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Sales & Lettings

TitleCreatorModified
Prepare a property for marketingFiona HardyJan 21, 2025
Offers - adding, updating, rejecting & withdrawingFiona HardyJan 13, 2025
Add an applicantFiona HardyAug 28, 2024
Produce Memorandum of Sale (MOS)Fiona HardyJul 16, 2024
Using the sales progress screenFiona HardyJul 16, 2024
Managing the chainFiona HardyJul 16, 2024
Matching (property to applicants & applicant to properties)Fiona HardyMar 19, 2024
Book a viewing & send email/SMS confirmationFiona HardyOct 18, 2023
Add a property & book a market appraisalFiona HardyOct 16, 2023
Exchange & completion processFiona HardyFeb 27, 2023
Add a lettings offer & the tenancy screenFiona HardySept 29, 2022

Sales specific

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Lettings specific

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Property Management

TitleCreatorModified
Book initial & future property inspectionsFiona HardyFeb 06, 2025
Locate & chase works ordersFiona HardyDec 24, 2024
Create a new works orderFiona HardyDec 24, 2024
End of tenancyFiona HardyDec 05, 2024
Pre-tenancy & move in processesFiona HardySept 20, 2024
Complete a works order - including posting/authorising supplier invoicesFiona HardyJun 11, 2024
Tenancy alterations & renewals/extensionsFiona HardyMay 30, 2024
Add a supplier/company recordFiona HardyOct 23, 2023
Property Management Organiser panelFiona HardySept 11, 2023
Set up landlord preferred suppliersFiona HardyFeb 08, 2023
Add a certificateFiona HardyFeb 07, 2023
Chase arrears (report on tenant or landlord debt)Fiona HardyJan 27, 2023
AppliancesFiona HardyJan 20, 2023

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