Welcome to your very own Expert Agent manual.  

We will be constantly updating this page with FAQ's and helpful advice so please do make sure you bookmark this web address.  You will not be able to access this page via the Help option in the top menu of Expert Agent.  

Please use the menu below: 

Don't Forget

Staff Images (important)

Data Entry Help

Personalising your Dashboards

Personalising your Grids

Videos

Your Vimeo channel will be being updated daily for the moment and then moving forward as and when needed with tips and short tutorial videos. 

Fine & Country Vimeo Channel

FAQ's 

How do I allow pop-ups for EA?

Why Can I Not Get Past the Confirm Valuation Screen?

South African Terminology

Why Can't I See The Advert 1 Text Box?

How do I add in Other Agent Referral Viewings?

General

Training Account vs Live Account

Are you still using another software package to manage your lettings financial needs?

Your team, your tenants and your landlords would see real benefits if you moved your Lettings Finance over to Expert Agent. We’re really confident that you wouldn’t miss anything you are used to and you’d gain such a lot:

For you:

• One system to pay for - unlikely to cost you any more per month
• Easy access to stats and KPIs
• Easy Cross selling opportunities between departments
• Join up your Lettings front-office and account functionality 
• Multi branch and multi location issues disappear – centralise or de-centralise admin.
• One system to use - join everything up - you probably do the deals on EA then move everything to your finance product.

For your staff:

• Cloud based access from anywhere
• Download and import bank statements instantly
• Upload payments direct to your banking software
• Fully reconcile and report on your client accounts
• Landlord Statements and Remittance Advice sent in bulk
• Manage your deposits
• Streamline your repair reporting > quote request > billing process
• Digital document signing
• Online application forms with optional Integrated reference checking
• Bookkeeper support available alongside software support

 For your clients:

• Their own login to access documents, maintenance, statements etc
• Digital Document Signing
• Online application forms

However, there’s a lot to consider so here are some online resources

Lettings Demo Videos (on our Thanks for your enquiry page)

Instructions on Getting Started with Expert Agent Finance

Lettings Financials Training

Often the best way to proceed is for us to book up an “virtual” meeting – we’ll get one of our product specialists and, if necessary, one of our bookkeepers or even the chartered accountant on our team to show you the benefits then explain in detail the best way to make the move.

Please contact your account manager team on 01225 303500 option 2 or  This email address is being protected from spambots. You need JavaScript enabled to view it. for more info

Jan 2017

Our members have enjoyed looking up full addresses from postcodes without the extra charges many of our competitors levy for this.

Royal Mail have changed their rules and Allies Computing our long-term supplier has slapped a huge cost increase on us (£8k PA to £60k PA).

We've therefore written our own postcode lookup that mainly uses  public domain data and only uses the Royal Mail PAF file for new postcodes. However, we can't give you house names or numbers -

BA11 3EG will give you Vallis Road, Frome and you'll have to type "57" in.

We've swallowed the development costs and a marginally increased anticipated annual cost but we've learnt a lot about public domain property data and you'll see us use more of this in the coming months to give you a competitive advantage.

If you really want the full capability back, you can pay separately for a Royal Mail PAF File licence but we are required to charge £55 per NAMED user per annum. So, if you've got 6 EA subscriptions but you've actually got 10 people when you take into account Saturday staff, viewing staff etc, you'd need to pay 10 X £55 = £550 per annum just to save typing in door numbers that by definition you've had to ask for and we can't see many members doing this  - chat to your account manager team (This email address is being protected from spambots. You need JavaScript enabled to view it.) on 01225 303500 option 2 if you want to have this.