Using E-Mail Scanner

Email scanner runs on a loop processing inbound emails.

It can process 100 accounts simultaneously and a typical update takes 30 seconds - so there may be a lag before inbound and out bound emails get processed – between 5 and 10 minutes from send and receive in Outlook or on your iPhone.

All that happens is that Expert Agent compares the sender’s emails address on inbound emails or the recipient’s email address on outbound emails with the email addresses stored for your applicants, vendors, landlords and general contacts.

If there’s match, the email is stored in the appropriate record’s events tab – outbound ones set to type “outbound email” and inbound ones set to type “inbound email”.

In the current Mark 1 version, if there's no match, the email doesn't get imported. The Mark 2 version will pop up a box asking whether you want to import emails to/from this address in future. If "yes", it will ask you to either assign an existing record or create a new one. We appreciate this is a quite a severe limitation and it has limited the take-up of this extra bolt-on quite a lot as a result.

If there's a conflict (the email address is in more than one record (maybe an applicant and a potential vendor), EA will prompt and ask you to choose the required record.