Related Articles
1st September 2025
? New Offer Confirmation Workflow & Automation Settings Following the successful rollout of the Viewing Workflow, we’re excited to introduce a brand-new Offer Confirmation Workflow—designed to help estate agents streamline communications when an ...
11th September 2025
? New Accounts Overview in Accounting Tab We’ve introduced a brand-new Accounts Overview section within the Accounting tab to give estate agents greater visibility into their financial data. ? What’s New? A clear summary of account balances, recent ...
11th September 2025
? Smarter Viewing Workflows & Offer Communications We’ve made two key updates to help estate agents streamline operations and tailor communications more effectively. ?️ Viewing Workflow Split by Market Type You can now configure viewing workflows ...
12th September 2025
? Automated Communication for Confirmed Valuations We’ve enhanced our automation tools to now send automatic communications when a Valuation appointment is confirmed. This applies to all valuation types, ensuring consistent and timely engagement ...
16th September 2025
? New Workflow Automation for Cancelled Valuations You can now automatically trigger actions when a valuation appointment is cancelled. Choose to: Send an email Send an SMS Print a letter This helps ensure your team stays proactive, keeps vendors ...