Fusion Admin manual

Managing Agent

Enter Managing Agent details if available.

Viewing Arrangements & Notes

Notes can be edited/removed.
Step 1: Click on Edit Notes
Step 2: Enter details
Step 4: Click Save.
Once you have completed all the sections, click on Proceed to Publish link at the bottom of
the page or click on the Publish tab at the top of the page.

Clicking on Proceed to Publish does not publish your Listing. Your Listing is
published on the Publish tab.

Archive Listing – Listing will be removed from all portals and the state of the Listing updated
to Archived – displayed on the top right of the Listing page. The Archive Listing button on the
bottom right of the page will update to Reactivate Listing.

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Listings need to be Reactivated in order to be Published again.
Delete Forever – Listing will be removed from all portals and be deleted completely from your
office. Note that Fusion Support cannot recover deleted Listings.

Publish Page

The Listing Capture Status - mandatory information incorrectly captured on the Listing page
will be marked with a red a red X. Hover over the X to display missing information.

Note that you are not able to Publish (Publish button does not display) your Listing until all
mandatory information is captured and the Listing Detail section is completely green.

The following Publish options are available:

Publish to Web - publish your Listing simultaneously to all portals

Own Website - publish your Listing to your website only

Private Property - publish your Listing to Private Property only

Property 24 - publish your Listing to Property 24 only

Other Portals - publish your Listing to Other Portals only (IOL, Property Junction,

Immo Africa)

Agency Site - publish your Listing to Agency Site only

Note that your office publish options may differ to above.

Step 1: Click on Publish
Step 2: Select the Show full address details checkbox should you wish the property address
to display/Listing to be mapped
Step 3: Select the Mark as Featured checkbox should you wish the Listing to display as
featured. Note this is only valid for the following portals:
• Private Property (should you have available slots)
• PropData website
• Fusion website
Step 4: Click on the Auto Removal Date block – a calendar will pop up
Step 5: Click on the desired date you wish the Listing to be removed from the portal
Step 6: Click Publish.

Publishing/In Moderation message will update to Published / Online once the Listing has gone 53
live – note that times vary per portal.
The View on Website link displays the Listing live on the site.
The portal reference number displays below the View on Website link.

The Auto Removal Date will NOT remove listings for Private Property. Private
Property listings need to be manually removed by clicking on Re-Publish >
Remove

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Ordering Private Property Products
If you would like to promote a property by means of an e-flyer or virtual tour, select the Order
Private Property Products link.
This widget opens the Private Property service page in a new browser tab. Click on the drop-
down box and select the product and then Submit my order.

To Remove (unpublish) a Listing from specific portals, click on the Re-publish button next to
the desired portal and click on Remove.



Imperative for Listings to be Republished AFTER changes are made on the
Listing page. The changes to the Listing will not appear on sites/portals if the
Listing is not Republished.

Summary Page

The Summary tab displays a summary of the detail captured on the Listing page.

You may action the following on this page:
§ Print a Listing Card
§ Email parties involved by clicking on the relevant email address – this will open a new email

in your email client.

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Brochures Page

Select and print the desired brochure for event.

Match Page

This page allows you to email a brochure of the Listing to matching Contacts.
Contacts are ranked (grey numbers) by the number of criteria that match the Contact.
Matching criteria are marked with a green tick and criteria that do not match with a red cross.
Clicking on the little blue arrow to the right of the page (next to Office Contact) opens the
Contact in a new tab – allowing you to edit/update the Contact details. Be sure to refresh (Ctrl
F5) the Match page if you have updated a Contact.

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Match your Listing to Contact/s as follows:
Step 1: Select the desired Contacts by clicking on the Select Match box
Step 2: Click on the Email Selected button
Step 3: Edit the Message, choose the Brochure you would like to send to Contact and click
Send.

System now displays the date this Listing was sent to this Contact.

