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Courses

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Training on all elements of Acquaint CRM

Lettings & Lettings Management

Manual / Video How to create tenancies
Video How to edit tenancies
Manual / Video How to track property maintenance requests with work orders
Manual / Video How tenants submit maintenance requests online
Manual / Video How to track all certificates & receive automated reminders of expiry
Manual / Video How to check out a tenant
Manual How to track inspection & rent review reminders

Contact Management

Manual / Video How to store all your contacts in one, easily searchable, place
Manual / Video How to produce mail merge letters
Manual / Video How to manage & create email templates
Manual / Video How to send SMS Texts – attention grabbing alerts – new instructions and reminders
Manual / Video How to Create notes against vendors, buyers, contractors & properties
Manual How to create & assign tasks to team members
Manual How to record all client & property interactions
Manual How to record buyer/tennant requirements

Client Accounting

Manual How to manage all client's monies
Manual All about invoicing
Manual All about statements
Manual All about receipts
Manual / Video How to process tenant/landlord payments
Manual How to generate a batch payment file for landlords and contractors
Manual All about deposits
Manual How to export financial data
Manual ‘One click’ end of year statements for landlords
Manual All about bank reconciliations

Properties

Manual / Video How to add properties
Video How to add, edit & manage property pictures
Video How to upload to your website, property portals and social media in one click
Manual / Video How to produce brochures, window cards and property lists
Manual How to search database for properties & contacts
Video How to manage keys
Manual How to manage boards

Applicant Matching & Marketing

Manual / Video Easy one click matching of applicants & properties
Manual / Video How to send property details by email & SMS

Diary & Appointments

Video How to manage the full office diary & send confirmations via email or SMS
Video Automatic follow-up reminders
Manual Links to contacts, properties and stores feedback
Manual / Video Send automatic viewing feedback requests to buyers via email and SMS text
Manual / Video Synchronise with MS Outlook and mobile phones

Reporting

Landlord, and contact reports
Lettings reports
Diary reports
Financial reports
Print, preview on screen, email and export
Manual / Video All about reporting

Integration & Working with 3rd Parties

Video How to post property listings to portals, your website and social media
Manual / Video How to import registration emails from daft/myhome and save all client emails
Video How to setup & manage E-signatures
Video Smart Keys
Manual How to intergrate Acquaint CRM with Planet Verify
Manual How to integrate Acquaint CRM with Inventory Base
Manual How to integrate with Mailchimp
Manual How to automaticall upload properties to Facebook & Twitter
Manual / Video How to intergrate Acquaint CRM with your telephone system (TAPI)
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