Listing →  Agency tab II


This is where you enter the Agency details, Vendor, Solicitor and agency details for your listing.

TABLE OF CONTENTS


Vendor details

Adding a Vendor to your Listing by selecting the Add  button.


Click on Add button to add your Vendor.

  1. You can Find an existing Contact – Start typing their Name, Email, or phone number to find the Contact, then select and Attach to your Listing.
  2. View all – If you cannot find but know that they are in your database click on the View All to make it easy to locate them
  3. New – If you know that they are not in your database then click on the New button and add to your database and then attach to your listing.

Best practice; You should add your Vendors, Landlords, Solicitors directly into your Contact/People database before loading your listing.


If your Vendor is not in your People database then select the New button and enter the Vendor into your database.


A contact in your people database can be a Vendor, Buyer, Past client, Active client all at the same time!


Adding a a Vendor to a listing or a Landlord, Tenant, Solicitor, or Owner it’s the same process each time.


Vendors Solicitor

The Solicitor is the lawyer or professional company/ lawyer representing the vendor. Select your solicitor firm and then enter the contact with the firm.

Click on the Add button to add a solicitor to your Vendor


You can start typing to find an existing solicitor or use the New or View All buttons

New Solicitor 

Enter the Law form and the solicitor acting for the Vendor then select the Save & Attach

Important

After you have created your New Solicitor you will have to use the Edit button to enter their contact details 

Your Solicitors are a special type on contact in your contact database.



Confidential Comments

Enter confidential comments

Adding Confidential comments to your Listing


An example might be ‘Marriage separation’

Note: Confidential comments are only displayed inside OSL Office.

Tenancy details

Select if the property is Vacant, Tenanted or Owner Occupied

If tenanted you can add the tenant from your Contact database, the weekly rental amount  and tenancy expiry date


If the property is tenanted enter the weekly rental amount.




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