Platform Glossary
This section provides further information on the concepts and terminology referenced by the Reapit Foundations Platform and the endpoints we provide
Applicant
Applicants represent the property buying or renting interests of one or more contacts or companies. This includes requirements such as the number of rooms, maximum budget and the geographical areas that the applicant is interested in.
Area
Areas represent a specific geographical location that an applicant is interested in buying/renting within. Areas are comprised of either polygon coordinates or a listing of postcodes. Areas are hierarchical and a single area can alternatively include a list of other areas.
Appointment
Appointments represent calendar engagements used by negotiators to schedule meetings or arrange events, such as property viewings and valuations. Appointments can be set to recur by including recurrence information and can be scheduled to appear in multiple negotiators’ calendars.
Company
Companies represent a business organisation that the agent (customer) has a relationship with. Companies can be assigned a type which relates to the various roles they are able to fulfill such as solicitor or supplier, as well as being able to be involved in their own property transactions.
Configuration
Configuration represents the customisation options relevant for a customers data set, as some data can differ depending on the configuration of the customer. For example, an agent may want to add to their list of vendor selling reasons so that it can be set against a particular vendors sellingReasonId
We present lists like this as RESTful endpoints and document where a field references a configurable lists id. We also include links/embed options where appropriate to simplify consumption.
Contact
Contacts represent the details of a person that the agent has a relationship with. Contact details are captured and managed centrally so that a single contact can fulfill multiple vendor, landlord, applicant and tenancy roles at the same time.
Conveyancing
Conveyancing represents the process of progressing an accepted offer to the completion of the sale of a property.
Submitting new offers and transitioning them to an accepted status is done using the Offers API. The Conveyancing API is responsible for transitioning that existing, accepted offer into a completed property sale.
Our Conveyancing APIs also allow a chain to be managed, providing a means of linking dependant offers together. It's possible to link to offers added to other properties that the customer has instructed, as well as those that are external and instructed to another agent.
Customer
Customers represent estate agents who use Reapit software. We do not provide an API to obtain details of our customers, instead, their details will be known to you at the point that they install your AppMarket application.
Department
Departments represent a set of descriptive attributes used to describe a property. Departments are assigned to both properties and applicants and are used to define which attributes can be used to describe a property or an applicant property requirement.
A Department is most commonly used to ring fence groups of properties and applicants, particularly when it comes to matching (the process of finding properties that meet specific applicant requirements and vice versa). Typically, customers dealing with only residential sales and lettings will have a single department as there is no real need to separate any of the data, however an example of where multiple departments might be configured would be a customer who deals with both residential and commercial property transactions. In this scenario, a separate Department would normally be setup to separate the two disparate sets of data, as it would be undesirable for residential applicants to be sent details of commercial properties.
Interpreting Department Data
Departments are completely customisable for each agent and subsequently it can be difficult to understand how to interpret this data as it comes out of the various APIs that expose it. As the APIs are standardised across all our customers, Department data has also been standardised where possible using a mapping mechanism to map the customisable values from our CRM into standard values in the API. Any options that do not have a corresponding mapping and are selected on a Property or Applicant entity will be included in the unmappedAttributes and unmappedRequirements collections in their respective APIs. Additionally, the Special attributes column in the CRM is mapped explicitly.
The tabbed content below provides the latest version of the mappings
The following table shows the values exposed in the type collection returned by the Applicant, Property and Department APIs and their corresponding mappings back to the AgencyCloud CRM.
Document
Documents represent the details of a file asset that has been added to our platform. Documents can be assigned a type to indicate its purpose (eg. a brochure) and associated to an associated entity (eg. a property).
When using the GET /documents/{id}/download endpoint to download the physical file asset, you must pass an Accept header with the value application/octet-stream
Enquiry
Enquiries (Internet Registrations) represent a potential sales or lettings lead for the agent. An enquiry can either contain information about a valuation request from a vendor/landlord or can represent interest from a potential applicant such as a viewing request. Enquiries are vetted by the agent before they are promoted into property or applicant entities. Enquiries will appear in AgencyCloud under the 'Internet Registrations' section.
