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.

You can configure as many utility types as you want to - gas, electric, cable tv, phone, LPG, Oil etc etc.

Set them up in Tools>Configuration>setup prompts - see the Utility Types setup article.

You then need to set up the Utility Companies themselves. These are general contact records - go to tool>Contacts to see the grid and add options - the Contacts article gives you more information.

When you've done all this, you are now ready to start entering Utilities and meter readings onto your property records and/or tenancies.

Utility details are stored on the property records because the the meters are physical devices bolted to the property. The meters and meter readings transcend individual tenancies. So, you can edit utilities in the property form or the tenancy for. We think the only time you'd use the property's utilities page tab is when you have a void. All the main functionality relating to utilities is in the tenancy form.

The utilities page tab in a tenancy is just a mirror of the utilities page tab in a property.

However, a tenancy has record meter readings tab in the tenancy's right-click action menu

That displays the same form that is displayed if you edit a Utility via the property or tenancy's page tab but with one big difference - the Create a letter option which as with all such options in Expert Agent permits a letter and/or email to be sent.

If you change the meter readings, previous meter readings will get logged in the property's events (so therefore show in tenancy events) with the event type set to meter reading. This gives you an ongoing snapshot record.

If you tick the Create a Letter option you will be presented with the usual tenancy letters form. Choose a suitable output - probably an HTML one these days, suitable for emailing. If you need to set it up, you'll find a meter reading section in the merge fields list. Generate your output, click email - make sure you choose the correct recipient - the required utility company - and send it. It will be logged in events in the usual way.