Adding a landlord with a property to let

The process of adding a landlord to Jupix, with a property to let, is outlined below.

This article includes: 

• Adding a new potential landlord
• Progressing the enquiry
• Adding a market appraisal
• Adding a direct instruction

Adding a new potential landlord

1. Click the Residential Lettings department tab
2. Click Landlords on the main homebar
3. Click Add New Potential Landlord
4. Enter as much of the landlords Person Details as possible
   1. It's possible to add multiple email addresses within the Email Address field. Simply separate the addresses with a semicolon and a space.  All emails sent to this landlord will be sent to all email addresses included within the Email Address field
5. Add Communication Preferences which will determine how mailouts are sent to the landlord.  Do Not Solicit By is any method the landlord doesn't wish to be contacted by
6. Marketing Consents for Marketing Information and Property Match Details will be set to Unknown by default. If the landlord has Consent Given or Consent Denied, this can be selected from the dropdown menu
7. Add in any Additional Contact Information 
8. Confirm the Source of how the landlord heard about your agency or the way in which they made their enquiry
9. Add Property Details for the potential property the landlord may be looking to let
10. Click Save

Progressing the enquiry

1. Click Landlords on the main homebar
2. Search for the relevant landlord in the Find bar and click Go. Click View on the relevant record
   1. Alternatively, find and click the relevant landlord from within the Last Viewed section
3. On the landlord Summary tab, click Book Appraisal
   
   
   
   
4. Click the type as a Market Appraisal (to create an appraisal record) or a Direct Instruction (to create a property record)

Adding a market appraisal

1. Fill in the property details for the property the landlord wishes to let
2. Complete the Background Questions if you have the answers available (the answers can be added later)
3. Click Select date and time from diary to schedule the appraisal in and select the attending staff for the market appraisal
   
   
   
   
4. Once the appraisal is confirmed, tick Confirmed with the landlord and attending staff. If you tick Email Confirmation, this sends a confirmation email to both contacts
5. A new appraisal record is created which can be progressed to a property record, once completed
   
   

Adding a direct instruction

1. Fill in the property details for the property the landlord wishes to let
2. Add the property marketing information, letting details (including the price) and viewing arrangements
3. Click Save when completed
4. A new property record is created which can be progressed to Instructed – On Market once all incomplete tasks have been resolved