If you have a responsive website provided by Expert Agent, you will have the ability to send unique 'metadata' through to your websites property pages.  This is to help improve the search engine optimisation of your property pages.  

This data is not something you can see from the front end of the web pages, but is hidden in code for search engines to crawl.  It provides search engines with important information about the contents of the page - in this case, your Property.  

Under the 'Metadata' tab of each property record, there are two empty fields allowing you to enter your own 'Meta Description' and 'Meta Keywords'.  

Meta Description

We recommend you enter a different meta description for each property, which should be no more than approximately 50-160 characters, and you should avoid repeating any words or phrases.  The description should not only containt important ket words, but describe the page as this will often be the first introduction a visitor will have via search listings.  

When populated, the description will also appear in Google listings as per the below example: 

Meta Keywords 

Meta Keywords no longer play as an important role in websites position as they once did, and their weight is now very low in search engine ranking algorithms.  However, some prefer to still include a small number of important keywords, and therefore the following guidelines are recommended: 

1. Keep your list of keywords or keyword phrases down to 10-15 unique words or phrases. 
2. Separate the words or phrases using a comma (you do not need to leave a space between words separated by commas). 
3. Do not repeat words or phrases. 
4. Put your most important words or phrases at the beginning of your list.  

FAQ's 

Why can't I see the 'metadata' tab under my property records? 

If you can't see the metadata tab under your property records in Expert Agent this will be because you do not have a website provided by Expert Agent. 

I do have an Expert Agent website but I still can't see the metadata tab? 

Please contact our Account Managers (This email address is being protected from spambots. You need JavaScript enabled to view it.) and they will be able to look into this matter for you.  

If you need to create a statement for just one of your landlord's properties rather than their entire portfolio you will need to exclude them from your normal statement run via the payments to make report and instead produce the statement from their landlord record itself. 

From the landlord record, you get the option to filter the statement by property ahead of clicking the 'create statement' button to enable you to produce a statement for just the properties you require.

For more information on producing a statement from the landlord statement tab please see Statements from a Landlord Record.

You have the option to produce for your Landlords and your Contractors either statements or Remittance Advice depending on your preference. We recommend that you decide which route you are wanting to go down before you start paying your clients through Expert Agent and get your templates setup in advance.

Remittance Advice

A Remittance Advice is receipt for the payment. Its a very basic document that will show your Landlord or Contractor what they have been paid and which transactions have been included in the payment. For your Landlords, they will see any rents that you have paid them followed by any sales and purchase invoices you have deducted. There will also be a note of any funds you have retained on account and any tax deducted for any non-resident Landlords. For your Contractors, they will see any invoices you have made payment to them for followed by any commissions you have deducted (for your Contractors who are subject to commission).

There are default Remittance Advice templates in the Expert Agent Default Letters for Landlords and a separate one for your Contractors. The format of the Remittance is hard-coded and cannot be changed but you can clone them across into your 'Our Letters' and add any headers or footers in to personalise them.

You can email or print your Remittance Advice from either the payments to make report in bulk for the payments you have made or from the client record itself. Please see the page Remittance Advice for further information on producing your remittance.

Statements

A Statement is a statement of account for either the Landlord or the Contractor. It will show any transactions that have been posted on account within the specified period. For your Landlords, they will see any income received, any sales and/or purchase invoices deducted and any payments made (along with any tax deducted for non-resident Landlords) to them within the date/transaction range that you have specified when running the Statement. For your Contractors, they will see any purchase invoices you have posted on their behalf along with any payments you have made to them and any commissions that have been deducted. Both Contractors and Landlords will also see any relevant balances brought into the period or carried forward into the next period whether this be retained funds, outstanding invoices or unpaid funds. Anything that has been posted will show on the Statement, not just transactions that specifically relate to the payment that has been made as with a Remittance Advice.

There are multiple Statement templates to chose from for your landlords, the template you chose will determine the way your transactions are laid out but the same as above with your Remittance will apply; the format of the Remittance is hard-coded but you can clone them across into your 'Our Letters' and add any headers or footers to in to personalise them. Please see the page Landlord Statement Examples for further information on this. For your Contractors there is one Statement template available. 

You can email or print your Statements from the payments to make report, Landlord/Contractor grid or from the client record itself, please see the page Landlord Statements for further information.