2.3. Shared Sales and Shared Rentals

The Shared Sales and Shared Rentals pages displays Listings that have been shared. The
landing page allows sorting/filtering of Listings as follows:

Filter: Incoming Sales / Rentals
Displays Listings shared to your office (internal or external).

Filter: Outgoing Sales / Rentals
Displays Listings shared from your office.

Below features are available on each filter page:

Filter Search Incl Adv Print Radio Key View by
Box Archived Filters Report Buttons Office or
Network
Incoming Sales/Rentals ü ü ü üü
üü üü
Outgoing Sales/Rentals ü ü ü üü

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Search

The Incoming Sales/Rentals and Outgoing Sales/Rentals pages display a Search box. You may

search by:
§ Property Address
§ Shared by name
§ Listing Agents
§ Reference number

Include ‘Archived’ Listings
Option to display Archived Listings

Radio Buttons

Displays the following data using the Radio Buttons:
§ Type, Share By, Shared To
§ Shared Date, State, Listing Agents
§ Property, Asking Price, Fusion Ref

Advanced Filters
§ Apply Filters - The Advanced Filters button opens an Advanced Search Form.

After selecting the required filters and clicking the Apply Filters button, the page will
display the filtered Listings.
Clicking on the Show All button will once again display all Listings without the filters.
§ Report - Printing a Report is just as simple. Select the columns to be included in the Report
and click Print Report.

Print Report

Prints a Report of All Incoming Sales/Rentals Listings with the following data:

Property Address Shared From Expires On

Type State Property

Shared Date Agent Asking Price

Mandate Ref

Key
Icons: Archived Listing and Property Types i.e. Residential, Commercial, Farm and
Development

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Above the Key to the left displays the total number of Listings in the office (excludes Archived
if not selected).
Above the Key to the right displays the page number.

Shared Sale and Shared Rental Pages

After clicking into an Incoming Shared Sales/Rentals listing - the Shared Sale/Rental tab
displays the summary of the Listing.

Brochures Page

Select and print the desired brochure for event e.g. show house. Note that Shared Listing
Brochures display the details of the agent the Listing was SHARED TO.

Match Page

This page allows you to email a brochure of the Shared Listing to matching Contacts.
Contacts are ranked (grey numbers) by the number of Listing criteria that match the Contact
criteria. Matching criteria are marked with a green tick and criteria that do not match with a
red cross. Clicking on the little blue arrow to the right of the page (next to Office Contact)
opens the Contact in a new tab – allowing you to edit/update the Contact details. Be sure to
refresh (Ctrl F5) the Match page if you have updated a Contact.

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Match your Shared Listing to the Contact/s as follows:
Step 1: Select the desired Contacts by clicking on the Select Match box
Step 2: Click on the Email Selected button
Step 3: Edit the Message, choose the Brochure you would like to send to Contact and click
Send.

System now displays the date this Shared Listing was sent to the Contact.

2.4. Developments

The landing page displays the following:

Filter: All Developments
Displays Developments created.

Search Box
You may search by the name of the Development.


2.4.1 Create New Development

Step 1: Click on the Create Development Select the
Step 2: Enter Development name
Step 3: The predictive Report search will list Reports as you commence typing.
correct Report name
Step 4: Click Create.

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2.4.2 Create New Unit in Development

Step 1: Click on Add a Unit
Step 2: Complete the Listing process as in 2.1.1 Create New Sale above.

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3. CONTACTS TAB

Track enquiries from your website & other sources including the major portals from directly
within Fusion. Convert & create Contacts via a simple yet powerful interface, enabling effective
detail capture, tracking & engagement with every client prospect. Assign Contacts to specific
agents allowing them to keep an audited history note on their Contact interactions. Powerfully
Report & filter on buyer and tenant requirements and Contact sources.

3.1 Enquiries

Enquiries are sent by the public from portals and website i.e. Own Website, Private Property,
Property 24, Other Portals and Your Agency site.
Enquiries need to be matched to existing Contacts. If no match is found, a new Contact is
created from the New Enquiry

Only Admin/Managers can view and match Enquiries to existing Contacts OR
create Contacts from Enquiries.

