🕑 Latest Lessons

• Webinar: Deleting Transactions
  May 18, 2021 (0 views)
• Webinar: Online Maintenance Requests
  May 18, 2021 (1 views)
• Email Settings – Gmail Security
  May 17, 2021 (4 views)
• How to Refresh The Web Upload
  May 17, 2021 (20 views)
• Buyer Matching – Webinar
  March 29, 2021 (46 views)
• Closing a Sale – Webinar
  March 29, 2021 (51 views)

See all 188 lessons

🎓 Admin 33

• Communicating with clients in bulk 911 views
• Adding a Contact 887 views
• Producing a Brochure 808 views
• Adding a Tenancy 759 views
• Adding a Note 674 views
• Linking Contacts 673 views
• Outlook Emails 649 views
• Generating a letter 630 views
• Key List 624 views
• Requirements 617 views

See all 33 Admin lessons

🎓 Configuration 21

• Updating Email Settings 1666 views
• Importing contacts/properties 850 views
• Contact Types 842 views
• Adding an Email Template 792 views
• Changing Initials to Full Name 784 views
• Users Settings 678 views
• Changing currency 578 views
• Add Viewing Protocol Content into Emails 537 views
• Syncing Diary to Gmail/Outlook 520 views
• Property Areas 513 views

See all 21 Configuration lessons

🎓 E-Signatures 5

• Adding Signable Tags 963 views
• E – Signatures 795 views
• Sending Docs to get E- Signed 634 views
• E-signatures 589 views
• Tracking E- Signable Docs 492 views

🎓 Financial 43

• Close and Bill Work Order/Undo Bill Work Order 903 views
• Accepting Rents 824 views
• Deleting Transactions 784 views
• Bank Reconciliation 735 views
• Transfer Fees 727 views
• Emailing Yearly Statements 670 views
• Paying Landlords 664 views
• Paying Contractors 633 views
• Paying Contractors 624 views
• Paying Landlords 582 views

See all 43 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 444 views

🎓 Integrations 2

• Smart Key 871 views
• E – Signatures 795 views

🎓 Lettings 23

• Adding a Contact 887 views
• Adding a Property 831 views
• Adding a Tenancy 759 views
• Linking Contacts 673 views
• Generating a Lease 644 views
• Sending Docs to get E- Signed 634 views
• Key List 624 views
• Adding a tenancy 620 views
• Requirements 617 views
• Adding an Appointment 566 views

See all 23 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 887 views
• Adding a Property 831 views
• Sending Docs to get E- Signed 634 views
• Adding an Appointment 566 views
• Adding a BER 535 views
• Generating a Letter of Engagement 480 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 578 views
• Match and Market 176 views

🎓 New Homes 2

• New Homes Progression Report 498 views
• Webinar- New Homes 479 views

🎓 Property Management 25

• Work Order List – Overview 933 views
• Communicating with clients in bulk 911 views
• Accepting Rents 824 views
• Linking Contacts 673 views
• Emailing Yearly Statements 670 views
• Paying Landlords 664 views
• Paying Contractors 633 views
• Key List 624 views
• Emailing + texting landlords/tenants in bulk 532 views
• Management Fees 522 views

See all 25 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 903 views
• Adding a BER 535 views
• Uploading Listing Online 491 views
• Editing a letter template 474 views
• Edit an Email Template 472 views
• Notes (Desktop alert) 432 views
• Add new letter head 429 views
• Viewing status of signable document 427 views
• Property address on separate lines 416 views
• Informing all bidders of offer 407 views

See all 28 Quick Tips lessons

🎓 Reports 6

• New Homes (Development List) 824 views
• Development list 517 views
• Webinar- Reports 478 views
• Custom Reports + Adding Logo to Reports 387 views
• Key Performance Indicator – Report 365 views
• Reporting (Contractor Payments) 113 views

🎓 Sales 35

• Property Offers – Screen 929 views
• Adding a Contact 887 views
• Adding a Property 831 views
• New Homes (Development List) 824 views
• Producing a Brochure 808 views
• Logging Offers 760 views
• Property Progression Screen- Overview 716 views
• Linking Contacts 673 views
• Sending Docs to get E- Signed 634 views
• Key List 624 views

See all 35 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 887 views
• Adding a Property 831 views
• Producing a Brochure 808 views
• Logging Offers 760 views
• Sending Docs to get E- Signed 634 views
• Adding an Appointment 566 views
• Adding a BER 535 views
• Generating a Letter of Engagement 480 views
• Adding a Booking Deposit 464 views
• Adding an applicant 417 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 716 views
• Property Feedback Requests 592 views
• Adding a Solicitor 503 views
• Invoicing for Outlay 470 views
• Adding proof of ID 397 views
• Turn off property feedback 381 views
• Generate a closing statement & invoice (Sales) 230 views

🎓 Step by Step Processes 9

• Acquaint – ESignature Process 1366 views
• Acquaint – Sales Process 1216 views
• Acquaint – Letting Process 1185 views
• Acquaint – Property Matching Process 906 views
• Acquaint – Daily Financial Process 844 views
• Acquaint – Maintenance Process 789 views
• Acquaint – Processing Rents 752 views
• Acquaint – Rebranding Process 676 views
• Steps – Going live with Client Account 202 views

🎓 The Basics 25

• Work Order List – Overview 933 views
• Adding a Contact 887 views
• Adding a Property 831 views
• Producing a Brochure 808 views
• Adding a Tenancy 759 views
• Outlook Emails 649 views
• Generating a letter 630 views
• Key List 624 views
• Adding a tenancy 620 views
• Requirements 617 views

See all 25 The Basics lessons

🎓 Webinars 19

• Webinar: Invoicing 520 views
• Webinar: The Lettings Process 506 views
• Webinar: Frequently Asked Questions 483 views
• Webinar- New Homes 479 views
• Webinar- Reports 478 views
• Webinar- Financial Transactions 421 views
• Webinar- Tasks, Notes, Keys and Diary 398 views
• Webinar- Property Matching 396 views
• Webinar: Editing Templates 357 views
• Rent Processing – Webinar 216 views

See all 19 Webinars lessons