We've just released the second batch of property management reports, focusing on key appointments and enhancing the display for a more streamlined experience.

The first report displays a year's view of rent reviews. The chart is interactive, allowing users to click and navigate directly to the appointment screen displaying the selected rent reviews. However, if the rent reviews span more than one year, the hyperlink will not filter based on date. 

The second report provides a year view of all property management-related appointments, excluding rent reviews. The chart is clickable, enabling users to navigate to the appointment screen displaying the selected appointments. Similar to the rent reviews, if the appointments span more than one year, the hyperlink will not filter based on date. 

The third report displays a list of inspections due within the next 30 days. It only includes appointments with active tenancies. 

These updates are designed to help you manage your properties more efficiently and provide a better service to your clients. The improved efficiency and enhanced user experience from these reports will make it easier to manage and track important dates. With a clear view of upcoming inspections and rent reviews, estate agents can plan their activities more effectively.

Maintenance Job Report

We’ve now released the first version of the Maintenance Job Report to live. This report presents a monthly breakdown of maintenance jobs based on their creation date. Its main purpose is to help letting agents gain insight into the volume and status of maintenance jobs created in the previous month. Over time, this will allow them to track trends and identify any build-up of outstanding jobs.

Important note:  Status updates (e.g., changing a job to "In Progress" or "Completed") are reflected in the month the job was originally created. For example, if a job is created in May and updated in July, the status change will still appear under May in the chart. This approach provides a useful view of outstanding jobs by their creation month.

This is just the first step, and we plan to enhance and expand the reporting capabilities over time. The report  can be added directly to dashboards.

Over the coming days we will look to release another 3 maintenance reports

In addition to the above we are pleased to announce we had added the ability to add dashboards to the Property Management.

Customer Portal - Tenant Reference

We have added the ability to for your tenants to upload a tenenat reference directly within the customer portal.

May Changes

BAU

Continue with business as usual changes, focusing specifically on stability, improvement of user flow and design. 

April Changes

Filtering of the management dashboard 

We have released a change: Added the ability to filter the management dashboard based on tenancies related to a specific branch (defaults to the negs home branch). This update will help estate agents streamline their workflow more efficiently. By setting the management dashboard to default to the negs home agency, agents can save time and reduce the complexity of managing multiple properties, allowing them to focus on providing excellent service to their clients.

If you need any further adjustments or have additional updates, feel free to let me know!

March Changes

Dezrez Enhances Customer Portal with Comprehensive Features

Dezrez is proud to announce the latest enhancements to our customizable, value-adding customer portal. Initially designed to empower our sales customers by enabling vendors and purchasers to create bespoke property searches, amend marketing descriptions, upload property images, find and list properties, access contact details, our customer portal now offers even more business savings and improvements.

Our newly implemented enhanced tenancies engine provides landlords and tenants with the ability to manage tenancy, upload property certificates, submit IDs, add right-to-rent documents, proof of ownership, and so much more. Additionally, users can now upload utility information and create and view ongoing maintenance jobs seamlessly.

Key Benefits:

1. Cost Savings: By integrating all necessary functionalities into a single platform, Dezrez eliminates the need for additional software, reducing overall costs for estate agencies.
2. Time Savings: Our streamlined solutions minimize double data entry and simplify processes, allowing users to focus on more critical tasks and improve productivity.
3. Business Efficiencies: The seamless integration of our solutions enhances operational efficiency, ensuring that estate agencies can manage their business more effectively and provide superior service to their clients.
4. Compliance and Transparency: Dezrez logs all user activities, including document uploads and views, providing full visibility and transparency. This ensures compliance with regulatory requirements and enhances trust in how the solution is used.

With Dezrez, there is no need for additional software. Our solutions integrate effortlessly, providing a single, streamlined solution for your estate agency needs. There is no need to input data twice, once your customers enter the property information, you are notified by our task system, which brings all information into your CRM and Property Management solution.

