT COMPRISES Activity reporting Applicant to property and property to applicant matching and monitoring Archiving of properties and applicants Automatic synchronisation across multi obranch organisations Automatic upload facility with data being automatically passed on to property portals specified by yourselves and optionally to your own web site if hosted by us Backup of data Carousel system for display in windows or reception area Chain flow recording Client reviewing Communications to clients are stored internally Custom reporting and design Design of your own mail merged letters Diary system multi user Design your own property particulars in Microsoft Word or our own internal template editor Emailing including bulk emailing Image capture and editing Letting s marketing and management Live spell checking Management reporting Marketing module Offer entry and monitoring Postcode lookup additional software required Professional printing of property particulars Property Management Response monitoring Text Messaging including bulk text messaging User definable property classifications and search criteria User definable task lists Viewing entry and monitoring 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 11 1 2 What Equipment do I Need This is specified in detail on our website 1
311. s Instructed Report 2s YTD Statistics Report 260 5 30 3 1 Response Monitoring Report This is a dynamic pie chart detailing where your business came from Response Monitoring All Clients Start 16 07 1999 End 03 10 2010 J Other 1 p gt Redraw Response Monitoring All Clients 112 16 07 1999 To 03 10 2010 ie 4 Unknown Pe 9 Advertising E 13 Client Recommended EE 20 Internet Own C 27 Internet Rightmove Si Friday Ad G10 Previous Client Client Recommended 11 61 15 Walked infvindow Internet Owen 26 79 EE 2 Other Advertising 6 04 3 Unknown 3 57 36 Other 1 79 E aked iniMindow 13 39 Internet Rightmove 24 11 l Friday Ad 179 Previous Client 8 93 The response monitoring screen displays all registered applicants and or vendors between the date range specified and is generated from the Report Generator Screen 28 The response monitoring statuses are definable by your system administrator The start default date is the earliest registration date of your clients and the end date is today If you change the dates click on the gt button to redraw the graph The percentage in the other drop down menu can be used to group smaller values together Changing this percentage will automatically redraw the graph For example if this was set to 5 the Unknown 3 57 and Friday Ad 1 79 would be grouped in with the existing Unknown 3 57 resulting in the Other group now totalling 7 14
312. s in the process of purchasing the property the first button will be displayed otherwise the second button will be displayed Clicking on either button will open the Applicants Screen 1051 focused to them Applicant 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 203 5 26 Portfolio Screen lf this screen was opened from the Main Screen it defaults to all available properties If it was opened from the Applicant Screen the list of properties are those that match the respective applicants criteria This module is designed to be used when seated at a screen that is visible by an applicant It displays graphically a list of properties one by one according to easily selectable criteria Properties can be bookmarked and a report of them given to the client There is an interface to Google Maps so that the location of the properties can easily be seen PORTFOLIO SCREEN Portfolio 24 Properties Portfolio aE 7 9 ste Search Viewing Bookmark Details Current Property Portfolio 24 Prop W All Images Accommodations Details Beds darpa ae PARK AVENUE TONBRIDGE O I R O 344 950 j lt pS MASSIVE FAMILY HOME a FIVE BEDROOMS BEAUTIFUL GARDENS 2011 Pair Softwhere LLP 06 June 2011 09
313. s is given below For help on adding a new applicant please refer to How do I add an applicant 251 Basic Information Client To change the clients details click on the button on the Client 1 i B EE Gordons Road right hand side of the client s name and address This includes Tonbrid i Kent the ability to add contact details See the Client s Screen i301 for more information Status Sale Agreed i i Hasto Sell No Qj Purchase Rent Sale a Status The applicant s status The list of options presented here is configurable by yourselves by your system Registration Date 08 04 2010 o administrator Has to Sell Indicates whether or not the applicant has to sell their own house in order to purchase another Purchase Rent The default is configurable by your system administrator Select Sale or Rent from the drop down list Input fields are added removed dependent on the selection Negotiator Select the Negotiator dealing with this applicant from the drop down list Next Review Date This is the next date the client is due for review This can be changed here but please be aware that this is automatically updated when certain actions are taken A list of these is given in Frequently Asked Questions 14 Registration Date Enter the date the applicant first registered with you Max Price Enter the maximum price the applicant can afford This field is mandatory 180 000 Min Price
314. s screen and proceeds with the matching process The Applicant Property Matching Screen 1 3 will be displayed when this process is complete Closing this screen will abort the matching process 2015 Pair Softwhere LLP 280 Ancillary Screens 6 2 Address Screen This is a common screen that is used throughout Estate Agent Pro to add or amend addresses Enter Address House Name No The Old Barn Street Additional Locality Town Tunbridge wells County Kent Fostcode M4 OH Country United Kingdom If you have AFD Software s postcode lookup software Postcode Plus installed on the PC you are using you will be able to use the postcode search capabilities If not the bottom half of the screen will be hidden and the options on the toolbar will be disabled See How do use the postcode lookup 88 for more information on this feature Your default Town County and Country can be defined by your system administrator and will be automatically added for new addresses If the Town County or Country entered is not known to the system you can add it by clicking the SF button against it This should only be done for frequently occurring locations When you have finished entering the address click on the kd to exit saving the address details Closing the screen discards any changes made 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 21 6 3 Applicant Look up Screen The applicant look up screen is invoked f
315. s screen can now be closed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 25 3 3 Add an applicant 1 To add an applicant on the main screen click on the applicants button Applicants 2 At the bottom left of the screen there is a navigator panel Click on the SF button This will open the client screen where you can choose an existing client as the applicant or add a new one See How do use the navigation buttons 87 for further information on the navigation panel ih Brown 6 Flat 3 2 Grove Park Tonbridg Cardogan A 4 Forrest Road Tunbridge Clevedon X 13 Prince Street Tonbridge Cork K 7 St Marys Close Tonbridge Ke Coulson 5 37 Avenue Road Tonbridge Crabb 5 20 Turner Gardens Tunbridge Deacon K Flora House 30 North Road Dempsey C 14 Deacon Road Tunbridg Devlin W 16 Kingsmill Road Tunbridge 3 If you know that the client is already in the database for example he or she is already registered as an vendor click on the drop down button of the Surname field and you will be able to select him her from the list If it is a new client this screen must be completed Either choose an existing client as the applicant or enter the ne Ld x amp Save Cancel Clone amp Exit amp Exit Client New Draft amp Sent p Address See the Client s Screen 18 for more information When finished click on the Save amp Exit button which will then validate that all data has
