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Notable product updates - November 2023 updates

Updated over 3 months ago

Please note: The information in this newsletter is correct at the time of publishing

The Letting Partnership

SME Professional has an exciting new partnership with client accounting service provider The Letting Partnership.

The Letting Partnership provides an outsourced client accounting solution that exactly replicates the way agents currently work, and there is no change to your business operations, software, or bank accounts. All users need to do is provide a login to their SME Professional Software and Client Account.

Double entry online walkthrough

Our Financial Support team has created an engaging tutorial on the Double Entries.

The walkthrough guides users through the process of adding double entries, including how to identify and select the correct categories and subcategories.

To explore this tutorial, navigate to Financials > Double entry and click the orange 'Online walkthroughs' button in the bottom right corner.

Window card/brochure banners

As a result of National Trading Standards updated guidance on the terms to be used in property advertising, we have added additional banner options to our 'Create window advert' and 'Create brochure' pages.

The banner checkbox has been replaced with a dropdown, which will automatically select the required banner option based on the property status. Users can change the selected banner option before proceeding.

For lettings, the available banner options are:

  • Under offer

  • Let agreed

  • Let

For sales, the available banner options are:

  • Under offer

  • Sale agreed

  • Sold STC

  • Sold STCM

  • Sold

Copy owner address to property address (Sales)

When adding a sales appraisal, users now have the option to copy the owner's address to the property address fields.

Users must confirm the copy operation and make any necessary edits before filling in the property address fields.

User activity report (Sales)

A new sales report is available on Sales properties > Reports, which provides a breakdown of user activity across the following metrics within a specified date range:

  • Market appraisals as assigned negotiator

  • Market appraisals as assigned valuer

  • Calls made

  • Emails sent

  • SMS messages sent

  • Viewings reported by

  • Viewings assigned to

  • Potential buyers added by

  • Potential buyers assigned to

Brochure measurements update

Property room measurements will now be displayed in brochures in the following format:

3.14m x 6.63m (10'4" x 21'10")

9'11" x 13'5" (3m x 4.1m)

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