General Q&A

Q: What is Beagel?
A: Beagel is an enterprise white-labeled offer submission and management solution for the real estate industry.

Q: What kind of back-end sales solution does Beagel provide?
A: Beagel provides a fully branded back-end sales solution that is invisible to the outside user.

Q: What are the features of Beagel's back-end sales solution?
A: Beagel's back-end sales solution allows for the creation of groups or teams, management of individual offices from a central admin, individual agent profiles, and control of a flexible customer-facing offer submission and management module.

Q: What is Beagel's value proposition?
A: Beagel's value proposition is based on an offer-submission system that can be launched from any brokerage's listing pages or individual property websites and landing pages connected to marketing campaigns.

Q: What makes Beagel unique?
A: Beagel is unique because of its method of delivery. It disappears behind the brokerage's CMS, executing on its promises through code tightly woven into a website's backend.

Q: How can Beagel be accessed and used?
A: All functions in Beagel may be conducted via API as Beagel is open-api. There are a number of users with different permissions depending on their tier, which include agent user, branch user, agency user, group user, and admin user.

Q: What is Beagel and who is it ideal for?
A: Beagel is an enterprise white-labeled offer submission and management solution that is accessible through a browser. It is ideal for agents, teams, and brokerages.

Q: What are the top selling points of Beagel?
A: Beagel offers an integrated open offer platform, fully customisable solutions, flexible CRM and existing-tool integrations, an agent-centric approach, and consistent buyer engagement.

Q: What is unique about Beagel's approach to software integration?
A: Beagel provides a fully branded back-end sales solution that is invisible to the outside user. It aims to be a deeply integrated software partner with a customer-facing offer submission and management module.

Q: What is Beagel's value proposition?
A: Beagel's value proposition is based on an offer-submission system that can be launched from any brokerage's listing pages or individual property websites and landing pages connected to marketing campaigns. It is able to match any existing UI and UX and blend smoothly with company best practices and other technology vendors, as well as scale across large operations.

Q: What is the traditional closed-offer ecosystem, and why is it of no advantage to the seller?
A: The traditional closed-offer ecosystem refers to the practice of keeping the details of existing offers private, except for the personal information of the buyer. This approach has been prevalent in the real estate industry for a long time, but it is no longer advantageous for sellers. By keeping the details of existing offers hidden, sellers are not able to compare and evaluate different offers objectively, which can result in them accepting a lower offer than they otherwise would have.

Q: What is unique about Beagel's approach to offer submission and management?
A: What sets Beagel apart is its method of delivery, which involves disappearing behind the brokerage's CMS and executing on its promises through code tightly woven into a website's backend. Beagel's open-offer solution allows buyers to submit offers through a fully customizable platform, while ensuring that both buyers and buyer agents are registered as able prospects. This approach enables sellers to evaluate offers more objectively and make more informed decisions.

Q: What is Beagel?
A: Beagel is an open-offer solution for real estate transactions that disappears behind a brokerage's CMS, executing on its promises through code tightly woven into a website's backend.

Q: How does Beagel ensure the registration of buyer agents?
A: Beagel's process ensures the registration of buyer agents once a buyer creates an account and gets confirmed as an able prospect.

Q: What can a registered buyer do on Beagel's platform? A: A registered buyer can access the detailed listing page, enter a bid, see the timestamps and amounts of other offers, and join a property's watch list.

Q: How does Beagel notify stakeholders of bid activity? A: As bids are entered, all relevant stakeholders are notified via an alert system, and the agent's dashboard starts tracking activity.

Q: What can agents do on Beagel's platform?
A: Agents can manage their listings and offer histories, view total bid amounts, edit their profiles, and look into their registered buyers on Beagel's platform.

Q: What is the benefit of public offer displays?
A: Public offer displays give sellers another option to entice offers at all times of the day, create more competition, and speed up responses to expedite negotiation.

Q: What is unique about Beagel's method of delivery?
A: Beagel disappears behind the brokerage's CMS and executes its promises through code tightly woven into a website's backend.

Q: What happens once a buyer is qualified to access the detailed listing page?
A: Once qualified, a buyer can enter a bid, as well as see the timestamps and amounts of other offers. They can also join a property's watch list.

Q: What does Beagel provide in terms of system-wide activity reports?
A: Beagel provides system-wide activity reports, brokerage-level permissions, and an extensive list of API docs for partner developers to use when working alongside Beagel.

Q: What is a good reason to work with a custom developer?
A: One good reason to work with a custom developer is that the end result can become a competitive advantage, providing something that your competitors don't have.

Q: Is Beagel a plug-and-play partnership scenario?
A: No, it is not a plug-and-play partnership scenario. It will take time to build and the upfront legwork will require internal champions.

Q: Who can act on behalf of sellers in the t system?
A: Agent users, branch users, and agency users can act on behalf of sellers in the system.
Q: How do users manage their sales in the system? A: Users manage their sales through the sales tab.
Q: Can users also represent buyers in the system? A: Yes, users can represent buyers in the sales management system via the purchases tab.
Q: What should a user do if they don't see the purchases tab in the system? A: If a user does not see the purchases tab, it means that the admin has not enabled buyers agents in the system. The admin controls this in system settings.




