We're pleased to bring you another round of fantastic updates to SME Professional.

This includes new AI-powered tools, workflow improvements, compliance-focused updates, and several usability enhancements across the platform.

As always, our focus is on helping your team save time, work more effectively, and get the most from SME Professional.

As part of our ongoing investment in AI, we've launched a new AI Floorplan Reader. This tool analyses uploaded property floorplans, automatically extracts room information, and populates room names and dimensions directly into the property record.

This intelligent tool reduces the need for manual data entry, enabling agents to build property records faster and with greater confidence. By automatically capturing key room details, teams can improve data consistency across listings while freeing up valuable time for higher-value tasks.

The feature can be accessed via the AI Floorplan Reader button within the Property Rooms section of the Descriptions tab.

The AI Floorplan Reader is available to SME Professional Plus users.

Interested in learning more about the benefits of our Plus package? Our Sales team would be happy to help.

Managing contractor documents is now easier than ever. Users can upload and maintain important contractor documents, for example insurance certificates, directly within SME Professional via the View Contractors page.

Using the new ‘Upload/View documents’ option in the Actions menu, agents can:

• Store key contractor documentation

• Access uploaded documents whenever needed

• View generated remittance advices

We've introduced a dedicated Offers tab within the Sales Overview page, providing a clearer and more accessible view of a property's offer history.

This enhancement brings offer information directly into the main sales workflow, reducing navigation and making it easier to review activity at a glance.

The owner Marketing consent field can now be found on the appraisal form, allowing agents to record communication preferences for lead and joint owners at the point of creating an appraisal.

Capturing consent information early supports consistent record keeping and helps ensure communication preferences are accurately maintained.

The buyer linking process has been streamlined to improve efficiency across key sales workflows.

What’s new?

• On-screen window appears instead of page redirect

• Buyer email addresses and phone numbers are now displayed

• Enhanced search functionality allowing you to find buyers using their email address or phone number

These updates make it quicker and easier to locate and link the correct buyer without interrupting your workflow.

To help support compliance and contractor oversight, contractor dropdowns now display a warning when a contractor's insurance has expired.

In addition, contractor dropdowns have been standardised throughout the system, making information easier to review at a glance. Each contractor entry now displays:

• Contractor name and ID

• VAT registration status

• Commission rate indicator

• Insurance expiry warnings where applicable

These improvements help agents make informed decisions while maintaining up-to-date contractor records.

This builds on the existing functionality within the View contractors page, where colour-coded PI and PLI expiry dates make it easy to spot policies that are due to expire soon or have already expired.

To improve overall page performance, the completed BACS filters now default to displaying transactions completed within the previous six weeks.

Users can still adjust the date range at any time to access older records, while benefiting from faster loading times during day-to-day use.

Utility supplier management has been improved, allowing users to update existing supplier records, including:

• Supplier name

• Email address

• Utility type

This functionality has been relocated to the Admin area to sit alongside other system settings, with supplier management now controlled by system superusers (Access Level 0).

This provides greater flexibility while ensuring supplier information remains accurate and centrally managed.

Users can search directly using a Property ID on the Maintenance page, helping teams locate relevant records more efficiently, particularly when managing large property portfolios.

Several improvements have been made to the Task Manager page to support increased usage and provide greater scheduling flexibility.

New enhancements include:

• Improved page performance

• Start and end times for parent task due dates

• Due dates and start/end times for sub-tasks

• Calendar integration for sub-task scheduling

• Improved sub-task layout with a dedicated header row

• On-screen editing dialogues for quicker updates

These changes provide greater visibility, organisation, and control when managing tasks and processes across your business.

Property dropdowns have been updated to improve consistency and usability.

Enhancements include:

• Grouping by management type using clear sub-headings

• Property IDs displayed alongside addresses

• Update address formatting - Flat, Street Number Street, Postcode

These improvements are currently available on the Split Bank Lines and Regular Payments pages and will be rolled out to additional areas of the system over time.

To support Renters' Rights Act requirements for English offices, we've introduced a more flexible approach to tenancy terms.

The previous Fixed Term field has been updated to Term, with a new default option of ‘Per calendar month’.

When selected, no tenancy end date is set. Existing 6-month and 12-month options, along with alternative date-based terms, remain fully supported.

This enhancement provides greater flexibility when creating and managing tenancy agreements.

Our tenant arrears email has been enhanced to include guarantor email addresses within the BCC field.

This helps ensure guarantors remain informed of arrears situations while maintaining appropriate communication workflows and supporting arrears management processes.

We’ve added a new email template to the Actions dropdown on the View contractors page to help agents request updated contractor insurance certificates more efficiently.

This enhancement streamlines contractor compliance processes and make it easier to maintain up-to-date insurance documentation.

We're expanding the available arrears communication options with the introduction of two additional tenant arrears email templates. These new templates provide greater flexibility when communicating with tenants, allowing agents to select the most appropriate messaging for different arrears scenarios.

To support this, the existing tenant arrears email template will now be labelled Email Tenants (1), with the two new templates available as Email Tenants (2) and Email Tenants (3).

As noted in a previous update, guarantors will also receive copies of these new email notifications via BCC, ensuring they remain informed of relevant communications.

We're introducing several enhancements to better support rent guarantee workflows.

Rent Guarantee notes

We're introducing Rent guarantee as an insurance type within the Mortgage, Insurance & Contacts tab of the property record. This will allow agents to record and manage key policy information in one place, including the policy reference, start date, current premium and any additional notes relevant to the policy.

As part of this update, the existing Rent guarantee indicator field will be moved into the Insurance section, bringing all policy information together in a single location and reducing the need to navigate between different areas of the property record.

Rent Guarantee correspondence category

A new ‘Rent guarantee’ correspondence sub-category is also being added, providing a dedicated way to store and track related communications.

Rent Guarantee payment identification

A new rent guarantee flag will be available when adding, editing or splitting bank lines. This option will identify rent guarantee-related payments and exclude them from tenant arrears calculations.

These updates are designed to improve visibility and provide clearer tracking of rent guarantee activity within the system.