Month end

Tracking mandates without missing one, reading the Conversion Funnel and Branch Reports, setting up rental contracts and the collection calendar. The manager’s one hour a month.

3 lessons · 16 min read

Start the course

1 Mandate tracking Creating a record on the Mandates screen, linking it to the property, using the 30/14/7/3/1-day reminders and the incomplete-records filter. 5 min read
2 Reading the Conversion Funnel and Branch Reports Stages, the narrowest bottleneck, channel and agent tables; the funnel, agent performance and portfolio health sections of the branch report. 6 min read
3 Rental contracts and the collection calendar Creating a contract on the Rental Contracts screen, the automatic collection calendar, late-payment tracking, the rent-review rule and property management packages. 5 min read