316. sed for security purposes when the screen is first opened If you hold keys for a property then the relevant information can be entered here The alarm code will be masked to display it double click on the Code box Property Notes Will consider any offer above 825k Enter any other relevant notes applicable to the property Vendor notes can be added under the Vendors Tabl 23 The 4 button can be used to undock expand the panel to make it easier to see larger notes although it is recommended that these notes are kept to what can be seen by default 2015 Pair Softwhere LLP Dated Notes 20 08 2012 CRO i Viewing Feedback Mr J Able Vendor updated 01 11 2010 CRO a Mr Randall coming into office at 9am Date related notes can be entered here See How do use the navigation buttons 8 for further help on the navigation bar The button can be used to enter the note entered into the diary on the date entered The 4 button can be used to undock expand the panel to make it easier to see multiple entries Clicking on the amp button will display the Copy Dated Notel 288 screen allowing you to select the applicant you want to copy the dated note to If there is an associated applicant he she will be automatically selected The copy of the dated note can be amended before saving By default dated notes cannot be changed Contact Details l g 01892 525448 07872 123456 fs ken pairsoftwhere com
317. sh Buyer First Time Buyer Investor Not on Market Nothing to Sell Other Other 2 Other 3 Other Agent Other1 Our Vendor Sale Agreed In the Applicants to Match Against group there are three check boxes the meaning of which is as follows Previously Matched Only Match Applicants belonging to Match Applicants Registered at This check box is ticked by default and if ticked will include in the list of matched applicants those applicants that have not matched against the applicable property previously This check box is unticked by default and if ticked will include in the list of matched applicants those that have previously been matched against the applicable property The initials of the negotiator dealing with the relevant property will appear here Tick this check box if you only wish those applicants assigned to this negotiator to be included in the match The other two check boxes are still applied Select the branch s applicants you wish to match against This defaults to all branches If you only have one branch this option will not be shown Untick the applicant statuses that you don t want to include in the search These statuses are configurable by your system administrator 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 279 Clicking on the button will select all statuses to include whilst clicking on the button will unselect all of them Clicking on the gt button closes thi
318. shape To do so click on the Insert tab abbreviated Insert TA Gal Ba Q Oe Table Picture Clip Shapes Art fst Screenshot Tables Illustrations b Then click on the Shapes button and click on the rectangle under Basic Shapes HSV Te Ah Ei TEAODOOQ XVAS CSO J ts c Then click on the document at the position you want the shape to be placed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise d Microsoft word will have also automatically displayed the Drawing Tools contextual tab abbreviated It will also do this anytime you click on a shape Drawing Tools Format al x Li Bring Forward Li Send Backward rn Position Wrap n c a cA ce Text Ct Selection Pane ako a ae Arrange e Click on the Position button and then click on the More Layout Options button In Line with Text re With Text Wrapping az a g a J a a i a Le a ia a baal Lit CL i ila T f This will display the Layout dialog Set the absolute horizontal position to 1 cm to the right of the page and the absolute vertical position to 1 cm below the page as shown and then click on the OK button 2015 Pair Softwhere LLP 52 How do l Position Text Wrapping Horizontal Alignment Book layout Absolute position 1m Relative position O N relative to Vertical Alignment Top Absolute position 1cm Relative position C N re
319. ssfully send an email in the foreground If you experience any errors sending emails please unset this option Contact Details Email Address Only set if you wish to use individual emails in communications If this is not set then the email address defined for the branch will be used in all emails Direct Dial Number Enter if applicable This can be used in standard letters Mobile Number Enter if you wish to make this available in standard letters TAPI Enabled This enables the Microsoft Telephony API TAPI It has to be set in General Options before it is enabled here This allows calls to be made by EAP and to indicate who the caller is and display applicable applicants properties Your telephone system must be Windows TAPI compliant in order for this to be used TAPI Line Select the TAPI Line the user is registered to Email Validation Logon Information Only complete this area if your internet provider requires validation for sending emails Username provided by your internet provider Password provided by your internet provider Authentication Select the appropriate authentication method from the drop down list Background Emails 2015 Pair Softwhere LLP 328 System Administration Send Emails in Set accordingly The default is off Background Display Sent Display a notification when the email has been sent Notification 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 320 2015 Pai
320. ssionally printed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise os 3 18 Print address labels For example if you want to send a letter to all applicants looking for a property in a specific price band 1 Go to Reports gt Generate gt Applicant Search 2s 2 Set the filter as required and apply it see How do Filter properties 721 as an example 3 Then run Standard Reports gt Address Labels Applicants 253 The addresses are formatted to print on 63 x 38 mm 21 per sheet labels Avery Addressing Label 63 5 x 38 1mm J8160 Viking 63 x 38 mm VIJL21 3 19 Update an Applicant Vendor To update a client record please go to the vendor or applicant or landlord screen and click on the vertical blue button with no text on it that appears to the right of the box with the client s name and address in it ase Advertising EPC Particulars Survey Valuation Vendor General Additonal Vendors Marketing Expenses Mortgage Not Required Notes Client Mr J Bland i Type Joi 1 Blands Drive oe d Ne Tonbridge A is Kent Date TNO 2F5 s Weeks Agi jissara Commissin Contact Details a i Roe ___Number Emai g 01892 776655 Home 3 jbland hotmail com 3 20 Use grid column grouping and filtering Any column that makes logical sense to group by can be grouped We will use the Activity Report Screen 102 as an example 2015 Pair Softwhere LLP ea How do I From 17 12
321. stem It is strongly recommended that this option is left set as Yes The only reason for turning this off would be if you are located outside of the UK Valuation Template Print Floorplan Set this option to Yes if you want blank floorplan templates printed when you print a valuation template Vendor Report Vendor Report is a mail merge field that can be included in vendor standard letters This field will include events posted against the vendor and the event types to be included are controlled here Web Enabled by Default If you do not want properties web enabled by default e g not to appear on your website or portals when available under offer or sale agreed then set this option to No In this case you will have to enable the properties individually SALES CHASING DEFINITIONS 2015 Pair Softwhere LLP Sales Lettings Estate Agent Pro Enterprise 351 Class 01 Paid searches to Solicitor Both T Class 17 Class 02 Solicitor applied for deeds Vendor bg Class 18 w Class 03 Filed in mortgage forms Both g Clas 19 Re Class 04 Paid survey fee Both ud Class 20 i Class 05 Filled in fixtures forms Vendor b Clas 21 E Class DE Solicitor sent out contract Vendor g Class 22 Class OF Received sellers contract Both ud Class 23 Re Class 08 Local searches applied for Both ud Class 24 E Class 09 Employee s
322. t Page Style Groups Ctrl o al yeas Geli b This will add the page style band to the report designer c Click into the page style band and set it s height to 11 1979 inches which is the whole A4 page less the top and bottom margins EndPage 0 PageList TStringList PageSetting ps All SinglePage 0 startPage 0 ValidPages El Output File d Click on the P button on the toolbar and then click back into the page style band anywhere to place the shape there 2015 Pair Softwhere LLP Estate Agent Pro Enterprise at e Tick the ParentHeight and ParentWidth check boxes and set the Brush Color and Pen Color properties to red E Appearance a El Brush TBrush J Wired Style bsSolid El Pen TPen Color MB dred Mode pmCopy Style psSolid Width 1 Shape stRectangle Visible a El Identity UserName Shape 1 El Layout Height 11 1979 Left 0 ParentHeight M Parentwidth M Top 0 Width 7708001 El Layout Dynamic Anchors atLeft atTop w 4 SET THE HEADER IMAGE a Scroll to the top of the report and increase the size of the header band by dragging it down A few inches will do as we just want room to insert a banner image We will resize the header band afterwards b Click on the taal button and then click back into the header band anywhere to place the image there a qfimage 1 h a a c Click on the Picture property and then click on the button shown against it
