MyAgency app home page feature overview

Owned by Fiona Wilson, created
Last updated: Nov 09, 2023
4 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

This page gives an overview of the features of the MyAgency home page when viewing the app as a tenant, applicant or owner (i.e. landlord/vendor)

The MyAgency application is customised to your brand, therefore the design of the screens shown below will differ, however the functionality is the same

Home page

The client’s app login automatically gives them access to the relevant information in relation to their roles - i.e. owner (vendor/landlord), applicant or tenant

In the example shown right, the user of the app (Simon Davies) has a tenant role only

Click a link below to read more about each section:

Home is currently selected (bottom left), from this screen the client can:

  • Click Listing to search for and view details of properties they may be interested in
    For more details on this section, click here:

  • Click Contact to access details of all contacts from your office
    For more details on this section, click here:

Clients only need one login to the app which automatically gives them access to the relevant views within it - i.e. owner (vendor/landlord), applicant or tenant

Notifications (top right)

Notifications, such as details of newly logged works orders, can be accessed

  • Click bell icon (top right)
    For example, clicking a notification about a new works order will display the list of works orders for the tenancy

 

 

Contact agent

This shows details of the client’s Key Contact as set in the Relationships panel on their contact record

  • The Key Contact name/photo is displayed

  • Icons to the right offer shortcuts to call, text or email the Key Contact - useful when using the app on your mobile device

Current tenancy/sales progress

Tenant view: displays Your New Tenancy
This information will only show during arranging tenancy stage or at the end of a tenancy when post-tenancy checks are being completed

  • For an arranging tenancy, the pre-tenancy check progress can be viewed

  • This information will not be shown when the tenancy is current

  • Click the panel to view the tenancy progress checklist
    This displays each pre-tenancy check and its status

Applicant view: displays Sale Progress

  • This information will only be shown when a sale is progressing on a property

  • Click the panel to view the sales progress checklist
    This displays each sales progress check and its status

Track Properties

  • When set to My Search, this section shows properties the client has viewed and starred/liked
    (via the Listing option)

  • For tenants: when set to Tenants, this section displays a summary of the client’s tenancy

  • For a vendor/landlord: when set to Owner, this section displays their sales/lettings properties

Upcoming Events

  • Displays the user’s upcoming appointments for viewings & property inspections

Account options (including change password & contact details)

Account options offer the client the ability to:

  • Change contact details

  • Change app access password

 

To access account options:

  • Click cog icon (top right) then click Settings

 

Change contact details

  • The client can change their name, email address and mobile number
    This updates their Reapit contact record

  • Click Save (at bottom of screen)

 

Change password (to access app)

  • Beside Change Password, click the button to display the password fields

  • Enter new password and re-enter to confirm

  • Click Save (bottom of screen)