Release Notes

Sales & Lettings August Updates

Drive engagement with Client App broadcasts and accelerate sales via Buyer Ready prompts. This release integrates Planda and Spectre reports for instant valuation insights. Gain flexibility with customisable collateral fonts and refined contractor workflows, ensuring every instruction and communication remains professional, on-brand, and under your agency’s total control.

Encourage Client App engagement.

Encourage Client App engagement.

Segment and send broadcasts to active customers who’ve never logged in to the Client App. Re-engage them to drive adoption and speed up sales with a quick download invite, all in just a few clicks.

Turn on Buyer Ready, keep sales moving.

Turn on Buyer Ready, keep sales moving

Get the heads-up to turn on Buyer Ready when an offer’s made. Prompt applicants to securely upload AML, Proof of Funds, and Solicitor Details in just a few taps to keep their purchase moving.

Faster planning insights for your next valuation.

Faster planning insights for your next valuation.

Planda reports are now just one click away. Generate a free preview Planning Insight Report right from your valuation page to support your market research.

Valuation-ready Property Reports.

Valuation-ready Property Reports.

Generate a Spectre Property Report in one click from the valuation page. Instantly review ownership, sales, and market data, then share it with your vendor to close deals with confidence.

Customise your collateral.

Customise your collateral.

Apply different fonts and colours to titles and body text in collateral templates like brochures and window cards to keep everything perfectly on brand.

Edit contractor quotes instantly.

Make changes to contractor quotes with no need to start from scratch. The updated version is sent straight to the landlord, keeping things moving quickly and effortlessly.

Contractor approvals on your terms.

Now, when you send a quote for landlord approval, their response comes back to you first, so you decide exactly when to instruct the contractor.

New merge fields for your documents.

Add Key Set Number and Assignee details to property, tenancy, and maintenance templates with ease.

Dedicated inspection email address.

Set a specific “From” email for all inspection correspondence to keep communication clear and consistent.