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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

 Overview

One of the most powerful and unique features of Reapit Agency Cloud is the ability to configure the application to align to your exact business requirements.  Historically, this activity was reserved for Reapit service staff only.  In 2020, I reviewed this; the Estate Agency is moving quickly, as businesses you need to be able to adapt quickly to changes and update your business processes quickly.   As owners of your own business, you will always have far greater insight and awareness of what you need to do and will have the context of any request - that is invaluable and I passionately wish to to empower you and provide autonomy to configure your Agency Cloud instance to your needs.  Therefore, I have taken the decision to open up Agency Cloud general configuration options and to follow will be automation configuration.  

To support this, we have developed a number of articles to support and guide you when applying configurations that are commonly requested and ones that we feel that you will value from.

Richard Day

Chief Customer Officer

July 2020

 Configuration hierarchy & type


Config Menu OptionFunctional ScopeCommentOffice Configurable
System ConfigurationAllGeneral configuration that influences day to day user experienceAll Levels
Setup AreasSales / LettingDefine / Setup areas to support targeted applicant matchingYes
Setup Client AccountsClient AccountsSetup and defined at project implementation - do not change without seeking guidanceNo
Setup Contact CategoriesSales / Letting
Yes - default all
Default FeesClient AccountsLettings / Client Acounts - relates to fees that are defaulted at start of tenancy to ease operational burden and ensure consistencyNo
DepartmentsSales / LettingSetup at project stage - do not change as impacts Portal FeedNo
Mailing & EventsSales / LettingAs stated.  Ability to target specific contact categories as wellYes
Setup NegotiatorsSales / Letting / Client AccountsSetup your business staffYes
Setup Nominal AccountsClient AccountsSetup, change amend ability to report on financial transactionsNo
Source of Enquiry, Applicant Position, Viewing FeedbackSales / LettingsSupports effective analysis of your customer base to drive process and determine ROIYes
Setup Referrals / LeadsSales / LettingsSetup and amend referalls that will be presented on Referral PanelYes
Setup Tax RatesSales / Letting / Client AccountsDo not changeNo
Setup Tenancy ChecksLettingsPre/Post Tenancy Checks, Break Clauses, Allowances, Renewal OptionsYes- Default all
 Our advice on Good Practice




 Hint & Tips



 Getting started



 Testing configuration changes




 Need further assistance ?



Disclaimer

Before making any changes with your Agency Cloud configuration ensure you have read through the guidance provided and that changes are verified.  Correction of changes applied that impact the operation of Agency Cloud may incur a charge for our service team to address.

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