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Property Marketing
How do I add a vendor and property for sale?
How do I add a landlord and property to let?
How do I put a property on the market?
How do I create a property valuation or instruction letter?
How do I match applicants to a property?
Applicants
How do I create an applicant?
How do I find an applicant?
How do I match properties to an applicant?
How do I send a letter to an applicant?
How do I delete an applicant?
Diary and Tasks
How do I book a viewing or valuation appointment?
How do I view the branch diary?
How do I automatically send email confirmation of an appointment?
How do I delete an event?
How do I follow up a viewing?
Sales
How do I add an Offer?
How do I create a Property Sale?
How do I create a Memorandum of Sale?
How do I add solicitor's details to a sale?
How do I remove a solicitor's details from a sale?
Letting
How do I create a tenancy?
How do I create an Assured Shorthold Tenancy agreement?
How do I add a Task to a tenancy?
How do I change a tenancy agreement template
How do I schedule reminders?
Accounts
Before using the Accounts features
Simple Example - A Typical Tenancy
Starting a new Managed Tenancy
How do I activate a tenancy?
How do I cancel a tenancy?
Client Login
Overview of Client Login
What information can my clients see?
How do I send clients their login details?
How do I reset a password?
Can my clients login using a mobile or tablet?
Admin
How do I send my properties to portals like Rightmove and Zoopla?
How do I add or change a user account?
How do I edit a template?
How do I add a template?
How do I edit the Areas I cover?
Integrations
Overview of E-Signing
How Do I Create an Envelope?
How Does a Recipient Sign a Document?
How Do I Get An Anti-Money Laundering (AML) Check?
How do I get an Instant Credit Check for a tenant or a guarantor?
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