Registering a buyer

Register a buyer to keep their contact details and property requirements in one place. Once a buyer is registered, Loop can match them to suitable properties.

Before you start

• The buyer's first name and surname are required. Everything else is optional, but the more you add, the better the matching.
• For matching to work, add at least a price range and a number of bedrooms.
• If the buyer enquired through Rightmove, Zoopla or your website, you may not need to register them. Booking a viewing for an enquiry registers the buyer automatically.

Steps

1. In the left-hand menu, click Buyers.
2. Click Add Buyer in the top right-hand corner.
3. Enter the buyer's First Name.
4. Enter the buyer's Surname.
5. Enter the buyer's Mobile number.
6. Enter the buyer's Email address.
7. Select where the buyer came from in Source (for example, Rightmove, website or walk-in).
8. Enter the buyer's current Postcode.
9. If someone else is buying with them, click Add another buyer and enter their details.
10. Check the Display Name. This is how the buyer appears in Loop.
11. Check the Addressee. This is the name used on letters.
12. Enter the buyer's Minimum Price and Maximum Price.
13. Enter the minimum number of Bedrooms.
14. Select the buyer's Match Areas.
15. Select the Property Types the buyer is interested in.
16. Add any Buyer Tags (for example, Investment).
17. Add anything else the buyer wants in Requirement Notes (for example, "needs a garden").
18. Select the buyer's Proceedability (for example, cash buyer, first-time buyer or property on the market).
19. Select the buyer's Reason for Purchase.
20. Select the buyer's Selling Position.
21. Click Save.

The buyer is now registered and appears in your buyer list. Loop starts matching them to properties straight away.

Other ways to register a buyer

• From the Lobby: click Quick Add, then select Buyer. The same buyer form opens.
• From an enquiry: open the enquiry and click Convert to Buyer. The same buyer form opens with the enquiry details already filled in.
• From a viewing: when you book a viewing, you can register a new buyer as part of the booking. See Booking a viewing.

What the fields are for

Example

Jamie Placeholder walks into the branch looking for a three-bedroom house up to £350,000. They're a first-time buyer.

• First Name: Jamie
• Surname: Placeholder
• Mobile: 07700 900123
• Email: jamie.placeholder@example.com
• Source: Walk-in
• Minimum Price: £250,000
• Maximum Price: £350,000
• Bedrooms: 3
• Proceedability: First-time buyer

Related articles

• Booking a viewing
• Editing a buyer's requirements
• Adding and removing people on a record
• Matching a buyer to properties
• Managing expiring and expired buyers

Need help?

Contact the Support Team at support@loop.software.