The Enquiries landing page allows sorting/filtering of Enquiries as follows:

Filter: All Enquiries 65
Displays all Enquiries that have been sent via Own Site, Private Property and Other Portals.

Filter: Enquiries by Agent
Displays Enquiries filtered by Agent. Select the relevant Agent from the drop-down.

Filter: Enquiries by Source
Displays enquiries filtered by Source. Select the relevant Source from the drop-down.

Below features are available on each filter page:

Filter Search Adv Print Radio
Box Filters Report Buttons
All Enquiries ü
Enquiries By Agents ü ü ü
Enquiries by Price
ü ü

ü ü

Search Box

The All Enquiries page displays a Search box. You may search by:
§ Name
§ Contact number
§ Listing Agents
§ Reference number

Radio Buttons

Displays the following data using the Radio Buttons:
§ Date, Source, Listing Ref
§ Email, Mobile, Agents
§ Message

Advanced Filters
§ Apply Filters - The Advanced Filters button opens an Advanced Search Form.

After selecting the required filters and clicking the Apply Filters button, the page will
display the filtered Enquiries.
Clicking on the Show All button will once again display all Enquiries without the filters.

Print Report

Prints a Report of All Enquiries with the following data:

Name Source Mobile
Agents
New Listing Ref Messages

Date Email

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3.1.1 Match New Enquiry to Existing Contact

Step 1: Click on the Name – this will open a new page displaying the Enquiry detail

Step 2: Should an existing Contact match the new Enquiry, it will display below Contact
Matching
Step 3: Click on Match Contact).

Clicking on the Ref Listing: number will open the Listing the Enquirer is referring to 67
Clicking on the Contact Name will open the Contact details page.
The Enquiry has been matched to the Contact.

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Click on the Contact Name to view the Enquiry in the Contact’s detail page.

3.1.2 Create a New Contact from a New Enquiry

Step 1: Click on the Name – this will open a new page displaying the Enquiry detail

Step 2: Should an existing Contact match the new Enquiry, it will display below Contact
Matching. If no existing Contact matches the Enquiry, click on Create New Contact).

Step 3: Select the Matching Criteria according to the Listing enquired and click Create
Step 4: On the Contact detail page, be sure to select the agent name in the Agent Permissions
section – this will create a copy of the contact in the Agent’s profile.

The Contact is created using your (Admin/Manager) profile. Your agent’s name
needs to be selected as the Introduced By in the Agent Permissions section in
order to edit the Contact’s details

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Note that you are able to Unmatch a Contact to an Enquiry if need be.
Step 1: Click on the Name in the Enquiry tab– this will open a the page displaying the Enquiry
detail

Step 2: Click on the Name in the Enquiry tab– this will open the page displaying the Enquiry
detail

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Step 2: Click on Unmatch Contact.
Contacts can only be updated via the Contacts section.

3.2 Office Contacts

Only Admin/Managers can view all office Contacts.

The Office Contacts landing page allows sorting/filtering of Listings as follows:

Filter: All Office Contacts
Displays all Office Contacts that have been captured for the office.

Filter: Contacts by Role
Displays Contacts filtered by Role. Select the relevant Role from the drop-down.

Filter: Contacts by Source
Displays Contacts sorted by Source. Select the relevant Source from the drop-down.

Filter: Manage Duplicate Contacts
Here you delete your duplicate Contacts if required.

Below features are available on each filter page:

Filter Create Search Incl Adv Print Radio
New Box Archived Filters Report Buttons
All Office Contacts
Contacts By Role Contact üüü üü
Contacts by Source ü ü üü
Manage Duplicates ü üü
ü
ü
ü

ü

Search Box 72
The All Office Contacts page displays a Search box. You may search by:
§ Name
§ Introduced By
§ Email
§ Mobile number
§ Roles & Sources

Include ‘Archived’ Contacts
Option to display Archived Contacts

Advanced Filters
§ Apply Filters - The Advanced Filters button opens an Advanced Search Form.

