Tips & searching

Golden Rules - recommended minimum requirements for your database

Recommended minimum requirements when entering applicant, property, ID/RTR checks plus viewing & follow-up information into the system

Tips & shortcuts

Guide to the range of quick navigation and data entry shortcuts & right-click options, plus general tips

A range of checklist types are available across the system and are useful to ensure that specific company/business processes are being followed and logged - items within each checklist can usually be set-up to cover specific business requirements - this page pulls together all checklists available on the system with links to the relevant help pages for each one

Fi - Reapit's chatbot - available via desktop

‘Fi’ - Reapit’s chatbot - can be used to ask ‘how do I?’ questions regarding the use of Reapit CRM for sales and lettings - asking Fi a question uses AI to search the most-used Knowledge Base content to return relevant answers based on the keywords used in the question

Magnifying glass icon to trigger address lookup using postcode software

When postcode lookup software is in use, a magnifying glass icon is available beside the postcode field

Quick tips

Click this link for a selection of quick tips for using AgencyCloud

Searching your database

Click this link for guidance on navigating and searching your AgencyCloud database

Configuration options (tips & searching)

Click this link for information on searching-specific configuration options