Excellence in service and efficiency

Property Management

Our market-leading and cloud-based property management solution links all interactions with a client across property management and trust accounting to one contact record. Put growth on repeat with a property management solution that integrates with your Agentbox Sales CRM. Never miss an opportunity again. With an integrated online solution your Sales and Property Management team can feed each other properties and avoid missed opportunities. Get your team working as one and be the best real estate partner your clients need.

Organised activities

The power organiser landing page provides one clear view of all important activity, through focused, customisable lists giving easy access to data. This dashboard can be tailored to the individual role, ensuring team members get visibility of what’s important to them. Your property managers can easily keep track of important tasks – with the system automatically flagging events such as overdue smoke alarms and pool safety checks.

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Central contact database

Information isn’t hidden – a client’s contact record provides a complete record of your relationship across departments, so information about your tenants and landlords is continually shared between front office and back office teams. As your data is synchronised, updates by accounts feed through to the linked records automatically.

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Document management

All the necessary document templates for notifying tenants and landlords required to run your business are held centrally online. Customisable documents are generated using Microsoft Word, using merge tools to take the information needed. After creation, documents can be saved within the relevant record. A full, non-editable audit trail is automatically generated with the ability to view who did what and when.

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Diary, tasks & reminders

The diary gives full visibility of activity across the property management activities. Appointments can be marked for follow-up plus tasks and alerts can be created. All activity is automatically logged against your client’s contact record, providing a single view of your client for all staff to access. The diary can be integrated with Microsoft Outlook.

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Universal search

The universal search function acts as a search engine for the database – allowing a quick search to be performed across the whole database from a single search field, ensuring a full view of your client.  Easy access to all information is only a few clicks away. Our customers find this feature to be a huge time saver!

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Integrated Trust Accounts

Having your Trust Accounts integrated with your Property Management solution is a key factor in driving efficiencies in your business, improving processes and delivering exceptional customer service.  Features include daily reconciliation to ensure you are on top of any discrepancy quickly. Efficient automated processes remove the need for manual receipting. Payments are matched to tenancies and invoices – saving hours of work for your team.  More details can be seen here.

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Analytics

Our Property Management analytics gives you an overall view of your business like you’ve never seen before. The Analytics feature provides actionable insights via real-time dashboards and power reports.  Additional reports include internet registration analytics, withdrawal analytics, data accuracy analytics,  value reports and diagnostics.  More details can be viewed here.

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Online access

Consumers expect online access 24/7.  Our property management solution provides tenants and landlords with the information they need quickly and easily.  Tenants can access tenancy information, transaction history and make maintenance requests and landlords can view inspection reports and other vital information about their investment property.  Make sure you’re providing the services your clients now demand.  More details can be viewed here.

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