Goal
Manage and track inquiries from prospective tenants in a structured way.
Why
Provide updates to landlords on leasing activity to ensure transparency, optimise decision-making, and enhance property performance.
Organise, Manage and Report
Move requirements to the relevant status, be that Enquiries, Viewing, Negotiating or Removed:
Check in on messages sent previously and chase up any you're waiting to hear on:
Add match comments and viewing comments to pull through to your report:
After speaking to the agent, if you have an idea of who they're acting on behalf of, you can add this as below to pull through to your report:
Or if you know for sure, you can set to 'Known':
Now you are ready to export the Interest Schedule!
Hit 'Download' on the top right hand side and pick which statuses you want to pull through to the report:
You can also set when you last had a meeting with the landlord or provided a report last, so that any new matches since then will be highlighted on the report for you!
The interest schedule opens into Word or Excel where you can do some more fine tuning.
See here how the report uses the order we set and the comments added.
PRO TIP: As it is word you can fine tune things but we always recommend adding your comments to the system so it remembers for next time.
Adding Joint Agents to your Disposal for Enhanced Marketing
Learn how to add Joint Agents to your disposal.
Including Joint Agents in your marketing efforts can significantly boost your property exposure and collaboration opportunities. This feature allows you to showcase multiple agents on your PDFs and website when selecting them in your publishing options.
Add your Joint Agents
Create a Disposal:
Begin by creating a disposal for the property you want to market.
Navigate to the Marketing Tab:
Once the disposal is created, go to the Marketing tab on the platform.
Locate the Joint Agents Box:
Scroll towards the bottom of the Marketing page, where you'll find the Joint Agents box.
Add Joint Agents:
In the Joint Agents box, you can add the usernames or details of the agents you want to include.
Save Changes:
Make sure to save your changes to ensure that the Joint Agents are associated with the specific disposal.
Handy Tip: Adding Joint Agents to your disposal is a powerful tool for marketing purposes. Follow the simple steps outlined above to include multiple agents in your property listings, and don't forget to explore the Joint Agents Interest Schedule for a more organised and collaborative marketing approach.