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

Record of all Activity with Client

Easy method of keeping a record of all dealings with clients

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

Ability to sort buyers by their Classification Category

A

B

C

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

Complete Record of all Houses 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

Show all: gives a Complete Record of all Houses sold to

Vendors

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

Required Information Appears

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

Required Information Appears

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

Required Information Appears

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

Required Information Appears in Descending Date Order

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

Data Base Security

For security in your office the data base can be protected with a password

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: duncanmun@gmail.comduncanmun@gmail.com

Address: 2 Riverview TerraceAddress: 2 Riverview Terrace

Hamilton 3214Hamilton 3214

New ZealandNew Zealand