What’s new
Check out the latest enhancements in AgencyCloud
12.165 Release
Delete spam leads in one go
General
Save time clearing your pipeline by bulk removing internet registrations in AgencyCloud.
Delete property images in bulk
General
It’s also now easier to delete multiple property images.
Log estate activity
Block Management
Journals are now available on estate records, giving you an audit trail of key block management activity.
12.164 Release
Track and action unsatisfactory certificates
General
An Electrical Safety Certificate not up to scratch? You can now apply statuses to your certificates to prompt follow-up actions where needed.
EPCs for Commercials
Commercial
Generate and report on EPCs for your commercial properties. The graph will appear in the property’s gallery, ready to upload onto portals.
12.163 Release
Assign portal leads to your agents
General
Managers can now assign internet registrations to their agents, giving them a clearer view of which leads they need to follow-up on.
Works order authorisation
Property Management
Assign your property managers a value they can approve works orders up to. Any works orders above this value can only be approved by authorised users.
Choose how to report on estate units
Block Management
You can now customise and pre-set the reporting columns (such as name, leaseholder number, custom unit code, etc.) that appear when your team run reports on units in Block Management.
12.162 Release
QR codes on windows and brochures
General
Enable clients browsing your windows or brochures to instantly get more information about the property online.
Access all contacts from the appointment screen
General
Quickly find the contact details for all parties involved in an appointment.
Easily convert property records
Sales and Lettings
Properties can now be duplicated from Sales to Lettings and vice versa in a way that’s much more efficient and painless for the user.
Set due dates on checklist items
General
You can now add ‘Required by’ dates to compulsory checklist items to easily identify and report on overdue items.
12.161 Release
Save time with pre-set tenancy clauses
Lettings and Property Management
Add tenancy clauses to landlord and property records, and they will carry through to subsequent tenancy agreements, saving you from re-keying these details when producing new contracts.
Enhanced estates reporting
Block Management
We’ve made several updates which allow for more detailed reporting on estate records, including:
New reporting filters: client account, financial start year and status
Results grid updates: additional columns and more export options
Ongoing performance upgrades
General
Various enhancements have been made to ensure background processes in AgencyCloud are running more efficiently, resulting in a faster system performance for your team.
12.160 Release
Available from 25th May
‘Set and forget’ certificates
Lettings, Property Management, and Block Management
Specify certificates that don’t require expiry dates to ensure you never receive prompts to regularly renew them. Configuration option.
A quick switch to boost load times
General
You can now enable only Key Contacts to appear in your My Contacts list on the organiser dashboard to reduce the data being loaded and speed up performance. Configuration option.
Report on works specific to Block
Block Management
Save time sifting through data with a filter option that lets you report on Block Management works orders instantly.
A smoother exchange
General
We’ve revamped several screens for a more seamless experience across AgencyCloud, including the Exchange & Completion Wizard.
12.159 Release
Available from 25th May
Save time with bulk document imports
General
We’ve made more enhancements to this feature making it even easier to import your documents to AgencyCloud and assign them to works order invoices, property inspections, and certificates in one go.
A slicker LTE experience
General
The Letter Template Editor layout has been redesigned for a smoother user journey. All functionality remains, including its effortless drag and drop feature.
Simpler appliances workflow
Property Management
We listened to your feedback on the ‘Add appliance’ screen and have now decluttered its user interface, enabling you to carry out tasks more efficiently.
12.158 Release
Available from 25th May
Vet suppliers with confidence
Property Management
Create a checklist specific to your agency to ensure suppliers are appropriately vetted before being approved. It’s also easy to see which checks are outstanding for each supplier. Configuration option.
Add carbon monoxide details
Property Management
We’ve made it easier to log whether carbon monoxide detectors are required (and their location) on selected appliances, in response to new regulations which came into force in October 2022.
12.157 Release
Available to Jet and Agency Edition customers from 23rd March
Create new records from the diary screen
General
We’ve accelerated the process of adding new records to your system when booking appointments from the diary screen, so it’s more convenient at point of need. Instantly create records for:- New applicants when booking a viewing
- New properties when booking market appraisals
Internal Property Inspector
Lettings
You can now add and report on Internal Property Inspectors within your agency. Learn moreStore buyers’ mortgage offer expiry dates
Sales
Mortgage offer expiry dates can now be stored on the sales progression screen, so you can track it before it becomes an issue when progressing a sale.
Learn more
12.156 Release
Available to Jet and Agency Edition customers from 23rd March
Save time uploading letter templates
General
Preview mode is now available in the Letter Template Editor, so you can review the look and feel before you upload.
Easily identify repeat viewings
Sales and Lettings
It’s now easier than ever to spot hot opportunities in your diary. Schedule a repeat viewing and it will be flagged as a repeat in the Diary screen, applicant and property journals, and Power Reports.
Store applicants’ mortgage expiry dates
Sales
Keep track of upcoming mortgage renewals for an opportunity to refer your services.
12.155 Release
Available to Jet and Agency Edition customers from 10th February
Manage internet leads more effectively
Sales and Lettings
Reduce wasted time and effort by managing all your internet registrations from one screen, and identify which leads have already been contacted or dealt with by your team.
Enhanced property browsing
General
Gallery view is available on all property photos for a smoother, improved user experience.
Start the offer process from the Diary screen
Lettings
For convenience, you can now begin the offers process directly from the Diary Screen after receiving feedback from viewings.
12.154 Release
Available to Jet and Agency Edition customers from 10th February
Unlock critical insights with
Lettings MI
Lettings and Property Management
Gain actionable insights and boost opportunities with four new, built-in dashboards:
- Property Management
- Renewal Analysis
- Void Analysis
- Lettings Pipeline Report
Submit offers from the Diary Screen
Sales
Save time by starting the offers process directly from the Diary Screen after receiving feedback from viewings.
12.153 Release
Available to Jet and Agency Edition customers from 10th February
Works Order Power Reports
Lettings and Property Management
Instantly track and report on key works order metrics with Power Reports, including current status, work type, priority level, estimated cost, and more.
Multiple renewal updates
Lettings and Property Management
Several enhancements have been made to streamline renewal management, including renewal fees entered on instruction reflecting across the system so there’s no need to re-key data, and the ability to report on renewal checklists so you never miss an outstanding task.
More clarity on certificate responsibility
Property Management
It’s now easier to identify when an agency is responsible for organising a safety certificate to ensure properties stay compliant. Certificate responsibility has been added to more screens across AgencyCloud.
12.152 Release
Available to Jet and Agency Edition customers from 10th February
Track property and applicant alerts
Sales and Lettings
Add alerts on property and applicant records to ensure important updates aren’t missed. The alerts will display on respective Activity Feeds, associated contact records, and relevant landlord and works order records when changes are made to lettings properties.
Identify alerts in reports
Sales and Lettings
An Alerts column has been added to relevant reports to help you proactively manage any property, applicant and contact records with alerts.
12.151 Release
Available to Jet and Agency Edition customers from 10th February
Never miss a tenancy update
Lettings and Property Management
Add alerts on tenancy records to ensure important updates aren’t missed. The alerts will display on the Activity Feed, relevant works orders, and the associated property record.
More control over holding deposits
Client Accounts
Override the number of days holding deposits can be held before triggering an alert, and easily identify holding deposits which have been held for too long.
