Caitlin
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Send A Letter Message (One-Off And Template)
Whether you need to create a one-off letter or need to generate one using a Letter Content template, PropertyMe makes it simple and easy to generate a letter message when needed.This article will g...
Create A PDF Design Template
First impressions matter, and in property management, every document you send is a reflection of your business. A well-designed PDF template ensures your communications look professional and consis...
Clone An Existing Listing
Instead of creating a new listing from scratch, if the property already has an existing listing, you can clone the existing listing instead.When cloning a listing, you can choose to create the same...
Add A Potential Tenant
Once you have information regarding a potential tenant, you can easily record their information against the listing directly from within it.This article will guide you through adding a potential te...
Create A New Ledger Via A Contract
When you are ready to start recording transactions against a contract, you must create a ledger to do so. This article will guide you through creating a new ledger via a contract. On the side menu,...
Add A Trust Account
Before you can process any transactions within your account, you will need to add the trust account details for your brand.This article will guide you through adding a trust account to your Propert...
Mark The Exchange Of A Contract As Accepted
Once a contract exchange has been accepted, it is important to record this information promptly to ensure the contract remains accurate and up-to-date.This article will guide you through marking th...
Apply An Advertising Package To A Listing
Instead of manually adding each advertising item to a listing, speed up the process by applying an advertising package.Please note that an advertising package must be created first before it can be...
Edit An Advertising Package
If your advertising packages change or are restructured, you can easily update them in PropertyMe Grow CRM at any time.This article will guide you through editing an advertising package. In This...
Create A New Residential Sales Listing
Once a property is ready to be listed for sale, you can easily create a new listing from within PropertyMe Grow CRM. A new listing can be created from within the Listings section or directly from w...