🕑 Latest Lessons

• Currency settings €
  November 28, 2022 (29 views)
• Signable credit
  November 28, 2022 (8 views)
• Bank accounts & transfers
  November 16, 2022 (52 views)
• FICO Approval
  November 15, 2022 (21 views)
• Available property
  November 15, 2022 (38 views)
• Disable Acquaint Add-in from MS Office
  November 11, 2022 (20 views)

See all 195 lessons

🎓 Admin 31

• Adding a Contact 1,933 views
• Producing a Brochure 1,732 views
• Communicating with clients in bulk 1,657 views
• Adding a Tenancy 1,493 views
• Linking Contacts 1,490 views
• Adding a Note 1,410 views
• Key List 1,381 views
• Requirements 1,379 views
• Generating a letter 1,358 views
• Outlook Emails 1,339 views

See all 31 Admin lessons

🎓 Configuration 19

• Contact Types 1,661 views
• Adding an Email Template 1,655 views
• Importing contacts/properties 1,654 views
• Property Areas 1,511 views
• Changing currency 1,387 views
• Users Settings 1,338 views
• Syncing Diary to Gmail/Outlook 1,255 views
• Turn on VPN 1,171 views
• Edit Document Properties 1,058 views
• Changing initials to full name 1,041 views

See all 19 Configuration lessons

🎓 Document 2

• Letterhead Settings 54 views
• Certificate settings 35 views

🎓 E-Signatures 6

• E – Signatures 1,654 views
• Adding Signable Tags 1,654 views
• Sending Docs to get E- Signed 1,468 views
• E-signatures 1,152 views
• Tracking E- Signable Docs 1,118 views
• Signable and Merge fields 74 views

🎓 Emails 3

• Email Authentication 148 views
• Process email folder 67 views
• Email Signature 51 views

🎓 Financial 42

• Deleting Transactions 1,731 views
• Close and Bill Work Order/Undo Bill Work Order 1,700 views
• Accepting Rents 1,657 views
• Bank Reconciliation 1,576 views
• Transfer Fees 1,387 views
• Paying Contractors 1,366 views
• Emailing Yearly Statements 1,329 views
• Refunding deposits 1,327 views
• Paying Landlords 1,326 views
• Adding a Booking Deposit 1,203 views

See all 42 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 1,166 views

🎓 Integrations 2

• Smart Key 1,766 views
• E – Signatures 1,654 views

🎓 Lettings 22

• Adding a Contact 1,933 views
• Adding a Property 1,684 views
• Adding a Tenancy 1,493 views
• Linking Contacts 1,490 views
• Sending Docs to get E- Signed 1,468 views
• Key List 1,381 views
• Requirements 1,379 views
• Generating a Lease 1,330 views
• Adding a tenancy 1,275 views
• Adding an Appointment 1,246 views

See all 22 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 1,933 views
• Adding a Property 1,684 views
• Sending Docs to get E- Signed 1,468 views
• Adding an Appointment 1,246 views
• Generating a Letter of Engagement 1,165 views
• Adding a BER 1,147 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 1,152 views
• Match and Market 664 views

🎓 New Homes 2

• New Homes Progression Report 1,042 views
• Webinar- New Homes 991 views

🎓 Property Management 22

• Accepting Rents 1,657 views
• Work Order List – Overview 1,657 views
• Communicating with clients in bulk 1,657 views
• Linking Contacts 1,490 views
• Key List 1,381 views
• Emailing Yearly Statements 1,329 views
• Paying Landlords 1,326 views
• Inspections 1,149 views
• Emailing + texting landlords/tenants in bulk 1,111 views
• Adding/Removing Tenants from a Tenancy 1,065 views

See all 22 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 1,700 views
• Uploading Listing Online 1,199 views
• Adding a BER 1,147 views
• Editing a letter template 1,112 views
• Edit an Email Template 1,058 views
• Add new letter head 1,051 views
• Informing all bidders of offer 995 views
• Notes (Desktop alert) 991 views
• Where to change defaults 989 views
• Turn off property feedback 976 views

See all 28 Quick Tips lessons

🎓 Reports 5

• New Homes (Development List) 1,714 views
• Development list 1,171 views
• Custom Reports + Adding Logo to Reports 943 views
• Key Performance Indicator – Report 860 views
• Reporting (Contractor Payments) 501 views

🎓 Sales 34

• Adding a Contact 1,933 views
• Producing a Brochure 1,732 views
• New Homes (Development List) 1,714 views
• Adding a Property 1,684 views
• Property Offers – Screen 1,652 views
• Logging Offers 1,510 views
• Linking Contacts 1,490 views
• Sending Docs to get E- Signed 1,468 views
• Key List 1,381 views
• Requirements 1,379 views

See all 34 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 1,933 views
• Producing a Brochure 1,732 views
• Adding a Property 1,684 views
• Logging Offers 1,510 views
• Sending Docs to get E- Signed 1,468 views
• Adding an Appointment 1,246 views
• Adding a Booking Deposit 1,203 views
• Generating a Letter of Engagement 1,165 views
• Adding a BER 1,147 views
• Adding an applicant 1,017 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 1,327 views
• Property Feedback Requests 1,275 views
• Invoicing for Outlay 1,126 views
• Adding a Solicitor 1,008 views
• Turn off property feedback 976 views
• Adding proof of ID 973 views
• Generate a closing statement & invoice (Sales) 722 views

🎓 Step by Step Processes 9

• Acquaint – Letting Process 2,472 views
• Acquaint – ESignature Process 2,413 views
• Acquaint – Sales Process 2,086 views
• Acquaint – Processing Rents 1,908 views
• Acquaint – Maintenance Process 1,701 views
• Acquaint – Property Matching Process 1,695 views
• Acquaint – Daily Financial Process 1,691 views
• Acquaint – Rebranding Process 1,542 views
• Steps – Going live with Client Account 709 views

🎓 Technical 4

• Email Authentication 148 views
• Installing Acquaint 106 views
• Process email folder 67 views
• Correctly mapped drive 65 views
• Email Signature 51 views
• Feed transparency 42 views

🎓 The Basics 24

• Adding a Contact 1,933 views
• Producing a Brochure 1,732 views
• Adding a Property 1,684 views
• Work Order List – Overview 1,657 views
• Adding a Tenancy 1,493 views
• Key List 1,381 views
• Requirements 1,379 views
• Generating a letter 1,358 views
• Outlook Emails 1,339 views
• Acquaint Anywhere – Overview 1,285 views

See all 24 The Basics lessons

🎓 Webinars 4

• Webinar- New Homes 991 views
• Webinar- Property Matching 990 views
• Webinar- Financial Transactions 955 views
• Bank Reconciliation – Webinar 464 views