🕑 Latest Lessons

• Bulk Payment File – Setup
  July 22, 2021 (4 views)
• Webinar: Sales Process
  May 27, 2021 (71 views)
• Webinar: Deleting Transactions
  May 18, 2021 (48 views)
• Webinar: Online Maintenance Requests
  May 18, 2021 (57 views)
• Email Settings – Gmail Security
  May 17, 2021 (70 views)
• How to Refresh The Web Upload
  May 17, 2021 (72 views)

See all 190 lessons

🎓 Admin 33

• Adding a Contact 1071 views
• Communicating with clients in bulk 1038 views
• Producing a Brochure 973 views
• Adding a Tenancy 855 views
• Adding a Note 823 views
• Linking Contacts 812 views
• Outlook Emails 780 views
• Key List 769 views
• Generating a letter 767 views
• Requirements 763 views

See all 33 Admin lessons

🎓 Configuration 21

• Updating Email Settings 2012 views
• Importing contacts/properties 1003 views
• Contact Types 987 views
• Adding an Email Template 980 views
• Changing Initials to Full Name 895 views
• Users Settings 814 views
• Changing currency 750 views
• Syncing Diary to Gmail/Outlook 674 views
• Property Areas 673 views
• Add Viewing Protocol Content into Emails 599 views

See all 21 Configuration lessons

🎓 E-Signatures 5

• Adding Signable Tags 1085 views
• E – Signatures 940 views
• Sending Docs to get E- Signed 808 views
• E-signatures 700 views
• Tracking E- Signable Docs 610 views

🎓 Financial 43

• Close and Bill Work Order/Undo Bill Work Order 1093 views
• Deleting Transactions 985 views
• Accepting Rents 978 views
• Bank Reconciliation 892 views
• Transfer Fees 866 views
• Emailing Yearly Statements 803 views
• Paying Contractors 779 views
• Paying Landlords 776 views
• Paying Contractors 753 views
• Refunding deposits 714 views

See all 43 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 579 views

🎓 Integrations 2

• Smart Key 1043 views
• E – Signatures 940 views

🎓 Lettings 23

• Adding a Contact 1071 views
• Adding a Property 985 views
• Adding a Tenancy 855 views
• Linking Contacts 812 views
• Sending Docs to get E- Signed 808 views
• Generating a Lease 781 views
• Adding a tenancy 771 views
• Key List 769 views
• Requirements 763 views
• Adding an Appointment 700 views

See all 23 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 1071 views
• Adding a Property 985 views
• Sending Docs to get E- Signed 808 views
• Adding an Appointment 700 views
• Adding a BER 628 views
• Generating a Letter of Engagement 619 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 715 views
• Match and Market 253 views

🎓 New Homes 2

• New Homes Progression Report 608 views
• Webinar- New Homes 572 views

🎓 Property Management 25

• Work Order List – Overview 1093 views
• Communicating with clients in bulk 1038 views
• Accepting Rents 978 views
• Linking Contacts 812 views
• Emailing Yearly Statements 803 views
• Paying Landlords 776 views
• Key List 769 views
• Paying Contractors 753 views
• Management Fees 662 views
• Emailing + texting landlords/tenants in bulk 652 views

See all 25 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 1093 views
• Adding a BER 628 views
• Uploading Listing Online 627 views
• Editing a letter template 603 views
• Edit an Email Template 595 views
• Add new letter head 551 views
• Notes (Desktop alert) 539 views
• Viewing status of signable document 536 views
• Informing all bidders of offer 531 views
• Where to change defaults 526 views

See all 28 Quick Tips lessons

🎓 Reports 6

• New Homes (Development List) 984 views
• Development list 653 views
• Webinar- Reports 570 views
• Custom Reports + Adding Logo to Reports 492 views
• Key Performance Indicator – Report 463 views
• Reporting (Contractor Payments) 175 views

🎓 Sales 35

• Adding a Contact 1071 views
• Property Offers – Screen 1056 views
• Adding a Property 985 views
• New Homes (Development List) 984 views
• Producing a Brochure 973 views
• Logging Offers 898 views
• Property Progression Screen- Overview 842 views
• Linking Contacts 812 views
• Sending Docs to get E- Signed 808 views
• Key List 769 views

See all 35 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 1071 views
• Adding a Property 985 views
• Producing a Brochure 973 views
• Logging Offers 898 views
• Sending Docs to get E- Signed 808 views
• Adding an Appointment 700 views
• Adding a BER 628 views
• Generating a Letter of Engagement 619 views
• Adding a Booking Deposit 593 views
• Adding an applicant 543 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 842 views
• Property Feedback Requests 725 views
• Invoicing for Outlay 594 views
• Adding a Solicitor 590 views
• Turn off property feedback 505 views
• Adding proof of ID 500 views
• Generate a closing statement & invoice (Sales) 317 views

🎓 Step by Step Processes 9

• Acquaint – ESignature Process 1581 views
• Acquaint – Letting Process 1484 views
• Acquaint – Sales Process 1431 views
• Acquaint – Property Matching Process 1083 views
• Acquaint – Daily Financial Process 1041 views
• Acquaint – Maintenance Process 970 views
• Acquaint – Processing Rents 945 views
• Acquaint – Rebranding Process 872 views
• Steps – Going live with Client Account 295 views

🎓 The Basics 25

• Work Order List – Overview 1093 views
• Adding a Contact 1071 views
• Adding a Property 985 views
• Producing a Brochure 973 views
• Adding a Tenancy 855 views
• Outlook Emails 780 views
• Adding a tenancy 771 views
• Key List 769 views
• Generating a letter 767 views
• Requirements 763 views

See all 25 The Basics lessons

🎓 Webinars 19

• Webinar: Invoicing 607 views
• Webinar: Frequently Asked Questions 576 views
• Webinar: The Lettings Process 576 views
• Webinar- New Homes 572 views
• Webinar- Reports 570 views
• Webinar- Property Matching 523 views
• Webinar- Financial Transactions 509 views
• Webinar- Tasks, Notes, Keys and Diary 493 views
• Webinar: Editing Templates 459 views
• Acquaint Anywhere – Webinar 278 views

See all 19 Webinars lessons