beagel Q&A for agent users

Q: What is an agent user in beagel? A: An agent user is a user who represents the seller of a property in beagel. They can control their sales and the bidders associated with their sales.
Q: What is the purpose of the dashboard in beagel? A: The purpose of the dashboard in beagel is to present the agent user's rolling week. It provides a quick overview of the last 7 days, including the total number of bids, amount of bids, number of new bidders, and number of new registrations. The agent user can also see the daily breakdown of these statistics.
Q: What information can an agent user see on the sales page in beagel? A: On the sales page in beagel, an agent user can see all their sales at a glance, filterable by status. They can see the System ID number, internal agency reference number, address, sale status, number of bids, current highest bid, number of bidders, date sale closed, and date sale re-opened. The ACTION button provides more functionality and allows the agent user to see the total number of bids, number of bidders, current bid (in the case of an open sale), accepted bid (in the case of a sale agreed sale), highest bid versus asking price, and days on the market.
Q: What are the separate areas of functionality on the sales page in beagel? A: The separate areas of functionality on the sales page in beagel are:
Sales: Here an agent user can change the information on the sale, including sale details, property address, property type, images, vendor details, and legal pack.
Watchlist: A list of everyone who has registered an interest in this property. An agent user can see bidders' contact information, email users individually, and email the watchlist in bulk.
Q: What information can an agent user change under the Sales section in beagel? A: Under the Sales section in beagel, an agent user can change the information on the sale, including sale details (representing agent, asking price, minimum opening offer, deposit, minimum bid increments, and agent reference ID), property address (building name, building number, street, town, county, and postcode), property type (residential or commercial), property details (select property, which is a subset of type, and residential types, including apartment, bungalow, detached, duplex, and end terrace), images, vendor details, and legal pack.
Q: What is the purpose of the watchlist section in beagel? A: The purpose of the watchlist section in beagel is to provide a list of everyone who has registered an interest in a particular property. An agent user can see bidders' contact information, email users individually, and email the watchlist in bulk. All emails are tracked via the system.
Q: What information can an agent user see about bidders in beagel? A: An agent user can see the contact information, number of bids, and the time and date of the bidder's last bid.
Q: What information is included in the Bids section of the system? A: The Bids section includes the bidder's name, finance status, current housing status, amount of bid, and the date and time of the bid.
Q: What is the bid table? A: The bid table is a table that displays information about bids on a particular property, including the bidder's name, address of the property, the amount of the bid, and the date the bid was placed.
Q: What is the More info button in the bid table? A: The More info button is denoted by 3 vertical dots beside the listing and provides additional information about a bid if available.
Q: What type of information is included in the More info modal? A: The More info modal can include any documents submitted by the bidder as part of the bid, any terms and conditions that the bidder has placed on the bid, and agent details for the buyers agent who is representing the bidder if they have one. The agent details include the buyer agent's first name, last name, email address, mobile (cellphone) number, license number, and LinkedIn profile address.
Q: What actions can an agent user take in the Actions section of the system? A: In the Actions section, an agent user can reject the highest bid, withdraw the highest bid, accept an offer and confirm the selection, download a PSRA report of all bids, and reopen the sale.
Q: What happens when an agent user accepts an offer in beagel? A: When an agent user accepts an offer, a menu will be pulled up to show all offers on the property. The agent user can select whichever offer they wish by clicking "Accept," and upon doing so, a notification can be sent to the seller confirming the agent has accepted an offer on their behalf. The selected bidder is also notified and given a link to pay the deposit to the agent's escrow account, and watchlist users are informed that bids have closed on this property.
Q: How are emails tracked in beagel? A: All emails are tracked via the system. Users are advised to see the Reports section of the system for further information.
Q: What is the purpose of the "Add sales" feature? A: The "Add sales" feature allows an agent user to add a sale to the system.
Q: What information is required to be entered when adding a sale? A: The required information includes sale details, property address, property type, images, vendor details, legal pack, and a summary.
Q: What does the "sale details" section include? A: The "sale details" section includes the representing agent, asking price, minimum opening offer, deposit, minimum bid increments, and agent reference ID.
Q: What information is required in the "property address" section? A: The "property address" section requires the building name, building number, street, town, county, and postcode.
Q: What types of properties are included in the "residential types" subcategory? A: The "residential types" subcategory includes apartments, bungalows, detached homes, duplexes, and end terraces.
Q: What can be uploaded in the "images" section? A: A main image and secondary images can be uploaded and changed in the "images" section.
Q: What is the purpose of the "vendor details" section? A: The "vendor details" section allows contact information for the property sellers to be added so they can be notified when a bidder registers interest, makes an offer, or when an offer is accepted.
Q: What is the "legal pack" function used for? A: The "legal pack" function may be used if documents are required to be provided to bidders prior to or during the offer process.
Q: What is the purpose of the "summary" section? A: The "summary" section allows the agent user to review the information before uploading, and to complete the process by clicking “DONE".
Q: What are bidders in the context of the system? A: Bidders are people who have expressed an interest in making bids on an agent user's properties in the system.
Q: How can an agent user manage bidders in the system? A: An agent user can manage bidders by accessing the "bidders" menu in the system.
Q: How can an agent user filter bidders in the system? A: An agent user can filter bidders in the system by their status, which can include registered/not confirmed, registered/cannot bid, confirmed/can bid, deactivated/can access but can't bid, and suspended/can't even see.
Q: What are some ways that an agent user can select bidders in the system? A: An agent user can select bidders in the system by their email address or name.
Q: What information about bidders can an agent user see when reviewing them in the system? A: When reviewing bidders, an agent user can see their contact information, the property they have registered for, and their bidding status, which can be changed using a dropdown menu.
Q: What is the process for activating a bidder in the system? A: The bidder in the system must be activated on a property by property, sellers agent by sellers agent basis.
Q: What happens if a bidder wants to register with another sellers agent? A: If a bidder is enabled with one sellers agent and they then wish to register with another, they can log in with the same credentials, and once they are added to the watchlist, a notification can go to both sellers agents to advise the bidder is interested in another sellers agent's property.
Q: Can the sellers agents then deactivate the bidder? A: Yes, the sellers agent can now decide to deactivate the bidder independently. They have full control.
Q: What is the bidding status and how can it be changed? A: The bidding status refers to the different levels of access and capabilities that a bidder has within the system. The status can be changed by an agent user using a dropdown menu.
Q: What are the different bidding statuses? A: There are five different bidding statuses: Registered/Not confirmed, Confirmed/Cannot bid, Can bid, Deactivated/Can access but can't bid, and Suspended/Can't even see.
Q: What does Registered/Not confirmed mean? A: Registered/Not confirmed means that the bidder has started the registration process but has not completed the one-time email confirmation to verify their email address.
Q: What does Confirmed/Cannot bid mean? A: Confirmed/Cannot bid means that the bidder has confirmed their email address and completed registration but cannot place an offer. However, they can receive notifications of every bid and see the bid table on the front end.
Q: What does Can bid mean? A: Can bid means that the bidder can place offers and also receive notifications of other bids and see the bid table.
Q: What does Deactivated/Can access but can't bid mean? A: Deactivated/Can access but can't bid means that the bidder's ability to bid on a particular property has been deactivated, but they can still see the activity of the sale.
Q: What does Suspended/Can't even see mean? A: Suspended/Can't even see means that the bidder will no longer receive any bid notifications and if they attempt to log in, they will not be able to see any information in any sales that the agent is managing.

Q: What can an agent user do in the Reports section? A: In the Reports section, an agent user can generate various reports related to their beagel activity.
Q: What kind of information can an agent user get in the Watchlist report? A: An agent user can filter and download reports for all registered users for all their properties by sale status, number of bedrooms, property, and date range. The bidder details displayed include name, email address, property they are registered for, date of registration, and bidder status.
Q: How can an agent user filter heat maps in the Location & Maps report? A: An agent user can generate heat maps of their properties, which can be filtered by sale status, number of bedrooms, and date range.
Q: What kind of information can an agent user get in the Bidder Trends report? A: An agent user can generate reports on the trends of bids over a period, filtered by sale status and date range. The information displayed includes the total value of bids over the period, total number of bids over the period, and total number of bidders over the period.
Q: What kind of information can an agent user get in the Bidder Summary Details report? A: An agent user can generate and download reports on bidder activity, filtered by sale status, number of bedrooms, and property. The bidder details displayed include name, phone number, email address, property they are registered for, number of bids made on that property, and the last bid made on that property.
Q: What kind of information can an agent user get in the Email Logs report? A: An agent user can generate reports around the notifications issued by the system relating to them, their clients, and their sales. The information available includes recipient email address, confirmation of email processing by server, confirmation of notification delivery, confirmation of notification opening, notification subject, property address, and date and time of the event.
Q: What information is displayed in the agent user's profile? A: The agent user's profile displays their name, email address, mobile phone number, home phone number, work phone number, WhatsApp details, Facebook address, Twitter handle, and licence number. However, the name and email address cannot be edited.
Q: Can an agent user enable two factor authentication for their account? A: Yes, an agent user can enable or disable two factor authentication (2FA) for their account. By enabling 2FA, the agent user will receive a one-time passcode sent to their email address after entering their password. The agent user will then need to enter this passcode to access the system.
Q: How can an agent user reset their password? A: An agent user can reset their password by requesting a one-time email sent to their email address provided.
Q: What is the User Manual in the system? A: The User Manual is a section in the system where an agent user can access documents added by the super-admin users
Q: What kind of documents can be found in the User Manual? A: The documents added to the User Manual can be any kind of instructional or reference materials related to the system or the systems processes.
Q: Who can add documents to the User Manual? A: Only super-admin users have the ability to add documents to the User Manual.
Q: How can an agent user access the User Manual? A: An agent user can access the User Manual by logging into the system and navigating to the User Manual section.
Q: Is the User Manual section accessible to all users? A: Yes, the User Manual section is accessible to all users who have been granted access to the system. The information however may be tiered to their permissions.
Q: What information is available in the "About" section of the system? A: The "About" section of the system contains the terms and conditions of use, as well as the current build version number.
Beagel Q&A for branch users

