🕑 Latest Lessons

• Bulk Payment File – Setup
  July 22, 2021 (136 views)
• Webinar: Sales Process
  May 27, 2021 (188 views)
• Webinar: Deleting Transactions
  May 18, 2021 (138 views)
• Webinar: Online Maintenance Requests
  May 18, 2021 (139 views)
• Email Settings – Gmail Security
  May 17, 2021 (169 views)
• Buyer Matching – Webinar
  March 29, 2021 (204 views)

See all 189 lessons

🎓 Admin 33

• Adding a Contact 1438 views
• Communicating with clients in bulk 1233 views
• Producing a Brochure 1222 views
• Adding a Tenancy 1085 views
• Adding a Note 1048 views
• Linking Contacts 1048 views
• Requirements 1025 views
• Generating a letter 982 views
• Key List 980 views
• Outlook Emails 977 views

See all 33 Admin lessons

🎓 Configuration 21

• Updating Email Settings 2591 views
• Adding an Email Template 1240 views
• Importing contacts/properties 1236 views
• Contact Types 1222 views
• Changing Initials to Full Name 1059 views
• Users Settings 1005 views
• Changing currency 994 views
• Property Areas 963 views
• Syncing Diary to Gmail/Outlook 898 views
• Turn on VPN 777 views

See all 21 Configuration lessons

🎓 E-Signatures 5

• Adding Signable Tags 1289 views
• E – Signatures 1223 views
• Sending Docs to get E- Signed 1040 views
• E-signatures 853 views
• Tracking E- Signable Docs 797 views

🎓 Financial 43

• Close and Bill Work Order/Undo Bill Work Order 1321 views
• Deleting Transactions 1279 views
• Accepting Rents 1223 views
• Bank Reconciliation 1127 views
• Transfer Fees 1073 views
• Paying Contractors 992 views
• Emailing Yearly Statements 988 views
• Refunding deposits 958 views
• Paying Landlords 957 views
• Paying Contractors 956 views

See all 43 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 783 views

🎓 Integrations 2

• Smart Key 1265 views
• E – Signatures 1223 views

🎓 Lettings 23

• Adding a Contact 1438 views
• Adding a Property 1237 views
• Adding a Tenancy 1085 views
• Linking Contacts 1048 views
• Sending Docs to get E- Signed 1040 views
• Requirements 1025 views
• Key List 980 views
• Generating a Lease 968 views
• Adding a tenancy 945 views
• Adding an Appointment 916 views

See all 23 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 1438 views
• Adding a Property 1237 views
• Sending Docs to get E- Signed 1040 views
• Adding an Appointment 916 views
• Generating a Letter of Engagement 818 views
• Adding a BER 792 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 863 views
• Match and Market 386 views

🎓 New Homes 2

• New Homes Progression Report 760 views
• Webinar- New Homes 724 views

🎓 Property Management 25

• Work Order List – Overview 1289 views
• Communicating with clients in bulk 1233 views
• Accepting Rents 1223 views
• Linking Contacts 1048 views
• Emailing Yearly Statements 988 views
• Key List 980 views
• Paying Landlords 957 views
• Paying Contractors 956 views
• Management Fees 824 views
• Emailing + texting landlords/tenants in bulk 815 views

See all 25 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 1321 views
• Uploading Listing Online 834 views
• Adding a BER 792 views
• Editing a letter template 781 views
• Edit an Email Template 754 views
• Add new letter head 734 views
• Notes (Desktop alert) 708 views
• Informing all bidders of offer 703 views
• Where to change defaults 700 views
• Turn off property feedback 689 views

See all 28 Quick Tips lessons

🎓 Reports 6

• New Homes (Development List) 1229 views
• Development list 833 views
• Webinar- Reports 720 views
• Custom Reports + Adding Logo to Reports 645 views
• Key Performance Indicator – Report 595 views
• Reporting (Contractor Payments) 283 views

🎓 Sales 35

• Adding a Contact 1438 views
• Property Offers – Screen 1255 views
• Adding a Property 1237 views
• New Homes (Development List) 1229 views
• Producing a Brochure 1222 views
• Logging Offers 1130 views
• Linking Contacts 1048 views
• Sending Docs to get E- Signed 1040 views
• Requirements 1025 views
• Property Progression Screen- Overview 1006 views

See all 35 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 1438 views
• Adding a Property 1237 views
• Producing a Brochure 1222 views
• Logging Offers 1130 views
• Sending Docs to get E- Signed 1040 views
• Adding an Appointment 916 views
• Generating a Letter of Engagement 818 views
• Adding a Booking Deposit 799 views
• Adding a BER 792 views
• Adding an applicant 707 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 1006 views
• Property Feedback Requests 944 views
• Invoicing for Outlay 781 views
• Adding a Solicitor 711 views
• Turn off property feedback 689 views
• Adding proof of ID 657 views
• Generate a closing statement & invoice (Sales) 465 views

🎓 Step by Step Processes 9

• Acquaint – ESignature Process 1888 views
• Acquaint – Letting Process 1840 views
• Acquaint – Sales Process 1713 views
• Acquaint – Property Matching Process 1317 views
• Acquaint – Daily Financial Process 1292 views
• Acquaint – Processing Rents 1228 views
• Acquaint – Maintenance Process 1226 views
• Acquaint – Rebranding Process 1134 views
• Steps – Going live with Client Account 425 views

🎓 The Basics 25

• Adding a Contact 1438 views
• Work Order List – Overview 1289 views
• Adding a Property 1237 views
• Producing a Brochure 1222 views
• Adding a Tenancy 1085 views
• Requirements 1025 views
• Generating a letter 982 views
• Key List 980 views
• Outlook Emails 977 views
• Adding a tenancy 945 views

See all 25 The Basics lessons

🎓 Webinars 19

• Webinar: Frequently Asked Questions 762 views
• Webinar: Invoicing 735 views
• Webinar- New Homes 724 views
• Webinar- Reports 720 views
• Webinar: The Lettings Process 706 views
• Webinar- Property Matching 671 views
• Webinar: Editing Templates 655 views
• Webinar- Financial Transactions 653 views
• Webinar- Tasks, Notes, Keys and Diary 636 views
• Acquaint Anywhere – Webinar 457 views

See all 19 Webinars lessons