Estate Agency

Cancellations
This document will discuss how in the Agency Contracts team we process different kind of cancellations when requested to do so.  Before we process the ...
Wed, 2 Jun, 2021 at 1:58 PM
How to update billing/payer details
Customers will often ask for certain elements of their billing details to be updated, the below will give you some more information on making these amend...
Fri, 20 Oct, 2023 at 2:16 PM
Cancelled Product and Swap Forms
Our Account Manager's build a package based on the individual customers business objectives, throughout their journey on Rightmove these can change.  In...
Thu, 18 Mar, 2021 at 5:42 PM
Property Transfers
The property transfer process allows us to move properties from branch to branch on our internal systems to prevent property stock that where it is neces...
Thu, 18 Mar, 2021 at 5:41 PM
Change of Service Form (EA)
A change of service form is part of core membership and determines which properties are allowed to advertise on site. Agents may wish to add/remove/change t...
Wed, 2 Jun, 2021 at 2:39 PM
Best Practice on Forms (EA)
When the contracts team receive a new contract (Form) there are various checks that need to be carried out to ensure that the form is correct and can be ...
Wed, 2 Jun, 2021 at 2:41 PM
Fixed Term (FTC) Package (EA)
What are FTC's?  Renewal of FTC's The Sales Process at sign up  AM requests a letter/form to be created – package shown at top usually What&...
Wed, 2 Jun, 2021 at 2:41 PM
Student Forms
Students are another type of customer as well as Majors, Indies and Corporate accounts we process in the Contracts team. TABLE OF CONTENTS What does ...
Fri, 26 Mar, 2021 at 12:54 PM
Credits (EA)
TABLE OF CONTENTS What are they and why/how do we raise them? Before you raise a credit: Raising the credit Credit View in Freshdesk What are t...
Wed, 2 Jun, 2021 at 11:35 AM
Change Of Ownership (EA)
TABLE OF CONTENTS What is a Change Of Ownership? What do we need to process a Change of Ownership? Registered company name Creating a new Payer Referen...
Wed, 2 Jun, 2021 at 11:36 AM