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Applicants - What to do when a buyer has purchased their property

Once a buyer has found their dream property with you, it is important to update their contact profiles. Updating their type to Vendor, upd...

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Written by Brad Roby

Once a buyer has found their dream property with you, it is important to update their contact profiles. Updating their type to Vendor, updating their new correspondence address and turn off their Search Profiles so they do not continue to receive updates on properties that fit their profile. Follow these steps to update the contact's record.

Click Contacts

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Search for and choose the contact

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On the Contact Detail page, click About

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Then choose Contact Info to update the information:

Add a tick to Vendor right below contact info.

Edit the post code to the new address.

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Click Save on the bottom right to update these settings

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Then click Search Profile to turn off their property matching.

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On the left side are all of their profiles. Simply click on the green button next to any Active profile to make it grey and Passive to turn off the property matching.

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For more information on 'What does active mean in buyer tenant search profile' click here

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