🕑 Latest Lessons

• Financial Transactions Webinar
  February 17, 2021 (27 views)
• ACQUAINT FINANCIAL – PREPARING TO GO LIVE
  February 12, 2021 (70 views)
• Work Orders Webinar
  February 10, 2021 (20 views)
• Word Add-in (don’t see tab)
  February 9, 2021 (27 views)
• Rent Processing – Webinar
  February 4, 2021 (151 views)
• Template Editing- Webinar
  January 29, 2021 (140 views)

See all 180 lessons

🎓 Admin 33

• Communicating with clients in bulk 788 views
• Adding a Contact 731 views
• Adding a Tenancy 636 views
• Producing a Brochure 616 views
• Adding a Note 544 views
• Linking Contacts 538 views
• Outlook Emails 509 views
• Generating a letter 506 views
• Property Feedback Requests 477 views
• Add Viewing Protocol Content into Emails 466 views

See all 33 Admin lessons

🎓 Configuration 21

• Updating Email Settings 1332 views
• Importing contacts/properties 694 views
• Contact Types 690 views
• Changing Initials to Full Name 637 views
• Adding an Email Template 630 views
• Users Settings 542 views
• Add Viewing Protocol Content into Emails 466 views
• Changing currency 444 views
• Changing initials to full name 396 views
• Syncing Diary to Gmail/Outlook 391 views

See all 21 Configuration lessons

🎓 E-Signatures 5

• Adding Signable Tags 761 views
• E – Signatures 642 views
• E-signatures 463 views
• Sending Docs to get E- Signed 447 views
• Tracking E- Signable Docs 337 views

🎓 Financial 42

• Close and Bill Work Order/Undo Bill Work Order 743 views
• Accepting Rents 697 views
• Deleting Transactions 596 views
• Transfer Fees 588 views
• Bank Reconciliation 566 views
• Paying Landlords 564 views
• Emailing Yearly Statements 545 views
• Paying Contractors 526 views
• Paying Contractors 503 views
• Paying Landlords 481 views

See all 42 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 331 views

🎓 Integrations 2

• Smart Key 672 views
• E – Signatures 642 views

🎓 Lettings 23

• Adding a Contact 731 views
• Adding a Property 670 views
• Adding a Tenancy 636 views
• Linking Contacts 538 views
• Generating a Lease 522 views
• Adding a tenancy 497 views
• Requirements 462 views
• Adding an Appointment 459 views
• Sending Docs to get E- Signed 447 views
• Adding a BER 447 views

See all 23 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 731 views
• Adding a Property 670 views
• Adding an Appointment 459 views
• Sending Docs to get E- Signed 447 views
• Adding a BER 447 views
• Generating a Letter of Engagement 353 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 475 views
• Match and Market 102 views

🎓 New Homes 2

• New Homes Progression Report 368 views
• Webinar- New Homes 338 views

🎓 Property Management 25

• Work Order List – Overview 803 views
• Communicating with clients in bulk 788 views
• Accepting Rents 697 views
• Paying Landlords 564 views
• Emailing Yearly Statements 545 views
• Linking Contacts 538 views
• Paying Contractors 526 views
• Key List 444 views
• Webinar: The Lettings Process 426 views
• Emailing + texting landlords/tenants in bulk 420 views

See all 25 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 743 views
• Adding a BER 447 views
• Edit an Email Template 385 views
• Editing a letter template 370 views
• Uploading Listing Online 351 views
• Property address on separate lines 330 views
• Add new letter head 325 views
• Viewing status of signable document 325 views
• Notes (Desktop alert) 305 views
• Changing amount of future rent 304 views

See all 28 Quick Tips lessons

🎓 Reports 6

• New Homes (Development List) 684 views
• Development list 410 views
• Webinar- Reports 364 views
• Custom Reports + Adding Logo to Reports 298 views
• Key Performance Indicator – Report 279 views
• Reporting (Contractor Payments) 49 views

🎓 Sales 34

• Property Offers – Screen 804 views
• Adding a Contact 731 views
• New Homes (Development List) 684 views
• Adding a Property 670 views
• Logging Offers 626 views
• Producing a Brochure 616 views
• Property Progression Screen- Overview 599 views
• Linking Contacts 538 views
• Property Feedback Requests 477 views
• Requirements 462 views

See all 34 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 731 views
• Adding a Property 670 views
• Logging Offers 626 views
• Producing a Brochure 616 views
• Adding an Appointment 459 views
• Sending Docs to get E- Signed 447 views
• Adding a BER 447 views
• Adding a Booking Deposit 360 views
• Generating a Letter of Engagement 353 views
• Adding an applicant 301 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Progression Screen- Overview 599 views
• Property Feedback Requests 477 views
• Adding a Solicitor 420 views
• Invoicing for Outlay 343 views
• Adding proof of ID 302 views
• Turn off property feedback 280 views
• Generate a closing statement & invoice (Sales) 136 views

🎓 Step by Step Processes 9

• Acquaint – ESignature Process 1118 views
• Acquaint – Sales Process 1009 views
• Acquaint – Letting Process 921 views
• Acquaint – Property Matching Process 724 views
• Acquaint – Daily Financial Process 627 views
• Acquaint – Maintenance Process 600 views
• Acquaint – Processing Rents 561 views
• Acquaint – Rebranding Process 530 views
• Steps – Going live with Client Account 110 views

🎓 The Basics 25

• Work Order List – Overview 803 views
• Adding a Contact 731 views
• Adding a Property 670 views
• Adding a Tenancy 636 views
• Producing a Brochure 616 views
• Outlook Emails 509 views
• Generating a letter 506 views
• Adding a tenancy 497 views
• Requirements 462 views
• Adding an Appointment 459 views

See all 25 The Basics lessons