Agency Central - Training Videos

On this page you will find video demonstrations on all areas of the software. Click on the relevant boxes below to see the a short video demonstration about a specific topic.

Setup & The basics

1. Logging on

 Downloading your shortcut

 Running the anywhere helper

 New features

2. Navigation

 Navigation menu

 Common buttons

 Using filters

3. Initial setup

 Adding users

 Populate default fields

 Setting up emails

4. Adding images

 Upload your images

 Associating images


5. Diary

 Adding appointments

 Viewings & follow-ups

 Email confirmations

6. Letter templates

 Creating a new template



7. Virtual tours

 Adding a tour

 Live example

 Publishing live

8. Data Grids

 Hide/show columns


 Export data

Key areas of the system

9. Valuation

 Adding a valuation

 Win the instruction


10. Property

 Creating a new record

 Descriptions & images

 Key features

11. Applicant

 Create a new record

 Add a solicitor


12. Matching

 Email match

 Generate template

 Bulk matching

13. Progression

 Offer process

 Memorandum of sale


14. Reminders

 Overview of reminders

 'Go to' links

 User specific

15. Tasks

 Creating a task

 Re-occurring tasks

 Tasks and the diary

Rentals Management

16. Basics

 Adding property/landlord

 Link the records

 Converting applicant to tenant

17. Tenancy

 Initial setup

 Tenancy agreement

 Rent collection schedule

18. Deposits

 Receiving the deposit

 Managing the deposit

 Returning the deposit

19. Invoice

 Setting up the invoice

 Applying fees

 Printing or emailing the invoice

20. Bills

 Adding suppliers

 Adding items

 Paying bills

Agency Connect

21. Introduction

 Login detail

 Saving shortcut

 User settings

22. Diary

 View appointments

 Call user directly

 Using Google Maps

23. Maintenance

 Adding a new job

 Select a supplier

 Taking a photo