On your LockedOn dashboard, you will find 3 separate anniversary lists. These lists will offer a quick display of all properties that have an appraisal anniversary or sale or purchase anniversary occurring within this month.
Should you wish to print a list of these anniversaries, you must;
Go to the Properties section of your LockedON.
Clear all filters that may appear in the top left corner of the list.
Click the magnifying glass icon in the top right corner of the list. This will open a side menu of Common Searches from the right hand side.
Expand the Property Dates search bar.
Select the appropriate date from the Select Date dropdown box ie appraisal date, date settled for vendor sold anniversaries or scroll down for last sold date for purchaser anniversaries.
Select the corresponding month number in the Within Month box ie March = month 3.
Click the green Apply Filter button.
The uses for this list are varied however, should you wish to have a print copy of this list;
click the Action button in the top right corner and select Create Stocklist.
You may prefer to create a Quicklist or Hitlist to work through each individual property file, leaving notes or making various types of correspondence. Simply select the relevant list from the Action menu as described above.
If you would prefer to send all of these properties the same correspondence, please refer to the Bulk Communication article for instructions.