We have released an update to the Contact Customer controller, which is used for both sending SMS and emails. This update allows users to attach documents to communications sent to customers. Additionally, we have standardized the Contact Customer option, enabling branding, previews, and editing of email titles.
As part of our ongoing migration of reports, we’ve released the new Sales Completion Report, giving estate agents a clearer, more actionable view of completed sales across their business.
The Sales Completion Report provides a simple breakdown of completed sales for a selected date range and branch, helping you quickly understand performance and revenue outcomes.
Headline metrics include:
This makes it easy for branch managers and directors to assess conversion efficiency, fee performance, and speed of sale at a glance.
For deeper insight, you can drill into each result to see individual property completions, including:
This allows you to quickly answer questions such as:
✅ Clearer performance tracking
Understand how long sales are really taking to complete and where delays may be impacting cash flow.
✅ Better fee visibility
See exactly how fees are performing by branch, property, and negotiator—supporting more informed commercial decisions.
✅ Improved accountability
Link completions back to valuing and owning negotiators to support coaching, recognition, and performance management.
✅ Faster reporting, less manual work
All the insight you need in one place, reducing the need for spreadsheets and manual reporting.
This report continues Dezrez’s commitment to being a one‑stop platform for UK estate agents—helping you manage sales performance, maximise revenue, and run a more efficient business with confidence.
Item:https://dev.azure.com/dezrez/Marvin/_workitems/edit/92327
What:
We’ve also released the new Sold Subject To Contract (SSTC) Report, continuing our migration of reports and giving agents better visibility of sales performance before completion.
This report provides a clear breakdown of SSTC activity at both branch and agency level, helping you understand how effectively instructions are progressing through to agreed sales.
The SSTC Report highlights how properties are performing once an offer has been agreed, giving you early insight into pipeline health and future revenue.
Headline metrics include:
These metrics allow managers to quickly compare branches and spot trends in pricing, speed of sale, and fee performance.
You can drill into the report to view individual SSTC properties, including:
This makes it easy to understand which properties and negotiators are driving agreed sales—and where additional focus may be needed to keep deals moving forward.
The SSTC Report includes the same familiar reporting functionality used across Dezrez, making it easy to explore and share insights:
✅ Earlier visibility of sales performance
Track how quickly properties are reaching SSTC and identify bottlenecks before they impact completions.
✅ Stronger pipeline forecasting
Understand the value and fees sitting in SSTC to better predict future revenue and cash flow.
✅ Negotiator performance insight
See which negotiators are securing agreed sales fastest and use this insight for coaching and recognition.
✅ Less manual reporting
Everything you need to review SSTC performance in one place—no spreadsheets or manual tracking required.
Together with the Sales Completion Report, the SSTC Report gives you a joined‑up view of the sales journey—from agreed sale through to completion—reinforcing Dezrez as the one‑stop platform for running and growing a UK estate agency.