Seller Contact Management

Basic things to know about
Seller Contact Management.

Sellers - 4 if needed Prospects Contact Management.
Microsoft Office OutLook needs to be installed on your computer. You can use any e-mail provider.
Can not send e-mail with OutLook Express!

Each system 'USER' sees and only has access to their prospective sellers.

  • List all of your prospective seller and relocation company information.
  • Contact Management Seller Prospects

  • Where all prospect seller information is reviewed, added or updated. Shown below are 2 actual screens you will use. There are two tabs at the top you can click your mouse on for information. The 'List of Prospective Sellers' tab and 'Prospective Seller Details ' tab.

  • Prospective seller, relocation company and relocation contact information can be imported into the Sellers and Their Attorney form in Brokermint's Properties screen using the PickList / LookUp feature.

    List of Prospective Sellers Page Tab
    First graphic sample.

  • When you have prospective seller contacts to make you will see this message.

  • There are 7 searchable columns in asscending or descending order: Seller Prospect, Referral From, Sellers Price Range, 1st Cont., 2nd Cont., 3rd Cont., 4th Cont. and Logon ID.
  • At the very top of the form in blue with white letters you will see the sellers name and user logon ID.
  • Notice that on Asc Seller Prospect there is Asc for Ascending order. You can click on Asc and change the order to Dsc Descending order. You can change the order any time you want to.
  • If you click on the Seller Prospect, Referral From, 1st Cont., 2nd Cont., 3rd Cont., 4th Cont. or Logon ID you can then set the sort order to ascending or descending.
  • Look For: Is a great time saving feature when looking for a seller, referral company or appointment date. Which ever column is set for Asc > or Des < you can type in the buyers name, referral company or date and go automatically to that record.
  • At the bottom of the form there are mover buttons to move from one record to another. Also the Print Reports, Delete, Add and OK buttons. When adding a new property record, you will also see a Save and Cancel button.
  • With the Print Labels button, you can print address labels or 3 x 5 post cards to all sellers.
  • Any appointment with todays computer date will be highlighted in red.

    Prospective Seller Details Page Tab
    Second graphic sample.

  • Use the tab key on your keyboard or your mouse to go from one field to another.
  • Any cyan field you see is a required field when you are adding or changing.
  • Use the calendar calendar button or type in the dates for each of your 4 contact dates.
  • You can click on the Write Letter to Prospective Seller button to bring up MS word and create a letter to your prospective seller.
  • You can use the E-Mail to send E-Mail messages to a seller or relocation company contact.
  • Click on the button anytime you see for a quick insert of date, datetime, time or pre-defined text messages.
  • You can click on the Create Letter to Referral Contact Regarding Seller button to bring up MS word and create a letter to your relocation contact.
  • Click on the Print Labels button to print address labels and 3 x 5 post cards to all sellers
  • Any appointment with todays computer date will be highlighted in red.
  • If the seller becomes inactive un-check the Active Seller check box..

  • Last Updated: 12/30/08