You may wish to add a company record to Street if you work with a commercial investor, or a vendor such as a property development company.
Other than adding company specific information, the workflows in Street remain the same and you do not need to adjust anything else.
Adding a company as a new applicant
When adding or searching for an applicant, click "Applicant is a company"
Search for the company, and if it does not already exist then hit Create company
Enter the company information and add the company record
Attach an individuals information to the company record
Click "Create Company" and click "Create Sales Applicant"
Adding the company (applicant/owner change) to existing SSTC record
If you are looking to replace an applicant with a company please follow below, If you have not created the company within the system please do this before;
Go to the sale and click the applicant/owners name
Click the red bin next to the applicant/owners name and click "Applicant is company"
Add the company with the relevant individual information attached.
Adding a company as a new owner
When creating a new valuation/direct instruction, select "Owner is a company".
Follow the same steps as "Adding a company as a new applicant" from bullet point two onwards.
Note - It is not possible to delete a company record once it has been created due to how interlinked companies are with other areas of the business.
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