Take control of your transactions with our onboarding guide
Discover how strengthening your onboarding process can shorten transaction times, reduce fall throughs and create clearer, more confident conversations from instruction to completion.
If you’re looking for a faster way to view and understand performance data, the new Sales & Lettings Reporting dashboards bring it all together in one clean, real-time view. No need to switch between multiple reports – everything you need is now in one place.
With these dashboards, you can:
Managers can track KPIs like appraisals, listings, offer-to-instruction ratios and tenancy move-ins. Negotiators can monitor their own performance and spot opportunities to push deals forward. And, it is specific to your profile and roll, so you can control what each member of the team sees.
This isn’t just a reporting tool – it’s a decision-making tool. By keeping these insights live and accessible, you can spot trends early, focus your team’s efforts, and act quickly to close more deals.
This is available now, to get started view our help centre article, contact your account manager or if your not currently using CRM and want to find out more book a demo.
Watch the full CRM Reveal to find out what’s new
Discover how strengthening your onboarding process can shorten transaction times, reduce fall throughs and create clearer, more confident conversations from instruction to completion.
More than half of UK buyers and sellers now trust Estate Agents reflecting improved standards transparency and service across the profession.
Improve client experience for estate agents from first contact to completion. See how a clearer, more connected journey builds confidence, reduces delays and keeps transactions moving.