323. t Pro Enterprise 237 i be automatically included in your property particulars gt Double clicking on any header panel that contains the zoom button will undock the panel making it larger for ease of use Information on the other tabs on the properties screen is available here Advertising Tabl 224 EPC Tabl 230 Lease Tabl 232 Particulars Tabl 223 Properties Tabl 2 8 Survey Tabl 234 Vendors Tabl 2381 2015 Pair Softwhere LLP 5 29 7 Vendors Tab This tab contains all fields that are related to the vendor of the current property and itself consists of 7 7 tabs The button can be used to undock expand the panel to make it easier to see multiple entries GENERAL TAB mg 020 7491 7777 01892 525448 01892 565656 07872 123456 07877 868888 ken pairsottwhere co 2nd Vendor Type Signed Date 31 08 2010 Weeks Agreed 12 gg commission Rate Amount Property Misdescription s Act Received Signed Yes Date 31 08 2010 Re Viewing Arrangements 2nd Vendor Any time except Friday s This is where the primary vendor is defined together with other fundamental information Details Change Vendor Next Review Date Contact Details To change the clients details click on the button on the right hand side of the client s name and address This includes the ability to add contact details See the Client s Screenl 381 for more information Use this button if it becomes
324. t up and how much EAP data you need to store It s best to discuss this with your IT engineer who will be able to assist you D It is your responsibility to ensure that the EAP database is backed up If this is not done then in the event of say a hard disk failure all of your data wil be lost and wil have to be re input HOW CAN I CHANGE THE VAT RATE USED IN EAP The VAT rate is set in Branches section of Admin please ask your system administrator to update this Estate agent pro automatically updates the next client review date when any of the following actions occur Applicat Mendon O Primary details changed in the applicant screen Change made to the asking price Dated note added Mortgage referral made mortgage module only Letter sent Dated note added Sales chasing event entered Letter sent Offer made or amended Sales chasing event entered Viewing entered or amended Offer made or amended Viewing entered or amended D The next review date can also be manually changed in the applicant screen WHY ARE CURRENCY FIELDS SHOWING IN US DOLLARS Estate Agent Pro does not have its own currency or date settings like most applications it relies on the Windows operating system for them Please check that the Regional Settings or Region and Language settings found in the Windows control Panel are correct on your computer Please note that if you are on a Windows 7 machine there is a known Microsoft bug
325. tation Map data 2011 Tele Atlas Terms of Use The latitude and longitude of each property is retrieved from Google when a property is added or its address is amended lf there was more than one property passed to this screen the button will be enabled Clicking on this will display all properties automatically zoomed to a level that shows all properties The initial property is indicated by a red balloon all other properties are indicated by a blue balloon If the Google Maps interface was opened from the properties screen you will have the option to store the map displayed by clicking on the button Before storing the image you can first of all Zoom to any level you require using the google controls 2015 Pair Softwhere LLP SHOW ALL PROPERTIES Pe Ss z Tm m YON gghnaton Hill E k LLE 0 Speldhurst i 1 j n l i b 7 Rusthall H T i LA oe sitar You can revert to just displaying the initial property by clicking on the When there are too many properties to display without them overlapping they are grouped together with the number of properties shown inside the group You can zoom down inside the group by clicking on it gt The usage of Google Maps is in accordance wth the Terms of Use link displayed at the bottom right hand corner of the map The Terms of Use agreement is between yourselves and Google Maps The interface to Google Maps could be chan
326. te Agent Pro Enterprise Add an offer 1 To add an offer to a property on the main screen click on the properties button This will open the Properties Screenl 2 51 gt Properties 2 Navigate to the applicable property either by clicking on it or using the progressive search facility A Wi Woodsland Close Hassocks West Su fii Cruckshank Way Tunbridge Well fii Popular Close Tonbridge Kent TN fi2 Bucklands Drive Tonbridge Kent T fi2 Dark Square Tunbridge Wells Kent 12 Green Road Tonbridge Kent TN9 12 Uplands Walk Tonbridge Kent TN 13 Cedar Close Tunbridge Vell Kent 60 Properties XW At 3 Click on the offers button This will open the Offers Screen ioa 4 Depending on a lf this is the first offer by the applicant on this property Click on the P button under the applicant list select the applicable applicant from the applicant look up screen and then click on the button record any other relevant information on the right hand side of the screen and the click on the kA button under the applicant list to save the entry b If it is not the first offer by the applicant on this property Navigate to the applicable applicant by either clicking on them or using the progressive search facility 5 Click on the 4 button under the offer list bottom left hand corner of the screen and enter the offer amount If you are recording an historical offer you will need to adjust the date an
327. ted property Bi applicant or viewing if applicable can be displayed by clicking on the corresponding button The details of appointments can be viewed by double clicking the appointment but cannot be changed from this screen 2015 Pair Softwhere LLP 5 15 Diary Screen The diary screen contains details of appointments made for all members of staff and is very similar in design and operation to the diary in Microsoft Outlook in fact it can be synchronised with Microsoft Outlook DIARY SCREEN Property Applicant Group Visible Print View Reload By v v Diary 20 August ugust 2012 MTWTFSS 3031 12345 6 7 8 9101112 13 14 15 16 17 18 19 R 21 22 23 24 25 26 27 28 29 3031 1 2 3456789 Type a new task LJ Buy Mum s card This screen can be broken down into 4 logical areas APPOINTMENTS 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 157 Valuation 5 Musgrove Roni a Meet at property Mr amp Mrs M Musgrow A column can be shown for each member off staff When Estate Agent Pro is run it always defaults to showing the diary of the user ID you logged in with An existing diary entry can either be Open opened by right mouse clicking onan _________ appointment and selecting Open from Show Time As the drop down menu or by simply Label double clicking on the appointment E In either case the following dialog will be displayed 2015 Pair So
328. this screen See the Customer Communications Screenl 151 for more information Displays a list of all contact details for this client including those of the vendor and their solicitor if relevant There are also tabs on the screen for sales chasing central notes and chain flow See the Contacts Screenl 7 for more information Prints a file card of the applicants details 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 1 Ww Displays all events associated with the current applicant such as matches viewings offers sent communications etc This information can be filtered on and a report events Printed if so required See the Event History Screen 1 2 for more information _ Opens the viewing screen for the current applicant displaying a list of all viewings CI made and the status of them Existing viewings can be updated and new viewings can nas also be entered Offers can also be added from this screen See the Viewings Screen 2711 for more information Displays the matches review screen where all open matches for the current applicant are displayed Open Matches See the Matches Review Screen 1221 for more information This is an indication of whether or not the current applicant is also selling their property through you If they are this button is enabled and clicking on it will open the seling Properties Screen 2 51 foc
