🕑 Latest Lessons

• Bulk Payment File – Setup
  July 22, 2021 (74 views)
• Webinar: Sales Process
  May 27, 2021 (109 views)
• Webinar: Deleting Transactions
  May 18, 2021 (87 views)
• Webinar: Online Maintenance Requests
  May 18, 2021 (89 views)
• Email Settings – Gmail Security
  May 17, 2021 (105 views)
• Buyer Matching – Webinar
  March 29, 2021 (148 views)

See all 189 lessons

🎓 Admin 33

• Adding a Contact 1237 views
• Communicating with clients in bulk 1146 views
• Producing a Brochure 1104 views
• Adding a Tenancy 960 views
• Linking Contacts 938 views
• Adding a Note 934 views
• Key List 881 views
• Requirements 880 views
• Generating a letter 875 views
• Outlook Emails 872 views

See all 33 Admin lessons

🎓 Configuration 21

• Updating Email Settings 2311 views
• Importing contacts/properties 1138 views
• Adding an Email Template 1120 views
• Contact Types 1105 views
• Changing Initials to Full Name 987 views
• Users Settings 922 views
• Changing currency 881 views
• Property Areas 816 views
• Syncing Diary to Gmail/Outlook 787 views
• Changing initials to full name 654 views

See all 21 Configuration lessons

🎓 E-Signatures 5

• Adding Signable Tags 1175 views
• E – Signatures 1100 views
• Sending Docs to get E- Signed 931 views
• E-signatures 781 views
• Tracking E- Signable Docs 711 views

🎓 Financial 43

• Close and Bill Work Order/Undo Bill Work Order 1215 views
• Deleting Transactions 1146 views
• Accepting Rents 1102 views
• Bank Reconciliation 1017 views
• Transfer Fees 987 views
• Paying Contractors 908 views
• Emailing Yearly Statements 906 views
• Paying Landlords 890 views
• Paying Contractors 859 views
• Refunding deposits 855 views

See all 43 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 685 views

🎓 Integrations 2

• Smart Key 1180 views
• E – Signatures 1100 views

🎓 Lettings 23

• Adding a Contact 1237 views
• Adding a Property 1116 views
• Adding a Tenancy 960 views
• Linking Contacts 938 views
• Sending Docs to get E- Signed 931 views
• Generating a Lease 892 views
• Key List 881 views
• Requirements 880 views
• Adding a tenancy 878 views
• Adding an Appointment 815 views

See all 23 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 1237 views
• Adding a Property 1116 views
• Sending Docs to get E- Signed 931 views
• Adding an Appointment 815 views
• Generating a Letter of Engagement 727 views
• Adding a BER 705 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 796 views
• Match and Market 315 views

🎓 New Homes 2

• New Homes Progression Report 701 views
• Webinar- New Homes 647 views

🎓 Property Management 25

• Work Order List – Overview 1205 views
• Communicating with clients in bulk 1146 views
• Accepting Rents 1102 views
• Linking Contacts 938 views
• Emailing Yearly Statements 906 views
• Paying Landlords 890 views
• Key List 881 views
• Paying Contractors 859 views
• Management Fees 751 views
• Emailing + texting landlords/tenants in bulk 743 views

See all 25 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 1215 views
• Uploading Listing Online 737 views
• Editing a letter template 706 views
• Adding a BER 705 views
• Edit an Email Template 679 views
• Add new letter head 648 views
• Notes (Desktop alert) 625 views
• Viewing status of signable document 623 views
• Where to change defaults 621 views
• Informing all bidders of offer 619 views

See all 28 Quick Tips lessons

🎓 Reports 6

• New Homes (Development List) 1105 views
• Development list 756 views
• Webinar- Reports 648 views
• Custom Reports + Adding Logo to Reports 575 views
• Key Performance Indicator – Report 534 views
• Reporting (Contractor Payments) 225 views

🎓 Sales 35

• Adding a Contact 1237 views
• Property Offers – Screen 1164 views
• Adding a Property 1116 views
• New Homes (Development List) 1105 views
• Producing a Brochure 1104 views
• Logging Offers 1025 views
• Linking Contacts 938 views
• Property Progression Screen- Overview 937 views
• Sending Docs to get E- Signed 931 views
• Key List 881 views

See all 35 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 1237 views
• Adding a Property 1116 views
• Producing a Brochure 1104 views
• Logging Offers 1025 views
• Sending Docs to get E- Signed 931 views
• Adding an Appointment 815 views
• Generating a Letter of Engagement 727 views
• Adding a BER 705 views
• Adding a Booking Deposit 699 views
• Adding an applicant 639 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 937 views
• Property Feedback Requests 851 views
• Invoicing for Outlay 687 views
• Adding a Solicitor 652 views
• Turn off property feedback 607 views
• Adding proof of ID 584 views
• Generate a closing statement & invoice (Sales) 380 views

🎓 Step by Step Processes 9

• Acquaint – ESignature Process 1751 views
• Acquaint – Letting Process 1674 views
• Acquaint – Sales Process 1611 views
• Acquaint – Property Matching Process 1241 views
• Acquaint – Daily Financial Process 1194 views
• Acquaint – Maintenance Process 1129 views
• Acquaint – Processing Rents 1107 views
• Acquaint – Rebranding Process 1025 views
• Steps – Going live with Client Account 356 views

🎓 The Basics 25

• Adding a Contact 1237 views
• Work Order List – Overview 1205 views
• Adding a Property 1116 views
• Producing a Brochure 1104 views
• Adding a Tenancy 960 views
• Key List 881 views
• Requirements 880 views
• Adding a tenancy 878 views
• Generating a letter 875 views
• Outlook Emails 872 views

See all 25 The Basics lessons

🎓 Webinars 19

• Webinar: Frequently Asked Questions 673 views
• Webinar: Invoicing 662 views
• Webinar- Reports 648 views
• Webinar- New Homes 647 views
• Webinar: The Lettings Process 641 views
• Webinar- Property Matching 603 views
• Webinar- Financial Transactions 589 views
• Webinar: Editing Templates 570 views
• Webinar- Tasks, Notes, Keys and Diary 568 views
• Acquaint Anywhere – Webinar 355 views

See all 19 Webinars lessons