It’s easy to add buyer, seller, conveyancer and additional contact information to your chain in VMC, this guide will show you how.
Note: If you have already added your buyer, seller and conveyancing information to Reapit for the property you are selling, this will automatically pull through to ViewMyChain.
Adding Buyer and Seller Details:
1. From the relevant listing, select the arrow drop-down button.
2. When you add buyer or seller details to Reapit, they will automatically be pulled through and displayed in ViewMyChain.
Note: VMC cannot retrieve company buyer/seller information via the API. To proceed, please create the contact manually in VMC by following the steps above. This will not create a duplicate record in Reapit, as the contact will simply be stored in your VMC database for future use.
To add buyer and seller details for another link in the chain, simply select 'Add Contact,' then either choose an existing contact from the database, or create a new record.
Adding a Conveyancer:
1. When buyer or seller details are added to Reapit, they will automatically populate and appear in VMC.
To add details for another link in the chain, click 'Add Contact,' then either select an existing contact from the database, or create a new one.
2. Beneath the conveyancer company is the key contact from the firm.
If you would like to add the contact, select 'Add Contact' and select the person from the available list.
3. Once you have selected the key contact, the record will display as below.
4. To add the staff case handler, select 'View Details', this list will display all of the staff members added to the company record stored in Reapit.
Select the relevant staff member, then 'Accept'.
Note: If the required member of staff is not displayed, please add the staff member to Reapit first, then revisit this area.
Adding Mortgage Advisor and Lender Information:
1. From the relevant listing, select the 'Funding' heading.
The ‘Lender’ and ‘Mortgage Advisor’ information will display as follows:
2. Begin typing the company name into the search field.
3. Choose the correct company from the drop-down list. Lender/mortgage advisor not
listed? Contact support@viewmychain.com and we will assist.
The lender/mortgage advisor company and contact will now display.