1. Buyer's chain management overview
A buyer chain describes a line of buyers that are linked together because each is buying a property from one of the others (apart from those at the beginning and the end of the chain).
To access the chain management page for potential buyers:
Go to Sales properties > Potential buyers
Locate the required buyer
Select the chain icon (shown below)
If a buyer does not have a chain associated with them, the chain icon will appear black. If a property does have a chain, the chain icon will be green.
2. Adding a property to a buyer's chain
If the property being added is already part of a different chain in your system, all properties linked upward or downward to this buyer will also be added to the chain. This removes the need to add each property individually.
2.1 Adding a property that your agency is also selling
Select the Add to buyer chain button
Expand the Select YOUR COMPANY NAME property dropdown and select the relevant property address
Enter any relevant chain notes in the Notes field
Select Submit
The chain management page will reload, and the property will appear within the buyer's chain
2.2 Adding a property being sold by another agent
Select the Add to buyer chain button
In the Add a property another estate agent is selling section, enter the property details including:
property status (ie pending, on the market, under offer etc)
proposed exchange date
any relevant notes
the address of the property
details of the estate agent
details of the vendor's/owner's lawyer
Select Submit
The chain management page will reload, and the property will appear within the buyer's chain
Note: Estate agent and solicitor details can be selected from the relevant drop-down list if the contact already exists in the system. If the contact does not exist, select + Add new to create a new contact record.
2.3 Adding a property that is being sold by another agent (that has already been added to another chain)
Note: Once a property (that is being sold by another agent) has been manually added to a chain, details of that property will be saved for reference. Users can select this property from a dropdown in other chains to prevent the manual re-entering of the same data.
Select the Add to buyer chain button
Expand the Select a property another estate agent is selling, that you have already added to a chain dropdown and select the relevant property address
Amend the property or chain information if required
Select Submit
The chain management page will reload, and the property will appear within the buyer's chain