Salesman’s Real Estate Program 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 Program requires, The Microsoft Office 2003 Professional Platform

Functions of Program  Data 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 Date  Date when first included in database Last Contact Date  Date 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 DDate listed NNumber of Bedrooms AAddress TType of Vendor Click 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 appears Add 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-Vendors form 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 Appears  Keeps 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 Appears Enter details of new listings IInitially on Market I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 Enter 3 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 Fields Home Phone Mobile Phone Note 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 Fields Home Phone First Contact Date Note 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 Fields Work Phone Home Phone Mobile Phone Note Click Search Button

Required Information Appears

Question: On this slip of paper in my pocket, I wonder who’s phone number this is? (027) Type Phone Number (027) Required Fields Mobile Phone Partners 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 Fields Home Phone Mobile Phone First Contact Date Last Contact Date Note 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 Contact Duncan Munro Phone: A/Hrs (07) Mobile: (027) Address: 2 Riverview Terrace Hamilton 3214 New Zealand