This video explains how agents can give their vendors access

WHAT THIS COVERS

Accessing the Sellers Tab

1. Navigate to the property screen.
2. Click Edit in the top right-hand corner.
3. Select the Sellers tab — the third tab from the left.

Entering Vendor Details

• Enter the vendor's details, selecting whether they are an individual or a company.
• Enter their address.
• Click Save.

Sending the Invitation

1. Once the vendor's details are saved, click Invite.
2. The vendor will receive an email containing their unique link to follow the campaign.
3. The email arrives within a few seconds.

How the Vendor Signs Up

1. The vendor clicks the link in their email.
2. They agree to the terms of service and confirm they understand they can accept any offer at any time.
3. They confirm they are not a robot and click Submit.
4. They are then taken to their dashboard, where they can see all current offers and follow campaign activity.

Why This Feature Is Valuable

• Vendors can access live campaign information from anywhere, at any time — particularly useful for vendors who are interstate or overseas.
• Keeping vendors informed and in control increases their satisfaction throughout the process.
• The vendor dashboard is also a strong tool to highlight during the appraisal process, as it demonstrates the level of transparency and communication the agent will provide throughout the campaign.

KEY TERMS

• Vendor Dashboard — a personal view available to the seller that allows them to monitor offers and campaign activity on their property in real time.
• Sellers Tab — the section within the property edit screen where vendor details are entered and the invitation to follow the campaign is sent from.
• Invite — the action that sends the vendor their unique link to access their personal campaign dashboard via email.
• Terms of Service — the conditions the vendor agrees to when signing up, including acknowledgement that they have the right to accept any offer at any time.
• Appraisal — the meeting or process where an agent presents their proposed approach to selling a property to a prospective vendor, often used as an opportunity to highlight tools like the vendor dashboard.

COMMON QUESTIONS

1. How does the vendor access their campaign dashboard?
   - The agent sends an invitation from the Sellers tab in the property edit screen. The vendor receives an email with a unique link, clicks it, completes a brief sign-up, and gains access to their dashboard.

2. How long does it take for the vendor to receive their invitation?
   - The invitation email typically arrives within a few seconds of the agent clicking Invite.

3. What can the vendor see on their dashboard?
   - The vendor can see all current offers on the property and follow the progress of the campaign in real time.

4. Can I invite a company as a vendor, not just an individual?
   - Yes. When entering vendor details, you can select whether the vendor is an individual or a company.

5. Is the vendor dashboard useful before a property is listed?

   - Yes. The video notes it is a strong tool to present during the appraisal process, as it demonstrates to prospective vendors the level of transparency and communication they can expect throughout their campaign.