Recent Articles
16th Oct 2025
? New Workflow Trigger: Sales Property Completed What’s new? We’ve added a powerful new trigger to the Property Status workflows: Sales Property Completed. This enables estate agents to automatically send communications when a property sale is ...
16th Oct 2025
? Invoice ID Logic Update – Greater Flexibility and Error Prevention What’s new? We’ve improved how invoice IDs are handled across the system. Previously, invoice IDs were only auto-generated for invoices payable to the agency or those linked to ...
14th Oct 2025
?️ Dashboard Widgets – Tag Filter Fix Resolved Issue: Previously, if the same widget appeared multiple times on a dashboard, changing the tag filter on one would unexpectedly affect the others. Benefit to Agents: You can now confidently customise ...
10th Oct 2025
? New Automation in Property Status Workflow: Valued → Instructed to Sell We’ve introduced a powerful automation to the Property Status workflow. Now, when a property's status changes from Valued to Instructed to Sell, communications can be sent ...
2nd Oct 2025
? New Feature: Transfer Funds Between Property Memo Accounts To support more complex landlord payment scenarios—especially where properties have split ownership—we’ve introduced the ability to transfer funds between property memo accounts and ...