329. ties less those already matched as applicable Once the matching is complete the Applicant Property Matching Screen 1121 will be displayed where you can choose to communicate the results of the matching process to the applicant by text email or letter 1 Offers made by the applicant can be entered and viewed here Fortfolio Register s Vendor See the Offers Screen 195 for more information Opens the Portfolio Screenl 2031 selecting a list of properties that match this applicants criteria This module is designed to be used when seated at a screen that is visible by an applicant It displays graphically a list of properties one by one according to easily selectable criteria Properties can be bookmarked and a report of them given to the client There is an interface to Google Maps so that the location of the properties can easily be seen Provides an easy means of registering the current applicant as a vendor without having to fill in all of the details again The properties screen is then opened at the new applicants property Opens the letters screen where you can send predefined letters to the applicant by either text email or post All letters sent are saved and are accessible by clicking on the Draft amp Sent Letters button See the Communications Screen 42 for more information Provides details of all communications previously sent to the current applicant Communications can be resent from
330. times are optional Confirmed is to be used to confirm appointment with necessary parties as appropriate lf a member of staff is going to be present for the survey they should be selected from the Accompanied by drop down list Existing appointments are shown for the day of the Final Date to assist in this selection If accompanied then the appointment will be automatically added to the diary Finally contact details that have been entered for the surveyor are listed below the list of surveys See How do use the contact details grid 84 for further information on how to use this grid Information on the other tabs on the properties screen is available here Advertising Tabl 221 EPC Tabl 230 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 235 Lease Tab 232 Particulars Tabl 233 Properties Tabl 2 3 Valuation Tabl 23 Vendors Tabl 238 2015 Pair Softwhere LLP 5 29 6 Valuation Tab Details regarding your valuation of the current property can be recorded here The button can be used to undock expand the panel to make it easier to see multiple entries Valuation Vendo Ki Google Jia i Di ic A LLL fa Estimate p Statu 31 08 2010 Amount 875 000 Status Instruct lt 1 Week Time 14 00 Minimum 850 000 Description Awaiting Instruction Valuer Moz CRO ey Maximum 900 000 Appointments Directions and Additional Information Leave Morley Rd Tonbridge Kent TN9 1 UK Head easton Money R
331. tion of adding new categories when these categories are changed the categories set for all existing clients will also need to be changed Contact Record m Company Chappel amp Co Mr P Chappel Chappel P Mr Chappel amp Co J Company Jones Estate Agents 47 Tonbridge Road J Company Pair Management Co lela en J Company Tonbridge Estate Agents TN11 FHD Number Email a 0 1992 555555 pchappel chappelestateag 4 Estate Agents d H aA x Estate agents can be added by clicking on the SF button on the navigation panel Click on the kl button to save changes An existing estate agent can be cloned by selecting them and then clicking on the 4 button See How do use the navigation buttons s for more information Estate agents can either be added as individuals or just as a company When adding an estate agent the Client s Screen 120 will be displayed lf you wish to edit existing settings click on the button on the right hand side of the contact record address gt The individual solicitor record must be selected first even if it is blank SOLICITORS 2015 Pair Softwhere LLP 332 System Administration Company Badger amp Partners Roloph Z Mrs Company Mercantile amp Rolfe Company YYY Solicitors Ltd NUMBeremall ga 1892 121212 3 jbadger badgersolicitors c Solicitors can be added by clicking on the SF button on the na
332. tion will be stored under Draft amp Sent Communications of the client See the Customer Communications Screenl s1 for further information Double clicking on the button will undock this panel making it larger for ease of use OFFERS VIEWINGS Offers Viewings ey The By button can be used to undock expand the panel to m ETA wea make it easier to see multiple entries Outline information on offers and viewings that this applicant has made are displayed here in descending date order most recent first Double clicking on a property will open the property screen focused to the respective property There will be a slight delay while this happens Double clicking on the button will undock this panel making it larger for ease of use A coloured flag is displayed indicating the status of an offer Red Fallen through Green Accepted Checkered Offer Made An indicates that an offer was rejected DATED NOTES Dated Notes 5 Client date related notes can be entered here See How do use ps the navigation buttons s for further help on the navigation bar 15 01 2011 CRO Test KAJ 1708 2010 Ro Liked 8 oumeysend veynt AR The S button can be used to undock expand the panel to make it easier to see multiple entries The button can be used to enter the note entered into the diary on the date entered Double clicking on the S button will undock this panel making it lar
333. tions gt Company gt Users It is recommended that all properties and applicants are administered at their owning branch however this mechanism can be used if required Once added they will be just as if they were added by the other branch All archive delete buttons have been moved to the RH side of the toolbar to avoid accidental clicking Users are now listed alphabetically in the diary Negotiator and Valuer columns have been added to the activity report Withdrawn offers are now shown in the activity report Google directions are now appended to the content of directions and additional information rather than overwriting it Properties Advert amp Portal Text field is now spell checked The sales negotiator can now be set in the Sales screen Once set this can only be changed by a user with local or full admin rights The vendor search tab on the properties screen now just displays the vendor s surname initials and first names The search is purely limited to the surname Cash buyers are now excluded from the FS Module non referrals report Emails can now be sent from the Communications Standard Letters screen even though the applicable applicant or vendor may not have an email address registered New EAP PDF Printer driver will be installed when this version is first run Generic message dialog changed to have scroll bars when the message is too long to fit Searching is now disabled if the current record in the property or applica
334. to create will look like this 1 High Street Tonbridge Kent TNS 1ST Tel 01897 111111 www tonbridgeestateagents com Tonbridge Tonbridge O LR O 344 350 0 1 R 0 325 000 Fs aan es Tonbridge Groombridge Crowborough 0 R 0 E324 565 E250 0I TO E309 000 PRIGE ON APPLICATION Tonbridge Tonbridge Tunbridge Wells O LR O 277 555 O R 0 274 565 O 1 RO Eee Sie Tonbridge Tunbridge Wells Tonbridge O 1 R 0 E25 Oi O LR O 245 555 0 1 RO 245 565 There are 8 steps required to create this custom report 2015 Pair Softwhere LLP ES How do l 1 CREATE THE CUSTOM REPORT a From within System Administration s3 expand the Modules group and click on the Custom Reports option B Modules Custom Reports Financial Services Print Synchronization gt Text b This will display the report explorer Reports created within the Properties folder are available for generation from the Report Generator Screen z6 As we want this to be the case click on the Properties folder and then click on the new report button on the toolbar IB Advertisement Ellipsed IB Advertisements fe Branch Data fe Lettings List IE Rental Report Oitem s selected c The Custom Report Designer screen will be displayed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 35 84 Data Calc E Design Preview it oa EF ay amp ia UF To fe is xfi
