The Basic Delegate Training Course has been designed to cover all aspects of a typical working day in an estate agency.

Topics covered:

• Client Management
  • Registering applicants
  • Registering vendors
  • Registering companies
  • Applicant matching
  • Telephone wizard
  
• Property Creation
  • Booking a valuation
  • Taking property on
  • Brochure creation
  • Adding EPC graphs to property details
  • Viewing arrangements
  • Marketing
  
• Booking Appointments & Tasks
  • Booking and rescheduling viewings
  • Booking meetings
  • Booking financial Services meetings
  • Booking general diary appointments
  
• Marketing & Advertising
  • Mail merge
  • Bulk SMS & MMS
  
• Question & Answer time
  • An opportunity to get your questions answered by the trainer
  
• New Development
  • Key management
  • Favourites tool
  

The Advanced Delegate Training Course is designed to give an in depth look at the more sophisticated areas of the dezrez software.

Topics covered:

• Offers
  • Recording an offer
  • Editing an offer
  • Taking an offer through to completion
  
• Sales Progression
  • Chain setup
  • Sending standard sales letters
  • Building your chain
  • Adding notes to a sales chain
  
• Applicant & Vendor Management
  • Advanced searching
  • Creating and saving lists
  • Deleting contacts en masse
  • Editing applicants and vendors in bulk
  
• Reporting
  • Diary reporting
  • Filters
  • History of a property
  
• Question & Answer time
  • An opportunity to get your questions answered by the trainer
  
• New Development
  • Key managmemt
  • Favourites tool
  

The Marketing course outlines all of the marketing tools available within Dezrez, from mail merge and picture messaging to weekly newsletter creation.

Topics covered:

• Marketing & Advertising
  • Applicant matching
  • Mail merge - selected properties to all matching applicants
  • Mail merge - all properties to all matching applicants
  • Bulk SMS & bulk MMS
  • Portal Management
  
• Managing Applicants & vendors
  •  Advanced searching
  • Creating & saving applicant & vendor lists
  • Creating a hot box
  • Creating a potential sellers register
  
• Vendor Care
  • Individual vendor reports
  • Bulk vendor reports
  • Sales tracking
  
• Bulk Mail & Word merge
  • Creating bulk buyer email
  • Creating bulk vendor letters
  • Standard letter management
  • Creating newsletters
  • Generating adverts
  
• Question & Answer time
  • An opportunity to get your questions answered by the trainer
  
• New Development
  • Key management
  • Favourites tool