1. Sending documents to a single buyer
Note: To send a copy of a document to a single buyer, the buyer must be linked to the property.
Go to Sales properties > View available properties
Locate the relevant property
In the Overview column, click on the house icon
Locate the buyer the document is to be sent to
In the Emails column, expand the dropdown and select one of the following options:
Provided a PDF document has been uploaded against the property into the corresponding folders, a link to it will appear in the appropriate email.
2. Sending brochures to multiple buyers
When finding matching buyers for a property, users can send the property brochure to multiple buyers simultaneously.
Go to Sales properties > View available properties
Locate the relevant property
In the Actions & Views column, expand the dropdown and select Find matching buyers
In the Send email column, ensure the buyers who are to be sent the brochure are ticked
Select Email brochure/schedule to selected buyers
If a PDF brochure has been uploaded against the property, a link to it will appear in the email. The email address for each buyer will be BCC'd.