HUB - General Training Manual - v0 2

rp.property hub
Instruction Manual
Marcus Cann
14th August 2013
Date Issued:
Version #
Status
Prepared By
Document Security
26th August 2013
V0.2
Draft
Marcus Cann
Internal Use Only (RP Data and RP Property Hub Authorised Representatives)
Introduction
RP Data is the largest provider of residential and commercial data, analytics, platforms and research in
Australia.
Valuation Exchange is a wholly owned subsidiary of RP Data. Valuation Exchange offers a technical and
managed solution to the monitor, control, measure and reporting of panels of suppliers of banking and finance
related products. These solutions are known as Valex Platform, Valex Panel Management and Valex Compliance.
One of the capabilities of the Valex Platform is the ability for a user to order valuation products through a user
interface. It also provides interfaces to track the status' of a matter against SLA's, communicate with other
users, upload and forward documents to other users, review a history of each instructions and to obtain
management reporting on performance metrics.
RP Data has also recently developed the rp.property hub. The rp.property hub is the market maker for those
business and organisations who supply property products and services with those business and organisations
who consume them. The rp.property hub has been designed to provide RP Data's customers with a network of
trusted platforms through innovative ordering and fulfillment processes.
To this extent, the rp.property hub represents a new paradigm in customer configurable order and fulfillment
workflows, whilst leveraging the proven panel management capabilities of the Valex Solutions.
Objectives
The objectives in delivering the rp.property hub and its integration with Valex are:
•
•
•
•
Deliver a fully configurable platform allowing RP Property Hub control over the user experience,
product selection, payment and reporting
Provide a single user interface for the order and fulfillment of all property related products and services
provided by RP Data and its industry partners
Increase the identification of subject properties and reduce the number of leakages as a result of
improper property identification
Give the user the ability to upload documents to a 'live' transaction ensuring that all necessary
supporting documentation is provided to suppliers reducing throughput time, disputes and rework
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Version Control
Version
0.1
Author
Marcus Cann
Date
14.8.13
Changes
Original
3|Page
User Workflow
User Workflow – Register A New User
4|Page
Instructions For Use
First Time User
Click on ‘Register A New Account’’
Complete mandatory user information
First and Last Name
Staff ID / Broker ID (if applicable)
User Role (as defined by the bank) (if applicable)
Email
Mobile Number (at least one phone number is required)
Phone Number (at least one phone number is required)
Password
Confirm Password
Security Question
Answer To Security Question
Accept Terms & Conditions
Enter Validation Code
Click on ‘Done’
You will be automatically logged in for this session only
You will be taken to the ‘Property Details’ page
N.B. If you are an existing user, please enter your Username & Password to access the system.
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User Workflow – Username & Password ‘Login’
Instructions For Use
Existing User
Username (that you created as a first time user)
Enter password (that you created as a first time user)
Click on ‘Login’
You will be taken to the ‘Property Details’ page
N.B. If you do not have a Username & Password, please ‘Register A New Account’ by clicking on the link at the
top of the page and completing the details.
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User Workflow - Property Details – Standard Property Address Search
Single Line Address Search- List of Suggested Properties
Instructions For Use
Single Line Address Search
Begin typing property address
Wait for the list of possible matches to appear
Select the correct property address
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User Workflow - Property Details – Search Not Successful
Instructions For Use
If the required address cannot be found
Retype the property address and see if it can be found on another attempt
Wait for the list of possible matches to appear
If there are still no matches found, click on ‘Can’t Find Address’
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User Workflow - Property Details – Advanced Property Address Search
Instructions For Use
Enter a shortened Property Address
For a unit do not input the Unit Number
For a House or Unit do not input the Street Number
Select the correct street name from the drop down list
Search through the possible matches
Scroll down the screen to see the possible matches
Select the ‘Next’ button to move through the possible selections
Click on the Property you require
If your property is not selected then Click on the ‘Can’t Find Address’ button and follow the procedures on the next
page
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User Workflow - Property Details – Can’t Find Address
Click on Address to Confirm…
…or complete address and Click on Confirm to continue
Instructions For Use
Enter the Full Property Address
Note that at least ONE of the Unit Number, Street Number and Lot Name must be completed
Search through the possible matches
Scroll down the screen to see the possible matches
If available, select the correct street name from the drop down list
Select the ‘Confirm’ to confirm the property selection
If there are no property matches then:
Enter in the full address in the fields provided
Select ‘Confirm’ to confirm the property selection
If you want to clear the fields at any time then select ‘Clear’ and begin typing again
If you want to return to the Single Line Address Search at any time, then select ‘Back To Search’
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User Workflow - Property Details – Proceed to Product Selection
Instructions For Use
Confirm the Property Address
Click on Proceed to Product Selection
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User Workflow – Quick Selection – Property Profiler
Quick Selection Property Profiler – One Click and keep moving!