After selecting the required filters and clicking the Apply Filters button, the page will
display the filtered Contacts.
Clicking on the Show All button will once again display all Contacts without the filters.

§ Report - Printing a Report is just as simple. Select the columns to be included in the Report

and click Print Report or Download CSV.

Radio Buttons

Displays the following data using the Radio Buttons:
§ Created, Introduced By, Roles & Sources
§ ID, Email, Mobile
§ Price, Beds, Area

Print Report

Prints a Report of All Contacts stings with the following data:

Name Tel (W) Occupation

Email Tel (H) Roles

Mobile Company

3.2.1 Create New Contact

Step 1: Click on the Contacts tab and select Office Contacts > click on red Create New Contacts
button
Step 2: Check if the Contact exists by searching the name, email address or contact number
Step 3: Should a match be found, it will display below the Search button – no need to create
the Contact

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Step 4: Should a match not be found, Click on the Create New Contact button – this will open
the Create Office Contact page.

Select whether the Contact is an Individual or a Company and complete the Contact Details,
Roles & Sources and Personal Information (Company Representative should have selected
Company).
Matching Criteria
Listings will be matched to criteria entered.
Step 1: Select whether the Contact is for a Sale or Rental
Step 2: Enter a Report name in the Area Picker box. A drop down will appearing displaying
three columns with Province, City and Reports. Click on Report name in the third column. Note
that you are able to select multiple Reports by holding down the Ctrl button on your keyboard
and clicking on the Report names. Click on the Close button once you have selected your
Reports.

Step 3: Select the following:
Bedroom
Zone
Pets Allows
Type
Bathroom
Open Parking
Garages
Covered Parking

Step 4: Click Create – this will open the Contact page.

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The Contact was created entering the Contact Details and the Matching Criteria, you may go
ahead action the Contact.
Edit information by clicking on the buttons to the right of each section – remember to click
Save after completing each section.
Agent Permissions
Option to share the Contact internally with YOUR Office or with Individual Agents. Users with
permissions to View the Contact are able to Match the Contact to their Listings.
Step 1: Click on Edit Agents
Step 2: Select Office/Agent
Step 3: Click Save.

The Contact is created using your (Admin/Manager) profile. Your agent’s name
needs to be selected as the Introduced By in the Agent Permissions section in
order to edit the Contact’s details
Referrals

Please see 3.4. Referrals Tab

Activity Log

Keep track of your activity on the Contact, details of phone calls etc. 76
Note that information captured is for public use i.e. information captured will display on
Shared Contacts.
Captured Activity Logs cannot be edited/removed.
Step 1: Click on Edit Activity Log
Step 2: Click on the down arrow to display activity log options
Step 3: Select activity and enter details
Step 4: Click Save.
Notes

Note that information captured is for public use i.e. information captured will display on
Shared Contacts.
Notes can be edited/removed.
Step 1: Click on Edit Notes
Step 2: Enter details
Step 4: Click Save.

Archive Contact – Contact will be updated to an Archived state.
Delete Contact Forever – Contact will be deleted completely from your office. Note that Fusion
Support cannot recover deleted Contacts.

3.2.2 Match Contacts to Listings

Step 1: Click into Contact to be matched
Step 2: Click on the Match Page. This page allows you to email the Contact to matching Listings

Step 3: Select the desired Listings by clicking on the Select Match box
Step 4: Click on the Email Selected button

Step 5: Edit the Message if required and click Send.

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3.3 Your Private Contacts

The Your Private Contacts landing page displays the same as the 3.2 Office Contacts tab
except these Contacts are private i.e. no other user has access to Your Private Contacts.
Private Contacts cannot be shared.
Admin/Managers do not have permission to view Agents’ Private Contacts.

Create your Private Contacts as in 3.2.1 Create New Contact.



