As we will have discussed with you, Bridge is designed to get you about 80% of the way there. Therefore a lot of the 'Heavy Lifting' in the migration process comes during this Manual Data Refinement stage, so that you can get to 100% progress and be ready to go live.
This article outlines the type of tasks you will likely have to work through.
(Please note - this isn't a comprehensive list as every agents data refinement process is different depending on where and how information has been stored in their previous CRM and how statuses of those properties have been mapped)
Adding and accepting offers to move properties to the correct status (SSTC) before the portal feed switch. Learn More Here.
Updating the account with activity that has happened since your final export (property status changes, applicants added, new listings etc.)
Altering incorrect property statuses to be correct (normally there are some properties that because of their status history and activity in the export, mean they get mapped to an incorrect status in Street).
Adding in missing properties (we try and bring everything across but sometimes due to an activity history or decision made during the bridge process it means there will be some to be manually added). Learn More Here.
Photo and Floorplan re-ordering /labelling. In your data export we are not given an order to the photos so you may notice they have been imported in a random order.
Adding in access details / viewing notes / alarm codes. These can be added from the property page > 'Edit' > 'Edit Property'
Adding in upcoming calendar events, this could be upcoming viewings, valuations or any upcoming appointment. This isn't something included in your data export so we cannot add these in for you.
Updating EPC details. Learn More Here.
Attaching solicitors to each side of the transaction within your sales pipeline. Learn More Here.
Although your account is on the live system, it is still in a 'setup' mode which allows you to make any necessary changes and additions without alerting any members of the public. No notifications will go out so it gives you freedom to get working in your account without worrying.
There may be some other tasks to run through depending on your data set but if there is anything you're worried about prior to getting to this stage please speak to your Onboarding Specialist.
We want to support you as much as possible during this stage so don't sit there struggling! If you need help you can use our Live Chat Support where one of the support team will be on hand to help you with in a couple of minutes.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!