🕑 Latest Lessons

• Bulk Payment File – Setup
  July 22, 2021 (266 views)
• Webinar: Sales Process
  May 27, 2021 (315 views)
• Webinar: Deleting Transactions
  May 18, 2021 (257 views)
• Webinar: Online Maintenance Requests
  May 18, 2021 (252 views)
• Email Settings – Gmail Security
  May 17, 2021 (286 views)
• Buyer Matching – Webinar
  March 29, 2021 (359 views)

See all 189 lessons

🎓 Admin 33

• Adding a Contact 1,680 views
• Producing a Brochure 1,484 views
• Communicating with clients in bulk 1,452 views
• Adding a Tenancy 1,307 views
• Linking Contacts 1,277 views
• Adding a Note 1,242 views
• Requirements 1,212 views
• Key List 1,200 views
• Generating a letter 1,171 views
• Outlook Emails 1,170 views

See all 33 Admin lessons

🎓 Configuration 21

• Updating Email Settings 3,019 views
• Importing contacts/properties 1,483 views
• Adding an Email Template 1,453 views
• Contact Types 1,452 views
• Property Areas 1,274 views
• Changing Initials to Full Name 1,217 views
• Changing currency 1,205 views
• Users Settings 1,177 views
• Syncing Diary to Gmail/Outlook 1,112 views
• Turn on VPN 1,052 views

See all 21 Configuration lessons

🎓 E-Signatures 5

• Adding Signable Tags 1,494 views
• E – Signatures 1,471 views
• Sending Docs to get E- Signed 1,270 views
• E-signatures 1,007 views
• Tracking E- Signable Docs 979 views

🎓 Financial 43

• Close and Bill Work Order/Undo Bill Work Order 1,524 views
• Deleting Transactions 1,522 views
• Accepting Rents 1,454 views
• Bank Reconciliation 1,334 views
• Transfer Fees 1,246 views
• Paying Contractors 1,183 views
• Emailing Yearly Statements 1,164 views
• Refunding deposits 1,154 views
• Paying Contractors 1,151 views
• Paying Landlords 1,150 views

See all 43 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 968 views

🎓 Integrations 2

• Smart Key 1,538 views
• E – Signatures 1,471 views

🎓 Lettings 23

• Adding a Contact 1,680 views
• Adding a Property 1,462 views
• Adding a Tenancy 1,307 views
• Linking Contacts 1,277 views
• Sending Docs to get E- Signed 1,270 views
• Requirements 1,212 views
• Key List 1,200 views
• Generating a Lease 1,156 views
• Adding a tenancy 1,115 views
• Adding an Appointment 1,087 views

See all 23 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 1,680 views
• Adding a Property 1,462 views
• Sending Docs to get E- Signed 1,270 views
• Adding an Appointment 1,087 views
• Generating a Letter of Engagement 1,005 views
• Adding a BER 986 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 1,006 views
• Match and Market 560 views

🎓 New Homes 2

• New Homes Progression Report 917 views
• Webinar- New Homes 889 views

🎓 Property Management 25

• Work Order List – Overview 1,484 views
• Accepting Rents 1,454 views
• Communicating with clients in bulk 1,452 views
• Linking Contacts 1,277 views
• Key List 1,200 views
• Emailing Yearly Statements 1,164 views
• Paying Contractors 1,151 views
• Paying Landlords 1,150 views
• Management Fees 1,003 views
• Inspections 990 views

See all 25 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 1,524 views
• Uploading Listing Online 1,033 views
• Adding a BER 986 views
• Editing a letter template 953 views
• Edit an Email Template 922 views
• Add new letter head 909 views
• Where to change defaults 857 views
• Notes (Desktop alert) 854 views
• Informing all bidders of offer 849 views
• Turn off property feedback 839 views

See all 28 Quick Tips lessons

🎓 Reports 6

• New Homes (Development List) 1,504 views
• Development list 1,015 views
• Webinar- Reports 864 views
• Custom Reports + Adding Logo to Reports 820 views
• Key Performance Indicator – Report 736 views
• Reporting (Contractor Payments) 414 views

🎓 Sales 35

• Adding a Contact 1,680 views
• New Homes (Development List) 1,504 views
• Producing a Brochure 1,484 views
• Adding a Property 1,462 views
• Property Offers – Screen 1,453 views
• Logging Offers 1,353 views
• Linking Contacts 1,277 views
• Sending Docs to get E- Signed 1,270 views
• Requirements 1,212 views
• Key List 1,200 views

See all 35 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 1,680 views
• Producing a Brochure 1,484 views
• Adding a Property 1,462 views
• Logging Offers 1,353 views
• Sending Docs to get E- Signed 1,270 views
• Adding an Appointment 1,087 views
• Generating a Letter of Engagement 1,005 views
• Adding a Booking Deposit 1,004 views
• Adding a BER 986 views
• Adding an applicant 868 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 1,178 views
• Property Feedback Requests 1,113 views
• Invoicing for Outlay 962 views
• Adding a Solicitor 879 views
• Turn off property feedback 839 views
• Adding proof of ID 816 views
• Generate a closing statement & invoice (Sales) 609 views

🎓 Step by Step Processes 9

• Acquaint – Letting Process 2,234 views
• Acquaint – ESignature Process 2,172 views
• Acquaint – Sales Process 1,907 views
• Acquaint – Processing Rents 1,578 views
• Acquaint – Daily Financial Process 1,514 views
• Acquaint – Property Matching Process 1,509 views
• Acquaint – Maintenance Process 1,471 views
• Acquaint – Rebranding Process 1,353 views
• Steps – Going live with Client Account 575 views

🎓 The Basics 25

• Adding a Contact 1,680 views
• Producing a Brochure 1,484 views
• Work Order List – Overview 1,484 views
• Adding a Property 1,462 views
• Adding a Tenancy 1,307 views
• Requirements 1,212 views
• Key List 1,200 views
• Generating a letter 1,171 views
• Outlook Emails 1,170 views
• Adding a tenancy 1,115 views

See all 25 The Basics lessons

🎓 Webinars 19

• Webinar: Frequently Asked Questions 952 views
• Webinar: Invoicing 907 views
• Webinar- New Homes 889 views
• Webinar- Reports 864 views
• Webinar: The Lettings Process 851 views
• Webinar: Editing Templates 835 views
• Webinar- Property Matching 834 views
• Webinar- Tasks, Notes, Keys and Diary 821 views
• Webinar- Financial Transactions 817 views
• Acquaint Anywhere – Webinar 623 views

See all 19 Webinars lessons