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.