Q: What is a Branch User in the system? A: A Branch User is a branch user who acts on behalf of the seller of the property and manages a team of agent users.
Q: What information is displayed on the Dashboard for a Branch User? A: The Dashboard for a Branch User displays the rolling week statistics, including the last 7 days team members' sales, total number of bids, amount of bids, number of new bidders, and number of new registrations. The branch user can also see the daily breakdown of these statistics and the best performing team member of the week.
Q: What is an open sale in the Sales section for a Branch User? A: An open sale is a property currently on the market.
Q: What is a closed sale in the Sales section for a Branch User? A: A closed sale is a property where an offer has been accepted.
Q: What is a removed by vendor sale in the Sales section for a Branch User? A: A removed by vendor sale is a property where the seller has instructed the agent that they no longer wish to sell.
Q: What is a reopened sale in the Sales section for a Branch User? A: A reopened sale is a property that was closed and has been put back on the market. It can be either one that was sale agreed or one that was removed by the vendor. A reopened sale will also display as an open sale.
Q: What information is displayed about a property on the Manage Sales page for a Branch User? A: The Manage Sales page for a Branch User displays the following information about the property: system ID number, internal agency reference number, address, sale status, number of bids, current highest bid, number of bidders, date sale closed, and date sale re-opened.
Q: What functionality is provided by the ACTION button on the Manage Sales page for a Branch User? A: The ACTION button provides more functionality for a Branch User. Here, the branch user can see the total number of bids, number of bidders, current bid (in the case of an open sale), accepted bid (in the case of a sale agreed sale), highest bid versus asking price, and days on the market.
Q: What can a branch user do in the Sales section of the platform? A: In the Sales section of the platform, a branch user can manage their sales and their agent users' sales. This includes changing information on the sale, such as the sale details, property address, property type, images, vendor details, and legal pack.
Q: What does the Sale Details section include? A: The Sale Details section includes information such as the representing agent, asking price, minimum opening offer, deposit, minimum bid increments, and agent reference ID.
Q: What information can be changed in the Property Address section? A: The Property Address section allows the branch user to change the building name, building number, street, town, county, and postcode.
Q: What options are available in the Property Type section? A: The Property Type section allows the branch user to select whether the property is residential or commercial. If residential is selected, the branch user can choose from subcategories such as apartment, bungalow, detached, duplex, and end terrace.
Q: Can a branch user upload images for a property in the platform? A: Yes, a branch user can upload a main image and secondary images for a property in the Images section of the platform.
Q: What is the purpose of the Vendor Details section? A: The Vendor Details section allows the branch user to add contact information for the property sellers so they can be notified when a bidder registers interest in the property, when a bidder is enabled to make offers on the property, when a new bid has been placed on the property, or when an offer has been accepted on the property. All emails are then tracked via the system.
Q: What is the Legal Pack function for? A: The Legal Pack function may be used if documents are required to be provided to bidders prior to or during the offer process.
Q: What is the functionality of the "Watchlist" feature? A: The Watchlist feature provides a list of everyone who has registered an interest in a property. Users can see bidders' contact information, email users individually or in bulk, and track all emails via the system.
Q: What information is available in the "Bidders" feature? A: The Bidders feature provides a list of everyone who has placed a bid on a property. Users can see bidders' contact information, the number of bids placed, and the time and date of their last bid. They can also contact bidders individually or in bulk and track all emails via the system.
Q: What information is included in the "Bids" feature? A: The Bids feature provides a list of all bids on a property, including the bidder's name, finance status, current housing status, the amount of the bid, and the date and time of the bid.
Q: What actions can a branch user take in the "Actions" feature? A: In the Actions feature, a branch user can reject the highest bid, withdraw the highest bid, or mark the property as "Closed (Sale Agreed)" if instructed by their client. If the branch user selects "Closed (Sale Agreed)," a menu will be displayed with all offers on the property, and the branch user can select the offer they wish to accept. Notifications will be sent to the seller, the selected bidder, and Watchlist users. All emails are tracked via the system, and further information is available in the Reports section.
Q: What information is available in the "Sales" feature? A: The Sales feature allows a branch user to change the information on a sale, including sale details such as the representing agent, asking price, and minimum opening offer; property address details such as the building name, number, street, town, county, and postcode; property type details such as residential or commercial and subtype options like apartment, bungalow, detached, duplex, and end terrace; images of the property; vendor details such as contact information for the property sellers; and legal pack information if required.
Q: What is the PSRA Report in the context of this system? A: The PSRA Report is a document that can be downloaded by a branch user from the system. It contains all bids for a property and can be added to a hard copy file.
Q: Who can receive a notification when a sale is reopened using the "Reopen sale" function? A: When a sale is reopened using the "Reopen sale" function, a notification can be sent to the seller, the agent, and the watchlist.
Q: Can a branch user contact bidders individually or in bulk? A: Yes, a branch user can contact bidders individually or in bulk using the system. The branch user can also see bidders' contact information, number of bids, and the time and date of their last bid.
Q: What can a branch user do using the "Actions" function in the system? A: Using the "Actions" function, a branch user can perform several actions related to the sale of a property. These actions include rejecting the highest bid, withdrawing the highest bid, and closing the sale (Sale Agreed) by selecting and accepting an offer.
Q: Are all emails sent through the system tracked? A: Yes, all emails sent through the system are tracked and can be viewed in the Reports section of the system.
Q: What is the purpose of the "Add Sales" function in the system? A: The "Add Sales" function in the system allows a branch user to input information about a new property for sale into the system.
Q: What information is required in the "Sale Details" section when adding a new property for sale? A: The "Sale Details" section when adding a new property for sale requires information such as the representing agent, asking price, minimum opening offer, deposit, minimum bid increments, and agent reference ID.
Q: What information is required in the "Property address" section when adding a new property for sale? A: The "Property address" section when adding a new property for sale requires information such as the building name, building number, street, town, county, and postcode.
Q: What is the purpose of the "Property Details" section when adding a new property for sale? A: The "Property Details" section when adding a new property for sale provides additional information about the property such as whether it is a residential or commercial property, and the specific type of property such as an apartment, bungalow, detached, duplex, or end terrace.
Q: What can be uploaded and changed in the Images section? A: A main image and secondary images can be uploaded and changed.
Q: What kind of information can be added in the Vendor details section? A: Contact information for the property sellers can be added in the Vendor details section.
Q: What are the four events that can trigger a notification to the seller in the Vendor details section? A: The four events that can trigger a notification to the seller in the Vendor details section are:
A bidder registers interest in the property
A bidder is enabled to make offers on the property
A new bid has been placed on the property
An offer has been accepted on the property.
Q: What is the purpose of the Legal pack section? A: The Legal pack section may be used if documents are required to be provided to bidders prior to or during the offer process.
Q: What can a branch user do once the information is added in the Summary section? A: Once the information is added, a branch user can review it before uploading, and then click "DONE" to complete the process.
Q: What is the bidders menu for? A: The bidders menu is for managing the bidders registered with a branch user and their agent users who have expressed an interest in making bids on the branch user's properties.
Q: How can bidders be filtered in the bidders menu? A: Bidders can be filtered by status, including registered/not confirmed, registered/cannot bid, confirmed/can bid, deactivated/can access but can't bid, and suspended/can't even see.
Q: What are the ways to select bidders in the bidders menu? A: Bidders can be selected by email address or name.
Q: What information about bidders can a branch user see when reviewing them in the bidders menu? A: When reviewing bidders, a branch user can see their contact information, the property they've registered for, and their bidding status, which can be changed using a dropdown menu.
Q: What happens if a bidder wants to register with another sellers agent? A: If a bidder is enabled with one sellers agent and they then wish to register with another, they can log in with the same credentials, and once they are added to the watchlist, a notification can go to both sellers agents to advise the bidder is interested in another sellers agent's property.
Q: Can the sellers agents then deactivate the bidder? A: Yes, the sellers agent can now decide to deactivate the bidder independently. They have full control.
Q: What is the bidding status and how can it be changed? A: The bidding status refers to the different levels of access and capabilities that a bidder has within the system. The status can be changed by a branch user using a dropdown menu.
Q: What are the different bidding statuses? A: There are five different bidding statuses: Registered/Not confirmed, Confirmed/Cannot bid, Can bid, Deactivated/Can access but can't bid, and Suspended/Can't even see.
Q: What does Registered/Not confirmed mean? A: Registered/Not confirmed means that the bidder has started the registration process but has not completed the one-time email confirmation to verify their email address.
Q: What does Confirmed/Cannot bid mean? A: Confirmed/Cannot bid means that the bidder has confirmed their email address and completed registration but cannot place an offer. However, they can receive notifications of every bid and see the bid table on the front end.
Q: What does Can bid mean? A: Can bid means that the bidder can place offers and also receive notifications of other bids and see the bid table.
Q: What does Deactivated/Can access but can't bid mean? A: Deactivated/Can access but can't bid means that the bidder's ability to bid on a particular property has been deactivated, but they can still see the activity of the sale.
Q: What does Suspended/Can't even see mean? A: Suspended/Can't even see means that the bidder will no longer receive any bid notifications and if they attempt to log in, they will not be able to see any information in any sales that the agent is managing.

Q: What can a branch user do in the Reports section? A: In the Reports section, a branch user can generate reports on various aspects of their beagel activity, such as bidder trends, watchlist, and location & maps.
Q: What is the Watchlist report and how can it be filtered? A: The Watchlist report shows a list of all registered users for a branch user's properties, along with their contact information, date of registration, and bidder status. This report can be filtered by sale status, number of bedrooms, property, and date range.
Q: What information is displayed in the Bidder Trends report? A: The Bidder Trends report displays information on the trends of bids over a period, including the total value of bids, total number of bids, and total number of bidders over the period. This report can be filtered by sale status and date range.
Q: What can a branch user do in the Location & Maps report? A: In the Location & Maps report, a branch user can generate heat maps of their properties. These maps can be filtered by sale status, number of bedrooms, and date range.
Q: What kind of reports can a branch user generate on bidder activity? A: A branch user can generate and download reports on bidders activity, which can be filtered by sale status, number of bedrooms, and property.
Q: What details of bidders are displayed in the Bidder Summary Details report? A: The Bidder Summary Details report displays the following details of each bidder: name, phone number, email address, property they're registered for, number of bids made on that property, and last bid made on that property.
Q: Can a branch user filter the Bidder Summary Details report by date range? A: The provided information does not mention filtering the Bidder Summary Details report by date range, but it is possible that this functionality may exist within the system.
Q: What is the purpose of the Bidder Summary Details report? A: The Bidder Summary Details report allows a branch user to review and analyze bidder activity on their properties, including the number and value of bids made and the last bid made by each bidder.

