Sales & Lettings Mid-June Updates
Our new Pre-viewing Qualification feature fills your diary with quality applicants only. Set your own questions, and we’ll auto-confirm viewings for those who meet your criteria, no extra admin required.
Our new Buyer Ready feature is now automatically enabled in your CRM. As soon as an offer is submitted, key compliance checks and document requests are triggered instantly, helping you move deals forward faster with less admin.
The Sales Progression Handover feature is now live for all agents, making it easier to notify your progressor when a buyer is ready. With one click, send a clear summary of verified buyer details straight to your sales progressor.
Your branch branding is now applied to all consumer emails as a standard, reinforcing trust and consistency across every client touchpoint.
When a client books a valuation via online booking, their correspondence address will now pre-fill based on the property address they've entered, saving time and improving accuracy.
To keep everyone in the loop, when a buyer submits their proof of funds a confirmation email will now go to both the branch and the agent who accepted the offer.
Automatic applicant follow-ups are no longer applied by default. Instead, you can configure follow-up rules directly within your Branch Settings.
Agents can now assign tasks to colleagues in other branches, improving collaboration across your organisation.
A new “Show Completed” toggle has been added to the Sales Agreed report, making it easier to review and track progress on completed tasks.
You can now resend maintenance quotes to landlords directly from within the system, ensuring they never miss a decision-making opportunity.
Agents now have the ability to remove outdated or unneeded Right to Rent checks, keeping your compliance records clean and up to date.
