Page Comparison

• Both MAs and viewings are covered in the Appointments section

• As mentioned, before progressing, make sure you are comfortable with the Diary Date to Use within the Settings screen

• Reductions by day and month to date are shown

• An instruction is counted where a property record status moves from Market Appraisal to To Let - Available

• The ability to view your Managed numbers is key, as the aim should be to achieve the highest possible number

• There are Count and Managed columns for basic numbers achieved, but the % Managed and Av Weekly Rent columns are where fee performance is best reviewed

At the top of the report is the ability to toggle between:

• Show Total Fees
  Choosing this option will display a Total Fee % only for the given time period

• Show Separate Letting and Management Fees
  Choosing this option will expand the columns to provide you with an Average Letting Fee & Management Fee achieved

• Shows properties with a status change to Withdrawn with a journal entry added in day or month

• Useful to investigate results further and ask such questions as: 
  Have we set a next call date at a suitable time to revisit a conversation with the landlord?

• Adding offers is an option not widely used within the system for lettings, but it has a number of uses

• Adding a new offer against an available property helps determine the level of interest received; only the proceedable offer should then be moved into an Arranging Tenancy, with the others being marked as Rejected

• The columns within this section could provide a gauge toward a pre-pipeline view on potential fees and average rent

• Following on from Pending Offers above, withdrawn offers provide a picture of the monetary value of offers that have been withdrawn or rejected

• Tenancies that have been cancelled and recorded in the journal will appear here under count and fee lost columns

• It is important that the user recording the cancellation has clearly stated the reason for the cancellation and placed into action a future contact mechanism

• The main pipeline for the business.

• The option to separate Show Separate Letting and Management Fees is also available in this section (as outlined in the Instructions section above)

• As tenancies are at Arranging stage, managers can review the potential for upsell (e.g. Let Only to Fully Managed) and place actions accordingly

• Allowing you to view your conversions from Arranging to Current Tenancy together with Average Weekly Rent & Fees

• The option to separate Show Separate Letting and Management Fees is also available in this section (as outlined in the Instructions section above)

• Properties currently holding an Available status

• An obvious but very useful statistic for continual review

• By reviewing the new applicant data regularly, teams can overlook missed opportunities through poor data quality

• Getting the data right early gives the applicant the opportunity to be serviced correctly and for prospecting to be successful