3.4 Referrals Tab

Referrals are Contacts referred. 78
The Referrals landing page allows sorting/filtering of Contacts as follows:

Filter: Incoming Referrals
Displays Incoming Referrals sent to you or your office. You may filter by Agents or Network.

Filter: Outgoing Referrals
Displays Outgoing Referrals you have sent. You may filter by Office, Agents or Network.

Below features are available on each filter page:

Filter Search Adv Radio
Box Filters Buttons
Incoming Referrals ü
Outgoing Referrals ü ü
ü
ü ü

Search Box

You may search by:
§ Name
§ Referred by
§ Referred to

Radio Buttons

Displays the following data using the Radio Buttons:
§ Status, Referred By, Referred To
§ Role, Comm %, Comm R
§ Sent Date, Network

Advanced Filters
The Advanced Filters button opens an Advanced Search Form.
After selecting the required filters and clicking the Apply Filters button, the page will display
the filtered Referrals.

3.4.1 Referring a Contact

In order to refer a Contact, the following mandatory fields need to be completed:
• Name (first and last names)
• Contact number (mobile or landline)
• E-mail address
• Contact Role (buyer, seller, landlord, tenant)

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Step 1: Click on Contacts > Office Contacts and click on the Contact to be referred

Step 2: Scroll down to the Referral section and click on Manage Referrals

Step 3: Enter commission details and the condition of the Referral 80

You have the choice to refer your Contact as follows:

§ Refer to Offices in the Fusion database as well as in your agency group
§ Refer to individual Agents in the Fusion database as well as in your agency group
§ Refer to Networks.

Note that when referring a Contact to an Office – the Admin/Manager receive
the Referral. The Admin/Manager then have the option to Share the Contact
with the agents in the Office via the Agent Permission section.

OFFICE – select Agency then Office

AGENT – select Agency, Office then Agent

NETWORK – select the Network

Step 3: Select who you would like to refer the Contact to and click Add Share and then Save.

To remove the Referral, click on Manage Referrals, click on Remove and Save.
A Referral can only be removed when in Pending state. A Referral cannot be
removed after it has been Accepted/Declined.

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Your View
The Contact remains in the Office Contact section and a copy now displays in the Outgoing
Referrals filter tagged as Pending. Pending tag will update once Accepted/Declined – the
Referral will remain in the Outgoing Referrals filter.

View of user your referred the Contact to
The Contact displays in the Incoming Referrals filter tagged as Pending. Tag will update once
Accepted/Declined – the Referral will remain in the Incoming Referrals filter AND will be
created as a new Office Contact if accepted.

Agent Permissions to be set as follows to Accept/Decline and refer Contacts:

3.4.2 Actioning a Contact

Step 1: Click on Contacts > Referrals > Incoming Referrals} and click on the Contact to be
Accepted/Declined

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Step 2: You may Decline the Referral if the Contact exists in your office or should you not
agree with the comm % or Note added. Accepting the Referral creates a copy of the Contact
in your Office Contacts database
Step 3: Click Save.

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Step 3: You may Match the Contact to your Listings as explained in 3.2.2 Match Contacts to

Listings.
When referring a Contact to an Office, the Admin Accepts the Referral and then
shares the Contact with the Agents in the office.

4. DEALS TAB

Capture, communicate & track deals from signature to registration. Manage commissions with
powerful agent, office & group performance Reporting. Fusion gives you complete clarity on
your pipeline whilst centralizing all deal information and communication with transfer
Attorneys & Bond Consultants. Perfect for keeping all parties up to date with the purchasing
process including buyers & sellers.

4.1 Signed Deals

The Signed Deals landing page allows sorting/filtering of Deals as follows:

Filter: All Deals
Displays all Deals that have been captured in the office.

Filter: Deal by Agent
Displays Deals filtered by Agent. Select the relevant Agent from the drop-down.

Filter: Deal by Price
Displays Deals sorted by Price Range. Select the relevant Price Range from the drop-down.

