App overview
With the VaultEA Integration enabled it eliminates the need to enter Market Appraisal appointment data (i.e. client name, address, contact details, appointment date and time, etc) into Acaboom.
When a Market Appraisal is booked in VaultEA the appointment details are sent to Acaboom, ready for the Pre-appointment to be sent and the main presentation is created ready for the valuer to add comparables, etc.
HOW TO CONNECT
To connect to Acaboom from VaultEA, you will need your Acaboom login details to hand. Go to 'Office Integrations' then 'Acaboom' you will be asked to connect to Acaboom. Here you will enter you Acaboom username and password in the text boxes and click 'Save'. (Note: All passwords are encrypted)
HOW TO SEND PROPERTY DETAILS TO ACABOOM
You are now connected to Acaboom. Next is to go to a valuation property. On the property go to the 'Other' dropdown and select Acaboom. A pop up will appear
The first dropdown are the agents taken from Acaboom, all agents on that account will be displayed. Pick the Agent you require.
Next is 'Template', these are the templates that are available within Acaboom. Choose the required template required.
'Address' reconfirms the address that will be send to Acaboom
Click 'Send to Acaboom' will send all the details to Acaboom and will send a prompt to the activity stream.
Thereafter you can login to Acaboom direct and send the Pre-appointment (if required) and continue the process of populating the main presentation, adding comps etc.