1. Buyers 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 buyer in question
Click on the chain icon (shown below)
Should a buyer not have a chain associated with it, the chain icon will appear black. However, 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 on your system, all properties which are linked upwards or downwards to this one buyer will also be added to the chain. This saves users from having to manually add in all the properties one-by-one.
2.1 Adding a property that your agency is also selling
Click on 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 within the Notes field
Click Submit
Users will then be re-directed back to the chain management page and this property should now be appearing as part of the chain
2.2 Adding a property that is being sold by another agent
Click on the Add to buyer chain button
Locate the Add a property another estate agent is selling section and populate the fields with details of the property including:
the property status (ie pending, on the market, under offer etc)
the proposed exchange date
any relevant notes
the address of the property
details of the estate agent
details of the vendor's/owner's lawyer
Click Submit
Users will then be re-directed back to the chain management page and this property will now be appearing as part of the chain
Note: When adding the estate agent and vendor/owner lawyer details, users can select their name from the relevant dropdown if they already exist as a contact on your system, or select the + Add new... button to add details for a new contact.
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.
Click on 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
If required, make any amendments to the property/chain details
Click Submit
Users will then be re-directed back to the chain management page and this property should now be appearing as part of the chain