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Use the buyer register on the Agent app

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Summary

Learn how to open the Buyer Register on the B+D Agent app, add or check‑in buyers, set interest levels, and email listing documents to selected contacts.

This article covers:

About the buyer register on the Agent app

The Buyer Register centralises all buyer activity for a listing while you’re mobile. You can search existing buyers, check in new ones at an OFI/private appointment, set interest levels, and send listing documents directly from your phone. The Agent app is designed to let agents manage buyers, inspections, and documents while out on the road.

Tip: The Buyer Register shows a buyer count at the top and lets you filter by Interest. The search field supports “Add and search buyers…” to minimise duplicates.

Add or check in a buyer

Use this at an open or private inspection to ensure the activity is recorded against you.

  • Open the Agent app and sign in
  • From your stock list, search and open the target listing you’re working on
  • Tap the Buyers bar under the listing image to open the Buyer Register
Note: If your app is out of date, update it to the latest iOS/Android version to ensure buyer management and email features are available.
  • Use Add and search buyers… to find an existing contact or start a new one
  • If new, enter contact details (name, mobile, email)
  • Tap Check in to add the buyer to the register

The activity will be assigned to the consultant who is logged into the app at the time of check‑in

Tip: Checking in from mobile is ideal “on the go”; the app is built for registering buyers at cafés, OFIs or private appointments.
  • At the top of the card, tap In, Maybe, or Out to set the level
  • Use By Interest to filter the register and focus your follow‑ups.
Tip: Keep interest levels up to date after each interaction to improve your buyer/vendor reports and follow‑up priorities.

Email listing documents to buyers from mobile

You can email contracts/brochures (e.g., a Section 32/vendor statement) directly from the app to one or multiple buyers.

Before you start (web prerequisites)

  • Upload the required files to the Listing in the B+D web application
  • Tick Available in Agent App, so attachments sync to mobile

Steps (Agent app)

  • In the buyer’s profile, tap E-mail
  • Configure settings (BCC, subject, message)
  • Tap the Paperclip icon to choose the file(s) to attach
  • Confirm recipients and tap Send

What’s next?

Learn how to boost your efficiency on-the-go with the Box+Dice mobile app; add buyers, send documents, manage contacts, and more.

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