LetMC Agent System Release Notes 08/10/2018- v4.22.00

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LetMC Agent System Release Notes

6th August 2018 - LetMC Agent v4.22.00

Features

  • Credit Check Widget
    • To the landing page of all people and tenancies on the system, a new Credit Check widget has been added.
    • If no credit check has been carried out, the widget will appear as in the screenshot below.
    • Clicking the Check Now! button will open up a new credit check, prefilled with the details of the person.
    • Once a credit check has been performed, the widget will update with the Score and the colour will change to the risk level (Red, Orange or Green).

CreditCheckWidget_NoCheck.png

A tenant without a credit check.

CreditCheckForm.png

A new credit check, prefilled with the persons' information.

CreditCheckWidget_CompletedCheck.png

A completed credit check, displaying the score and colour which represents the risk.

  •  Lettings Offers
    • You can now accept offers on a Lettings Property from an applicant.
    • An applicant can submit an offer for a property, specifying an Opening Offer, Maximum Offer and Number of Tenants that are part of the offer.
    • The functionality functions in the same way as Offers on Sales Properties.
    • Initially, each Offer has four possible actions:
      • Accept - Start Let Agreed
      • Decline
      • Revise Offer
      • Withdraw
    • Upon accepting an Offer:
      • The tenancy will be moved into the Let Agreed stage (If it is currently Advertised)
      • And the applicant will be added as a tenant.
    • When an Offer is Accepted, any other offers will remain open.
    • If an Offer is Declined or Withdraw, you are unable to do anything else with it.
    • If an Offer is Revised, all actions are still available to you.
    • Clicking into an Offer will allow you to view the details of the offer, record notes for internal use and send an offer letter to the Landlord and the Applicant.
      • Send a letter to the Landlord upon an offer being received.
      • Send a letter to the Applicant upon their offer being accepted.
    • Offers can be submitted to a Lettings Property at any stage of the instruction lifecycle. But, only when Advertised will the instruction change state (To Let Agreed).
    • Any number of offers can be accepted, with each accepted offer creating a tenant.
      • Use this ability to record offers from each applicant for a multiple-occupancy tenancy.
    • This feature is completely optional and doesn't need to be used to process a tenancy.
    • A user guide can be found Here.

LettingsOffers.png

Offers menu item on a tenancy.

LettingsOffersSubmit.png

Quick add action for Offers.

LettingsOffersPendingActions.png

A submitted offer on an Advertised tenancy, with all possible actions.

LettingsOffersDetails.png

Details of an offer.

Improvements

  • Grid Exports
    • Improvements have been made to the exported Excel workbooks for all reports where a Date or Number/Currency Value is present.
    • These values are now formatted correctly, allowing manipulation of the data in Excel without needing to format the values beforehand.
    • Dates can now be sorted from Oldest > Newest and vice versa.
    • Functions can be applied to Numbers/Currency Values.
  • Contacts
    • We have improved Contacts on a person to make it easier to know what information is required for a particular Contact Type.
    • When adding a new Contact, only the fields relevant to that Contact Type are displayed.
    • You can no longer click into a Contact to view/edit, all information is present in the grid and an Edit action has been added.

AddContact.png

All available contact types.

NewContact.png

Enter the details of the new contact.

ContactsGrid.png

View all contacts in a grid.

ContactsActions.png

Available actions for all contacts.

  • Link Credit Checks to People
    • Actions have been added to a credit check to allow the linking (Or unlinking) of the check to a specific person.

CreditCheckActionsLink.png

  • Danske Bank Statement Template
    • Fields Used:
      • Booked Date
      • Text
      • Amount in GBP (Minus will denote a debit)
    • Example file attached at the end of this document.
  • Credit Check a Guarantor (Contact)
    • An action has been added to all contacts allowing you to perform a credit check against them.
    • The action now allows you to perform a check against a Guarantor contact type on a Tenant.
    • A new credit check is created, with the fields prefilled with the contacts details.

ContactCreditCheck.png

 

  • Prevent Draw Down of Sales for Current Date
    • The system will no longer allow the drawing down of sales for the Current Date.
    • If the Current Date is selected, the grid will be empty, preventing you from selecting a branch.
    • The sales breakdown reports are still available for the Current Date.
  • Rightmove Sales Importer - Features
    • Features are imported as type Other on Sales Instructions.
    • Based on user feedback, Features will now be added as a Note on a Sales Instruction.
  • Brief Your Market Consent
    • A new Consent Question Type has been added specifically for Brief Your Market.
    • A new field has been added to the file sent to BYM, which will display:
      • TRUE if consent has been given
      • FALSE if consent is not given
      • BLANK if no question is set up or if no answer has been provided.
    • In order to make use of this feature, you must add a new question with Type of Question set to Brief Your Market to Apply To All People.
    • This doesn't affect anyone without the consent question set up.

Bugs/Defects

  • Make a Payment Exports
    • Defect where the necessary files for a payment weren't downloaded or were corrupted after making a payment.
    • Files downloaded when making payments include:
      • BACS File
      • Payments List
      • Invoices (When chosen to be generated)
    • All necessary files will be downloaded into a Zip file, which all modern operating systems now treat as a standard folder.
  • Credit Check Name Fields Character Limit
    • Credit checks were unable to be completed due to the Forename, Middle Name and Surname not limiting the number of characters.
    • A limit of 15 Characters has been added to the Forename and Middle Name fields.
    • A limit of 20 Characters has been added to the Surname field.
    • If a field exceeds the character limit, a validation error is thrown.
  • Property List Appointment Section
    • Defect where unticking Show Appointment Section when generating a Property List wouldn't remove the appointment section from the generated file.
  • Show Inactive Users in Diary
    • Inactive users with Show In Diary ticked will still appear in the diary.
  • Auto Log Off Page
    • Agent would redirect you to an invalid page on logging you out after a period of inactivity.
    • When you are automatically logged out, you are now redirected to the login page.
  • No Tenant Details in Scheduled Rent Due
    • The Scheduled Rent Due report only included the Head Tenant's details, if present.
    • All tenants are now included in the report.
  • Staff Member's Name on Notes
    • When adding a note, the name of the Staff Member who added the note wasn't included.
    • All notes added will now include the name of the Staff Member.
  • Send Chase SMS Last Chase Method
    • When sending a single Chase SMS via the Send Chase SMS action on a tenant, the Last Chase Method wasn't updated.
    • Last Chase Method is now updated when a Chase SMS is sent.

API

  • Advertised Lettings Ignoring "Count" & "Offset"
    • Count and Offset are now functioning on the V3 Advertising tier.
  • Branch Filters Added to V3 Third Party - Reporting
    • Allow filtering by a branch on the V3 Third Party - Reporting tier/controller.
  • "ManageRent" Field on Tenancy Models.
    • The ManageRent field has been added to the two advertising calls on the V3 Advertising tier.
  • Add Global Ref to Sales
    • The unique identifier for a Sales Instruction has been added to the V3 Advertising tier.

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