Tenancy Hub -Documents and links to Customer Portal

We are thrilled to announce the release of a new Documents tab within our Tenancy hub and the ability to add document approval, designed to enhance your experience and streamline document management for property manager. This update marks the first step in replacing the existing documents pull-out panel within our Property Management (PM) system.

Key Benefits:

User-Friendly Interface:

The new Documents tab, now available on the Tenancy screen, offers a more intuitive and organized way to manage all tenancy-related documents. This tab will soon be added to the property, landlord, tenant, and contractor screens for a consistent experience across the platform.

Enhanced Functionality:

All functionalities from the previous document pull-out panel, such as viewing,  making documents private/public, and renaming, are now integrated into this tab. Additionally, you can filter through documents effortlessly.

You are in control:

If you have documents you want to be made available/unavailable to your landlord and/or tenant, you can control this via the Document tab - with a single click. Simply making a document private, makes it available to you the manager and not available on the customer portal to the landlords, guarantors and tenants.  If however, you want to share a Certificate with both the landlord and tenant, simply make the document public: it will now be available to all people associated with the property, with no added stress or manual input.

 

Document Approval Process:

We have introduced a document approval feature, allowing property managers to offset the burden of providing both tenancy documents and/or certificates for the landlord and tenant, while having the confidences and a means to track the status of those documents (pending, rejected or approved): ensuring compliance.  Landlord and tenant  can take full advantage of our customer portal to upload documents and certificates, no need for the property manager to duplicate entry or storing compliance documents in multiple places. Once the document is approved by the property manager, these documents can be made available to all people mentioned on the tenancy without further actions. For example, the landlord uploads  Gas Safety certificate, once approved by the property manager, the certificate is available for viewing and download, by both the tenant and landlord. This streamlines the process of providing necessary documents to both tenants and landlords, improving efficiency, ensuring compliance and reducing administrative workload.

Tenancy Management

We're excited to announce that we've added the ability to add a guarantor and link them to a tenant. This new feature includes several enhancements to streamline the process:

1. Proof of ID: You can now add proof of ID for guarantors, ensuring that all necessary documentation is securely stored.
2. Tenant Reference: Easily add a tenant reference for guarantors to keep track of their relationship with the tenant.
3. Specify Guarantor Relationship: Define the specific relationship between the guarantor and the tenant, providing clarity and better management.
   

These updates are designed to provide you with more efficient tools and a smoother experience, all at no extra cost to our agents. We believe these enhancements will help you manage your properties more effectively and save valuable time.

Customer Portal

Over the past few weeks, we've released several updates to the customer portal to enhance both the UI/UX and the functionality for managing tenancies. These changes have been made following customer feedback and our aim to simplify and improve our offering. Here are the key improvements:

Enhanced Tenancy Information Display: We've improved the display of tenancy information on the property screen for better clarity and usability.

Maintenance Issue Reporting: Landlords and tenants can now raise and record new maintenance issues directly in our Property Management solution. These issues are automatically notified to the agent via our integrated Tasks solution.

Utility Readings: Tenants and landlords can now record and raise utility readings, which are directly integrated into the Property Management solution and notified via Tasks.

Improved Document Management: We've enhanced the look and feel of both My Documents and My Property Documents to simplify and improve usability.

Improved Auditing of Customer Actions: We've added improved auditing of customer actions, allowing you to control and enhance visibility of usage.

These updates are designed to provide you with more efficient tools and a smoother experience, all at no extra cost to our agents. We believe these enhancements will help you manage your properties more effectively and save valuable time. We believe these updates expand our Property Management solution to be the one-stop shop for both growing and established letting companies.

Rezi Post Mail Merge

We have introduced two new merge fields:

1. Tenancy Break Clauses

2. Special Tenancy Clause

February Changes

Tenancy Hub Checklists

We're excited to announce that we've added checklists to the Tenancy hub within Property Management! You can now easily manage and set checklists within the Agreements, Tenants, Landlords, and Fees tabs. Stay tuned, as property checklists will be coming very soon.

This update streamlines processes and ensures consistency across your business, making property management even more efficient.

