Applicants/Tenants/Guarantors
- Core Process Simplification - Adding a New Lettings Viewing Appointment
- Core Process Simplification - Adding a New Lettings Applicant in CRM
- Changing a Tenancy to Periodic
- Re-activating a Tenancy
- Adding a New Tenant to a Tenancy
- Adding and editing a Sales or Lettings Offer and Sending the Acceptance/Rejection Email
- Archiving an Applicant Record in CRM
- Renewing a Tenancy in iamproperty CRM
- Adding a New Applicant in CRM
- Registering Client Portal Users in iamproperty CRM
- Linking Applicants in CRM
- Leaving Viewing Feedback in CRM
- Updating Next Rent Due Date in iamproperty CRM
- Adding a Guarantor
- Tenant - Client Portals in iamproperty CRM
- Adding a Multi Property Viewing to the Sales or Lettings in CRM
- Activating a Tenancy
- Using Vision+ to Reference an Applicant
- Viewing Tenancy Details for a Property