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The Acting Solicitor page allows you to set which solicitor is acting for this client, you can...
Add a ContactWhen adding a contact, you will notice that there are fewer options availble than when editing....
CommunicationsCommunications This tab allows you to see the interaction between your agency and this contact....
ContactsThe Contacts screen allows you to view, search for and edit contacts. Quick searches can be...
Edit a ContactWhen editing or removing information from a contact, simply complete as much information as you...
FilesThe files page allows storing of any files you with to associate with the selected contact. To...
HistoryHistory This allows you to view the editing history of the contact, plus, allows you to perform...
InvoicesInvoices A list of all invoices that have been created for this Vendor, the properties they have...
Landlord ListView all your landlords in an easy list showing agreements and outstanding balances owed to that...
Live MatchesThe Live Matches page shows properties that currently match any match requirement that has been set.
MarketingMarketing and privacyThis tab forms part of the GDPR requirements for your company and will...
Money LaunderingDue to international money laundering regulations, you are not permitted to buy or sell unless...
My PropertiesMy Properties The section allows you to assign properties that a contact owns or is purchasing...
NotesThe Contact notes system is the same as Property notes, allowing you to record basic information,...
Previously MatchedThis page shows properties that have been sent to the contact from a previous automated mail match.
Rental AgreementsThis page allows you to view then edit the rental financials for a tenant/guarantor or...
RequirementsDefine automated search requirements for buyers and potential tenants, when a property is added...
View tenantsThis is a very easy and simple way of quickly getting to any tenant on the system or the property...
