15 Feb 2010

Getting Started

Client Advisors No Comments

1. Business Login

Business LoginThis link can be found on the right side of the bottom of the page.


2. Log in

Enter your Username and Password into the Sales Administration Area and click Login.


3. Business Administration Options

Business Administration Steps

The system links all the various participants involved in a lead/referral and sales advice. To ensure your participation is linked; Steps 1 and 2 are vital. Here you are able to enter details about yourself, your team and your network.

Step 3: here you are able to select via ‘Display & Syndication” which properties you want to make available on your site. Via ‘Project’ and ‘Estate’ you can load properties.

Step 4: Gain access to online support documents including flow charts.

Please note: we offer support via ‘live chat’, phone and 1 on 1 meetings: click here to contact us.


4. Sales Administration Options

Sale Home: landing page

Manage Leads: Manage leads and submit new referrals

Property Search: links to the properties, search and report

Deal management: List/copies of submitted Sales Advices

Discussion Groups: here you are able to monitor and contribute to the progress of a sale until settlement.


5. Get Familiar

The best way to get to know the Property Compass and its potential is to use it! Try all the tabs, alter the assumptions, view the results, add properties to your shortlist, create scenarios and print a report.


Resources

These forms can be used to expand and train your network.

  1. Username Password Application (PDF)
  2. Website Training Request (PDF)
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