335. to load the image to use Tick the MaintainAspectRatio checkbox set Left to 0 25 Top to 0 25 and Width to 7 2708001 and finally tick the Stretch check box 2015 Pair Softwhere LLP a How do l E Appearance A Border TopBorder a DirectDraw E MaintainAspecti Transparent E visible a El Content Picture TPicture El Identity UserName Image 1 q E Layout 7 AlignHorizontal ahCenter AlignVertical avCenter Height 1 5104001 Left 0 25 Top 0 25 Width 7 2 708001 Anchors atLeft atTop AutoSize E B ReprintOnOverl _ Stretch z d Click into the empty area of the header band and set it s Height to 2 0104001 This will vary according to the image you use but should be 0 5 inches greater than the height of the image visible M Height 2 0104001 PrintOnFirstPag W PrintOnLastPag M PrintPositon 0 BottomOffset 0 PrintHeight phStatic El Output File Save E 5 REMOVE THE FOOTER BAND We do not want a footer in this report so click on the Report menu and select Footer to turn it off The footer band will be removed from the report 2015 Pair Softwhere LLP Estate Agent Pro Enterprise a3 6 SET THE NUMBER OF COLUMNS a In the Report Tree panel click on Report Report aro ot Parameters ae Image 1 feel Column Header Page Style _ i HE Shape 1 b Set the number of Columns to 3 and the ColumnWidth to 2 51 El Data A DataPipeline Properties F NoData
336. tor panel to save the changes 2015 Pair Softwhere LLP Estate Agent Pro Enterprise EA FORCE REFRESH CROOO0EE1 7 CROOOD4062 CROOOOS06 CROOOOS075 CROOO0SS16 CROOO02259 CROOO04S65 CROOOO022 CROOO02461 CROZ 73 CROOO0421 5 CROOOO1 081 CROOOO0408 CROOO01 S46 CROOO0S054 CROOO0S389 05 04 2006 10 24 21 10 04 2006 17 12 20 02 05 2006 13 12 02 03 04 2006 10 13 31 114042006 13 33 58 17 02 2006 15 15 03 15 04 2006 03 51 58 09 01 2006 12 32 00 17 03 2006 09 24 56 03 03 2006 14 37 28 03 01 2006 09 40 22 eff U3 2006 17 43 07 06 02 2006 12 00 13 06 04 2006 10 21 32 15 04 2006 09 42 40 15 04 2006 09 51 46 24 02 2006 10 25 00 03 02 2006 11 56 32 Alen M4 Waverley Road Tonbridge Kent T Allen J 74 Osbourne Road Tonbridge kent T Bloomberg Joe 19 Bloggdon Road Tonbridge Brightwell F 19 Western Road Tonbridge Ker Brown BFlat 3 2 Grove Park Tonbridge Ken Cardogan 4 4 Forrest Road Tunbridge ells Clevedon 13 Prince Street Tonbridge Kent Cork Kr St Marve Close Tonbridge Rent TH Coulson 5 37 Avenue Road Tonbridge Kent Crabb 5 20 Turner Gardens Tunbridge Wells Deacon K Flora House 30 North Road Tonbr Dempsey 0 14 Deacon Road Tunbridge Well Devin W176 Kingsmill Road Tunbridge Wells Dover 6 14 Wood Street Tonbridge Rent Th Dunlop F 12 Franklin Close Tonbridge Kent Firth AK 2 Manning Road Tonbridge Kent Th Florins M5 Albert Close Tonbridge kent TNE Frampton W175 york Square Tunbridge Wel
337. trates this l e me p Ez iu Carousel Marketing a A ol l wl an pum Generate Custom Activity Valuation Offer Viewing Book Book Generate Valuation aw Carousel Marketing Custom Offer Book Diary 28 Portfolio Properties Applicants Clients Matches Progress Viewings eo ge Activity When accessing individual screens such as the properties screen the icons pertaining to that screen will be shown as a contextual tab called Active Screen This is done to save space so that more data can be displayed on the screen Properties al Ea Google A l A XY O JP Uploadable Buying thru Us Clone New Draft Contacts Images Templates Chain History Sales Viewings i v The screens in Estate Agent Pro Enterprise are skinned so that they have a common look and feel The icon colours have been designed to contrast with the default skin selected but this can be changed on a per user basis on the Administration tab Froperties Applicants 2015 Pair Softwhere LLP 360 What s New in this Version The control on the right is the skin chooser The skin can be selected by clicking on one of the icons within is such as the apple for the Apple Mac look and feel Clicking on the drop down menu at the bottom right of the skin chooser show this more clearly OAOA zee e VOVDOLLYEOERODOO Click on any icon to select the appropriate skin Once stored the skin will be remembered the
338. ts can also be re ordered 28 06 2011 10 45 38 1 Blands Drive Tonbridge Sent orders can be deleted by means of the navigator buttons at the bottom left of the grid See How do use the navigation buttons 7I s for further information The selected order can be re ordered by clicking on the re order button There will be a Slight delay whilst this is done as the PDF has to be duplicated A confirmation message will be displayed when this is complete and a new order will be added to the unsent orders list 2015 Pair Softwhere LLP 5 27 1 Load File Screen This screen enables you to add a particular file type and is primarily used from the Print Upload Screen 208 Load File O D Databases SanDisk iNew Office The Old Barn Only files of the type requested in this case PDF s will be displayed Click on the drop down button on 0 D Patabases SanDisk control to change the current the directory Click on the button to add the selected file open the PDF Viewer Print Order Screen 224 and exit This can also be achieved by double clicking on the filename 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 211 5 28 Progress Review Screen The progress review screen is where properties are reviewed based on the review cycle set default 30 days for the underlying vendor PROGRESS REVIEW SCREEN BA Buying Mr X Sales Property thru Us 13 Cedar Close Tunbridge We Sale Exchanged
339. tus is Available Under Offer Sale Agreed or the Letting equivalent lf these are set correctly then the reason will be a mismatch between the applicant s criteria and the criteria of the property To check this make a careful note of the applicants criteria then use the Property search in the Report Generator Screen zs to filter the results by adding more and more of the applicants criteria until the property disappears from the list of matches 2015 Pair Softwhere LLP ESTATE AGENT PRO Part What s New in this Version Estate Agent Pro Enterprise 359 10 What s New in this Version RIBBON BAR New main screen with Microsoft Office 2007 2010 look and feel including their new ribbon bar Estate Agent Pro Enterprise is a multiple document interface MDI which allows an unlimited number of screens including multiple applicants and properties to be open at the same time s tapa l aaaaa ad S BM C DB Properties Applicants Clients Matches Progress Viewings Generate Custom Activity Offer Valuation Viewing Carousel Dashboard Diary Lettings Marketing Portfolio rint Referrals B As per Microsoft guidelines when the ribbon is made narrower the icons on the toolbar will resize themselves automatically from 32x32 pixels with text to 16x16 pixels with text and finally 16x16 pixels without text This will start at the right of the ribbon and work its way to the left hand side The example below illus
340. ty to Rightmove and other portals that use the Rightmove file format As well as being used in the EAP standard reports the Advert amp Portal Text will be uploaded to internet property portals such as Rightmove as the Summary text The number of characters for this field is limited due to the limit set by Rightmove and other property portals If the Summary text field on the Particulars tab is filled in first the text from it up to the character limit is automatically copied to the field but only if it is blank If necessary the text can then be edited accordingly Any further editing of the summary field will not update the Advert amp Portal field The number of allowed characters in the field can be changed by your system administrator ACCOMMODATION TAB Accommodation Display Board Key Features Online Documents Accommodation Details 4 BEDROOMS 4 RECEPTION ROOMS 3 BATHROOMS 1 2 ACRE GARDEN 31 2 ACRE PADDOCKS VERY VERSATILE ACCOMMODATION The Accommodation Details can be used as an alternative rich text field to the Full Details field on the Particulars tab It is normally used on local in house advertising rather than on the internet where the Full details field on the Particulars tab is used It is useful if you would like to have more than one type of Particulars for a property The 4 button can be used to undock expand the panel to make it easier to deal with larger entries DISPLAY BOARD TAB
