Sales & Lettings October Updates
When chasing feedback, you’ll now see if an applicant has already viewed a property, giving you valuable context to move closer to securing an offer.
Segment and send broadcasts to clients who are not actively using the Client App. Re-engage and drive adoption to speed up sales with a quick download invite, all in just a few clicks.
Email previews now show real merge field data, giving you complete confidence every message is professional and personal before you hit send.
Notes added during the application stage now follow through to the tenancy and property, ensuring nothing important slips through the cracks.
A smart date picker with task titles and quick “view details” means you can adjust due dates and manage actions in seconds.
Qualify and prioritise deals at a glance with a more focused view of property offers. Easily identify applicant buying and financial positions and filter these positions by offer status.
You can now upload Home Buyers Reports, so buyers can access detailed property information and make smarter, more informed decisions when purchasing in Scotland.
Gather richer applicant insights, including renovation preferences, tenure type, and specific features like a double garage, to deliver more precise property matches.
Automatically insert applicant names and addresses into your messages using merge fields, removing manual errors and ensuring every communication is polished, accurate, and professional.
A new ‘Overdue by 3 days’ filter helps you focus on the right tenants faster, improving collection efficiency and keeping arrears in check.
Ensure consistent, compliant onboarding across every branch. Select and apply approved ‘Terms of Business’ templates for tighter control and correct usage during the property instruction process.
