Enhanced Property Page
It’s now quicker and easier to find the data and actions you use most in CRM.
Our enhanced Property Overview Page brings relevant essential information and activity directly to your property header. Available across Sales and Lettings, track your property’s progress and easily access milestone information to guide you through your next steps.
Property Milestones
The whole property journey at a glance
A new milestone header gives you a clearer view of where each property is in its lifecycle from pre-appraisal through to completion or let and beyond.
Property Overview
See what matters most, when it matters
Your Overview Page adapts as your property moves through each stage of its lifecycle, automatically bringing the most relevant information and actions to the forefront. For example, when a property reaches sold STC, the focus shifts to sales progression, while for lettings, Property Management (inc. Accounts, Maintenance Jobs & Inspections) becomes more prominent once a property is let.
Property Header
Get where you need to be with fewer clicks
With direct access from the property header to your vendor or landlord records, you can reach the information you need, when you need it. Jump straight from the overview into key areas such as advertising status, journey progress and current sales or rental price.
Enhanced Property Pages coming soon
Please see our more detailed guides for Sales and Lettings.