agentOS System Release Notes 12/05/2019- v4.29.00

Features

agentWatch

A brand new tool has been added to agentOS which can give you an edge over your competitors in the lettings and sales market.

• Add any postcode to your branch
• Once a postcode has been added, a wealth of information is available to you about properties and agencies in the postcode area, including:
  • Market Overview for Sales & Lettings, giving you insights into:
    • The average number of days to sell and rent
    • Total number of listings
    • Total number of properties sold and rented
    • And more!
  • Current Market Valuations & Trends
  • Each tile is clickable and will display a graph mapping the figures as well as a predicted figure.

• There are prospecting areas for Sales and Lettings.
• View information on:
  • Properties currently on the market
  • Properties that have had a price reduction
  • Properties that are overdue a price reduction based on agentWatch metrics
  • Properties that are due a reduction soon based on agentWatch metrics
  • Properties that have been withdrawn from the market (Sales only)
  • Properties that have been let or sold

Sales Prospecting

Lettings Prospecting

• Find the owner of any property on a postcode by using the Land Registry.
• If an owner is found, the grid is updated immediately with their information
  • The Land Registry search is also stored under the main Land Registry section on agentOS.

Find an Owner

• Keep a close eye on your competitors with the Competitor Watch metrics, providing information on:
  • Active Agents - Sales & Lettings
  • Ceased Advertising - Sales & Lettings

Competitor Watch

• Utilise the agentWatch Power Tools to keep track of your competitors estimated turnover and performance.
  • Branch Turnover Calculator
  • Poorly Performing Agents
  • All Historic Leads

Power Tools

• Canvass property owners by generating a customised letter to be sent manually or via auto posting by utilising Whistl.

Send Letter

• Import Sales & Lettings properties, along with the Vendor/Owner.

Import Sales

Import Lettings

Land & New Homes

A new section has been added to Sales Instructions to allow you to create new developments. Along with this, Developers have been added as a new person type under Sales.

Advertise new homes using the new tick box under "Sale Details" on a sales instruction. When ticked, property portals will advertise the property as a new home (Where possible).

Part Exchange

Create and record Part Exchange details against a Sales Instruction, with information on the Estate Agents and their valuations of the property.

Part Exchange Record

Agent Details on Part Exchange Record

Agent Valuation

Improvements

Tenant Float Account

• A new account has been added to a tenant to allow for the holding of funds that aren't for rent or bond.
• Money can be moved to the account via a journal transfer.
• The account is a dumb account, there are no posting rules. The money will only move in and out of the account via a manual journal transfer.

Associated Agents

• Add Associated Agents to a Sales Instruction and record their status and any necessary notes.

Add an Associated Agent

Yorkshire Bank Statement Template

• We have added a new bank statement template for Yorkshire Bank, named "Yorkshire 2019".
• Fields used
  • A - Date
  • E & H - Credit/Debit
  • I & J - Description
• An example file is attached to this guide.

Bulk Buyer Notifications

• Send notifications in bulk to potential buyers from the "Applicant Matcher" grid on Sales Instructions.

Target Exchange Date

• A new field has been added to Sales Instructions under "Sale Progress" for the "Target Exchange Date".

Target Exchange Date field under "Sale Progress"

New Property Type

• "Detached Bungalow" has been added as a new property type for all property portals.

Diary Print Out Format

• Improved the diary print out so that appointments are printed out in date order.

Bugs/Defects

Disappearing Diary Appointments

• Fixed a bug where appointments would no longer appear in the diary if dragged to a new time slot.

Property Block Name Not Displayed

• Fixed a bug where the unique ID of the property block was displayed instead of the name/address when adding a maintenance job.

Updated Error Text

• Updated the error text when adding a maintenance deduction to correctly state the character limit as 255, not 25.

Uppercase Email Addresses & Signable

• Fixed a defect where email addresses containing uppercase letters would prevent Signable envelopes from being sent.

Start Date Validation

• Added validation to the Start Date field for the rare case where a start date wasn't present.

Billing Invoices

• Fixed a defect that prevented you from viewing your agentOS invoice via "Your LetMC Invoices".

HSBC Current 2019 - Online Payment Groups

• Fixed a defect where only one payment group was created for multiple online payments when using the HSBC Current 2019 bank statement template.

Tenancy Application Import

• Fixed a defect that prevented tenancy applications from being imported if there was an invalid postcode on one of the Contacts.
• The invalid postcode is replaced with a valid, generic postcode and the invalid postcode is stored in the tenants' notes.

API

Brochures

• Brochures are now available via the /sales/advertised call on the V3 Advertising tier.

New Homes

• The "New Homes" field added to sales instructions is returned in the /sales/advertised call on the V3 Advertising tier.

Advertise Let Agreed Properties

• Let agreed properties are now returned in the AdvertisingLettingsFull and AdvertisingLettingsSummary calls on the V3 Advertising tier.
• Let agreed properties are only returned if the branch has chosen to advertise let agreed properties.

Room Measurements

• Centimetres have been added to Rooms for the lettings/properties/{propertyID}/rooms call on the V3 Advertising tier.

V3 Sales

• A new tier has created for Sales, V3 Sales
• There are calls to retrieve information on Buyers and Vendors under the Contact Controller.
• There is a call to retrieve information on a specific sales offer made by a buyer under the Offers Controller.
• There is a call to retrieve information on a specific sales instruction under the Sales Instructions Controller.