Easy-to-use Property Sales & Lettings Software - Key Features
The system is divided into the key sections tied into the main areas of estate agency, making it very easy-to-use. Multiple screens are displayed at once, increasing the speed that information is accessed, i.e: opening a viewing, will allow you to instantly open the vendor and applicant file on the same screen.
Diary, tasks & follow up system
Fully comprehensive diary system to manage valuations, viewings and miscellanous appointments
- Viewing book (all current viewings)
- Viewing follow up system
- Valuation follow up system
- Show un-confirmed viewings
- Filter tasks by user/office or date
- Outlook style appointment alerts
- Miscellanous appointments
- Show pending offers
- Applicant follow-up reminders
- Property/Vendor follow-up reminders
Properties & Vendors
Easily create vendor files and property brochures by adding images, floorplans, EPC's and room-by-room descriptions
- Print or Email standard letters
- Print window cards and property brochures
- Mail merge letters to vendors
- E-mail property details to matching applicants
- Filter properties by multiple fields
- Log all activities and produce vendor reports
- Changes appear instantly on your website
- Automatically retrieve address from postcode
- Copy vendor information to applicants
- Add viewings, offers, call notes & reminders
Applicants / Buyers
Add applicants, enter their property requirements and match them to suitable properties
- Find & E-mail or Print matching properties
- Display applicants recently viewing properties
- E-Mail / Mail merge letters to applicants
- View recent marketing activity
- Filter applicants by multiple fields
- Set applicant follow-up reminders
- Show un-confirmed viewings
- Automatically retrieve address from postcode
- Copy applicant information to vendor file
- Add viewings, offers, call notes & memo's
Matching and emailing
Match applicants to properties and vice versa, e-mail property details
- E-mail multiple properties to applicants
- E-mail property details to matching applicants
- E-mail property adverts
- Filter applicants by price, branch or area
- Bulk e-mail top properties to applicants
- Bulk e-mail withdrawn applicants
- Bulk e-mail letters to applicants
- Retrieve applicant e-mail addresses
Manage Sales & Sales progression
Comprehensive sales progression and monitoring, allowing at-a-glance views of sales status and pipelines.
- Percentage sales progress display
- Display your pipeline sales and commision
- Assign sales progressor's to each sale
- Print letters, notifications and invoices
- Filter sales by multiple fields
- Add chain details and view full chain
- Add sales progress notes
- Log all progress activities
- Add solicitor's details from your own list
- Print comparibles list from completed sales
Management facilities and reporting
Produce detailed management reports and manage users, standard letters and software settings
- Produce branch activity reports
- Produce individual negotiator reports
- Filter reports by date, branch or negoatiator
- View details of all marketing activities
- Manage users and password settings
- Manage branch settings
- Add/Edit your standard letters
- View detailed login activity