16th March 2026

16th March 2026

Branch Changes Now Sync Correctly to Property Portals

What’s improved?

When a property first goes live, it’s sent to the portals under the branch that owns it. Previously, if you later reassigned the property to a different branch, the portals didn’t always update — leading to incorrect office branding and mis‑routed enquiries.
This fix ensures branch changes now automatically update across all major portals.

What this means for estate agents

  • Accurate branding everywhere: Properties always sit under the correct office on Rightmove, Zoopla, OnTheMarket, and more.
  • Less admin: No more chasing manual portal updates or raising support tickets.
  • Better compliance: Especially important for multi‑office businesses where reporting by branch must be accurate.
  • Improved lead routing: Enquiries now land with the right team every time.

Private Documents Fully Accessible Internally Again

What’s improved?

Private documents have always been hidden from the customer portal and public property portals — as they should be.
However, a bug meant that internal users were unable to open or download these private files within Dezrez CRM.
This has now been fully resolved.

What this means for estate agents

  • Full internal visibility: Your team can now view and download every file on a property, whether public or private.
  • No workflow interruptions: Sales progression, compliance checks, negotiations, and admin tasks can run smoothly.
  • Stronger data privacy: Private documents remain hidden externally but fully accessible to your team.
  • Reduced friction: Fewer workarounds. Fewer support queries. Less time lost.
    • Related Articles

    • 4 March 2026

      Client Account Reconciliation now shows more transaction details What’s new Additional transaction details are now displayed on the Client Account Reconciliation screen to help identify transactions more easily. The reconciliation view now includes: ...
    • 5 March 2026

      Account statements are now easier to find What’s new Account statements can now use a dedicated Account Statement document type instead of being stored under “Miscellaneous”. This means newly generated account statements are organised more clearly ...
    • 13 March 2026

      AI Summary for Maintenance Job Activity What’s new Maintenance jobs in Property Management now include an AI Summary option within the Notes & Activity panel. When a maintenance job has activity notes recorded, you’ll see an AI Summary button. ...
    • 17th March 2026

      Improved Document Management in Sales Progression We’ve enhanced the Sales Progression page with a new, simplified document grid designed to make managing sales files faster and more intuitive for estate agents. What’s New ✔ Cleaner, Easier Document ...
    • 18th March 2026

      ✅ Improved Navigation Experience When Working Through Dashboard → Results → Property Details We’ve resolved an issue where using the on‑screen Back button would remove your applied filters when returning to the results page. This made it frustrating ...