Q: What is the purpose of the Watchlist report in beagel activity? A: The Watchlist report allows a branch user to filter and download reports for all the registered users for all their properties by sale status, number of bedrooms, property, and date range. The Bidder details displayed are the name, email address, property that they're registered for, date of registration, and bidder status.
Q: What kind of information can a branch user obtain from the Location & Maps report in beagel activity? A: The Location & Maps report allows a branch user to generate heat maps of their properties. These maps can be filtered by sale status, number of bedrooms, and date range.
Q: What is the Bidder trends report in beagel activity and what information does it display? A: The Bidder trends report in beagel activity allows a branch user to generate reports on the trends of bids over a period. Reports can be filtered by sale status and date range. The information displayed includes the total value of bids over the period, total number of bids over the period, and total number of bidders over the period.
Q: What is the Bidder Summary Details report? A: The Bidder Summary Details report is a report generated by a branch user that provides information on bidders' activity. It includes details such as the bidder's name, phone number, email address, the property they're registered for, the number of bids made on that property, and the last bid made on that property.
Q: How can the Bidder Summary Details report be filtered? A: The report can be filtered by the sale status (open/closed/removed by vendor), number of bedrooms, and property.
Q: What is the Agent Performance report? A: The Agent Performance report is a report generated by a branch user that provides information on the performance of their agent users. It includes details such as the agent's name, email address, number of sales, number of bids, number of bidders, and bid amounts for a specific period.
Q: How can the Agent Performance report be filtered? A: The report can be filtered by date range.
Q: What kind of reports can a branch user generate related to email logs? A: A branch user can generate reports related to the notifications issued by the system, which includes recipient email address, confirmation of email processing by server, confirmation of notification delivery, confirmation of notification opening, notification subject, property address, and date & time of event.
Q: What information is included in the email logs report? A: The email logs report includes recipient email address, confirmation of email processing by server, confirmation of notification delivery, confirmation of notification opening, notification subject, property address, and date & time of event.
Q: Who are the recipients of the notifications included in the email logs report? A: The recipients of the notifications included in the email logs report can be the branch user, their agent users, their clients, and their sales.
Q: What is the purpose of generating reports related to email logs? A: The purpose of generating reports related to email logs is to track the performance and effectiveness of email notifications sent by the system to various recipients, including the branch user, their agent users, their clients, and their sales. It can help identify potential issues and areas for improvement in the notification system.

Q: What is the purpose of the "Manage agents" feature? A: The "Manage agents" feature allows a branch user to view and edit information related to their agent users. This includes their name, email, and access to the system.
Q: What information is displayed about each agent user in the "Manage agents" feature? A: The "Manage agents" feature displays the branch name, agent user name, and agent user email for each agent user.
Q: What actions can be performed in the "Actions" section of the "Manage agents" feature? A: In the "Actions" section of the "Manage agents" feature, a branch user can change the agent user's title, first name, surname, mobile number, LinkedIn profile, and licence number. The agent user's access to the system can also be toggled on or off using the Active Status slider.
Q: How can a branch user assign an agent user to a different role? A: To assign an agent user to a different role, a branch user can click the CHANGE ROLE button in the "Manage agents" feature.
Q: What is the purpose of the "Change Role" feature in the Agents section? A: The purpose of the "Change Role" feature in the Agents section is to allow a branch user to change the role of an agent user. The current role of the agent user is displayed, and the branch user can choose a new role from a dropdown list. If the branch user wants to make an agent user a branch user in the same branch, they can select the new role and click the change button. This will give the agent user the same permissions as the branch user.
Q: What permissions are granted to an agent user who is made a branch user using the "Change Role" feature? A: If an agent user is made a branch user using the "Change Role" feature, they are granted the same permissions as the branch user. This means they will have access to all the features and information available to the branch user, including the ability to manage agents, view reports, and perform other administrative tasks related to the branch.
Q: What can a branch user do in the system? A: In the system, a branch user can see and change information about the beagel system & the user's account, branch details, and branch escrow account details.
Q: What information is displayed in the Profile section? A: The Profile section displays the user's name, email address, mobile phone number, home phone number, work phone number, WhatsApp details, Facebook address, Twitter handle, and license number. However, the name and email address cannot be edited.
Q: What information is displayed in the Branch Details section? A: The Branch Details section displays the branch name, branch address, branch license number, branch email address, branch phone number, and branch website.
Q: What information is displayed in the Account Details section? A: The Account Details section displays the bank account name, bank name, bank account BIC, bank account IBAN, and bank building address.
Q: What additional security measures can a branch user change in the system? A: A branch user may change security settings such as enabling or disabling two-factor authentication (2FA). By enabling 2FA, when a user goes to log in, a one-time passcode will be sent to their email address after entering their password. The branch user will be required to enter this passcode to gain access to the system.
Q: How can a branch user reset their password? A: A branch user can reset their password by requesting a one-time email to be sent to their registered email address. This email will contain instructions on how to reset the password.
Q: Can a branch user change their password without requesting an email? A: No, a branch user needs to request a password reset email to change their password.
Q: What happens after a branch user requests a password reset email? A: The system will send a one-time email to the branch user's registered email address with instructions on how to reset the password.
Q: Do the password reset instructions in the email expire? A: Yes, the password reset instructions in the email are typically time-limited, and the branch user must reset their password within a certain time frame.
Q: Is there any security measure in place when changing the password? A: Yes, the system ensures security by sending a one-time email with instructions to reset the password. This helps prevent unauthorized access to the account.
Q: Can a branch user see their current password? A: No, for security reasons, the current password is not displayed to the branch user. They need to reset their password through the one-time email process.
Q: What is the User Manual in the system? A: The User Manual is a section in the system where a branch user can access documents added by the super-admin users
Q: What kind of documents can be found in the User Manual? A: The documents added to the User Manual can be any kind of instructional or reference materials related to the system or the systems processes.
Q: Who can add documents to the User Manual? A: Only super-admin users have the ability to add documents to the User Manual.
Q: How can a branch user access the User Manual? A: A branch user can access the User Manual by logging into the system and navigating to the User Manual section.
Q: Is the User Manual section accessible to all users? A: Yes, the User Manual section is accessible to all users who have been granted access to the system. The information however may be tiered to their permissions.
Agency User Q&A

