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This guide has been reviewed against our global client base and classed as relevant to |
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The Reapit Online self-service
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portal (or tracker) allows a landlord, tenant, vendor or prospective buyer to access a website in order to view real-time information about their properties or those they have shown interest in
This article outlines how your clients can use the self-service
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portal
The guidance below is also available as a downloadable guide
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| the AgencyCloud Online self-service |
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1. Logging in to the portal An email needs to be sent to the client (from the agent) containing |
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Where required, login credentials can be resent by the agent |
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2. Home screen The tracker home page is displayed, showing the options that apply
In this example, the client has access to the Selling, Letting, Renting and Looking home pages |
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 Image AddedThe numbers in red indicate messages/notifications to attend to The back arrow (top left) takes you back to the previous screen Logout is available on all pages and should be used to securely log you out The Selling, Letting, Renting and Looking options navigate to the portal home page
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If only one tracker is applicable (e.g. Selling), the home page for that tracker will be shown directly instead |
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Click each expandable section below for more information on each home page
Selling home page
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| title | Click here for more information |
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Details of all properties the client is selling will be displayed |
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 Image Added1. Home page overview Messages/notifications are shown first, followed by property details
Messages/notifications can be hidden by clicking Inbox (see screen in step 2) The option to message the agency contact is available at the bottom of the screen via Send Message
| 2. More Details From the Selling home page: |
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 Image AddedA Download Brochure option is available at the top of the screen The menu on the left offers further detailed options for Sale Progress, Offers, Viewings and Marketing - see following sections
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 Image AddedEach step of the sale of the property is detailed, including its current status | 4. Offers |
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 Image AddedShows all offers logged for the property, clicking an accepted offer displays the Sale Progress screen for the offer | 5. Viewings |
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 Image AddedDetails feedback from all viewings logged, all viewings are listed with corresponding feedback including a chart to indicate feedback trends | 6. Marketing |
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 Image AddedContains details of print advertising and on-line marketing The chart outlines day-to-day activity for page views, mail-outs to potential buyers and enquiries received | 7. Calendar |
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 Image AddedShows all previous/forthcoming appointments booked in for this property |
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Letting home page
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| title | Click here for more information |
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Details of all properties the client is letting will be displayed |
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 Image Added1. Home page overview Messages/notifications are shown first, followed by property details
Messages/notifications can be hidden by clicking Inbox (see screen in step 2) The option to message the agency contact is available at the bottom of the screen via Send Message
| 2. More Details From the Letting home page: |
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 Image AddedWhen a tenancy is at Arranging Tenancy status, this screen shows rent details, planned start/end dates, details of the new tenant and their guarantors plus the current progress of |
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the pre-tenancy checks | 4. Management |
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 Image AddedGives details of the current tenancy including rent details, planned start/end dates, details of the tenant and their guarantors plus information on works orders, utility meter readings, property inspection details and reports | 5. Renewal |
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 Image AddedDisplays tenant details plus the length of time left of the current tenancy and break clause information An indication of any on-going check-out progress is also shown | 6. Transactions |
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 Image AddedWhen using Reapit Client Accounts |
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, the Transactions screen shows the latest incoming and outgoing transactions for this property Specific dates can be chosen and the transactions can also be downloaded as a PDF file | 7. Statements |
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 Image AddedThis option is available to Reapit Client Accounts users and gives access to the latest landlord statements | 8. Viewings |
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 Image AddedDetails feedback from all viewings logged, all viewings are listed with corresponding feedback including a chart to indicate feedback trends | 9. Marketing |
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 Image AddedContains details of print advertising and on-line marketing The chart outlines day-to-day activity for page views, mail-outs to potential buyers and enquiries received | 10. Calendar |
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 Image AddedShows all previous/forthcoming appointments booked in for this property plus notable dates and works order details |
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Renting home page
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| title | Click here for more information |
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Details of the client's current tenancy will be displayed |
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Fixflo is enabled, the option to Report a fault is also offered here |
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1. More Details From the Renting home page: |
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| 2. Faults |
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 Image AddedDisplays details of faults and issues logged including current status - |
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click View to see further detail | 3. Renewal |
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 Image AddedDisplays details of the current tenancy - including length of time left and break clause information An indication of any on-going check-out progress is also shown | 4. Transactions |
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 Image AddedWhen using Reapit Client Accounts |
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, the Transactions screen shows the latest payments Specific dates can be chosen and the transactions can also be downloaded as a PDF file | 5. Calendar |
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 Image AddedShows all previous/forthcoming appointments booked in for this property plus notable dates and works order details |
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Looking home page
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| title | Click here for more information |
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Details of all properties viewed (and |
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will be displayed Properties that have been matched to the applicant are also shown at the bottom of this list |
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 Image Added1. Home page overview The option to view More Details of the property is offered For properties already viewed, the option to Make an Offer is available For matched properties, the option to Request a Viewing is available An option to Click here to change your requirements is offered (top of screen) - see section 2
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Shows current price/area/property type requirements used when matching properties | 3. Calendar |
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 Image AddedShows the applicant's previous/forthcoming appointments |
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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How your clients can use the self-service web portal - this guidance is also available as a downloadable guide (access the article for the download option) |
