Caitlin
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Activity overview
Latest activity by Caitlin-
Caitlin created an article,
Mark An Appraisal As Won (And Send Owner Details To Manage PM)
Marking an appraisal as won updates its status and, if required, pushes the owner's details through to Manage PM so a new management can be set up without re-entering their information. This articl...
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Caitlin created an article,
Inspect Real Estate (Reapit Lettings) Data Import
The Inspect Real Estate Data Import migrates your existing Inspect Real Estate data into your Grow CRM portfolio. Inspect Real Estate has since been rebranded to Reapit Lettings so when setting up ...
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Caitlin created an article,
Give A User Rentals Only Access
Some users only need access to rental properties, listings and appraisals in your Grow CRM account, with no visibility of Sales properties at all. The Full Access - Rentals Only or Property Manager...
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Caitlin created an article,
Send Owner Details To Manage PM Via An Appraisal
When a property owner is ready to move a property from appraisal to active management or sale, you can send their details straight to Manage PM without re-entering them manually. This article cover...
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Caitlin created an article,
Enable The ApplySafe Application Form For An Off Market Or Leased Listing (Beta)
The ApplySafe tenancy application form is normally used for listings with an Active status. However, there are cases where you'll still want prospective tenants to be able to apply, such as an Off ...
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Caitlin created an article,
Add A Send Webhook Step To A Workflow
Webhooks let you connect your workflows to third-party automation tools, such as Zapier, so data can flow automatically between Grow CRM and other apps you use. This article covers how to add a Sen...
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Caitlin created an article,
Individual ApplySafe Application Overview (Beta)
Individual applications submitted through ApplySafe in Grow CRM bring together everything you need to assess a tenancy application in one place.Property and application details, verification result...
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Caitlin created an article,
Update Existing Workflows To Work With ApplySafe (Beta)
With the release of ApplySafe, the rental application process has moved to a new, more secure application form. If your existing Workflows contain a hardcoded "Apply" link in a Send SMS or Send Ema...
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Caitlin created an article,
Enable And Set Up The Pre-Built ApplySafe Workflows (Beta)
ApplySafe comes with a set of pre-built workflow templates that automatically send communications to enquirers, inspection attendees and applicants, saving you from having to build these workflows ...
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Caitlin created an article,
ApplySafe Applications Section Overview (Beta)
The Applications section is where you review and manage tenancy applications submitted for your listed properties. This article covers how to access the Applications section, filter and view applic...