Training
Our upcoming training sessions will run through Prop Data Manage, ensuring you achieve everything you need to get your work done.
Please check this page regularly as the training Topics are updated each month.
Can't make it on the day of the webinar? View our previous webinar videos. Click Here.
PLEASE NOTE: EOS4 only
The Main Dashboard is the landing page you will see when you have logged onto the system. The Dashboard is a general overview of all your listings, their total value, your leads and your syndication onto the property portals.
We also going to cover other dashboard available in the system - listing dashboard, contact dashboard, branch dashboard, user dashboard
Usually, branch information will only be accessed by Branch management and is not usually applicable to all users. In this section, we will cover an overview of the Branches section and how to edit or update a specific branch.
A User is anyone who has access to the management system. However, not everyone will have access to this part of the system. Only admins, principals, owners and directors will have access.
Add / Edit / Syndicate Listings - residential, commercial & industrial, holiday letting & projects.
Listing Dashboard
Match new listing to branch buyer/tenant profiles
Monitor agency transactions, Offers & Applications. Manage your deal once a sale is locked in from offer to purchase through to registration in the deeds office. You can capture all details linked to the sale including process-driven workflows to leverage data from your listings, contacts, and documentation databases. Record critical dates and conveyancing milestone statuses. Plus, capture the full financial structure of the deal including above and below-the-line commission breakdowns. You can handle FICA and other mandatory processes with strong financial reporting outputs at all levels for deals over time including commission payouts.
s
The clients module consists of four submodules namely, Contacts, Profiles, Leads and Subscribers
Contacts = branch client list, includes contact dashboard with all interaction contact has linked to the contact dashboard
Leads = enquiry on a specific listing, manage lead stage flow
Profiles = buying or renting needs auto created from digital leads received. Enhance profile & match to other listings in your branch
Manage your website content - homepage / company profile page
Add/Edit News articles & Area profiles
Manage your Agency/branch Newsletter
(Grow website package only)
View/Find your website Insights
Manage your website Site Settings
Manage Agency Tags
Heather Sudding has years of experience in Real Estate and a keen insight into Prop Data’s new management system. She’s excited to show you what the platform can do for your business and answer any questions, however big or small.
Thursday, 25 September @ 9:00
Duration: 50 mins