341. uation so that you can easily 1408 2010 12 0 03709 2010 15 00 Tonbridge 1 The Spiral T onbridge Kent TN11 50G Hewitt J 185 000 185 000 3 Bed Sem Undecided Mo 04 09 2010 14 00 Tonbridge 1 Lonedale Avenue Tonbridge Kent TN9 154 Jenkins t245 000 245 000 2 Bed Bungalow Undecided Mo 06 09 2010 10 00 Tonbridge 1 Cherry Close Tonbridge kent TH10 2EF Hilden Jean 335 000 350 000 3 Bed Bungalow Instruct 1week No 0rr0g2010 11 00 Tonbridge 1 Willow Close Tunbridge wells Kent TH1 3NB Hills H tzar 500 230 000 3 Bed Semi Instruct lt 1 Month No 5 Properties Double clicking on an individual property will open the properties screen focused on the respective property Columns can be sorted on ascending or descending by clicking the column heading The items shown in the Description and Status columns are configurable by your system administrator gt This grid has the ability of being grouped and filtered by columns See How do I use grid column grouping and filtering7 83 for further information 2015 Pair Softwhere LLP 270 Screens 5 35 Viewing Book Screen The viewing book screen lists all vewings made read only on all properties within a specified date range default 30 days Double clicking on an individual property in the property column will open the properties screen focused to the respective property and likewise for the applicant From 01 01 2010 To 06 06 2011 Applied to Date Entered D Viewing Dat
342. uations MDI INTERFACE 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 363 Ba History v P Uploadable Q Sales amp Buying thru Us Viewings o Mr X Clevedon Match Offers Regster Clone Portfolio Chain Property x Address E The Spiral Tonbridge Kent TN11 a Ask Price 2 875 Freehold Rightmove Detached House J22 Windsor Avenue Tunbridge Wells K ee C 23 Linden Road Tonbridge Kent TN1C p House Wd Style Detached iV _ 25 Green Road Tonbridge Kent TN9 Has to Buy S y i Period Iv Garden 3 acres Iv 2B Caldron Close Tonbridge Kent TN1 Negotiator j Non Estate Area Rural 3 Park Avenue Tonbridge Kent TN10 Sale Rent 32 Surrey Road Tunbridge Wells Kent Status 33 The Hollies Tonbridge Kent TN9 4 Tax Band 4 Bonnywood Road Hassock West Sus cur 4 Brambles Hassocks West Sussex BNI I40 Northumberland Avenue Tunbridge Gloucester Avenue Tunbridge Wells 5 Musgrove Road Tonbridge Kent TN 5 Rutland Gardens Tonbridge Kent Tr Jez West Drive Tunbridge Wells Kent Authority Tonbridge County Council lss Trenton Road Alton Hampshire GU Price Details OFFERS ABOVE lt PRICE gt 6a Grove Hill Gardens Tunbridge Wells 7 Hilside Tonbridge Kent TN9 8UP 17 St Marys Close Tonbridge Kent TN1 4 jij Baths Sa Feet 3 100 8 Journeys End Tonbridge Kent TN1C ee Recept 4 BI emer G0 27
343. uble clicking the icon will open it using the associated viewer 2015 Pair Softwhere LLP Any marketing expenses can be recorded here To add a new expense click on the SF button and fill in the relative information See How do use the navigation buttons 7I 87 for further help on the navigation bar 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 243 MORTGAGE REQUIRED TAB Property Advertising EPC Particulars Survey Valuation Vendor General Additional Vendors Docs Marketing Expenses moe ay Notes Required Referred Date Referred Initials MM Spoken to Advisor No aj P Details regarding mortgage requirements are to be recorded here gt If you are using the full version of EAP Enterprise then the following additional fields are available FS Feedback Await Response from Advisor i FS Outcome Await Response from Advisor a Why not Referred The above definitions can be set by your system administrator Default values can be set for FS Feedback and FS Outcome and will be automatically set as will the Date Referred when an email is automatically sent to your mortgage advisor These can additionally be reported on in the Mortgage Referrals Screen 12 NOTES TAB 7 f 2 or o oan a iC aera E Sas EE Fai D a i tici ars cl Ir TETI 4 f y aen aag Ven d or Jortgage Required Notes 2015 Pair Softwhere LLP Notes Any additional notes can be recorded here S
344. un on any data within the database These will have either been written by yourselves or Pair Softwhere for you charges apply CUSTOM REPORTS SCREEN Print View E Advertisement Ellipsed E Advertisements E Branch Data fe Instructions fe Lettings List E Monthly Pipeline E Properties and Commison fe Rental Report f Response Monitoring The list of folders is displayed on the left hand side and the list of available reports is listed on the right hand side Navigate to the folder you require by clicking the folder name then double click the report name to generate the report Custom reports can be printed emailed or saved as PDF s RIBBON BAR Moves the selected folder up one level Prints the selected report 2015 Pair Softwhere LLP Previews the selected report See the Report Preview Screenl 2 91 for more information 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 151 5 13 Customer Communications Screen Contains copies of all communications sent to an individual client including attachments sent by email Communications can also be resent from here CUSTOMER COMMUNICATIONS SCREEN Ore I Ae P 2g n Jome Administration Communications Ar J R w Poom Duplicate de Type Sent 16 01 2014 Email Test Tonbridge Es tate A q ents 06 02 2014 Email Blank Letter 09 05 2014 Email Test Ken 1 High Street Tonbridge Kent TN9
345. use variable commission rates based on the price the property is sold at they can be defined here New price bands can be added by clicking on the SF button on the navigation panel See How do use the navigation buttons 87 for more information In this example properties sold up to 500 000 will be at 2 00 between 500 000 and 1 000 00 at 1 90 and above 1 000 000 at 1 75 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 323 Company Name Tonbridge Estate Agents VAT Number Treerree Web Address wany tonbridgeestateagents com Include In Emails E mail Logo Yes Signature Block Yes Re Company Name The name of your Company VAT Number Your VAT number Web Address Your company website Include in Emails Email lf an email logo is defined in the section below whether or not to Logo use it in emails Include in Emails Signature If a signature is defined for users under Administration Options s15 Block this setting defines whether or not to use it in emails Default Image Folder Le WRer compag camera Maintain Aspect Ratio of Images No Print Images Directly to Printer No Report Banner 19 7cm 3cm appros 745 115 pixels 100 dpi Tonbridge Es tate Y 1 ents Memorandum of Sale Tem 4cm approx 440 x 180 pixels 3 100 dpi Email Logo Banner Image Don t forget guys new reduced commission fees start on 18th December 2010 Push this as much as you ca
346. used on their property thru Us This is an indication of whether or not the current applicant is purchasing any of your properties lf they are this button is enabled and clicking on it will if only one property is being purchased open the Properties Screen 23 focused to it If more than one property is being purchased the Property List Screen 222 will be displayed first offering a choice of which one to display Buying Information on the other tabs on the applicants screen is available here Additional Applicants Tabl 112 Mortgage Required Tabl 1 Search Criteria Tabl 114 Documents Tabl 1 8 Tenancy Tabl 17 2015 Pair Softwhere LLP 112 Screens 5 4 1 Additional Applicants Tab lf there is more than one applicant which is required to be communicated with separately they can be added here Thal A AN Lalll Additional Applicants Contact Details Number Ema Det Mr Able is purchasing this property with his 077872765432 daughter sable hotmail com www estateagentpro com To add an additional applicant click on the SF button This will open the client screen where you can choose an existing client as the additional applicant or add a new one See the Client s Screen 16 for more information See How do use the navigation buttons 87 for further help on the navigation bar Information on the other tabs on the applicants screen is available here Primary Applicant Tabl
347. utcome and Reason for non referral definitions can be defined in Admin gt Options gt Modules gt Financial Services A default value for Feedback and Outcome can also be set which will be applied when the referral email is sent These settings should be the same across all branches Emails can now be sent in the background and is configurable on a per user basis in Administration gt Options gt Company gt Users Communications tab This option should not be set until a user can successfully send emails in the foreground If any problems are encountered this option should be switched off It is not recommended that this option be set unless the individual user has at least a dual core processor The help section of the Email Screen 2s has been updated accordingly When a user first opens a new version of EAP they are prompted as to whether they wish to see a list of recent changes this screen Diary To Do list can now be zoomed To Do s can now be added from dated events There is now an option in Administration gt Options gt General gt Diary to set whether the diary is automatically refreshed or not when idle By default this is turned on EPC PDF s and HIP PDF s if applicable can now be cleared if set erroneously The database server nxServer exe has been replaced by EAPServer exe This is invisible to users and runs as a service on the PC where the EAP database resides This is still based on nxServer architecture but has the advantage of requir
