Articles

 Acting Solicitor

The Acting Solicitor page allows you to set which solicitor is acting for this client, you can...

 Add a Contact

When adding a contact, you will notice that there are fewer options availble than when editing....

 Communications

Communications This tab allows you to see the interaction between your agency and this contact....

 Contacts

The Contacts screen allows you to view, search for and edit contacts. Quick searches can be...

 Edit a Contact

When editing or removing information from a contact, simply complete as much information as you...

 Files

The files page allows storing of any files you with to associate with the selected contact. To...

 History

History This allows you to view the editing history of the contact, plus, allows you to perform...

 Landlord List

View all your landlords in an easy list showing agreements and outstanding balances owed to that...

 Live Matches

The Live Matches page shows properties that currently match any match requirement that has been set.

 Marketing

Marketing and privacyThis tab forms part of the GDPR requirements for your company and will...

 Money Laundering

Due to international money laundering regulations, you are not permitted to buy or sell unless...

 My Properties

My Properties The section allows you to assign properties that a contact owns or is purchasing...

 Notes

The Contact notes system is the same as Property notes, allowing you to record basic information,...

 Previously Matched

This page shows properties that have been sent to the contact from a previous automated mail match.

 Rental Agreements

This page allows you to view then edit the rental financials for a tenant/guarantor or...

 Requirements

Define automated search requirements for buyers and potential tenants, when a property is added...

 View tenants

This is a very easy and simple way of quickly getting to any tenant on the system or the property...