Agent Pro Training Dates 2019
Training Dates for AgentPro Software
Here are the training dates for AgentPro 2019. Please contact 08456 444 446 to arrange a training day. These training days are located in the Agent Pro HQ Office.
- Training Dates
- Standard Training
- Advanced Training
- January
- February
- March
- April
- May
- June
- July
- August
- September
- October
- November
- 20th
- 21st
- December
- 18th
- 19th
What is Covered in the Agent Pro Training?
- How To Add Clients
- Standard Training
- Advanced Training
- Entering client Names, addresses, telephone #, etc.
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- How to add their preferences
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- How To Add Properties
- Standard Training
- Advanced Training
- How to add properties
- -
- Entering address information using post code lookup
- -
- Adding financial information e.g. asking price and fees
- -
- Marketing information to describe a property, key features, epc details
- -
- Adding photographs, ordering, brightness, watermark
- -
- Adding room information and sizes
- -
- Adding floorplans
- -
- Adding notes
- -
- Getting a property live
- -
- Creating letters
- -
- Creating Window Cards
- -
- Creating Brochures
- -
- Applicant Matches & Marketing
- -
- Adding Additional Documents
- -
- How to Clone a Property
- -
- How To Use The Diary
- Standard Training
- Advanced Training
- Book a New Appointment
- -
- Amending Existing Appointments
- -
- Deleting Appointments
- -
- How to set up email & text reminders
- -
- How to configure diary to suit your needs
- -
- How To Use The Tasklist
- Standard Training
- Advanced Training
- Managing valuations. Wining instructions and how to deal with lost vals
- -
- Getting a property on the market
- -
- Board instructions
- -
- Applicant matches
- -
- Booking viewings
- -
- Entering feedback and emailing property owner
- -
- Dealing with offer rejections and acceptance
- -
- Creating offer letters
- -
- How to handle offer acceptance
- -
- Adding Solicitor Information
- -
- Creating Memorandum of Sale
- -
- Sales Progression Through to Completion
- -
- How To Add Companies
- Standard Training
- Advanced Training
- Adding Company Details
- -
- Adding Company Contacts
- -
- How To Use The Dashboard
- Standard Training
- Advanced Training
- Branch Statistics and how to export them
- -
- Management finacial forecasts
- -
- How To Add Users
- Standard Training
- Advanced Training
- Adding new users
- -
- How to grant access to different parts of the software
- -
- Setting up their preferences
- -
- How to revoke user access
- -
- How To Add Email/Letter Templates
- Standard Training
- Advanced Training
- Adding new email/letter templates
- -
- Amending email/letter templates
- -
- How to Set Up Nominal Codes
- Standard Training
- Advanced Training
- Adding new nominal codes
- -
- What the different categories mean
- -
- How to run a report based on nominal codes
- -
- How to Add Products and Services
- Standard Training
- Advanced Training
- Adding products and assigning new nominal codes
- -
- Updating products and services
- -
- How to Create Bank Accounts
- Standard Training
- Advanced Training
- Create ledger cards for landlords/tenants/companies
- -
- How to Move a Tenant into a Property
- Standard Training
- Advanced Training
- Tenant Referencing
- -
- Meter readings and inventories
- -
- Creating Tenancy Agreements
- -
- How to Manage Tenancies
- Standard Training
- Advanced Training
- Managing Deposit
- -
- Receiving Rental Payments
- -
- Paying Landlords
- -
- Producing Landlord Statements
- -
- Dealing with arrears
- -
- Certificate Reminders
- -
- How to Handle Maintainence Issues
- Standard Training
- Advanced Training
- Create a new maintainence request
- -
- Obtaining quotes from contractors
- -
- Converting quotes to work orders
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- Raising invoices with contractors and landlords
- -
- Completing jobs
- -
- How to End a Tenancy
- Standard Training
- Advanced Training
- How to put property back on the market
- -
- Ceasing a tenancy
- -
- Returning the deposit
- -
- How to Reconcile
- Standard Training
- Advanced Training
- Bank reconciliation
- -
- Commission Transfer
- -
- VAT Returns
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