348. uttons search from beginning 3 search for next occurrence of the search string or search for previous occurrence of the search string See How do filter properties 7I 74 for an example of using the filter button You can also move between properties by clicking on the property or using the progressive search facility For example if when the grid is focused you press the 2 key it will move to 2 Magdalen Road if you then press the 5 key it will move to 25 Green Road and so on Clicking on the information button will display a popup window which is shown on the right which corresponds with the coloured blocks shown against each property The tabs at the top of the list are different ways of displaying the list The default is by address and that is the one shown The other 3 are by vendor name property reference and street They are purely used as different search mechanisms e g the vendor is on the phone and just gives you his name PROPERTY TAB 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 217 Property Advancet Ask Price 895 000 Tenure Freehold Rightmove Detached House Branch Crowborough N p Type Style Detached Has to Buy No t lie a po J Age Garden 34 acres Negotiator CE Location Non Estate Area Rural Sale Rent Sale Garaging Garage ill Status Sale Agreed er ali Tax Band G Vendor Classifications Salesperson Beds Baths 3 Sq Feet 3 100 Recept 4 Garages2 Bg gam Vie
349. vailable 28 11 2009 15 39 01 FERS Available w Valuation 09 03 2012 14 29 11 JHE Valuation dt Valuation w qv O 208 000 Sale Aqreed 206 000 aL 13 01 2006 KH 40 Northumberland Avenue Mr amp Mrs N North gt 219 995 Sale Agreed Wells Kent TN2 gt 217 500 29 07 2010 PW 8 Joumeys End Tonbridge Mr A Castillo 175 000 Sale Agreed 31 08 2010 09 54 50 Kent TN10 4NG 170 000 30 09 2005 TC 14 Ridgeway Road Tunbridge Mr amp Mrs R Ridgeway 185 000 Sale Agreed Wells Kent TN4 QAP 180 000 24 06 2005 JS 25 Green Road Tonbridge Mr G Grober 249 995 Completed Paid Kent TNS 1BP 249 995 ad The meaning of the buttons on the ribbon bar is obvious so will not be explained with the exception of ordering prints The colour used in reports is configurable by your system administrator Professional prints can be ordered through Estate Agent Pro These are chargeable and you have to be configured to use this facility When you click this button the report will be saved as a PDF and opened in Adobe Acrobat PDF Viewer with a floating toolbar to allow you to complete the first stage of the order See How do order professional prints 8 for more information If you have generated an EAP template this button will be enabled and will allow you to store the generated template for the applicable property Closes this preview 2015 Pair Softwhere LLP 300
350. ve the name of your branch entered in to their area search criteria This means that unless changed 2015 Pair Softwhere LLP ste System Administration Include in Matching Mailing Include Sale Agreed and Under Offer Properties when Matching Maximum Price Tolerance Minimum Price Tolerance Print File Card on Applicant Deletion Store Applicant Matches as Events Store Applicant Matches only after Sending Letter etc they will not match with any property that is not in your town It is recommended that you leave this option set as No If this option is set to No then every new applicant will have to have the corresponding option on the Applicants Screen 105 set manually It is recommended that you leave this option set to Yes Whether or not to include sale agreed and under offer properties when matching properties from the Applicants Screen 10s Setting this will increase the applicants maximum price threshold by the specified percentage purely for matching purposes The default for this is 0 which is the equivalent of off Setting this will decrease the applicants minimum price threshold by the specified percentage purely for matching purposes The default for this is 0 which is the equivalent of off This option is included for historical purposes and it is recommended that this option is left set as No By default when a property is matched with an applicant or vice versa it is r
351. ventory Agreed Moved Out Final Inspection None of these fields are mandatory and can be used according to your requirements To add expenditure income or meter readings click on the SF button in the bar under its respective grid You will not be able to do this until you have entered some details in either the Credit Reference Deposit Scheme or Tenancy Information sections See How do use the navigation buttons s for further help on the navigation bar Information on the other tabs on the applicants screen is available here Primary Applicant Tabl 10 Additional Applicants Tabl 12 Mortgage Required Tabl 113 Search Criteria Tabl 14 2015 Pair Softwhere LLP 5 4 6 Archived Applicants Screen The is screen is the same as the Applicants Screenl ios but with the additional toolbar shown below Permanently foes Delete Archive The following actions are available Permanently Delete The selected applicant and all data associated with them will be permanently deleted This action cannot be undone Please use with care Restore The selected applicant and all associated data will be restored to the live database 2015 Pair Softwhere LLP Estate Agent Pro Enterprise ono 5 5 Applicant Property Matching Screen This screen displays either properties that have been matched against applicants or applicants that have matched against properties according to the criteria entered The results of this search can be
352. viewed Opens a screen enabling you to enter modify the search criteria used to filter properties to be included here Please see the Search Criterial 24 section below for more information property Also adds a bookmark if it was not already bookmarked This will toggle the image used for the Viewings button Click it again to remove the outline viewing Adds an outline viewing for the current x viewing Bookmarks the current property This will toggle the image used for the Bookmark button Click it again to remove the bookmark Removing a bookmark will also remove an outline viewing This will open the Properties Screenl 215 focused to the current property 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 205 SEARCH CRITERIA The search criteria can be entered modified here and the list of properties regenerated Min Price Bedrooms Receptions S ale Branch Closes this dialog and regenerates the list of properties based on the criteria entered Sets the search criteria back to the defaults the defaults are as shown Closes this dialog discarding any changes made Under Offer Flag b If this is ticked the Under Offer image will be shown when scrolling through properties as appropriate al Ticks all property types a Unticks all property types 2015 Pair Softwhere LLP Bookmarked Property List Any data entered here will be used
353. vigation buttons 871 for more information We have found that advanced matching whilst very useful in matching specific properties to specific applicants is confusing to most users and therefore we recommend that this option is not used unless you have a specific requirement DIARY 2015 Pair Softwhere LLP 33 System Administration Automatically Refresh Diary on Idle No gi Check for Overlapping Viewings within 1 hour Default Appointment Label E None ga Default Valuation Appointment Time 60 Minutes di Default Valuation Label U Travel Required D Default Viewing Appointment Time 60 Minutes gy Default Viewing Label j B Default Reminder 15 minutes Show Users from All Branches Yes Edit Bank Holidays Historic Diary Deletion Before Date 07 12 2014 J The diary can be set to automatically refresh if any other user has made changes to the diary when Estate Agent Pro is idle By default this is turned off There is a button on the diary to reload it manually You can define the default labels used in the diary for appointments valuations and viewings These labels match those used in Microsoft Office The default reminder time can also be set and whether reminders are activated for new appointments by default By default the diary for all users in all branches is available This can be changed so that only those us
