In order to update a vendor's contact details, or other additional details, click Options > Update on the buyer overview.
Some additional details, e.g. how they came to deal with you in the first place (source), are not collected from the original Add Vendor form and may be subsequently added via this Update form.
You can update this person's contact details.
- Phone number(s)
- Email address(es)
You may wish to record how the vendor heard about your agency and has come to use your services in the first place. As well as providing additional information which might help with the sale itself, this may assist with analysing your sales activity for various properties.
- Existing landlord
- Local paper
- Other (you can specify the other source)
- Phone directory
This is a checkbox which you can use to indicate whether you have collected and verified the vendor's photographic ID in line with money-laundering legislation.
The actual photographic ID is not uploaded or attached via this form. You can scan and attach it as a file via the Documents & Files menu.
If known at this stage, the name of the solicitor practice dealing with the sale of the vendor's property may be recoded. Select the solicitor practice from the list if it exists, or simply type the new practice name and click Add...
Full solicitor practice details (address, email, phone, etc.) may be maintained via Settings > Agency Settings > Solicitors.
Rather than just dealing with a particular solicitor practice, an individual solicitor will be the main contact for this sale, particularly in larger practices.
The solicitor contacts menu will show solicitors belonging to the practice selected in the preceding menu. Select the solicitor contact from this list if they exist, or simply type the new contact name and click Add...
Full solicitor contact details may be maintained via Settings > Agency Settings > Solicitors.