We are thrilled to bring you the latest SME Professional updates. From smarter forms and new data fields to AI-powered tools and upcoming integrations, these enhancements are built to make your daily operations faster and more intuitive.

We have released a fantastic new form for adding viewings. Replacing separate forms for block viewings and individual appointments, users now have one unified Viewings form for both.

Key highlights:

For block viewings, users can skip the Viewer Details stage and move straight to Communications to submit the viewing.

As part of our ongoing Rightmove integration project, we’ve added a range of new lead fields to support Rightmove’s Enquiry Manager feature.

These fields help you capture valuable pre-qualification information, giving you more insight before converting leads into potential buyers or tenants.

Examples of new fields include:

These fields will be auto-populated for Rightmove Enquiry Centre users in a future update, but are already available for all users to view and edit within the lead record.

We have updated the Sales > View appraisals page to now display all property-related correspondence within the accordion view, giving you a complete picture in one place.

To save time, when logging key movements, the ‘Responsible for handing out keys’ field will now auto-fill with the logged-in user by default.

The Invoice received date field on safety certificates is now a date picker, ensuring clean date entries and freeing up the Reference field for additional notes or text.

We have introduced a new ‘Priority investor’ option in the ‘Availability to buy status’ field for potential buyers - making it easier to identify and filter your VIP investor clients.

A brand new Superusers page is on the way. This exclusive area (for users with access level 0) will include everything from the current Admin area, plus powerful new tools to manage system configuration including:

Once live, the ‘Admin page’ button on View all employees will automatically link to this new area.

Save time and streamline your property marketing with our upcoming AI description generator tool.

Located on the Descriptions tab of each property record, a new Generate button will appear beside every description field. This smart tool creates a preview description using key property details, which you can then review, edit, or regenerate before finalising.

Please remember to verify all AI-generated descriptions for accuracy before saving.

This feature will be available to all users and can be switched off and on in the upcoming new Superusers area.

We’re simplifying bank imports with our fantastic new Open Banking integration and are currently getting great feedback from our clients trialling the new functionality.

This will automatically import transactions directly into SME Professional, eliminating manual imports.

This feature will be available to clients using SME Professional Plus (which includes our franchise group customers).

To learn more about the benefits of SME Professional Plus or to discuss an upgrade, please contact our Sales team.

We’re enhancing our Rightmove integration to support real-time lead delivery. Instead of waiting for manual refreshes, Rightmove will send leads automatically as they are submitted on Rightmove.

For agents using Rightmove Enquiry Manager, a new ‘Run Rightmove credit check’ action will also be available, allowing quick access to credit checks directly through Rightmove.

Note: Credit check results won’t return to SME Professional due to consent restrictions).

This functionality is currently in beta testing with a selection of live clients.