Setting up E-Mail Scanner

PLEASE NOTE: This is a legacy product and is only available to those currently subscribed to email scanner

Email Processor is a chargeable option in Expert Agent –  it is £1 per account per month per email address to cover the extra server rack we need to store all those emails and the bandwidth needed to collect them. There’s also a support burden.

To get Email Processor set up please contact our customer service team on 01225 303500, option 2, or by emailing This email address is being protected from spambots. You need JavaScript enabled to view it., confirming how many email addresses you need setting up. So, if you have sales@, lettings@, info@ and mike@, that’s 4 accounts.

We’ll confirm that we’ve updated your account.

Then, you're all ready.

Big Disclaimer

Email Scanner won't connect to every email server. There's no pattern to it. Most work, some don't. For this reason we can't support it. If you can make it work by yourself or with help from a local IT guy, brilliant. If you can't get it working, I'm afraid we can't help you - it is that PC "layers" issue that we explain in this article Getting Technical & Product Support

What you'll need:

• Your Expert Agent account needs email scanner switching on - see above
• Some knowledge of email server terminology (bluntly if you can set up your work email on your iphone, you can do this)
• Details of your IMAP server name, username and password
• A SuperUser

If you've got these, you are ready to go.

Once live you’ll need to follow these steps:

1. Go to Tools - Configuration - Business Configuration
2. Select the E-Mail Scanner option.

1. There are 2 sections to the form. The right hand side relates to static office emails like sales@, lettings@. We’ve only given you one. If you have more than one, create extra user accounts (you don’t pay for these) and then set them up on the left in Staff Email. Tick the Enable box.
2. Add your email server and account settings – you’ll need to copy these from Outlook or get them from your email service provider
3. Click Test and Configure Folders. If the settings you have supplied for your email account are correct, you will see a list of the folders that exist in your IMAP email account.
4. You need to tell Expert Agent which ones it needs to process – tick the box for Not Used, Incoming or Outgoing.
5. Save

it will try to connect and will confirm success or failure.

Once set up, Expert Agent’s email scanner will do its first full scan of your accounts overnight.

To set up individual staff emails, work in the left hand column. Choose the staff name from the dropdown list. Tick enable then repeat steps 2 to 5 as detailed above.