🕑 Latest Lessons

• Calculate Pro-Rata Rent
  January 26, 2021 (3 views)
• Entering Details for Letter of Engagement
  January 19, 2021 (13 views)
• Adding Block Management Company and Block
  January 19, 2021 (16 views)
• Reporting (Contractor Payments)
  January 18, 2021 (16 views)
• Email all Landlords (requesting info for Form 8-3)
  January 18, 2021 (28 views)
• How to produce Form 8-3 for Revenue
  January 18, 2021 (43 views)

See all 165 lessons

🎓 Admin 33

• Communicating with clients in bulk 736 views
• Adding a Contact 665 views
• Adding a Tenancy 588 views
• Producing a Brochure 567 views
• Adding a Note 506 views
• Generating a letter 466 views
• Outlook Emails 454 views
• Linking Contacts 452 views
• Property Feedback Requests 451 views
• Add Viewing Protocol Content into Emails 437 views

See all 33 Admin lessons

🎓 Configuration 20

• Updating Email Settings 1228 views
• Importing contacts/properties 653 views
• Contact Types 635 views
• Changing Initials to Full Name 598 views
• Adding an Email Template 595 views
• Users Settings 502 views
• Add Viewing Protocol Content into Emails 437 views
• Changing currency 395 views
• Changing initials to full name 374 views
• Syncing Diary to Gmail/Outlook 358 views

See all 20 Configuration lessons

🎓 E-Signatures 5

• Adding Signable Tags 709 views
• E – Signatures 606 views
• E-signatures 428 views
• Sending Docs to get E- Signed 410 views
• Tracking E- Signable Docs 307 views

🎓 Financial 42

• Close and Bill Work Order/Undo Bill Work Order 708 views
• Accepting Rents 643 views
• Transfer Fees 551 views
• Deleting Transactions 541 views
• Paying Landlords 520 views
• Bank Reconciliation 520 views
• Emailing Yearly Statements 508 views
• Paying Contractors 495 views
• Paying Contractors 465 views
• Paying Landlords 436 views

See all 42 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 299 views

🎓 Integrations 2

• Smart Key 623 views
• E – Signatures 606 views

🎓 Lettings 23

• Adding a Contact 665 views
• Adding a Property 625 views
• Adding a Tenancy 588 views
• Generating a Lease 490 views
• Adding a tenancy 455 views
• Linking Contacts 452 views
• Requirements 426 views
• Adding an Appointment 424 views
• Sending Docs to get E- Signed 410 views
• Adding a BER 407 views

See all 23 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 665 views
• Adding a Property 625 views
• Adding an Appointment 424 views
• Sending Docs to get E- Signed 410 views
• Adding a BER 407 views
• Generating a Letter of Engagement 313 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 437 views
• Match and Market 68 views

🎓 New Homes 2

• New Homes Progression Report 335 views
• Webinar- New Homes 295 views

🎓 Property Management 26

• Work Order List – Overview 759 views
• Communicating with clients in bulk 736 views
• Online Maintenance Requests 715 views
• Accepting Rents 643 views
• Paying Landlords 520 views
• Emailing Yearly Statements 508 views
• Paying Contractors 495 views
• Linking Contacts 452 views
• Key List 407 views
• Webinar: The Lettings Process 394 views

See all 26 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 708 views
• Adding a BER 407 views
• Edit an Email Template 354 views
• Editing a letter template 338 views
• Uploading Listing Online 308 views
• Property address on separate lines 308 views
• Add new letter head 306 views
• Viewing status of signable document 299 views
• Notes (Desktop alert) 277 views
• Informing all bidders of offer 275 views

See all 28 Quick Tips lessons

🎓 Reports 6

• New Homes (Development List) 648 views
• Development list 377 views
• Webinar- Reports 332 views
• Custom Reports + Adding Logo to Reports 271 views
• Key Performance Indicator – Report 255 views
• Reporting (Contractor Payments) 16 views

🎓 Sales 34

• Property Offers – Screen 772 views
• Adding a Contact 665 views
• New Homes (Development List) 648 views
• Adding a Property 625 views
• Lodging Offers 590 views
• Property Progression Screen- Overview 569 views
• Producing a Brochure 567 views
• Linking Contacts 452 views
• Property Feedback Requests 451 views
• Requirements 426 views

See all 34 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 665 views
• Adding a Property 625 views
• Lodging Offers 590 views
• Producing a Brochure 567 views
• Adding an Appointment 424 views
• Sending Docs to get E- Signed 410 views
• Adding a BER 407 views
• Adding a Booking Deposit 326 views
• Generating a Letter of Engagement 313 views
• Adding an applicant 276 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 569 views
• Property Feedback Requests 451 views
• Adding a Solicitor 394 views
• Invoicing for Outlay 303 views
• Adding proof of ID 280 views
• Turn off property feedback 257 views
• Generate a closing statement & invoice (Sales) 90 views

🎓 The Basics 25

• Work Order List – Overview 759 views
• Adding a Contact 665 views
• Adding a Property 625 views
• Adding a Tenancy 588 views
• Producing a Brochure 567 views
• Generating a letter 466 views
• Adding a tenancy 455 views
• Outlook Emails 454 views
• Requirements 426 views
• Adding an Appointment 424 views

See all 25 The Basics lessons

🎓 Webinars 11

• Webinar: Invoicing 406 views
• Webinar: The Lettings Process 394 views
• Webinar: Frequently Asked Questions 373 views
• Webinar- Reports 332 views
• Webinar- New Homes 295 views
• Webinar- Property Matching 283 views
• Webinar- Tasks, Notes, Keys and Diary 264 views
• Webinar- Financial Transactions 252 views
• Webinar: Editing Templates 205 views
• Emailing in Bulk – Webinar 97 views

See all 11 Webinars lessons