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.

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Delete property images in bulk

General

It’s also now easier to delete multiple property images.

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Log estate activity

Block Management

Journals are now available on estate records, giving you an audit trail of key block management activity.

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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.

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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.

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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.

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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.

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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.

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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.

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Access all contacts from the appointment screen

General
 

Quickly find the contact details for all parties involved in an appointment.

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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.

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A smoother exchange

General
 

We’ve revamped several screens for a more seamless experience across AgencyCloud, including the Exchange & Completion Wizard.

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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.

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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.

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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.

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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.

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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.

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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
Learn more

Internal Property Inspector

Lettings

You can now add and report on Internal Property Inspectors within your agency. Learn more

Store 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.

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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.

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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.

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Store applicants’ mortgage expiry dates

Sales

 

Keep track of upcoming mortgage renewals for an opportunity to refer your services.

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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.

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Enhanced property browsing

General

 

Gallery view is available on all property photos for a smoother, improved user experience.

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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.

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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

Learn more

Submit offers from the Diary Screen

Sales

 

Save time by starting the offers process directly from the Diary Screen after receiving feedback from viewings.

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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.

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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.

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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.

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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.

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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.

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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.

Learn more

 

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.

Learn more

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