354. vigation panel Click on the Fd button to save changes An existing solicitor can be cloned by selecting them and then clicking on the ie button See How do use the navigation buttons s for more information Solicitors can either be added as individuals or just as a company When adding a solicitor the Client s Screen 138 will be displayed lf you wish to edit existing settings click on the button on the right hand side of the contact record address P The individual solicitor record must be selected first even if it is blank 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 333 SURVEYORS Company Apcott Surveyors Apcott Mr Contact Record Mr John Apcott Apcott Surveyors 88 High Street Tonbridge Kent TH ZFF 07787111999 Jeff Apcott 07787222111 John Whitler 3 sales apcottsurveyors co 1 G japcott apcottsurveyors cc F jwhitler apcottsurveyors c Surveyors can be added by clicking on the SF button on the navigation panel Click on the lel button to save changes An existing surveyor can be cloned by selecting them and then clicking on the ie button See How do use the navigation buttons I s for more information Surveyors can either be added as individuals or just as a company When adding a surveyor the Client s Screen ise will be displayed lf you wish to edit existing settings click on the button on the right hand side of the contact record address P The
355. will display the registration screen The trial installation is valid for two weeks and will display the following dialog each time it is run Version 3 0 7 296 WAAL palrsottwhere Com Infotparsorhwhere com Sales Tel 08453 712789 The tral version of Estate Agent Pro Enterprise is not limited in functionality in any waw The Fro version does not display this notice This version will expire on eefOlfe0l1 understand that my use of this product ts subject to the terms of the Evaluation Licence and that any other use requires payment of a licence fee Agree Lut Licence Bu How 2 You must click on the Agree button in order to continue Once the two week trial has expired the following Registration screen will be displayed 2015 Pair Softwhere LLP Estate Agent Pro Enterprise Request Copy IDto Register Code Clipboard Software In order to be able to use this version you must first register the product The code can be obtained by emailing technical support using the link given below Please quote the following ID F4 FA1 9 Enter Code 19DBSE9250BB0AF6 I have read the EAP Technical Specification Once you have purchased the software you will be requested by EAP technical support to send us the ID displayed in this case F47FA179 The easiest way to do this is to click on the Email link Support pairsoftwhere com You will be emailed back a release code which you should insert in the Enter Code box
356. wing Feedback Mr J Able Vendor updated O20 7491 7777 01892 525448 07872 123456 G ken pairsoftwhere com An explanation of each of the areas is given below For help on adding a new property please refer to How do add a property 201 Ask Price 895 000 Branch Crowborough Has to Sell No Negotiator KAR Sale Rent Sale tatus Sale Agreed Tax Band Vacant Address Authority Tonbridge County Council Price Details OFFERS ABOVE lt PRICE gt The main image is displayed by default Images can be scrolled using the navigation bar 2015 Pair Softwhere LLP beneath the image The Ask Price is the price the vendor wants the property marketed at The branch selling renting the property cannot be changed This is the branch that added the property to the database Indicates whether or not the vendor has to sell this property in order to purchase another Select the Negotiator dealing with this property from the drop down list The default is configurable by your system administrator Select Sale or Rent from the drop down list Input fields are added removed dependent on the selection The status of the property cannot be changed here Select the appropriate council tax band This defaults to unknown If accidentally set to the wrong tax band it can be set back to unknown by pressing the Del key when the tax band field is selected Indicates whether the property is vacant or not To change the property
357. xactly the same manner COMMUNICATIONS SCREEN Applicants Send Letter Administration Communications 2 Hyperlink a c N E D me A2a SF FADI A 1u JEJ at Mat Selected All Attach Selected All List Labels Selected All v Inset Files Email Print Text Letter Applicant Response Empty J I Able J 12 Gordons Road Tonbridge Kent TN9 9 Applicant Additional W J Able Susan 12 Gordons Road Tonbridge Kent TI 1 High Street Tonbridge Kent TN9 1ST Tel 01892 111111 Fax 01892 222222 E mail sales tonbndgeestateagents com MrJ Able 12 Gordons Road Tonbridge Kent TNS 9QF 01892779674 0202789324 07787234674 eaten 07872840137 ar F Ken Jones 3 jable hotmail com Manager ENTER SUBJECT HERE Enter text here This screen can be broken down into 4 primary areas INCLUDE APPLICANTS GRID ple gl FE ERE E Ml WE BS Se E Ser p cant Additional Applicants peepee This grid contains a list of applicants that communications can be sent W I Able 3 12 Gordons Road Tonbridge Kent TN9 9 t O Applicant Additional LJ Able Susan 12 Gordons Road Tonbridge Kent TI The primary applicant is always shown at the top of the grid Removing the check from the Inc lude column will exclude the applicant from being sent the letter when using Emall All Print All and PERUA gt lf the communication can
358. y clicking on the _Load PDF button If HIP s are ever re introduced or you are a Scottish agent the recording of the order process of these can also be recorded here by your system administrator changing a setting Information on the other tabs on the properties screen is available here Advertising Tabl 224 Particulars Tabl 2331 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 231 Properties Tabl 2 4 Survey Tabl 224 Valuation Tabl 238 Vendors Tabl 238 2015 Pair Softwhere LLP 232 Screens 5 29 3 Lease Tab This tab is for entering information regarding the lease and is only visible when the tenure is set to leasehold Agent Commencement Date 104 15 Yumber Comal 1892 667755 Copy of Lease Available Fixed Ground Rent Per Annum Insurances Induded Maintenance Charge No of Years sitting Tenants Notes Whilst not always estate agents management agents are included as estate agents within Estate Agent Pro Enterprise New agents can be added by clicking on the GP at the right hand side of the agents drop down list Information on the other tabs on the properties screen is available here Advertising Tabl 2241 EPC Tabl 2301 Particulars Tabl 223 Survey Tabl 2341 Valuation Tabl 226 Vendors Tabl zal 2015 Pair Softwhere LLP Estate Agent Pro Enterprise 233 5 29 4 Particulars Tab This is where the summary and full details are entered and details concerning the property
359. z House The usage of Google Maps is in accordance wth the Terms of Use link displayed at the bottom right hand corner of the map The Terms of Use agreement is between yourselves and Google Maps The interface to Google Maps could be changed or removed or made chargeable at the discretion of Google Maps Pair Softwhere LLP wil try to keep this interface available but cannot guarantee it 4 Estate Agent Pro Enterprise Table of Contents Foreword 0 Part Introduction 9 1 What is EState Agent PrO iccccssiedesssetetecaiccntecivesl a aa a i aa 10 2 WhatEgd ipment do UNCC cissscciecscssaveccscdessnseneseceaceactartssceeteosvececsussesencnectesoszsatvencedake 11 3 LAN VS ASP Model scsi sees totes ecg eo eon ee eeu date se ath endo othe tases eee ies 11 Part ll Frequently Asked Questions 14 Part Ill How do l 19 PAG a Drope cissi nea cheese ota eee tae hound oa e aA ohecoredies 20 2 Add a VIC WING icii rie tat eivedencubsv ital oetedtectiedtobaieedeanbhewtiobiete teeters aE 23 3 Add an applicant cies cpt cie ois eeseaneae netiows eae eesen sh Sea eorsnencs enters uescseurenat dec vencwecessartowsce 25 4 OG AN ONO crna a aE a dune esasewdtaseuees sesatiowdbwastusitweanvestacneresaeces 27 5 Add images 0 a DPIODEMY 2 orior fwroexivbacceesestecnttiniiees Saasheectetacneeswabexesineidenteesbeacaeheneeet 30 6 Change an address sc sewi tc see cutis tere stern tere aaa 32 Greate a CUSTOM report sreb a a aea a a iene aa 33

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