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
  • 22nd
  • 23rd
  • June
  • 26th
  • 27th
  • July
  • 24th
  • 25th
  • August
  • 21st
  • 22nd
  • September
  • 25th
  • 26th
  • October
  • 23rd
  • 24th
  • 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.
  • -
  • How to add their preferences
  • -
  • 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
  • -
  • 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
  • -