Q: What is an Agency User? A: An Agency User is a user who acts on behalf of the seller of the property and manages a team of branches, branch users, and agent users.
Q: What can an Agency User control? A: An Agency User can control their sales, branches, branch users, agent users, agent users sales, and the bidders associated with their sales and their agent users sales.
Q: What information can an Agency User see on the dashboard? A: On the dashboard, an Agency User can see their rolling week, including the last 7 days team members' sales, total number of bids, amount of bids, number of new bidders, and number of new registrations. The Agency User can also see the daily breakdown of these statistics, the best performing agent of the week, and the best performing branch of the week.
Q: Can an Agency User see their team members' sales? A: Yes, on the dashboard, an Agency User can see the last 7 days team members' sales.
Q: Can an Agency User see the daily breakdown of sales statistics? A: Yes, on the dashboard, an Agency User can see the daily breakdown of sales statistics.
Q: Can an Agency User control the access of their branch users and agent users? A: Yes, an Agency User can control the access of their branch users and agent users.
Q: What is an agency user in the context of sales management? A: An agency user is a user who acts on behalf of the seller of the property and manages a team of branches, branch users, and agent users. They have control over the sales, branches, branch users, agent users, agent users' sales, and the bidders associated with their sales and their agent users' sales.
Q: What can an agency user see on their dashboard related to sales? A: An agency user can see the last 7 days' team members sales, the total number of bids, the amount of bids, the number of new bidders, and the number of new registrations. They can also see the daily breakdown of these statistics, the best performing agent of the week, and the best performing branch of the week.
Q: What are the different sale statuses that an agency user can filter their sales by? A: An agency user can filter their sales by four different statuses: open (currently on the market), closed (sale agreed), removed by vendor (when the seller no longer wants to sell), and reopened (a sale that was closed and has been put back on the market). A reopened sale can be either one that was sale agreed or one that was removed by the vendor.
Q: What information about a property can an agency user see on the main display of sales management? A: An agency user can see the system ID number, internal agency reference number, address, sale status, number of bids, current highest bid, number of bidders, date the sale closed, and date the sale was reopened.
Q: What functionality does the ACTION button provide for sales management? A: The ACTION button provides an agency user with more functionality related to their sales. They can see the total number of bids, number of bidders, current bid (in the case of an open sale), accepted bid (in the case of a sale agreed sale), highest bid versus asking price, and days on the market.
Q: What are the five separate areas of functionality for sales management? A: The five separate areas of functionality for sales management are: Sales, Sale Details, Property Address, Property Details, and Images.
Q: What information can an agency user change on a sale in the Sales section? A: In the Sales section, an agency user can change information about the sale, including the representing agent, asking price, minimum opening offer, deposit, minimum bid increments, and agent reference ID.
Q: What information about a property can an agency user change in the Property Address section? A: In the Property Address section, an agency user can change the building name, building number, street, town, county, and postcode.
Q: What are the subtypes of Property Type that an agency user can select from in the Property Details section? A: The subtypes of Property Type that an agency user can select from in the Property Details section are residential or commercial. If the agency user selects residential, they can further choose from apartment, bungalow, detached, duplex, end terrace.
Q: What functionality does the Images section provide in sales management? A: The Images section allows for the uploading and changing of both main and secondary images of the property.
Q: What kind of information can be added to the Vendor details section in sales management? A: Contact information for the property sellers can be added in the Vendor details section. This allows sellers to be notified of various events related to the property such as when a bidder registers interest, when a bidder makes an offer, when a new bid has been placed, or when an offer has been accepted. All related emails are tracked via the system.
Q: What is the purpose of the Legal pack section in sales management? A: The Legal pack section may be used if documents are required to be provided to bidders prior to or during the offer process.
Q: What is the Watchlist in the sales management system? A: The Watchlist is a list of everyone who has registered an interest in a specific property in the sales management system.
Q: What information can an agency user see about bidders on the Watchlist? A: An agency user can see bidders' contact information on the Watchlist.
Q: What actions can an agency user take with the Watchlist? A: An agency user can email individual users or email the Watchlist in bulk through the system.
Q: Are the emails sent through the Watchlist tracked by the system? A: Yes, all emails sent through the Watchlist are tracked by the system.
Q: What is the Bidders section in the sales management system? A: The Bidders section in the sales management system is a list of everyone who has placed a bid on a specific property.
Q: What information can an agency user see about bidders in the Bidders section? A: An agency user can see bidders' contact information, number of bids, and the time and date of their last bid in the Bidders section.
Q: What actions can an agency user take with the bidders in the Bidders section? A: An agency user can contact individual bidders or contact bidders in bulk through the system.
Q: What happens if a bidder wants to register with another sellers agent? A: If a bidder is enabled with one sellers agent and they then wish to register with another, they can log in with the same credentials, and once they are added to the watchlist, a notification can go to both sellers agents to advise the bidder is interested in another sellers agent's property.
Q: Can the sellers agents then deactivate the bidder? A: Yes, the sellers agent can now decide to deactivate the bidder independently. They have full control.
Q: Are the emails sent through the Bidders section tracked by the system? A: Yes, all emails sent through the Bidders section are tracked by the system.
Q: What information is included in the Bids section of the property listing? A: The Bids section of the property listing includes a list of all bids made on the property, including the bidder's name, finance status, current housing status, bid amount, and date and time of the bid.
Q: What actions can be taken in the Actions section of the property listing? A: In the Actions section of the property listing, an agency user can take several actions, including rejecting the highest bid, withdrawing the highest bid, marking the property as "closed" (sale agreed) and selecting an offer, downloading a PSRA report of all bids, and reopening the sale if needed.
Q: What happens when the agency user selects "Closed (Sale Agreed)" in the Actions section? A: When the agency user selects "Closed (Sale Agreed)" in the Actions section, a menu will appear showing all offers on the property. The user can then select whichever offer they wish by clicking "Accept," and they will be prompted to confirm the selection. A notification will then be sent to the seller confirming the acceptance, the selected bidder with a link to pay the deposit to the agent's escrow account, and watchlist users saying that bids have closed on this property.
Q: What is the purpose of the "Add sales" function in the system? A: The "Add sales" function in the system allows an agency user to add a new property sale to the system, providing details such as property address, property type, vendor details, legal pack, summary, and sale details.
Q: What information is included in the "Sale details" section when adding a sale? A: The "Sale details" section when adding a sale includes the representing agent, asking price, minimum opening offer, deposit, minimum bid increments, and agent reference ID.
Q: What information is included in the "Property address" section when adding a sale? A: The "Property address" section when adding a sale includes the building name, building number, street, town, county, and postcode.
Q: What information is included in the "Property Details" section when adding a sale? A: The "Property Details" section when adding a sale includes the property type (residential or commercial) and the sub-types of residential property such as apartment, bungalow, detached, duplex, and end terrace.

Q: What can be uploaded and changed in the Images section of the system? A: A main image and secondary images can be uploaded and changed.
Q: What information can be added in the Vendor details section? A: Contact information for the property sellers can be added in this section, and this allows the sellers to be notified when a bidder registers interest in the property, a bidder is enabled to make offers on the property, a new bid has been placed on the property, or an offer has been accepted on the property. All emails are then tracked via the system, and further information can be found in Reports.
Q: What is the purpose of the Legal pack function in the system? A: The Legal pack function may be used if documents are required to be provided to bidders prior to or during the offer process.
Q: What happens when the agency user completes the review process in the Summary section? A: To complete the process, the agency user can click on the DONE button.
Q: Who are bidders in this system? A: Bidders in this system are people who have expressed an interest in making bids on an agency user's properties.
Q: What can an agency user do in the "Manage bidders" menu? A: An agency user can manage the bidders registered with them and their agent users in the "Manage bidders" menu.
Q: How can bidders be filtered in this system? A: Bidders can be filtered by status in this system. The status options include registered/not confirmed, registered/cannot bid, confirmed/can bid, deactivated/can access but can't bid, and suspended/can't even see.
Q: What are the options for selecting bidders in this system? A: Bidders can be selected by email address or name in this system.
Q: What information can an agency user see when reviewing bidders? A: When reviewing bidders, an agency user can see the contact information of the bidder, the property they have registered for, and their bidding status.
Q: What is the bidding status and how can it be changed? A: The bidding status refers to the different levels of access and capabilities that a bidder has within the system. The status can be changed by an agency user using a dropdown menu.
Q: What are the different bidding statuses? A: There are five different bidding statuses: Registered/Not confirmed, Confirmed/Cannot bid, Can bid, Deactivated/Can access but can't bid, and Suspended/Can't even see.
Q: What does Registered/Not confirmed mean? A: Registered/Not confirmed means that the bidder has started the registration process but has not completed the one-time email confirmation to verify their email address.
Q: What does Confirmed/Cannot bid mean? A: Confirmed/Cannot bid means that the bidder has confirmed their email address and completed registration but cannot place an offer. However, they can receive notifications of every bid and see the bid table on the front end.
Q: What does Can bid mean? A: Can bid means that the bidder can place offers and also receive notifications of other bids and see the bid table.
Q: What does Deactivated/Can access but can't bid mean? A: Deactivated/Can access but can't bid means that the bidder's ability to bid on a particular property has been deactivated, but they can still see the activity of the sale.
Q: What does Suspended/Can't even see mean? A: Suspended/Can't even see means that the bidder will no longer receive any bid notifications and if they attempt to log in, they will not be able to see any information in any sales that the agent is managing.

Q: What happens if a bidder wants to register with another sellers agent? A: If a bidder is enabled with one sellers agent and they then wish to register with another, they can log in with the same credentials, and once they are added to the watchlist, a notification can go to both sellers agents to advise the bidder is interested in another sellers agent's property.
Q: Can the sellers agents then deactivate the bidder? A: Yes, the sellers agent can now decide to deactivate the bidder independently. They have full control.
Q: What is the purpose of the Reports section in the system? A: The Reports section in the system allows agency users to generate reports about their beagel activity. They can generate reports on bidder activity, location and maps, and bidder trends.
Q: What can an agency user filter when generating a report in the Watchlist section? A: An agency user can filter and download reports for all the registered users for all their properties by sale status (open / closed / removed by vendor), number of bedrooms, property, and date range. The bidder details displayed in the report include name, email address, property they're registered for, date of registration, and bidder status.
Q: What can an agency user generate in the Location & Maps section of the Reports? A: An agency user can generate heat maps of their properties, which can be filtered by sale status (open / closed / removed by vendor), number of bedrooms, and date range.
Q: What information is displayed in the Bidder Trends report? A: The Bidder Trends report shows information on the trends of bids over a period. The reports can be filtered by sale status (open / closed / removed by vendor) and date range. The information displayed includes the total value of bids over the period, total number of bids over the period, and total number of bidders over the period.
Q: What are Bidder Summary Details in the context of the agency user interface? A: Bidder Summary Details refer to a report generated by an agency user that provides information on the activity of bidders registered with their agency.
Q: What can an agency user filter the Bidder Summary Details report by? A: The Bidder Summary Details report can be filtered by sale status (open/closed/removed by vendor), number of bedrooms, and property.
Q: What details of a bidder are displayed in the Bidder Summary Details report? A: The Bidder Summary Details report displays the bidder's name, phone number, email address, property they are registered for, number of bids made on that property, and the last bid made on that property.
Q: Can an agency user download the Bidder Summary Details report? A: Yes, an agency user can generate and download the Bidder Summary Details report.
Q: What is the purpose of the Bidder Summary Details report? A: The purpose of the Bidder Summary Details report is to provide an agency user with information on the activity of bidders registered with their agency, such as the number of bids made on a property, the last bid made on a property, and other bidder details.

