Popps is a digital offer management system that can be integrated with your Vault account. Below is a step by step guide on how to set up the integration.
Contents:
- Setting up the integration
- How does a property sync?
- How does a prospective buyer make an offer?
- Receiving the offer
- How does the Prospective buyer update their offer?
- Additional information
Step by step
Setting up the integration
1. An API token needs to be enabled (Office Integrations > Third-Party Access > Add Token)
2. Once here you are able to select Propps to create the third party token
3. This will generate the token, to which Propps will advise how they wish to receive this token (thereby activating the integration)
How does a property sync?
1. A listing is created in Vault (It does not need to be ticked for any portals) and automatically sent to Propps
It can take up to 30 minutes for the property to be “registered” with Propps.
2. Once the listing has been received, you are then able to click on the Propps Offers button on the property card to view the below information
3. The Propps link (To be sent to prospective buyers to register their offer) is also populated in the External Links (Offers) for the property
The Propps link / URL is then accessible via the Electronic Table, Canned Response module etc.
How does a prospective buyer make an offer?
1. Prospective buyers will click the link provided by Propps (and therefore from the website, electronic table, canned response etc)
2. This will then open the link, where the prospective buyer must first Sign In
3. The prospective buyer must then authenticate via their mobile number
4. Once authenticated, they are then able to provide further contact details
5. The prospective buyer is then able to click on Make an offer
6. They are then able to follow the prompts to add their offer amount, prefered settlement, offer conditions, and advise if they have finance or legal sorted
7. Once completed, they are then able to select the buyer by clicking on their account name, confirm their details and accept the T&C's
Where can you view the offer?
1. The offer is visible via the Offers button on the property. More information on this function can be found via the Property - Offers knowledge article.
2. You can also see all offers via the Recent Offers widget:
More information on widgets and your dashboard can be found via the Dashboard knowledge article.
3. Offers can also be seen within the Owner Feedback Report:
More information on the Owner Feedback Report can be found via the Owner Feedback Report knowledge article.
4. Lastly, when setting the property as "Under Offer", the offer can be selected via the Use An Offer dropdown in the Sales Details.
How does the Prospective buyer update their offer?
1. The prospective buyer is able to click on Update offer once an offer has been sent as per below:
2. This will then provide them with the option to add in their new offer, which will be updated in Vault accordingly
Additional information
If the Propps Offers button is clicked prior to the property being registered in Propps, the user will receive the below error message.
As noted, It can take up to 30 minutes for the property to be “registered” with Propps.
You are able to add the Propps URL/Link via a merge field from within your email response templates. This merge field can be found via Property > Offers Link.
More information on setting up email templates can be found via the eMarketing (Set Up Email Responses) knowledge article.
The “Activity Stream” notes the data received from Propps (behind the scenes):