
December’s updates focus on enhanced visibility and workflow flexibility. Highlights include Spectre lead attribution, pre-instruction offer logging, and customisable data tables.
See exactly where your Spectre leads come from.
You can now view a full breakdown of Spectre lead sources directly within each enquiry, giving your team clearer attribution and a better understanding of what’s driving results.
Record offers pre-instruction and stay ahead.
You can now log offers even before an instruction is created, helping you capture every opportunity the moment it comes in, and giving your team clearer visibility of early interest.
Tailor your Offer and Property tables to your workflow.
Tailor your Sales Offer and Property tables to show exactly the information your team needs, helping everyone work faster with clearer, more relevant data at a glance.
Property names now included in chain link notes.
When you add notes to chain links, the associated property name is now included on the Activity page, making updates clearer and easier to follow.
Easily switch or remove applicants during Right to Rent checks.
You can now switch or remove the applicant linked to a Right to Rent task, saving time and keeping your compliance process running smoothly.\
Clearer visibility of property and tenancy policies.
Add boiler cover, roof warranties, and rent guarantee policies to properties, with rent guarantee info shown on tenancy and arrears pages for clearer, up-to-date records.
Easily un-complete inspections when you need to.
Accidentally completed an inspection? You can now un-complete it, make any required updates, and keep your records accurate and up to date.
Applications locked after tenancy creation.
To maintain compliance and data accuracy, applications can no longer be edited once a tenancy has been created.
Personalise your communications with new merge tags.
Two new merge fields, Inspection Date and Rent Review Due Date, are now available, helping you personalise your messages with accurate, automatically populated details.
An easier way to manage maintenance tasks.
You can now manage tasks directly from the contractors table, making it easier to assign and track work.
Permitted Occupiers now visible on contact cards.
Permitted Occupiers now appear clearly on contact cards, giving you instant visibility of everyone linked to a tenancy.