Tenancy Hub Certificates & Licenses

We're excited to introduce a new Property tab that lets you view, add, and remove certificates, licenses, and utilities—all from within the Tenancy tab. This update is designed to streamline your user experience by keeping everything you need in one place, so you no longer have to switch between different pages.

Recurring Appointments:

We have released a new feature that allows users to create recurring appointments within the Dezrez CRM. This enhancement is designed to streamline your scheduling process and improve overall efficiency. If you would like to have the recurring appointments feature enabled, please reach out to our support team at [email protected]
, and we will be happy to assist you.

Tenancy Fees Update:

We have introduced a new Fees Tab in the Tenancy tab where you can view all fees assigned to a tenancy. This enhancement provides a clearer and more organized overview of tenancy-related fees. Additionally, the Fees control on the Rent Schedule tab now only allows the selection and creation of Management Fees, ensuring a more streamlined and accurate fee management process.

Proof Of Address

We are thrilled to announce a new feature in the Dezrez CRM and Property Management solutions. Users can now upload specific document types for Proof of Ownership. This enhancement allows for seamless document management across both platforms.

Once a Proof of Ownership document is uploaded, it will automatically appear in both Dezrez CRM and the Property Management solution by default. Additionally, the document will be available in our customer portal, ensuring easy access for all relevant parties.

To further enhance compliance and traceability within your business, the upload of these documents will create event logs. These logs will help ensure that all actions are recorded and can be traced for compliance purposes.

Proof of Ownership

We are excited to introduce a new feature in the Dezrez CRM and Property Management solutions. Users can now upload specific document types for Proof of Ownership of a property. This enhancement allows for seamless document management across both platforms.

Once a Proof of Ownership document is uploaded, it will automatically appear in both Dezrez CRM and the Property Management solution by default. Additionally, the document will be available in our customer portal, ensuring easy access for all relevant parties.

Streamlined Communication & Branded Messaging for Property Management

We’ve made managing Tenancies even easier! You can now take advantage of a single, standardized, company-branded approach to communications, ensuring consistency across all interactions.

With the added benefits of automation and a single-solution workflow, this update simplifies processes, saves time, and enhances efficiency. Plus, by leveraging your existing Dezrez communication packs, you’re ready to go from day one—no extra setup needed! 🚀

January Changes

Withdraw Pre-Tenancy Properties from Property Management

Users can now withdraw a Pre-Tenancy property from Property Management when needed. This provides greater flexibility and control over property status, ensuring that properties no longer proceeding to tenancy can be managed efficiently.

New Report: Section 23/Landlord Revenue Report

We have introduced the Section 23/Landlord Revenue Report within Property Management, enabling users to generate detailed financial reports for landlords. This report simplifies revenue tracking and enhances compliance with financial reporting requirements.

To generate the report, navigate to the Accounting dashboard and select the option from the Actions menu:

Once selected the report will be produced in a CSV format. 

The report includes the following fields.

1. Entity Name (Landlord name)
   
2. Entity Address Line 1.
   
3. Entity Address Postcode.
   
4. Total Amount received
   
5. Let Property Address Line 1
   
6. Let Property Address Postcode
   
7. Estate Agent Name
   

Create and View Maintenance Jobs in Property Management

Users can now create and view maintenance jobs directly within Property Management, significantly improving efficiency and saving time. This update allows tenants and landlords to raise job requests, provide details, and upload photos without needing to contact the estate agent or property manager directly.

Once a job is created, a task is automatically sent to the estate agent or property manager, ensuring they are notified and can take the necessary action promptly. This enhancement streamlines the maintenance process, reducing administrative workload and improving response times.

Over time we plan on increasing the functionality surrounding the Customer portal and our Property Management product. If you have any further suggestions please reach-out to [email protected]

 Tenant & Landlord Utility Readings for Pre-Tenancy

Tenants and landlords can now submit utility readings for a tenancy in the Pre-Tenancy stage via the Anytime customer portal. These readings are then automatically made available to the estate agent or property manager within both Dezrez and Property Management. When utility readings are submitted, a task is automatically generated, notifying the estate agent or property manager.