👉 Agents Society: training guides

Learn the basics of using the Agents Society

21 articles in this collection
Written by Michael Avery and Holly Moran

For Disposal Agents

Lesson 1: Publish a disposal to the society

Promote and publish your property to your fellow society members

Written by Holly Moran
Updated over a week ago

Lesson 2: Respond to society acquisition circulars

Send your disposals in response to a society acquisition

Written by Michael Avery
Updated over a week ago

Lesson 3: Find Society Acquisitions that match your Disposal

Match applicants & society acquisitions to your disposals

Written by Michael Avery
Updated over a week ago

Lesson 4: Interest Schedules

Manage & share Interest Schedules

Written by Holly Moran
Updated over a week ago

For Tenant Reps

Lesson 1: Publish an acquisition to the society

Create and promote your requirement on the Agents Society

Written by Michael Avery
Updated over a week ago

Lesson 2: Add properties to your client's report

Adding properties to your longlist and shortlist and how to manage them

Written by Holly Moran
Updated over a week ago

Lesson 3: Review properties sent to me

Add properties to your match report to save you time

Written by Holly Moran
Updated over a week ago

Lesson 4: Curate & export a client availability report

Organise the properties on your client report and download

Written by Holly Moran
Updated over a week ago

👀 Deep dive: Exporting to PowerPoint

Helpful pointers to producing quality client reports

Written by Michael Avery
Updated over a week ago

What are Discounted Matches? [guide for Tenant Reps]

Written by Michael Avery
Updated over a week ago

Quick Tour of Match Schedule updates

Written by Michael Avery
Updated over a week ago

Society Events

Events: View Calendar

Confirm provisional events you've added to the society calendar

Written by Michael Avery
Updated over a week ago

Events: Create & Circulate

Create and circulate events in the society calendar

Written by Michael Avery
Updated over a week ago

Events: Confirm

Confirm provisional events you've added to the society calendar

Written by Michael Avery
Updated over a week ago

Events: Edit

Edit events you've created in the society calendar

Written by Michael Avery
Updated over a week ago

Events: Cancel

Edit events you've created or you're assigned to in the society calendar

Written by Michael Avery
Updated over a week ago

Other Guides

Review listings due to be unpublished

Written by Michael Avery
Updated over a week ago

Disposals: Publish to other places [pro feature]

Promote your disposal on the Agents Society, your website, property portals & more

Written by Michael Avery
Updated over a week ago

Recirculate a Disposal

How do I resend my disposal to the society

Written by Michael Avery
Updated over a week ago

Recirculate a Requirement

How do I resend my requirement to the society

Written by Michael Avery
Updated over a week ago

Download members list

Find out how to download the full members list, or just a specific society

Written by Michael Avery
Updated over a week ago