We won't set your brochures up for you. We've tried offering this service many times in the past and we've been caught out. Creating the perfect brochure in Word can take hours of messing about -"up a bit, left a bit - move that picture over there... oops - now I've broken it - unddo - start again...!

We don't have your photos, your graphics, or your paper. We can't test things on your printer and we don't have you looking over our shoulders to tell us if we're getting it right. So the only way we found we could do this properly was to come to you and spend a full day working with you on your computer at your desk. At £50 an hour from home to home, and anything up to 5 hours to get the perfect brochure, this just wasn't cost effective for customers.

So, instead, we supply lots of standard templates that you can clone and amend. Often, changing logos and colours will be enough to make our templates work well for you.

Alternatively, ignore Expert Agent and templates for a while. Get someone to build you the perfect brochure in Microsoft Word. Get all the text, photos graphics etc in the right places and then have a go at replacing the text with Expert Agent's merge fields and photos with Expert Agent's  "auto insert" images. That's all there is to converting the perfect brochure into a template that can be used over and over again.

if you struggle, log a support ticket - the rule here is that we'll give you a minimum of 10 minutes per document - often on a one-to-one basis via a remote control tool. If you've just signed up for Expert Agent, you can use some of your 5-hours of one-to-one time for this. Our aim is to teach you to do these yourself rather than do them for you. That way, you'll be able to do the next one.

If you are short of design inspiration, chat to Ravensworth, the estate agency brochure print specialists. Outsourcing brochures so as to get really high quality glossy results is a good idea these days - given that you need so few because you'll send most people the PDF version via Expert Agent. Ravensworth have a brochure setup service.

If that doesn't work for you, chat to Charlie Snell of http://www.rethink-marketing.co.uk/. Charlie is the former marketing manager at Property Finder and ran his own estate agency in Brighton. These days, he runs a specialist marketing consultancy for estate agents and he'll do everything from a brochure to a full brand study.

There are lots of Expert Agent Learning Centre Resources you can use.

Learning Centre Chapters

Standard letters using Word

Brochures using Word

Training Courses

Free Online Training

Videos

Standard Letters and Brochures YouTube Playlist 

There are plenty of external sire which will teach you the basics of HTML.  Simply run a Google search and choose which one suite you best.  Here is one link as an example:

http://www.w3schools.com/html/default.asp

Reports are made up of 3 separate templates; the header, the content and the footer. You will need to setup a template for each of these within Expert Agent and then once you have done this you will need to create the report template itself.

To create a report template you will need to go to the property grid, right click and select the ‘Outputs - Create Report’ option. This will then open a window displaying your existing report templates and in the bottom right corner there will be a + button. You click the new button, and this will allow you name your new report, choose how many records show per page in your report and set the report type.

You will see 3 dropdown boxes within this screen asking you for a header template, content template and footer template - this is where you would assign the 3 templates that you have created. 

Please see the Reports section of the manual or the Reports Video on our YouTube channel.