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
Add / Edit / Syndicate Listings - residential, commercial & industrial, holiday letting & projects.
Listing Dashboard
Manage your Lead Stages
Match new listing to branch buyer/tenant profiles
Monitor agency transactions, Offers & Applications & Deals - our newly released add on module.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.
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
Agency newsletter settings, previews & testing
Bulk Mailing - Add On - Harness bulk mailing templates and bulk mail your contact database with hyper- targeted listing or custom template content, using tags and comprehensive filtering.
Brand Assets - With this add-on, you’ll have access to design templates to quickly and easily create beautiful, on-brand marketing materials. No prior design or coding experience is needed! With just a few clicks, your team can wish clients a happy birthday, congratulate new homeowners, and promote their next open house. File output in PDF / PNG formats.
Manage your website content - homepage / company profile page
View/find your website Insights
Manage website site settings
Add/Edit News articles & Area profiles (Grow website package only)
Manage your Agency/branch Newsletter
(Grow website package only)
When it comes to referrals, never miss a beat. Prop Data Manage empowers your team to share lead data with a few clicks. That’s less time for admin and more time to seal deals. Backed by comprehensive reporting and notification communication, your network will be sure to take advantage of every possible transaction opportunity, read more about this great add-on service below.
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.
Wednesday, 25 June @ 9:00
Duration: 45 mins