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Salesman’s Real Estate Salesman’s Real Estate ProgramProgram
Copyright © D. & B. Munro Properties Limited 2006
Designed by Duncan Munro
Nine years Real Estate Salesman in Hamilton with Lodge Real Estate
Designed by a Salesperson for a Salesperson
Pro- active Residential Salesman
This Microsoft Access This Microsoft Access
Program requires, The Program requires, The
Microsoft Office 2003 Microsoft Office 2003
ProfessionalProfessional
PlatformPlatform
Functions of ProgramFunctions of Program Data Base Management SystemData Base Management System Telephone Call List Record of Potential Clients Record of Current Buyers Record of Current Vendors Record of Existing Clients Record of Farm Clients Archive of Houses Sold to Buyers Archive of Houses sold to Vendors Record of Company Listings currently on Market Archive of all Company Listings Record of all Appraisals Completed Full Search capability of all data Linking Buyers to Listings and
Listing to Buyers
Simple to use
Navigate Program directly from
Control Panel
No knowledge of MS Access required
Integrate with MS Word and MS Excel
Mail Merge with MS Word
Analysis with MS Excel
Main Control Panel
Contact Details
Classification of Contact
Search Contact
Search Query bring up only necessary fields
First Contact DateDate when first included in database
Last Contact DateDate when last spoken too
Main Data Base Contact Page
Main Contact Data Base Input section
Main Search area of Data Base Contacts
Section
Classification of Contacts
Potential Clients become Buyers/Vendors become Existing Clients
Farm 1 and Farm 2 Clients
Record of First and Last
Contact Dates
First Contact Date when contact first entered into data base
Last Contact Date when contact last spoken to
Once the Contact is
re-Classified as a Buyer
the
Enter Buyer Form
appears
When Buyer purchases a house click Sold!
Potential Client becomes a Buyer
Classification of Buyers under Category
A Buyers- Immediately
B Buyers- Soon
C Buyers- Within 6 Months
Type of Buyers
When Sold! Button
is clicked
Houses Sold:Enter Buyers
form appears
Enter:
Address of house sold
Details of contract
Whether a gift has been given
Type and Location of house
Recording Houses you have Sold to Buyers
When
Search House Sold-Buyers
button is clicked,
form appears
Main Search details
Bring up only necessary fields
Searching Houses you have sold to Buyers
Once Contact is
classified as a Vendor
the
Enter Vendor Form
Appears
Enter details of Vendors Home
Date listed
Number of Bedrooms
Address
Type of VendorClick Sold! when Vendors house
sells
Recording Your Vendors Information
When Vendors house sells, enter details of sales
When Sold button
is clicked
House Sold:Enter Vendors
form appearsAdd Record button is clicked
Record Address
Details of Contract
Whether a gift has been given
Whether there has been competition or not
Sale Price
When Searching houses sold vendors,
Click button
Searching Houses Sold Vendors
Search House Sold-Vendorsform appears
Specific Details of a particular
sale
Select Required
Fields
Show All houses
sold
When an Appraisal is required for a Potential Client
Click Appraisals Button
Appraisal form Appears
Enter details of property
When you want to search Appraisals that have been
Completed
Search Appraisal form Appears
Click Appraisals Button
Search specific Appraisal
Search All
When Cold Calling on the phone or making Random Calls
Click Call list Button
Call List Form AppearsKeeps track of numbers you have called
Date Called
Person Spoken too
Details of conversation
Adding New Company Listings
Click Enter New Listings
Enter New Listing form AppearsEnter details of new listings
Initially on Market
Information when sold may be entered later
Searching Company Listings
Click Search Listings
Search Listings form Appears
Search Specific Listing
Only bring up required fields
Question: What Listings has WJ currently got on the market?
Write Agents initials WJ
Required Fields Date Listed, Price, Marketing, Type of House, Compass, Bedrooms, Garage, Vacant, On Market
Click On Market
Run Query
Question: What Listings have we got in Hamilton East with 3 or 4 Bedrooms?
Write Hamilton East
Enter3 and 4
Required Fields Date Listed, Price, Marketing, Type of House, Bedrooms, Garage, Vacant, On Market
Click On Market
Run Query
Required Information Appears
Right Click Price, then Click Sort Ascending,
Listings are then displayed in Ascending Price order
Linking Buyers with Listings and Listings with Buyers
Click Link Buyers with Listing Button
Buyers name, look for Listing
Name of Street, look for Buyers name
General Search e.g.
Specific price
Specific area of city
Required number of bedrooms
Whether Pool/Office/Self Contained flat required
Link Buyers to Listings form
When Run Query button is clicked for, Search Listings for a Buyer
Specific name of buyer appears in price range
Suitable Address of Listings appear in same price range
Or: Search Buyer for a Listing
Specific Listing Address in price range appears
Suitable names of Buyers in price range appear
Or: General Search
All Address of Listings in price range
All Names of Suitable Buyers in price range
Program has strong searching capability
More Examples of Possible Searches from Main Contact Search Form
Question: I want a list of everyone I met at my listing at 26 Knighton Road
In Note write,met at 26 Knighton Road
Required FieldsHome PhoneMobile PhoneNote
Click Search Button
Question: Who was that person? I remember, I recorded that he had a fat dog in his car. I want to phone him.
Note Write,fat dog
Required FieldsHome PhoneFirst Contact DateNote
Click Search Button
Required Information Appears
Note: All Information recorded can be searched. I couldn’t remember the man’s name but I did remember
that he had a fat dog in his car
Question: I want to find a solicitor in Hamilton
I have Recorded all Hamilton solicitors under beta in Note
Required FieldsWork PhoneHome PhoneMobile PhoneNote
Click Search Button
Question: On this slip of paper in my pocket, I wonder who’s phone number this is? (027)444.8189
Type Phone Number (027)444.8189
Required FieldsMobile PhonePartners Name
Click Search Button
Required Information Appears
Note: Phone Numbers have to be entered in exactly the same way each time for the search to work
Question: I want a list of buyers for August 2006 in descending date order
Required FieldsHome PhoneMobile PhoneFirst Contact DateLast Contact DateNote
Type of Contact select Client-Buyer
First Contact Date, select month 8 year 2006
Click Search Button
Information first Appears in alphabetical Name Order
Right click, First Contact Date with cursor
Drop Down box appears, click Sort Descending
MS Office Integration
Mail Merge Data Base with MS Word
Publish and print forms with MS Word
Analyze information and Manipulate size of forms with MS Excel
For Further Information ContactFor Further Information Contact
Duncan MunroDuncan MunroPhone: A/Hrs (07) 855.9271Phone: A/Hrs (07) 855.9271
Mobile: (027) 444.8189Mobile: (027) 444.8189
Email: Email: [email protected]@gmail.com
Address: 2 Riverview TerraceAddress: 2 Riverview Terrace
Hamilton 3214Hamilton 3214
New ZealandNew Zealand