🕑 Latest Lessons

• Consolidated Payment run
  February 16, 2023 (41 views)
• 
  January 17, 2023 (39 views)
• QR in Brochure
  January 16, 2023 (40 views)
• Automated bulk payments with a bank.
  January 6, 2023 (58 views)
• Custom contact type
  December 9, 2022 (66 views)
• Currency settings €
  November 28, 2022 (87 views)

See all 200 lessons

🎓 4 Webinars 4

• Webinar- New Homes 1,061 views
• Webinar- Property Matching 1,048 views
• Webinar- Financial Transactions 1,030 views
• Bank Reconciliation – Webinar 531 views

🎓 Admin 31

• Adding a Contact 2,039 views
• Producing a Brochure 1,821 views
• Communicating with clients in bulk 1,750 views
• Linking Contacts 1,598 views
• Adding a Tenancy 1,574 views
• Adding a Note 1,490 views
• Requirements 1,474 views
• Key List 1,460 views
• Generating a letter 1,456 views
• Outlook Emails 1,428 views

See all 31 Admin lessons

🎓 Configuration 19

• Contact Types 1,749 views
• Adding an Email Template 1,744 views
• Importing contacts/properties 1,740 views
• Property Areas 1,601 views
• Changing currency 1,483 views
• Users Settings 1,421 views
• Syncing Diary to Gmail/Outlook 1,333 views
• Turn on VPN 1,222 views
• Changing initials to full name 1,160 views
• Edit Document Properties 1,149 views

See all 19 Configuration lessons

🎓 Document 2

• Letterhead Settings 123 views
• Certificate settings 90 views

🎓 E-Signatures 6

• E – Signatures 1,760 views
• Adding Signable Tags 1,739 views
• Sending Docs to get E- Signed 1,573 views
• E-signatures 1,234 views
• Tracking E- Signable Docs 1,192 views
• Signable and Merge fields 162 views

🎓 Emails 3

• Email Authentication 281 views
• Process email folder 135 views
• Email Signature 107 views

🎓 Financial 42

• Deleting Transactions 1,837 views
• Close and Bill Work Order/Undo Bill Work Order 1,798 views
• Accepting Rents 1,752 views
• Bank Reconciliation 1,738 views
• Transfer Fees 1,471 views
• Paying Contractors 1,453 views
• Paying Landlords 1,423 views
• Refunding deposits 1,409 views
• Emailing Yearly Statements 1,403 views
• Adding a Booking Deposit 1,290 views

See all 42 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 1,238 views

🎓 Integrations 2

• Smart Key 1,902 views
• E – Signatures 1,760 views

🎓 Lettings 22

• Adding a Contact 2,039 views
• Adding a Property 1,802 views
• Linking Contacts 1,598 views
• Adding a Tenancy 1,574 views
• Sending Docs to get E- Signed 1,573 views
• Requirements 1,474 views
• Key List 1,460 views
• Generating a Lease 1,412 views
• Adding a tenancy 1,365 views
• Adding an Appointment 1,315 views

See all 22 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 2,039 views
• Adding a Property 1,802 views
• Sending Docs to get E- Signed 1,573 views
• Adding an Appointment 1,315 views
• Generating a Letter of Engagement 1,255 views
• Adding a BER 1,228 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 1,245 views
• Match and Market 711 views

🎓 New Homes 2

• New Homes Progression Report 1,113 views
• Webinar- New Homes 1,061 views

🎓 Property Management 22

• Accepting Rents 1,752 views
• Communicating with clients in bulk 1,750 views
• Work Order List – Overview 1,736 views
• Linking Contacts 1,598 views
• Key List 1,460 views
• Paying Landlords 1,423 views
• Emailing Yearly Statements 1,403 views
• Inspections 1,229 views
• Adding/Removing Tenants from a Tenancy 1,192 views
• Emailing + texting landlords/tenants in bulk 1,179 views

See all 22 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 1,798 views
• Uploading Listing Online 1,281 views
• Adding a BER 1,228 views
• Editing a letter template 1,194 views
• Add new letter head 1,133 views
• Edit an Email Template 1,119 views
• Informing all bidders of offer 1,059 views
• Where to change defaults 1,058 views
• Notes (Desktop alert) 1,052 views
• Turn off property feedback 1,050 views

See all 28 Quick Tips lessons

🎓 Reports 5

• New Homes (Development List) 1,823 views
• Development list 1,244 views
• Custom Reports + Adding Logo to Reports 1,016 views
• Key Performance Indicator – Report 930 views
• Reporting (Contractor Payments) 551 views

🎓 Sales 34

• Adding a Contact 2,039 views
• New Homes (Development List) 1,823 views
• Producing a Brochure 1,821 views
• Adding a Property 1,802 views
• Property Offers – Screen 1,737 views
• Linking Contacts 1,598 views
• Logging Offers 1,587 views
• Sending Docs to get E- Signed 1,573 views
• Requirements 1,474 views
• Key List 1,460 views

See all 34 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 2,039 views
• Producing a Brochure 1,821 views
• Adding a Property 1,802 views
• Logging Offers 1,587 views
• Sending Docs to get E- Signed 1,573 views
• Adding an Appointment 1,315 views
• Adding a Booking Deposit 1,290 views
• Generating a Letter of Engagement 1,255 views
• Adding a BER 1,228 views
• Adding an applicant 1,102 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 1,399 views
• Property Feedback Requests 1,363 views
• Invoicing for Outlay 1,209 views
• Adding a Solicitor 1,059 views
• Turn off property feedback 1,050 views
• Adding proof of ID 1,046 views
• Generate a closing statement & invoice (Sales) 786 views

🎓 Step by Step Processes 9

• Acquaint – Letting Process 2,633 views
• Acquaint – ESignature Process 2,523 views
• Acquaint – Sales Process 2,214 views
• Acquaint – Processing Rents 2,051 views
• Acquaint – Maintenance Process 1,789 views
• Acquaint – Property Matching Process 1,787 views
• Acquaint – Daily Financial Process 1,787 views
• Acquaint – Rebranding Process 1,624 views
• Steps – Going live with Client Account 776 views

🎓 Technical 4

• Email Authentication 281 views
• Installing Acquaint 160 views
• Process email folder 135 views
• Correctly mapped drive 134 views
• Email Signature 107 views
• Feed transparency 83 views

🎓 The Basics 24

• Adding a Contact 2,039 views
• Producing a Brochure 1,821 views
• Adding a Property 1,802 views
• Work Order List – Overview 1,736 views
• Adding a Tenancy 1,574 views
• Requirements 1,474 views
• Key List 1,460 views
• Generating a letter 1,456 views
• Outlook Emails 1,428 views
• Acquaint Anywhere – Overview 1,399 views

See all 24 The Basics lessons