Feature List

Marketing

  
Select from a range of professional brochure and window card templates Included
Generate full property particulars - highlight property features and individual room details and sizes Included
Bulk upload unlimited property photos Included
Photos resized automatically prior to upload saving you time and effort Included
Re-order and rotate uploaded photos Included
Upload floorplans and generate EPC graphs Included
Assign a property to a geographical area and match to applicants' desired areas Included
Automatically send marketing alerts for new instructions, price reductions, etc to matching applicants via email and SMS Included
Board management allowing you to send orders to your board supplier Included
Checkout property keys and record access security code details Included
Analytics showing how many people have viewed each property on your website Included
Social media - post properties onto your agency's Facebook, Twitter and Instagram accounts
Optional extra
 

Applicant Management

  
Create and save property searches based on applicant's requirements Included
Ability to create multiple searches per applicant Included
Two-way matching: find properties matching an applicant’s search, and applicant searches matching a property Included
Email matching properties to applicants Included
Flag properties as favourites or those rejected by an applicant Included
Automatic email and SMS alerts sent to applicants when new matching properties are added or brought back on the market Included
Automated daily and weekly emails of new matching properties for applicants Included
 

Property Portals

  
Upload your properties to over 60 major portals including: Rightmove, Zoopla, OnTheMarket, Prime Location and Gumtree Included
We support the latest real-time datafeeds for Rightmove, Zoopla and OnTheMarket Included
Leads and enquiries from Rightmove, Zoopla and OnTheMarket are automatically imported into your system Included
No extra charge for unlimited portal uploads Included
Automated nightly datafeeds to portals - also send manually at anytime Included
Support for multiple portal accounts across branches Included
Full history of all portal uploads Included
 

Sales

  
Organise and record property valuations Included
Manage viewings and remind applicants by email or SMS Included
Record offers, notify vendor and manage offer status Included
Store solicitor details and assign to vendors and buyers Included
Generate memorandum of sale and print or email to interested parties Included
Send out contracts for electronic signature Included
Record details of the chain associated with a sale Included
Full sales progression and history of correspondence Included
Full set of sale letter and email templates Included
Manage sale details and your commission as a percentage or flat fee Included
Sales commission reports for your negotiators Included
Customisable checklists to ensure no steps in the sale process are missed Included
 

Lettings Management

  
Record rent payments from tenants Included
Generate landlord statements Included
Rent due/overdue alerts Included
Send rent reminders and overdue rent notices to tenants by email, SMS or letter Included
Set-up tenancies with single or multiple tenants Included
All rent payment frequencies supported Included
Split rent across paying tenants equally or in varying amounts Included
Vary rent payment frequency and add paying tenants midway through a letting Included
Manually override rent due for individual rent periods Included
Full deposit management - register deposit details with the DPS, TDS or MyDeposits deposit schemes from within the system. Mark as lodged and manage returns and deductions. Included
Generate and distribute tenancy agreements for signature electronically by relevant parties Included
Full set of letting correspondence and documentation included (e.g. Section 21 and Section 8 notices) Included
Landlord statements per letting or consolidate across the landlord’s portfolio - print or email to landlord Included
Tenant account statement for all or individual tenants - print or email to tenant(s) Included
Define management fees to landlord as a percentage of rent or flat fee Included
Ad-hoc one-off and recurring landlord and tenant fees Included
HMO, student lets and guaranteed rent scheme support Included
Manage housing authority and tenant top-up payments - introduce or remove housing authority payments mid-letting Included
Manage maintenance jobs – print or email job sheets to your contractors, manage quotes and approvals Included
Store contractor invoices for maintenance work and generate associated expenses for landlord or tenant Included
Record your office expenses Included
Manage inspections and store property inventories – print or email to tenants and landlords Included
Record utility providers and meter numbers Included
Store check-in, interim and check-out meter readings Included
Generate check-in and check-out reports Included
Define your own checklists for check-in and check-out Included
Alerts dashboard to flag rent due/overdue, outstanding tasks, expiring gas safety certificates, etc Included
Fee drawdown process to indicate fees eligible for transfer from your client to office account Included
Extensive periodic reporting tools including Cashbook, Expense and Fee Analysis (including VAT breakdown), and provide your landlords with their Tax Year summary reports Included
Key log to track keys checked-out to tenants, staff and contractors Included
Bank Reconciliation – reconcile cash transactions within the system to your bank account Included
Bulk import tenant receipts from bank statements/CSVs, and bulk email confirmations Included
Split payments due to landlords on jointly owned properties Included
Manage float accounts for landlords and issue float statements Included
Maintenance Reporting Form - enable your tenants to submit details and photos of maintenance issues from your website.
Optional extra
 

Diary and Address Book

  
Personal and Branch diary views - see appointments or other staff members in branch Included
Manage all appointment types - viewings, valuations, inspections and more, along with staff holidays and notes Included
Sync the diary with your phone, Gmail or Outlook Included
Automated applicant viewing reminders by SMS and/or email Included
Automated staff diary reminders by SMS and/or email Included
Address book with quick search listing all contacts in your system Included
Ability to bulk email your contacts Included
 

Multi-Branch Support

  
Manage your network of branches in one system Included
Control which branches your staff have access to Included
Ability to register contacts across multiple branches Included
Your agency website can cover one or several branches Included
 

Security and Backups

  
128-bit SSL encryption Included
Automatic daily backups of all data Included
Comprehensive user access level control - restrict what your users can see and do Included
 

General and User Productivity

  
Send generated documents, contracts, ASTs and more out to relevant parties to be signed electronically Included
Create custom checklists against contacts, properties and lettings Included
Assign tasks to yourself our other staff members Included
Full set of letter, email and SMS templates all of which are branded to your agency Included
Edit templates yourself and override main templates for specific contacts or properties Included
Full audit trail of all activity within the system Included
Quick search for contacts, properties and lettings Included
Shortcut to your recent activity from any page Included
Context-specific Help Included
Free training over phone or via email Included
Cloud-based - access your system from anywhere at anytime Included
No software to install Included
Bulk import data into the system, allowing quick set-up of your system Included
Client Hub - online portal, branded for your agency, giving your landlords, tenants, vendors and buyers access to their accounts
Optional extra