Identity check
Identity checks represent the information captured to verify the identity of a contact or company. Agents must adhere to anti-money laundering regulations and are required to capture proof of identity and address for their customers. Identity checks can store textual information such as passport number as well as file assets associated as documents (such as scanned copies).
Journal entry
Journal entries indicate that an event has occurred for an associated entity. For example, if a property asking price was changed, this event would be recorded as a timestamped journal entry. Journal entries are used to drive the various activity feeds in our CRM systems.
Landlord
Landlords represent the details of one or more contacts or companies that wish to rent out a property. Landlords can have a portfolio of any number of properties on the system.
Negotiator
Negotiators represent a member of staff working for an agent. Details about the individual negotiator are captured such as name, job title and email address – as well as the singular office to which they are assigned.
Notification
A notification is an event that can be passed through to Reapit products in real-time to notify users that something has happened (or is happening). You can read more about the Notifications API and it's associated functionality here. Please note that this feature is currently in beta.
Metadata
Our metadata system allows you to easily extend the data that our platform supports. Most of our POST and PATCH endpoints provide the ability to attach a JSON document to our entities which will be automatically included in future fetches of that entity.
When using our specific metadata endpoints for more direct, granular control on the data you provide, you can also build new, standalone entities that are specific to your application without needing to hosting your own datastore.
Metadata is specific to a developer and any data that your application sets will not be presented to other developers who build on the Foundations platform. We do not recommend using metadata storage for any sensitive information (personally identifiable details, bank accounts, etc).
Offer
Offers represent the submission of an offer from an applicant to purchase a property. Offers are for property sales only and represent information such as monetary amount, date of submission and a status to indicate whether the offer can proceed or not.
Office
Offices represent the details of a branch within an agency. Offices contain information about the office such as manager, contact details and address, though some offices may be virtual and not have a physical address. Each office can contain multiple negotiators.
Property
Properties represent the details of a building that the agent has had an interaction with. Properties include specifics such as the number of rooms, asking price and descriptive marketing details. Properties can be flagged for both sales and lettings marketing concurrently and are associated to a single vendor and/or landlord entity.
Property image
Property images represent a picture that has been taken of a property to be used for marketing purposes. Property images are most frequently used for display on portals, agent web sites and for generation of printed materials.
Referral
A referral is the action of directing a contact or vendor to a third party where there may be interest in the services on offer. This could be anything from a solicitor to a removals company. Users of the AgencyCloud CRM will typically be the ones to initiate a referral.
Rest hook
Rest hooks are a loose standard for providing a set of APIs to create a web hook programmatically. If your application uses web hooks, this functionality can help you automate onboarding of customers and remove any manual steps needed in the portal.
Source
Sources represent the origin of enquiry for a potential customer. Many entities such as applicant, landlord and contact can capture source information which allows the agent to understand where their business is coming from (for example, a portal or google search).
Task
Tasks represent details on an action that should be performed by a given date. Tasks are categorised by type and can optionally be related to another entity (for example, a task to remind a negotiator to call a landlord). If no activation date is specified, tasks can be used to send messages to and from negotiators/offices.
Tenancy
Tenancies represent a property lease agreement between a landlord and one or more tenants. The role of the agent during the life-cycle of the tenancy will differ, depending on the agreement with the landlord. The tenancy can be managed from offer submission/arranging stage right through until the tenancy is finished.
Transaction
Transactions represent a financial transaction that can be associated to a property, landlord, tenancy, or company. Examples of transactions are rent payments and supplier invoices. A transaction can be associated with one or more of the aforementioned related entities.
Vendor
Vendors represents one or more contact or companies who are interested in selling a property. A vendor is always associated to a single property record and is automatically created when a property with sales marketing is added to the platform.
Works order
Works orders represent one or more maintenance jobs that have been requested for a lettings property. Works orders are usually reported by the landlord or tenant and can be tracked from approval until the work has been completed. Approved works orders are assigned to a company supplier who can then provide estimates and costings for the work.
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