When creating a sales applicant in Street, it's important to remember the Single Source of Truth concept, whereby the 'person' attached to a sales applicant card should only exist once however that person may have multiple sales applicant cards setup. This ensures all applicant cards link back to a single person for an accurate data trail.

Company admins also have the option to set which fields are mandatory when creating an applicant to ensure all relevant data is captured and entered into Street. For more information, see our Mandatory Fields help article.

There are a few different ways of creating Sales applicants in Street, depending on how that applicant got in touch.

If a potential applicant calls or comes into the office to register, you can add them via Quick Add by clicking the + (plus) icon in the top right-hand corner of the screen > Sales Applicant.

When a sales enquiry is received via Street it will show up in the Enquiry Centre. From the enquiry you can click the 'create applicant' button.

On the book a viewing page you will have the option to select or create an applicant. If you choose to create, you will be taken to the create applicant workflow.

If a person already exists in your system and has reached out with new interest in buying, you can go to their Person page and click the 'create applicant' option on the right hand side in the sales applicant section.

If a partner has referred a buyer to your branch, open the referral from the person's Referrals tab and click Create Sales Applicant. The applicant you create is linked back to the referral, so you can see what came of it.

From the create sales applicant page you will either see the person already selected (when creating from an enquiry or person page) or will need to search for a person / add a new person if they don't already exist in your system (when creating from the quick add option or viewing).

With the person selected, you now need to complete their additional settings, requirements and preferences.

The follow up (optional) box can be used to set a follow up Task for a set date, useful as a reminder to reach out to the applicant for an update on their search, buying position etc. Depending on your settings, a date may already be filled in for you. This task will be unassigned initially but can be assigned once the applicant is created.

Within basic requirements you can set their minimum and maximum price, minimum and preferred bedrooms, minimum and preferred bathrooms, and the areas they are interested in.

Areas are setup in your company settings and allow you to outline where the applicant is looking to buy. For more information, see our Areas (Company Settings) help article.

Within the position section you can enter the applicant's buying and financial positions.

If you select 'property to sell' in the buying position section, an additional setting will appear called Selling in Branch Patch. If you tick this, you can then choose the branch patch they are selling in from Selling in Branch, which will send an email to that branch's email address to inform them of a possible opportunity.

Additionally, you can create a mortgage referral here using our Partner Platform. Creating a referral will send the applicant's details to the selected partner who can follow up with the applicant directly. Alternatively you can select a reason for not referring, possibly coming back to them as a referral opportunity in future. For more information, see our Partner Platform Overview help article.

Next up is the applicant's preferences. These sections, along with their budget, bedroom and bathroom preferences are used when generating their PerfectMatch as well as applicant and property matches so it's important this data is entered correctly and in as much detail as possible.

In the main property preferences section you will need to select what types and styles of property the applicant is and is not interested in, eg detached house, flat or bungalow, using the scale from won't consider to must have. You can also set their preferences for tenure, for example freehold or leasehold.

Within the detailed property preferences there are some additional options such as outside space, garage and parking space, new build, if the property requires work and land.

Finally the additional information section allows you to add any Applicant Notes (that will store on the activity stream), enter their Lead Source and choose who the applicant should be assigned to using Assign to. This defaults to you, but you can pick another user or choose Unassigned.

Once saved, the applicant will receive an email inviting them to set a password to log into their Street account if they don't already have one.