Multilink's Smart Office
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Multilink's Smart Office |
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ENGAGING WITH
PURCHASERS |
| Suggested procedures for managing Purchasers and how Multilink's 'Smart Office' automates them |
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Purchaser Tasks |
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What is the task? |
How many days after the Purchase is it done? | Who does it? | Where in Multilink's 'Smart Office' is this task found? |
How is it done? (Video) |
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| Send a Purchasers’ letter & kit | 1 | PA | Proplink | AE001 | |
| Instruct Purchasers’ Solicitor | 1 | PA | Proplink | AE002 | |
| Send a ‘Household Inventory Booklet’ | 7 | PA | Proplink | AE017 | |
| Send a 'Pre-Settlement Checklist’ | 21 | PA | Proplink | ||
| Send a Change-of-Address, Telecom and Utility Company churn | 30 * | PA | Proplink | ||
| Send a ‘Pointer Board Appreciation’ letter | 30 | PA | Proplink | AE013 | |
| Send ‘Account Sales’ | 45 * | PA | Proplink | AE016 | |
| Print 100 ‘Introducing New Neighbours’ letters and give to Sales Person for Distribution | 59 * | PA | Proplink | AE019 | |
| ‘Purchasers’ Questionnaire’ | 63 * | PA | Proplink | AE020 | |
| Settlement Day Gift | 5 days prior to settlement * | PA | Scheduler |
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| After Settlement follow-up | 5 days after settlement * | Sales Person | Scheduler |
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