Q: What is the purpose of the Branches section in the agency user interface? A: The Branches section allows an agency user to manage and add branches to their agency. They can view and edit information related to each branch, such as name, contact details, and license number. They can also perform actions such as adding branch users or agents.
Q: What information about each branch is displayed in the Manage Branches section? A: The Manage Branches section displays the agency name, branch name, branch email address, branch phone number, and branch license number. An agency user can also access actions related to each branch, such as editing the branch or adding a branch user.
Q: What actions can an agency user perform for each branch in the Manage Branches section? A: An agency user can perform actions such as editing the branch information, adding a branch user, or adding an agent to the branch. These actions can be accessed by clicking on the actions button designated by the 3 dots.
Q: What information is required to add a new branch to the agency in the Add Branch section? A: To add a new branch to the agency, an agency user must provide information such as the branch name, address, license number, email, phone number, website, and branch clients account (escrow account) details. The branch clients account details include the bank account name, bank name, bank account BIC, bank account IBAN, and bank building address.
Q: Can an agency user filter or sort branches in the Branches section? A: No information is provided in the original text about filtering or sorting branches in the Branches section. However, an agency user can view and edit information related to each branch, and perform actions such as adding a branch user or agent.
Q: Who can manage Branch users in the agency? A: An agency user can manage the Branch users in their agency.
Q: What is a Branch user? A: A Branch user is a user who acts on behalf of the seller of the property and manages a team of agent users.
Q: What actions can a Branch user perform? A: A Branch user can control their sales, their agent users, their agent users sales, and the bidders associated with their sales and their agent users sales.
Q: What information is displayed for Branch users? A: The information displayed for Branch users includes the User Branch, Branch user name, and Branch user email address.
Q: Can the information of a Branch user be edited? A: Yes, the information of a Branch user can be edited by clicking the ACTION button designated by the pencil.
Q: Who can manage the agents in the system? A: An agency user can manage the agents in the system.
Q: What information about agents is displayed in the Manage Agents section? A: The Manage Agents section displays the branch name, agent user name, and agent user email.
Q: Can an agency user toggle an agent user's access to the system on and off? A: Yes, an agency user can toggle an agent user's access to the system on and off using the Active Status slider.
Q: What actions can an agency user perform on an agent user in the Manage Agents section? A: An agency user can edit the agent user's title, first name, surname, mobile number, LinkedIn profile, and license number. They can also toggle the agent user's access to the system on and off and change the agent user's role.
Q: How does an agency user change an agent user's role? A: To change an agent user's role, the agency user can click the CHANGE ROLE button and select the new role from a dropdown of options. If the agency user wants to make an agent user a branch user in the same branch, they can select the new role and click the change button. The agent user will then have the same permissions as the branch user.
Q: What information can an agency user see and change in the System section? A: An agency user can see and change information about the Beagel system, their agency user account, branch details, and branch escrow account details.
Q: What information is displayed in the Profile section? A: The Profile section displays the agency user's name, email address, mobile phone number, home phone number, work phone number, WhatsApp details, Facebook address, Twitter handle, and licence number.
Q: Can an agency user edit their name and email address in the Profile section? A: No, an agency user cannot edit their name and email address in the Profile section.
Q: What information is displayed in the Branch Details section? A: The Branch Details section displays the branch name, branch address, branch licence number, branch email address, branch phone number, and branch website.
Q: What information is displayed in the Account Details section? A: The Account Details section displays the bank account name, bank name, bank account BIC, bank account IBAN, and bank building address. This information may be displayed to bidders to pay deposit on sales.
Q: What security settings can an agency user change in the Additional Security Measures section? A: An agency user may enable or disable two-factor authentication (2FA) in the Additional Security Measures section. By enabling 2FA, when the user goes to log in, a one-time passcode will be sent to their email address after entering their password. The agency user will be required to enter this passcode to gain access to the system.
Q: How can an agency user reset their password in the Change Password section? A: An agency user may reset their password by means of a one-time email sent to the email address provided.
Q: What is the Beagel API? A: The Beagel API is an interface that allows exchange of data and functionality between the Beagel application and other agency systems easily and securely.
Q: What kind of information is available about the Beagel API? A: Documentation on the Beagel API is available, providing details on how to use it for data exchange and integration purposes.
Q: What is the User Manual in the system? A: The User Manual is a section in the system where an agency user can access documents added by the super-admin users
Q: What kind of documents can be found in the User Manual? A: The documents added to the User Manual can be any kind of instructional or reference materials related to the system or the agency's processes.
Q: Who can add documents to the User Manual? A: Only super-admin users have the ability to add documents to the User Manual.
Q: How can an agency user access the User Manual? A: An agency user can access the User Manual by logging into the system and navigating to the User Manual section.
Q: Is the User Manual section accessible to all users? A: Yes, the User Manual section is accessible to all users who have been granted access to the system. The information however may be tiered to their permissions.
Q: What are webhooks in the context of the agency user system? A: Webhooks are a feature that allow agency users to connect to other systems by sending HTTP POST requests containing information about sales, bidders, bids, bidder terms and conditions, and legal packs.
Q: What information is included in the Sale webhook? A: The Sale webhook includes information about the sale, agent, and agency details.
Q: What information is included in the Bidder webhook? A: The Bidder webhook includes information about the bidder.
Q: What information is included in the bid webhook? A: The bid webhook includes information about the bid and bidder details.
Q: What information is included in the Terms and Conditions webhook? A: The Terms and Conditions webhook includes information about bidder terms and conditions.
Q: What information is included in the Legal Pack webhook? A: The Legal Pack webhook includes information about bidder legal packs.
Q: How do agency users set up webhooks? A: Agency users add the URL of the webhook endpoint and click save to set up webhooks.
Q: What is the About section in Integrations? A: The About section provides details on the current build version number of the Beagel application, as well as the terms and conditions of use.




Group user Q&A
Q: Who is a group user in the beagel system? A: A group user is a user who manages a network of agencies, agency users, branches, branch users, and agent users in the beagel system.
Q: What can a group user control in the beagel system? A: A group user can control their agencies, branches, branch users, agent users, and add agent users sales in the beagel system.
Q: What is the dashboard in the beagel system? A: The dashboard is a feature in the beagel system that presents the group user's rolling week statistics. It provides an overview of the last 7 days team members sales, the total number of bids, amount of bids, number of new bidders, and number of new registrations.
Q: What daily statistics can a group user see in the beagel system dashboard? A: The group user can see the daily breakdown of the statistics on the beagel system dashboard.
Q: Who is the best performing agent and branch displayed on the beagel system dashboard? A: The best performing agent and branch of the week are displayed on the beagel system dashboard for the group user to see.
Q: What is the purpose of the "Add sales" feature in the system? A: The "Add sales" feature allows a group user to add a new sale to the system.
Q: What information is required for adding a sale? A: The required information includes sale details such as the representing agent, asking price, minimum opening offer, deposit, minimum bid increments, and agent reference ID. It also requires property details such as the property address (building name, number, street, town, county, and postcode), property type (residential or commercial), images, vendor details, legal pack, and a summary.
Q: What is included in the "Sale details" section of the "Add sales" feature? A: The "Sale details" section includes information such as the representing agent, asking price, minimum opening offer, deposit, minimum bid increments, and agent reference ID.
Q: What information is required for the "Property address" section of the "Add sales" feature? A: The "Property address" section requires the building name, building number, street, town, county, and postcode.
Q: What are the different property types available in the system? A: The property types available in the system include residential or commercial properties. Residential properties have subtypes such as apartments, bungalows, detached, duplex, and end terrace.
Q: What are the different types of images that can be uploaded for a sale? A: There are two types of images that can be uploaded: a main image and secondary images.
Q: Can a group user add contact information for the property sellers? A: Yes, a group user can add vendor details, which include contact information for the property sellers.
Q: What notifications can the property sellers receive via the system? A: The property sellers can be notified via the system when a bidder registers interest in the property, when a bidder is enabled to make offers on the property, when a new bid has been placed on the property, and when an offer has been accepted on the property. All emails are tracked via the system and can be viewed in the Reports section.
Q: What is the Legal Pack function used for? A: The Legal Pack function is used if documents are required to be provided to bidders prior to or during the offer process.
Q: Can a group user review the information added for a sale before uploading it? A: Yes, a group user can review the information added for a sale before uploading it. They can also click "DONE" to complete the process.
Q: What is an agency in the context of the system? A: In the context of the system, an agency refers to a group of users who manage a network of branches and agents who are involved in the sale of properties.
Q: What can a group user do with agencies in the system? A: A group user can manage the agencies in their group. They can view and edit information related to the agencies, such as the agency name, email address, phone number, and website. They can also perform actions on the agency such as adding a new branch or a new user.
Q: What is an example of an action a group user can perform on an agency? A: An example of an action a group user can perform on an agency is adding a new branch to the agency. The information required to add a new branch includes the branch name, address, email, phone number, and website. Additionally, the group user will need to provide details of the branch's client account or escrow account, such as the bank account name, bank name, bank account BIC, bank account IBAN, and bank building address.
Q: Can a group user add a new agency to their group? A:A group user can add a new agency to their group. The information fields available are agency name, licence number (if applicable) agency email address (which can be used to send notifications from the system), agency phone number and agency website. Once a group user is happy with the information they have provided they click save. If they wish to exit they click back.
Q: can a group user edit an agency in their group? A: Yes they can edit the details of the agencies already in their group, add new branches to an agency, and add new users to an agency.
Q: What is an Agency user? A: An Agency user is a user who acts on behalf of the seller of a property and manages a team of branches, branch users, agent users, and sales associated with those users.
Q: Who can manage Agency users? A: A group user can manage their agency users.
Q: What information can be managed for Agency users? A: The information that can be managed for Agency users includes their User Agency, Agency user name, and Agency user email address.
Q: What actions can be performed for Agency users? A: More actions can be performed by clicking the ACTION button designated by the pencil, which allows the agency user's information to be edited.
Q: Who can manage the branches in a group? A: A group user can manage the branches in their group.
Q: What information can be seen and changed for a branch? A: The information that can be seen and changed for a branch includes the agency name, branch name, branch email address, branch phone number, branch license number, and branch website.
Q: What actions can be performed relating to a branch? A: The actions that can be performed relating to a branch include editing the branch, adding a branch user, and adding an agent.
Q: What information is required to add a branch to a group? A: To add a branch to a group, the following information is required: branch name, branch address, branch license number, branch email, branch phone number, branch website, and branch clients account (escrow account) details such as bank account name, bank name, bank account BIC, bank account IBAN, and bank building address.

