Check out the latest enhancements in AgencyCloud
Enable clients browsing your windows or brochures to instantly get more information about the property online.
Quickly find the contact details for all parties involved in an appointment.
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.
You can now add ‘Required by’ dates to compulsory checklist items to easily identify and report on overdue items.
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.
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
Various enhancements have been made to ensure background processes in AgencyCloud are running more efficiently, resulting in a faster system performance for your team.
Specify certificates that don’t require expiry dates to ensure you never receive prompts to regularly renew them.
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.
Save time sifting through data with a filter option that lets you report on Block Management works orders instantly.
We’ve revamped several screens for a more seamless experience across AgencyCloud, including the Exchange & Completion Wizard.
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.
The Letter Template Editor layout has been redesigned for a smoother user journey. All functionality remains, including its effortless drag and drop feature.
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.
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.
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.
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:
You can now add and report on Internal Property Inspectors within your agency.
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.
Preview mode is now available in the Letter Template Editor, so you can review the look and feel before you upload.
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.
Keep track of upcoming mortgage renewals for an opportunity to refer your services.
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.
Gallery view is available on all property photos for a smoother, improved user experience.
For convenience, you can now begin the offers process directly from the Diary Screen after receiving feedback from viewings.
Gain actionable insights and boost opportunities with four new, built-in dashboards:
Save time by starting the offers process directly from the Diary Screen after receiving feedback from viewings.
Instantly track and report on key works order metrics with Power Reports, including current status, work type, priority level, estimated cost, and more.
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.
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.
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.
An Alerts column has been added to relevant reports to help you proactively manage any property, applicant and contact records with alerts.
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.
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.