🕑 Latest Lessons

• Buyer Matching – Webinar
  March 29, 2021 (24 views)
• Closing a Sale – Webinar
  March 29, 2021 (28 views)
• Bank Reconciliation – Webinar
  March 29, 2021 (37 views)
• Adding an Overseas Landlord
  March 26, 2021 (24 views)
• Financial Transactions Webinar
  February 17, 2021 (110 views)
• ACQUAINT FINANCIAL – PREPARING TO GO LIVE
  February 12, 2021 (157 views)

See all 184 lessons

🎓 Admin 33

• Communicating with clients in bulk 872 views
• Adding a Contact 834 views
• Producing a Brochure 736 views
• Adding a Tenancy 711 views
• Adding a Note 628 views
• Linking Contacts 618 views
• Outlook Emails 604 views
• Generating a letter 582 views
• Requirements 565 views
• Key List 556 views

See all 33 Admin lessons

🎓 Configuration 21

• Updating Email Settings 1518 views
• Importing contacts/properties 789 views
• Contact Types 776 views
• Changing Initials to Full Name 735 views
• Adding an Email Template 719 views
• Users Settings 634 views
• Add Viewing Protocol Content into Emails 514 views
• Changing currency 512 views
• Syncing Diary to Gmail/Outlook 472 views
• Changing initials to full name 455 views

See all 21 Configuration lessons

🎓 E-Signatures 5

• Adding Signable Tags 876 views
• E – Signatures 734 views
• E-signatures 552 views
• Sending Docs to get E- Signed 550 views
• Tracking E- Signable Docs 442 views

🎓 Financial 43

• Close and Bill Work Order/Undo Bill Work Order 844 views
• Accepting Rents 778 views
• Deleting Transactions 707 views
• Transfer Fees 691 views
• Bank Reconciliation 680 views
• Emailing Yearly Statements 629 views
• Paying Landlords 625 views
• Paying Contractors 594 views
• Paying Contractors 570 views
• Paying Landlords 547 views

See all 43 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 399 views

🎓 Integrations 2

• Smart Key 798 views
• E – Signatures 734 views

🎓 Lettings 23

• Adding a Contact 834 views
• Adding a Property 772 views
• Adding a Tenancy 711 views
• Linking Contacts 618 views
• Generating a Lease 595 views
• Requirements 565 views
• Adding a tenancy 565 views
• Key List 556 views
• Sending Docs to get E- Signed 550 views
• Adding an Appointment 523 views

See all 23 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 834 views
• Adding a Property 772 views
• Sending Docs to get E- Signed 550 views
• Adding an Appointment 523 views
• Adding a BER 505 views
• Generating a Letter of Engagement 427 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 541 views
• Match and Market 150 views

🎓 New Homes 2

• New Homes Progression Report 459 views
• Webinar- New Homes 413 views

🎓 Property Management 25

• Work Order List – Overview 877 views
• Communicating with clients in bulk 872 views
• Accepting Rents 778 views
• Emailing Yearly Statements 629 views
• Paying Landlords 625 views
• Linking Contacts 618 views
• Paying Contractors 594 views
• Key List 556 views
• Emailing + texting landlords/tenants in bulk 485 views
• Webinar: The Lettings Process 479 views

See all 25 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 844 views
• Adding a BER 505 views
• Edit an Email Template 447 views
• Uploading Listing Online 440 views
• Editing a letter template 429 views
• Notes (Desktop alert) 394 views
• Property address on separate lines 390 views
• Viewing status of signable document 387 views
• Add new letter head 383 views
• Informing all bidders of offer 362 views

See all 28 Quick Tips lessons

🎓 Reports 6

• New Homes (Development List) 765 views
• Development list 467 views
• Webinar- Reports 448 views
• Custom Reports + Adding Logo to Reports 352 views
• Key Performance Indicator – Report 337 views
• Reporting (Contractor Payments) 89 views

🎓 Sales 35

• Property Offers – Screen 888 views
• Adding a Contact 834 views
• Adding a Property 772 views
• New Homes (Development List) 765 views
• Producing a Brochure 736 views
• Logging Offers 704 views
• Property Progression Screen- Overview 672 views
• Linking Contacts 618 views
• Requirements 565 views
• Key List 556 views

See all 35 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 834 views
• Adding a Property 772 views
• Producing a Brochure 736 views
• Logging Offers 704 views
• Sending Docs to get E- Signed 550 views
• Adding an Appointment 523 views
• Adding a BER 505 views
• Adding a Booking Deposit 433 views
• Generating a Letter of Engagement 427 views
• Adding an applicant 364 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 672 views
• Property Feedback Requests 546 views
• Adding a Solicitor 472 views
• Invoicing for Outlay 416 views
• Adding proof of ID 364 views
• Turn off property feedback 337 views
• Generate a closing statement & invoice (Sales) 200 views

🎓 Step by Step Processes 9

• Acquaint – ESignature Process 1260 views
• Acquaint – Sales Process 1132 views
• Acquaint – Letting Process 1078 views
• Acquaint – Property Matching Process 817 views
• Acquaint – Daily Financial Process 760 views
• Acquaint – Maintenance Process 702 views
• Acquaint – Processing Rents 664 views
• Acquaint – Rebranding Process 612 views
• Steps – Going live with Client Account 174 views

🎓 The Basics 25

• Work Order List – Overview 877 views
• Adding a Contact 834 views
• Adding a Property 772 views
• Producing a Brochure 736 views
• Adding a Tenancy 711 views
• Outlook Emails 604 views
• Generating a letter 582 views
• Requirements 565 views
• Adding a tenancy 565 views
• Key List 556 views

See all 25 The Basics lessons