🕑 Latest Lessons

• TAPI and Acquaint integration
  April 14, 2023 ()
• Consolidated Payment run
  February 16, 2023 ()
• 
  January 17, 2023 ()
• Automated bulk payments with a bank.
  January 6, 2023 ()
• Custom contact type
  December 9, 2022 ()
• Currency settings €
  November 28, 2022 ()

See all 193 lessons

🎓 4 Webinars 3

• Webinar- New Homes
• Webinar- Financial Transactions
• Bank Reconciliation – Webinar

🎓 Admin 30

• Adding a Contact
• Producing a Brochure
• Linking Contacts
• Communicating with clients in bulk
• Acquaint Anywhere – Overview
• Adding a Note
• Adding a Tenancy
• Key List
• Requirements
• Generating a letter

See all 30 Admin lessons

🎓 Configuration 19

• Importing contacts/properties
• Adding an Email Template
• Contact Types
• Property Areas
• Changing currency
• Syncing Diary to Gmail/Outlook
• Users Settings
• Changing initials to full name
• Turn on VPN
• Edit Document Properties

See all 19 Configuration lessons

🎓 Document 2

• Letterhead Settings
• Certificate settings

🎓 E-Signatures 6

• E – Signatures
• Adding Signable Tags
• Sending Docs to get E- Signed
• E-signatures
• Tracking E- Signable Docs
• Signable and Merge fields

🎓 Emails 3

• Email Authentication
• Process email folder
• Upload Email Signature Images

🎓 Financial 41

• Deleting Transactions
• Close and Bill Work Order/Undo Bill Work Order
• Bank Reconciliation
• Accepting Rents
• Transfer Fees
• Paying Contractors
• Adding a Booking Deposit
• Refunding deposits
• Paying Landlords
• Emailing Yearly Statements

See all 41 Financial lessons

🎓 GDPR 1

• Anonymising a Contact

🎓 Integrations 2

• Smart Key
• E – Signatures

🎓 Lettings 21

• Adding a Contact
• Adding a Property
• Linking Contacts
• Sending Docs to get E- Signed
• Adding a Tenancy
• Key List
• Requirements
• Generating a Lease
• Adding a tenancy
• Adding/Removing Tenants from a Tenancy

See all 21 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact
• Adding a Property
• Sending Docs to get E- Signed
• Adding an Appointment
• Generating a Letter of Engagement
• Adding a BER

🎓 Marketing 2

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

🎓 New Homes 2

• New Homes Progression Report
• Webinar- New Homes

🎓 Property Management 21

• Linking Contacts
• Communicating with clients in bulk
• Accepting Rents
• Work Order List – Overview
• Key List
• Paying Landlords
• Emailing Yearly Statements
• Adding/Removing Tenants from a Tenancy
• Inspections
• Emailing + texting landlords/tenants in bulk

See all 21 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order
• Uploading Listing Online
• Adding a BER
• Editing a letter template
• Add new letter head
• Informing all bidders of offer
• Viewing status of signable document
• Turn off property feedback
• Notes (Desktop alert)
• Where to change defaults

See all 28 Quick Tips lessons

🎓 Reports 5

• New Homes (Development List)
• Development list
• Custom Reports + Adding Logo to Reports
• Key Performance Indicator – Report
• Reporting (Contractor Payments)

🎓 Sales 33

• Adding a Contact
• Adding a Property
• Producing a Brochure
• New Homes (Development List)
• Linking Contacts
• Sending Docs to get E- Signed
• Acquaint Anywhere – Overview
• Property Offers – Screen
• Logging Offers
• Key List

See all 33 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact
• Adding a Property
• Producing a Brochure
• Sending Docs to get E- Signed
• Logging Offers
• Adding a Booking Deposit
• Adding an Appointment
• Generating a Letter of Engagement
• Adding a BER
• Adding an applicant

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview
• Property Feedback Requests
• Invoicing for Outlay
• Adding proof of ID
• Turn off property feedback
• Adding a Solicitor
• Generate a closing statement & invoice (Sales)

🎓 Step by Step Processes 9

• Acquaint – Letting Process
• Acquaint – ESignature Process
• Acquaint – Sales Process
• Acquaint – Processing Rents
• Acquaint – Daily Financial Process
• Acquaint – Property Matching Process
• Acquaint – Maintenance Process
• Acquaint – Rebranding Process
• Steps – Going live with Client Account

🎓 Technical 4

• Installing Acquaint
• Email Authentication
• Process email folder
• Upload Email Signature Images
• Correctly mapped drive
• Feed transparency

🎓 The Basics 24

• Adding a Contact
• Adding a Property
• Producing a Brochure
• Work Order List – Overview
• Acquaint Anywhere – Overview
• Adding a Tenancy
• Key List
• Requirements
• Generating a letter
• Outlook Emails

See all 24 The Basics lessons