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  1. iamproperty
  2. movebutler
  3. Training
  4. General

General

  • My client doesn't have an email address
  • Onboarding invite email
  • When should I onboard a client in-platform?
  • Add note to transaction
  • Annual AML training
  • Can I buy land registry documents using my credits?
  • Client's conveyancing page
  • Control Panel
  • Conveyancing quote for a Prospective vendor or Buyer
  • Delete a customer document
  • Download risk assessment report
  • Downloading AML report
  • Editing PROSPECTIVE vendor / buyer to be a Vendor / Buyer
  • GDPR
  • HMRC guidance
  • HMRC mapsearch
  • How to access movebutler
  • How to archive a vendor / buyer
  • I want to see all branch transactions and clients
  • Logging out of movebutler
  • Onboard client in-platform
  • Search for a client
  • Search for a transaction
  • Suspicious activity
  • Transaction overview page
iamproperty Help Centre home page

Products

  • iamproperty Agent Dashboard
  • CRM
  • Informationworks
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