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.
- Market Overview for Sales & Lettings, giving you insights into:
- 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- Properties that have been withdrawn from the market (Sales only)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.
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