RP Property Hub Lender
Instructions For Use – Quick Selection Property Profiler
Click on ‘Add To Cart’
Click on ‘Proceed to Instruction Details’ or ‘Next’
That’s all there is to it!
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User Workflow - Instruction Data
Instructions For Use
Identifying& Completing Mandatory Data Elements
Where the data element is mandatory, a red asterisk will appear next to the data element input field
Things to note about mandatory data elements
They are alpha / numeric sensitive e.g. if a number is required, it will only let you input a number
If they are not completed, you will not be able to proceed to Cart & Payment page
If they are not completed, you will not be able to complete an order
Things To Consider
Customer Details / Property Access Details
Ensure both the First and Last Names are provided
Ensure the Contact Number/s you provide are accurate
Ensure the Email Address you provide is accurate
Proceeding to the ‘Cart & Payment’ page
Click on ‘Proceed to Cart & Payment’ or ‘Next’
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User Workflow - Cart & Payment
On Credit Card
Instructions For Use
Review Product Selection
Ensure the Products noted in the product list have been correctly selected
Enter On Account Details
Enter Your Password (the one you use to log into the system)
Enter Your Staff ID / Broker ID
Proceeding to the ‘Order Confirmation’ page
Complete the mandatory data elements
Click on ‘Pay Now’
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User Workflow - Cart & Payment
On Credit Card
Instructions For Use
Review Product Selection
Ensure the Products noted in the product list have been correctly selected
Enter the name and email address to which the Payment Invoice will be forwarded.
Enter Credit Card Details
Enter the 16 digit credit card number
Enter the Security Digit located on the back of the credit card
Update the Credit Card Expiry Date
Proceeding to the ‘Order Confirmation’ page
Complete the mandatory data elements
Click on ‘Pay Now’
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Workflow - Order Confirmation Page
The Order Confirmation will present the customer with the following data upon order confirmation:
• Property Address
• Product Information
Product Name
Product Price
• Reference Numbers
RP Property Services Hub
• Instruction Details
Customer Details (if applicable)
Property Access Details
Upon confirmation of the order, a PDF of the Order Confirmation and the Property Profiler will be
sent to the email address of the User who ordered the product or service.
Upon confirmation of the order, a PDF of the Order Confirmation and the Property will be send to the
email address of the Customer who has been confirmed in the Customer Details section of the
Instruction Details page in the ordering workflow.
N.B. You can view your Property Profiler immediately by click on ‘Yes’ when the report information
box appears.
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My Transactions
The HUB has a ‘My Transactions’ tab that allows brokers, lenders and support resources greater flexibility in
obtaining live status updates on valuations.
The ‘My Transactions’ page can be accessed once you have logged into the HUB, and selecting the tab on the
User Administration bar. You do not need any reference numbers or ID’s to see your transactions.
Instructions For Use
Log into the HUB
Go to the My Transactions Tab
View the Transaction List, which details
Customer Name
Property Address
Service Type
Reference Number
Status
To exit My Transactions and to commence another order, select ‘Home’
Note: Future Enhancements
Advance search functions
Order by column heading
Add a Note
Add a Document
See a Document List
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Administration
Forgot My Password
Instructions For Use
Enter your username
Ensure you enter the username that you selected when you set up your account
Answer your security question
This is the question you selected when you set up your account
Enter your new password
Enter a new password
Confirm your new password
Press the continue button
You will be redirect to the Property Details page
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Contact Us
Instructions For Use
Click on ‘Contact Us’ at the bottom of any page
Enter the details required to submit a query
Name
Email
Property Address
Reference Number (if you have one)
Contact Number
Urgency
Brief details of the query
Click on the ‘Send Enquiry’ Button
Your query will be sent to the Customer Support team
The Customer Support team will investigate your enquiry
They will respond by email or phone to your enquiry
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Feedback
Instructions For Use
Click on ‘Feedback’ at the bottom of any page
Enter the details required to submit a query
Name
Email
Contact Number
Feedback on the platform
Click on the ‘Send Feedback’ Button
Your query will be sent to the Product team
The Product team will review your feedback
They will respond by email or phone to your enquiry
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