Sending Vendor details to movebutler from Reapit
Once you've sent the property to movebutler, you can import the associated vendor(s).
- In the movebutler app within Reapit Agency Cloud, click the blue Create Contact button beneath the vendor's name.
- Complete any missing vendor details, including:
- Telephone number
- movebutler Branch
- Middle name (if applicable)
- Click the blue Send to movebutler button.
Once the vendor has been successfully imported, the page will display an Unlink Contact button. This confirms that the vendor has been sent to movebutler and linked to their Reapit record.
If the property has multiple vendors, simply repeat the same process for each additional vendor.
Video Demonstration
Sending Buyer details to movebutler from Reapit
- In Reapit Agency Cloud, open the property record.
- Check that the buyer/applicant details are complete and up to date.
- Click the Apps button in the top-right corner and open the movebutler app.
The app will load the buyer/applicant information. Applicants with a pending offer will appear in the Other Applicants column.
- Click the blue Create Contact button beneath the buyer's name.
- Complete any missing details, including:
- Telephone number
- Email address
- movebutler Branch
- Click the blue Send to movebutler button.
Once the buyer has been successfully imported, an Unlink Contact button will appear beneath their name. This confirms that the buyer has been sent to movebutler and linked to their Reapit record.
Adding the Buyer to the Transaction
After importing the buyer:
- Open movebutler and navigate to the relevant property transaction.
- Click Add New Client.
- Use the Find Existing Client... search box to locate the imported buyer.
- Select the buyer and complete any remaining client details.
- Choose the appropriate onboarding route and complete the client's due diligence.
Once the buyer's due diligence has been completed, their status in Reapit will update to ID Verified.
Once the offer has been accepted in Reapit Agency Cloud and the property record has been saved, the applicant will move from the Other Applicants column to the Associated Contacts column and will be shown as the Buyer.