Below features are available on each filter page:

Filter Create Search Deal Print Radio Key
New Deal Box State Report/ Buttons
All Deals Results ü
Deals by Agent üü ü ü ü
Deals by Price ü ü ü ü ü
ü ü ü
ü
ü

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Search box

The All Deals page displays a Search box. You may search by:
§ Property Address
§ Agents
§ Sellers
§ Buyers
§ Reference number

Deal State

You may filter by Deal Sate: § Registered/Paid
§ All § Collapsed
§ Full § Commission Slip
§ Pending § Commission Due
§ Conclusive


Radio Buttons

Displays the following data using the Radio Buttons:
§ Type, Sales Date, Status, Attorney
§ Agents, Sellers, Buyers
§ Selling Price, Total Comm, Ref#

Print Report

Prints a Report of All Deals with the following data:

Property Address Attorney Selling Price
Total Comm
Type Agents Ref

Sales Date Sellers

Sates Buyers

Key
Type: Full Deal or Commission Slip /
Status: Deal - Pending, Conclusive, Registered and Collapsed. Commission Slip – Pending
and Conclusive

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Above the Key to the left displays the total number of Deals in the office.
Above the Key to the right displays the page number.

Deals can be created from existing Listings in your office OR Deals can be created manually.



4.1.1 Create New Deal from Listing

Step 1: Click on the Deals tab and select Signed Deals > click on yellow Create New Deal
button
Step 2: Search for or select the Listing you wish to create the Deal from and click Create from
Listing

Step 3: Check that the correct Deal Type has been selected. Note that the Property Address
will auto populate from the Listing data. Enter additional information if any and click on
Create.

Select to Create New Deal when the your office controls the Deal
Select to Create New Commission Slip when another agency controls the Deal,
but an agent in your office is involved.

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This action will open the Capture tab.

4.1.2 Create New Deal Manually

Step 1: Click on the Deals tab and select Signed Deals > click on yellow Create New Deal
button
Step 2: Click on Create Deal Manually
Step 3: Select the correct Deal Type and enter the Property Address and click on Create.

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This action will open the Capture tab.

Capture Page

Capture all Deal information by clicking on the buttons to the right of each section – remember
to click Save after completing each section.
Property Details
The address of the property displays in the first section. Clicking on Edit Property Information
allows you to edit the property address if captured incorrectly.

Property Details cannot be edited once the deal is sent to the Bond
Consultant/Attorney. Please contact Fusion Support to unlock the Deal.

Date of Sale
Enter the date the sale agreement was signed in order to generate accurate Reports.

Seller and Tenant Contact Details
When a Deal is created from a Listing, the details of the Seller will auto populate from the
Listing - if captured in the Listing. If not captured in the Listing – a Seller Contact will need to
be added OR created.

New Sellers and Buyers created and added to your Contacts database.

Step 1: Click on the Edit Seller Details or Edit Buyer Details button
Step2: Check to see if the Contact exists in your database by entering the name in the Search
box and clicking Search
Step 3: Should a match be found, it will display below the Search button. Click on the name
of the Contact and click Save

Step 4: Should a match not be found, Click on the Create New Contact button.

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Select whether the Contact is an Individual or Company, enter details and click Save. This
Contact will automatically be added to your database.
The Contact will also be created in the Introduced By agent’s Office Contacts section.

Everlytic Account Holders
The Contact will be added to your Everlytic (email marketing software) account when the
Newsletter checkbox is selected – please contact Fusion Support with Everlytic related queries.
Remove or add another Seller/Buyer by clicking on Remove This Seller/Buyer or Add Another
Seller/Buyer.

Contacts can only be updated via the Contacts section.
Selling Agents
Step 1: Click on Edit Selling Agents – a list of Agents in your office display
Step 2: Select the Agent/s involved in the Deal
Step 3: Click Save.

Upload Sale Agreement

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Maximum size of 20mb per document. More documents can be uploaded on the Documents
tab.
Step 1: Click on Upload Sale Agreement > Browse
Step 2: Search for the relevant folder where documents of Deals are saved on your computer.
Select the file click on Open > Upload.

