Sales & Lettings Mid-July Update
More relevant questions, better insights.
You can now create separate sales and landlord versions of the Property Information Questionnaire, so you’re always asking the right questions, to the right people. Plus, new follow-up logic means you can dig deeper based on their responses, capturing more detailed information when you need it.
Use your photos and floorplans when, and wherever you want.
Photos and floorplans can now be accessed through the Open API, giving you and your developers full flexibility to use them wherever needed, from complex brochure builds to custom websites.
Stay on top of maintenance timelines.
Edit the estimated completion times on maintenance jobs, helping you better reflect real-world timelines and improving communication with landlords and tenants while keeping your maintenance pipeline up to date.
Stay in control of your pipeline with improved Sales Progression.
You’ll now be prompted to enter an exchange date when completing a sale, helping you maintain accurate records and a clear view of your sales pipeline at all times.
Update key milestones on completed sales with ease.
Need to tweak a completion or exchange date? You can now edit them on previously completed sales in just a click with no hassle or workarounds.
Keep conversations clear with collapsible activity threads.
Following back-and-forth messages in the activity stream is now easier than ever, thanks to new collapsible threads that reduce clutter and help you focus on what matters.
Make it easier for clients to stay in touch.
You can now include the visiting agent’s phone number in appointment communications so clients always know who to contact ahead of a viewing or valuation.
