Sales & Lettings October Updates

Spot repeat viewings instantly.

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.

Accelerate sales with Client App adoption.

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.

Preview emails with real data.

Email previews now show real merge field data, giving you complete confidence every message is professional and personal before you hit send.

Never miss a vital tenancy note.

Notes added during the application stage now follow through to the tenancy and property, ensuring nothing important slips through the cracks.

Update tasks in fewer clicks.

A smart date picker with task titles and quick “view details” means you can adjust due dates and manage actions in seconds.

Quickly view offer positions.

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.

Enhanced property insights in Scotland.

You can now upload Home Buyers Reports, so buyers can access detailed property information and make smarter, more informed decisions when purchasing in Scotland.

Match applicants to their perfect home.

Gather richer applicant insights, including renovation preferences, tenure type, and specific features like a double garage, to deliver more precise property matches.

Accurate applicant details in every send.

Automatically insert applicant names and addresses into your messages using merge fields, removing manual errors and ensuring every communication is polished, accurate, and professional.

Prioritise arrear follow-ups.

A new ‘Overdue by 3 days’ filter helps you focus on the right tenants faster, improving collection efficiency and keeping arrears in check.

Tighter controls on ‘Terms of Business’ templates.

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.