Adding Multiple Properties to One Seller in Loop

Overview This guide provides step-by-step instructions on how to add multiple properties to a single seller (vendor) in Loop. Follow these simple steps to streamline the process and ensure the correct association of properties to your sellers.

Steps to Add Multiple Properties to One Seller

1. Locate the Seller in the System

• Navigate to your seller’s files within Loop Software.
• Identify the seller you want to add a new property for.

2. Add a New Property

• Option 1: Book an Appraisal

  • At the top of the seller’s profile, click the option to book an appraisal.
  • Use this method if you are scheduling an appointment to value the new property.

• Option 2: Add an Instruction Directly

  • If the seller has provided you with another property to list without requiring an appraisal, you can skip the appointment step and directly add an instruction.

3. Use the Quick Add Button (Alternative Method)

• Navigate to the "Book Appraisals" section or use the "Quick Add" button.
• Enter the property’s postcode and select the correct address.

4. Link the New Property to the Existing Seller

• During the appraisal process, enter the seller’s contact details (e.g., name, email, or phone number).
• Loop Software will detect if the seller already exists in the system.
• Select the option to "Use Details" to link the new property to the seller’s profile.

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