Adding Additional Sellers to a File

Objective:

This guide aims to assist users in adding additional vendors to a property listing on the platform. Users will learn the steps involved in accessing the property dashboard, navigating to the sellers tab, and adding new individuals as an additional landlord.

Step 1: Accessing the Property Dashboard

• Locate and select the option for properties, found on the left-hand side of the dashboard menu.
• Choose the appropriate category based on the property status. In the video above we used "pre-market"

Step 2: Selecting the Property

• Once in the pre-market section or the desired category, choose the specific property to which you want to add additional landlords or vendors. In the video above, the example given is "Flat 8 Avondale Court".

Step 3: Adding Landlords/Vendors

• Within the selected property, navigate to the people tab.
• Review the current list of sellers associated with the property. In the provided example, one seller named Spencer is listed.
• Navigate to the seller profile using "go to file".
• To add a new vendor, locate the option to add a new person.
• Enter the necessary details for the new landlord or vendor, including name, phone number, and email address.

Step 4: Verification and Confirmation

• Double-check the entered information to ensure accuracy.
• If applicable, verify the email address to enable communication with the new landlord or vendor.
• If the new landlord or vendor shares the same address as an existing one, you may choose to copy the address from the existing entry or manually enter the information in the fields provided.

Step 5: Adding Additional Details

• Optionally, provide additional details such as the source through which the new landlord or vendor was acquired. In the example, "friends and family" is selected as the source.

Step 6: Finalising the Addition

• After verifying and confirming the details, click on the option to "add person" to save the changes.
• If prompted to change the name or any other details, make the necessary adjustments and confirm the changes.

Step 7: Reviewing the Update

• Return to the property overview to confirm that the new landlord has been successfully added.
• Verify that the property now displays both the existing and newly added landlords as required.

Step 8: Completion

• Congratulations! You have successfully added another landlord or vendor to the property listing.

By following these steps, users can efficiently expand the list of landlords associated with a property, ensuring comprehensive representation and accurate communication channels. If further assistance is needed, please refer to the platform's support resources or reach out to customer service for additional guidance.