Financial Details
Enter relevant amounts and click Save.

Commission Table

As the Commission Table is for office use only, completion is not necessary
in order to send the Deal to the Attorney or Bond Consultant – bar Add Sales
Commission Paid By Seller.

There are 6 possible commission amounts to be entered:

Sales Commission Paid by Seller Mandatory
Another External Agent’s Commission Optional
Royalty Off The Top Deduction Auto appears for group agencies
Selling Agent/s Mandatory
Another Agent’s Commission Optional
Office Commission Mandatory

Contact Fusion Support should you require Royalty Off The Top Deduction
commission entity to be added or removed from your office.

Step 1: Click on Add Sales Commission Paid by Seller - the Seller name will auto populate
Step 2: Enter the % or Nett Comm Rand amount – do not use a comma or a point. Select
whether vat is applicable and click Save.

Add External Agent’s Commission if required.
Step 1: Click on Add External Agent’s commission. Search the Fusion database for the external
agent.
Step 2: If found, add agent to the commission table by clicking on the agent name

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If not found, then create the external agent.

Step 3: Role and enter the % or Nett Comm Rand amount – do not use a comma or a point.
Select whether vat is applicable and click Save.

Enter the % of Nett Comm Rand amount for the remainder of the entities on the commission
table.
The Total % of the Internal Commission Splits should be 100 and the Gross Total should be
the commission amount the Seller is paying.
The Total Allocated Commission row will highlight to green once the commission table
balances.

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Click on Proceed to Deal Management at the bottom of page OR click on the Manage tab at
the top of the page.

Manage Page

The Manage Page displays the address of the Deal as well as the User who last edited the Deal.
Fusion creates a Deal Reference number and you are also able to add your own office reference
number if required. The Edit Deal Information button takes you back to the Capture tab.
Deal Information - mandatory information incorrectly captured on the Capture page will be
marked as Required. Note that the Deal cannot be sent to the Attorney/Bond Consultant
unless the Deal Information section is completely green.

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Click on the hyperlink of the section that needs editing OR click on the Capture tab. Edit the
details as required remembering to click Save.
Click on Proceed to Deal Management at the bottom of page OR click on the Manage tab at
the top of the page.
The following Sending options display:

Send to Finance Channel
Send to Attorney Channel
Send to Finance Channel

Note that when sending the instruction to the Bond Consultant/Attorneys,
ALL documents uploaded will be sent. Be sure to only send relevant
documentation to the Bond Consultants/Attorneys.

Step 1: Click on Send – this will open the Finance Page



Finance Page

Step 2: Search for and Click on the name of the Bond Provider you wish to send the Deal to

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Step 3: Select the contact you would like to send the Deal to OR Add New Contact and click
Continue

Step 4: View Instruction that will be received by the Bond Consultant to make sure that all is
in order
Step 5: Click Send Now.

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The page displays that the bond instruction has not yet been Not Yet been Accepted by the

Bond Provider.

The bond instruction is sent to the Bond Provider via email.

Clicking on the link opens the instruction in a browser window. The Bond Provider starts the
acceptance process by clicking on the Accept Deal button.

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Bond Provider sets up the correct contact for ongoing correspondence and clicks on Send
Confirmation.

Bond Provider will receive a second email containing documents attached to deal AFTER
clicking on Send Confirmation button.
The page now displays as Accepted by Bond Provider.

The Message Log

The first two communications have been logged i.e. sending the instruction and accepting
the instruction.

The following messages will be logged:
§ Deal sent to bond provider
§ Receipt of Deal (acceptance of bond instruction)
§ Messages sent using the Send Message To Bond Consultant
§ Bond Consultant replies to messages sent using the Send Message To Bond Consultant
§ Automatic Update request replies.

Send to Attorney Channel 100
Note that when sending the instruction to the Bond Consultant/Attorneys,
ALL documents uploaded will be sent. Be sure to only send relevant
documentation to the Bond Consultants/Attorneys.