Q: What is a branch user in the context of this system? A: A branch user is a user who manages a team of agent users and acts on behalf of the seller of the property. They can control their sales, their agent users, their agent users' sales, and the bidders associated with their sales and their agent users' sales.
Q: What information is displayed when managing branches? A: When managing branches, the information displayed includes the agency name, branch name, branch email address, branch phone number, branch license number, and branch website.
Q: What actions can a group user perform when managing branches? A: A group user can perform various actions when managing branches, including editing the branch, adding a branch user, and adding an agent.
Q: What information is displayed when managing agents? A: When managing agents, the information displayed includes the branch name, agent user name, and agent user email.
Q: What actions can a group user perform when managing agents? A: A group user can perform various actions when managing agents, including editing the agent's title, first name, surname, mobile number, LinkedIn profile, and license number. They can also toggle the agent user's ability to access the system on and off using the Active Status slider and assign the user to a different role using the Change Role button.
Q: What is the purpose of the Change Role button when managing agents? A: The Change Role button allows a group user to assign an agent user to a different role within the system. The current role is displayed, along with a dropdown of new role options, which can be selected to make the change.
Q: What information about the group user's profile can be seen in the system? A: The system displays the group user's name, email address, mobile phone number, home phone number, work phone number, WhatsApp details, Facebook address, Twitter handle, and licence number.
Q: Can the group user edit their name and email address in the profile? A: No, the group user cannot edit their name and email address in the profile.
Q: What information about the group details can be seen in the system? A: The system displays the group name, address, licence number, email address, phone number, and website.
Q: What additional security measures can a group user change in the system? A: A group user can enable or disable two-factor authentication (2FA) for their account.
Q: What is the purpose of two-factor authentication (2FA)? A: 2FA adds an extra layer of security to the group user's account by requiring a one-time passcode sent to their email address after entering their password during login.
Q: Can a group user change their password in the system? A: Yes, a group user can change their password by requesting a one-time email to be sent to their email address.
Q: What is Beagel API? A: Beagel API is the Beagel application programming interface that allows for easy and secure exchange of data and functionality in and out of the application. It is documented for developers who want to integrate their agency systems with the Beagel system.
Q: What is the User Manual in the system? A: The User Manual is a section in the system where a Group user can access documents added by the super-admin users
Q: What kind of documents can be found in the User Manual? A: The documents added to the User Manual can be any kind of instructional or reference materials related to the system or the agency's processes.
Q: Who can add documents to the User Manual? A: Only super-admin users have the ability to add documents to the User Manual.
Q: How can a group user access the User Manual? A: A group user can access the User Manual by logging into the system and navigating to the User Manual section.
Q: Is the User Manual section accessible to all users? A: Yes, the User Manual section is accessible to all users who have been granted access to the system. The information however may be tiered to their permissions.
Q: What information is provided in the About section of the Beagel system? A: The About section of the Beagel system provides information about the terms and conditions of use, as well as the current build version number of the system.






