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Training and webinars - Video Tutorials

Updated over 6 months ago


Here, you can find helpful tutorial videos that cover specific sections within SME Professional. These tutorials cover sections of the software in depth. Short clips are also available in articles that look at more specific processes.

You can also book onto our live webinars by clicking here.
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General System

Navigation

A short video on how to navigate your way around the system.

Potential landlord enquiries

This video looks at the process of managing new business enquiries and converting a potential landlord into an owner on SME Professional.

Creating owner records

This video will cover the details of creating an owner record in the system.

Creating property records

In this video, we will cover the details of creating a property record in the system.

Creating landlord terms of business

Watch this video to understand how to create landlord terms of business from the system as well as how to use electronic signatures.

Marketing

This video covers how to market your properties on advertising portals through SME Professional to advertising portals. We also take a look at how to create window cards and brochures.

Viewings

A short video demonstrating how to use the viewings page and its features to manage viewings efficiently.

Potential tenants and referencing

How to add new potential tenants onto SME Professional and referencing options.

Creating tenancies

How to best use the creating tenancy process to get the most out of your system.

Ending tenancies

How to best use the end tenancy process to get the most out of your system.

Maintenance

How to manage maintenance from reporting to receiving invoices.

Safety certificates

How to stay on top of your safety certificates and compliance.

Inspections

Below you can take a look at how our inspections page can be used to track, book and confirm inspections, as well as manage inspection reports.

Template documents

Follow the video below to find out more about how to use our template document creator to save admin time.

Key management

Find out more about our easy-to-use key log within SME Professional. Learn how to log keys in and out to have an accessible audit trail.

Financial System

Importing and assigning bank lines

We explain how to upload and assign unassigned bank lines within your system. It covers automatic references, splitting and offsetting bank lines.

Landlord deductions

In this video tutorial we take a look at the different types of landlord deductions and examples of when to use them.

Tenant arrears and overpayments

This video covers how to deal with tenant arrears and overpaid rent.

Landlord payment run

We will take a look at the full landlord payment run, which includes: including expenses, generating statements and creating a BACS payment schedule.

Contractor payment run

This tutorial explains how to generate remittances and pay contractors by use of a BACS schedule.

Managing Deposits

In this video, we take a look at deposits, including how to pay deposits to a scheme.

Deposit deductions

In this video, we take a look at dealing with returning deposits and deductions.

Reconciliation

This video will discuss how to reconcile in the system.

Profits and revenue

In this video you will learn how to find a breakdown of your revenue.

Sales System

Navigation

A short video on how to navigate your way around the sales system.

Appraisals

This video will look at the View Appraisals page and cover how to book and manage appraisals.

Marketing

Find out more about how to publish marketing feeds to the major advertising portals.

Adding, managing potential buyers and Viewing

This short video will help you understand the potential buyers' area, property matching and how to book, track and manage viewings for sales properties.

Adding offers and Sales Progression

A video covering how to add and update offers, the sales progression process stages and how to keep this up to date.

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