Agents Society

► Welcome to Agents Society

Build your search criteria to store an applicants requirement in the system

Requirements: Create

Match disposals & society disposals to your requirements

Requirements: Match

Agents Society 101

'Prospect' requirements

Our most frequently asked questions about Emails

Emails

Michael Avery

Holly Wilson

Holly Moran

Learn the basics of using the Agents Society

📚 Agents Society: training guides

Promote and publish your property to your fellow society members

Lesson 1: Publish a disposal to the society

Send your disposals in response to a society acquisition

Lesson 2: Respond to society acquisition circulars

Match applicants & society acquisitions to your disposals

Lesson 3: Find Society Acquisitions that match your Disposal

Lesson 4: Interest Schedules

For Disposal Agents

Create and promote your requirement on the Agents Society

Lesson 1: Publish an acquisition to the society

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

Lesson 2: Add properties to your client's report

Add properties to your match report to save you time

Lesson 3: Review properties sent to me

Organise the properties on your client report and download

Lesson 4: Curate & export a client availability report

Helpful pointers to producing quality client reports

👀 Deep dive: Exporting to PowerPoint

What are Discounted Matches? [guide for Tenant Reps]

Quick Tour of Match Schedule updates

For Tenant Reps

Confirm provisional events you've added to the society calendar

Events: View Calendar

Create and circulate events in the society calendar

Events: Create & Circulate

Events: Confirm

Edit events you've created in the society calendar

Events: Edit

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

Events: Cancel

Society Events

Review listings due to be unpublished

Set your notifications settings to ensure the notifications you receive are relevant to you!

✔︎ Set notification preferences

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

Disposals: Publish to other places [pro feature]

How do I resend my disposal to the society

Recirculate a Disposal

How do I resend my requirement to the society

Recirculate a Requirement

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

Download members list

Other Guides

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Track the progress of all tickets related to your company

Tickets portal

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