Admin User Q&A
Q: Who is an admin user in this system? A: An admin user is a user who manages a network of real estate groups, group users, agencies, agency users, branches, branch users, and agent users.
Q: What can an admin user control in the system? A: An admin user can control their groups, agencies, branches, branch users, agent users, and add agent users sales.
Q: What information is displayed on the dashboard for an admin user? A: The dashboard presents the admin users rolling week and displays information such as the last 7 days team members sales, total number of bids, amount of bids, number of new bidders, and number of new registrations. The admin user can also see the daily breakdown of these statistics.
Q: Can an admin user see daily sales statistics on the dashboard? A: Yes, an admin user can see the daily breakdown of sales statistics on the dashboard.
Q: What is a Group in the system? A: A Group is a collection of real estate agencies and their associated users, managed by an admin user.
Q: What actions can an admin user perform on a Group? A: An admin user can manage Groups by adding, editing, and viewing their information. The admin user can also add Group Users to the Group.
Q: What information about a Group can an admin user see and change? A: An admin user can see and change the Group Name, email address, phone number, and website.
Q: What is the ACTIONS button for in the Manage Groups section? A: The ACTIONS button allows the admin user to perform actions related to the Group, such as editing the Group or adding a Group User.
Q: What information is needed to add a Group User to a Group? A: To add a Group User, the admin user needs to provide the Group User Name, email address, phone number, and licence number.
Q: What information is needed to add a new Group to the system? A: To add a new Group, the admin user needs to provide the Group Name, email address, phone number, and website.
Q: What is the purpose of the "Manage groups" section for an admin user? A: The purpose of the "Manage groups" section for an admin user is to enable them to see and change the information related to the groups in their application. This includes details such as the group name, email address, phone number, and website.
Q: What actions can an admin user perform on a group in the application? A: An admin user can perform two actions on a group in the application, which are Edit Group and Add Group User. Edit Group allows the admin user to change the details of the group such as the name, email, phone number, and website. Add Group User allows the admin user to add a new group user to the group and requires information such as the group user's name, email, phone number, and license number.
Q: What information does an admin user need to provide to add a new group to the system? A: To add a new group to the system, an admin user needs to provide the following information: Group Name, Group email, Group phone number, and Group website.
Q: What is the purpose of the "Manage group users" section for an admin user? A: The purpose of the "Manage group users" section for an admin user is to enable them to see and change the information related to the group users who manage a network of agencies, agency users, branches, branch users, and agent users within a group. This includes details such as the group user's name, email, phone number, and license number.
Q: What actions can a group user perform within the application? A: A group user can control their agencies, agency users, branches, branch users, agent users, and add agent users' sales within the application. They can manage the information related to these entities and perform actions such as adding new users or changing their details.
Q: What information is displayed for a group user in the application? A: The information displayed for a group user in the application includes the Group Name, Group User name, and group user phone number.
Q: What actions can an admin user perform relating to a group user? A: An admin user can perform the following actions relating to a group user by clicking the actions button designated by the pencil:
Edit Group User
Add Group User
Q: What information can be changed for a group user by an admin user? A: An admin user can change the following details for a group user:
Group User Name
Group user email
Group user phone number
Group user licence number
Q: How can an admin user assign a different role to a group user? A: To assign a different role to a group user, the admin user can go to the "Change Role" section where the agent user's current role is displayed along with a dropdown of new role options. The admin user can select the new role from the dropdown and click the "Change" button to make the change. The available roles include admin user, group user, agency user, branch user, and agent user.
Q: What are the types of reports that can be generated in the Reports section by an admin user? A: There are two types of reports that can be generated in the Reports section by an admin user: Email logs and Email statistics.
Q: What information is available in the Email logs report? A: The Email logs report provides information about the notifications issued by the system relating to the admin user, their users, their clients, and their sales. The available information includes the recipient email address, confirmation of email processing by the server, confirmation of notification delivery, confirmation of notification opening, notification subject, property address, and date & time of the event.
Q: Can an admin user filter the Email statistics report by date range? A: Yes, the Email statistics report is filterable by date range. An admin user can generate reports around the notifications issued by the system and filter the results based on the desired date range.
Q: What is the purpose of the Agencies feature in the system? A: The Agencies feature in the system allows an admin user to manage the agencies within their organization.
Q: What information about the agency can be seen and changed by an admin user in the Manage Agencies section? A: An admin user can see and change the following information about the agency: agency name, agency email address, agency phone number, and agency website.
Q: What actions can an admin user perform in relation to an agency? A: An admin user can perform several actions in relation to an agency, including editing the agency information, adding a branch to the agency, and adding an agency user to the agency.
Q: What information needs to be provided when adding an agency to a group? A: When adding an agency to a group, the following information needs to be provided: agency name, agency address, agency license number, agency email, agency phone number, and agency website.
Q: What are agency users in the system? A: Agency users in the system are users who act on behalf of the seller of a property and manage a team of branches, branch users, and agent users.
Q: What can an agency user control in the system? A: An agency user can control their sales, branches, branch users, agent users, agent users sales, and the bidders associated with their sales and their agent users sales.
Q: What information about an agency user is displayed to an admin user? A: The information displayed about an agency user to an admin user includes the user's agency, agency user name, and agency user email address.
Q: What actions can be performed by an admin user in relation to agency users? A: An admin user can perform actions such as editing the agency user's information by clicking the ACTION button designated by the pencil.
Q: What is the purpose of the Branches feature in the system? A: The Branches feature in the system allows an admin user to manage the branches within their organization.
Q: What information about a branch can be seen and changed by an admin user in the Manage Branches section? A: An admin user can see and change the following information about a branch: agency name, branch name, branch email address, branch phone number, branch license number, and branch website.
Q: What actions can an admin user perform in relation to a branch? A: An admin user can perform several actions in relation to a branch, including editing the branch information, adding a branch user to the branch, and adding an agent to the branch.
Q: What information needs to be provided when adding a branch to a group? A: When adding a branch to a group, the following information needs to be provided: branch name, branch address, branch license number, branch email, branch phone number, branch website, and branch clients account (escrow account) details such as bank account name, bank name, bank account BIC, and bank account IBAN, and bank building address.
Q: What is the Agents feature in the system? A: The Agents feature in the system allows an admin user to manage the agent users within their organization.
Q: What information about the agent user can be seen and edited by an admin user in the Manage Agents section? A: An admin user can see and edit the following information about the agent user: branch name, agent user name, and agent user email. Additionally, they can toggle the agent user's access to the system using the Active Status slider.
Q: What actions can an admin user perform in relation to an agent user? A: An admin user can perform several actions in relation to an agent user, including editing the agent user's information (title, first name, surname, mobile number, LinkedIn profile, and license number), toggling the agent user's access to the system, and changing the agent user's role.
Q: What is the Change Role feature in the Manage Agents section? A: The Change Role feature in the Manage Agents section allows an admin user to assign the agent user to a different role. The agent user's current role is displayed, and a dropdown of new role options is provided. The admin user can select the new role from the dropdown and click the change button to assign the new role.
Q: What can an admin user do in the System section? A: An admin user can see and change information about the beagel system, their own account, and the group details.
Q: What information about the admin user's profile is displayed in the Profile section? A: The admin user's name, email address, mobile phone number, home phone number, work phone number, WhatsApp details, Facebook address, Twitter handle, and licence number are displayed in the Profile section.
Q: Can an admin user change their name and email address in the Profile section? A: No, an admin user cannot change their name and email address in the Profile section.
Q: What additional security measures can an admin user change in the Profile section? A: An admin user may enable or disable two-factor authentication (2FA) in the Additional security measures section.
Q: How does two-factor authentication (2FA) work? A: By enabling 2FA, when the user goes to log in, a one-time passcode will be sent to their email address after entering their password. The admin user will be required to enter this passcode to gain access to the system.
Q: How can an admin user reset their password? A: An admin user may reset their password by means of a one-time email sent to the email address provided in the Change password section.
Q: What is the App settings section? A: The App settings section is an area in the Beagel system where an admin user can activate or deactivate a buyers agent.
Q: What is a buyers agent? A: A buyers agent is a type of user within the Beagel system who can view and manage properties on behalf of a buyer.
Q: How can an admin user activate or deactivate a buyers agent? A: An admin user can activate or deactivate a buyers agent by using the toggle switch in the App settings section. They can set the toggle to "on" to activate the buyers agent or "off" to deactivate it.
Q: What happens after the toggle is set to the desired setting? A: After the toggle is set to the desired setting, the admin user can press "save" to apply the changes to the system.
Q: Are there any other settings available in the App settings section? A: There is no information provided about any other settings available in the App settings section in this context.
Q: What is the Localisation feature in the Beagel system? A: The Localisation feature allows an admin user to set the system to various localities via a dropdown menu, which changes the displayed date format and currency to match the desired locality.
Q: Who can access the Localisation feature in the Beagel system? A: An admin user can access the Localisation feature.
Q: How can an admin user change the locality in the Beagel system? A: An admin user can change the locality by selecting the desired option from the dropdown menu and pressing Save.
Q: What changes when the locality is changed in the Beagel system? A: When the locality is changed, the displayed date format and currency will be updated to match the desired locality.
Q: Can an admin user change the name and logo of the application using the Localisation feature? A: Yes, an admin user can set the company name and upload a logo using the Application Details section of the Localisation feature.
Q: What can an admin user do in the "Application details" section? A: An admin user can set the name and logo of the application they wish to have. They can type the company name in the Company Name box and upload a square PNG format file for the logo using the "Drag & Drop Images here Or Click to Add Images" box.
Q: How does an admin user save the changes made in the "Application details" section? A: Once an admin user is happy with the changes they have made to the application name and logo, they can click the "save" button to save the changes.
Q: What is the optimal format for the logo image that can be uploaded in the "Application details" section? A: The optimal format for the logo image that can be uploaded in the "Application details" section is a square PNG format file.
Q: Can an admin user change the name and logo of the application multiple times? A: Yes, an admin user can change the name and logo of the application multiple times as per their preference.
Q: What is the "Manage notifications" feature in the system? A: The "Manage notifications" feature in the system allows an admin user to see, edit, and deactivate all notifications issued by the system. The notifications are displayed by name, recipient, notification type, and active status. The admin user can click on the "ACTION" button designated by the pencil icon to perform more actions and edit the notification.
Q: What is the "Integrations" section in the system? A: The "Integrations" section in the system provides technical information on how the application may be integrated into group systems. It includes documentation on the Beagel application programming interface (API) enabling exchange of data and functionality easily and securely in and out of the application. It also includes information on how to ensure all notifications going from Beagel are branded to the agency.
Q: What is the User Manual in the system? A: The User Manual is a section in the system where a user can access documents added by super-admin users.
Q: What kind of documents can be found in the User Manual? A: The documents added to the User Manual can be any kind of instructional or reference materials related to the system or the agency's processes.
Q: Who can add documents to the User Manual? A: Only super-admin users have the ability to add documents to the User Manual.
Q: How can an admin user access the User Manual? A: An admin user can access the User Manual by logging into the system and navigating to the User Manual section.
Q: Is the User Manual section accessible to all users? A: Yes, the User Manual section is accessible to all users who have been granted access to the system. The information however may be tiered to their permissions.
Q: What is the "About" section in the system? A: The "About" section in the system provides the terms and conditions of use along with the current build version number.



Buyers agent Q&A
Q: What is a buyers agent? A: A buyers agent is an agent that acts on behalf of a buyer. A buyers agent may also be a branch user, an agent user or an agency user.
Q: Can a buyers agent also be an agent user? A: Yes, a buyers agent may also act as an agent user.
Q: What happens when the buyers agent feature is enabled? A: When the buyers agent feature is enabled, a buyers agent can see the sales they are representing buyers on in their purchases section.
Q: What information is displayed in the purchases section? A: The purchases section displays a table with the following information:
The system reference number of the purchase
The name of the bidder the buyers agent is representing
The address of the property the bidder is interested in
The amount of the bid the bidder has placed on the property
The date the bid was placed
Q: What additional information is displayed when clicking "More info"? A: Clicking "More info" displays the following:
Any documents submitted as part of the bid
Any terms and conditions associated with the bid
The contact information of the sellers agent, including their first name, surname, email address, mobile (cell) phone number, licence number, and linkedin profile address.
Q: How can a buyers agent access more information? A: A buyers agent can click the button with the 3 dots on it to access more information. To close the additional information, they can click "Ok" on the modal.
Q: What is a buyers agent? A: A buyers agent is an agent who acts on behalf of a buyer in a property sale.
Q: Can a buyers agent represent multiple buyers in the same sale? A: Yes, a buyers agent may represent more than one buyer in the same sale.
Q: If a buyers agent represents multiple buyers in the same sale, will each buyer be notified? A: Yes, each buyer represented by the buyers agent may be notified.
Q: Can a buyer work with more than one buyers agent? A: No, a buyer may only work with one buyers agent once they are allocated.