All our training is available on our YouTube channel in video format, voices by Verity, Sophie and Becs. 

We've broken these videos down into handy courses for you below so you can watch them in order, or pick and chose the courses that are relevant to your particular job role.

If you are looking for a video on something specific, you can search for it here, or log a support ticket for some help.

Our finance trainers run a variety of free live finance courses. These are transmitted live over the internet. You just need to sit in front of your computer with a headset or you'll need to use your phone to make a local rate call to a number you'll get given. You can ask questions (via "live chat") in these sessions.

Our support team also run a variety of live drop-in sessions, again these are transmitted live over the internet and they focus on bite-size subjects designed to give you a better understanding of useful areas of Expert Agent you might have missed, along with an in-depth look at any new features.

Contents

Introductory Training - for New Users and New Employees

Continuation Training - Letters, Matching etc 

Lettings Training

Lettings Financial Training

Support Drop-Ins

Introductory Training - for New Users and New Employees 

Perfect for new users or new employees. There are 4 separate modules which are on YouTube. They are perfect for you if you are a new users or starting a new job in an EA equipped office. 

At the end of this, you'll know how to setup  your account in Expert Agent, how to use dashboards, grids, forms, and quick links. You'll learn how to use the diaries, how to enter properties, how to get them onto Zoopla and the other portals. You'll discover how to do price changes, and basic matching. You'll be able to process viewing requests from websites and portals, and from applicant requests . There's a final quiz to prove you've done the course.

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Continuation Training - Letters, Matching etc

If you have done the Introductory Training, this is the next stage. These courses will teach you how to set up your standard letters and brochures, how to handle all of your matching, mailing and applicant contact needs, all you need to know about processing offers and using Expert Agent's Visual Chain and Sales Progression tool, along with how you can use eSigning with PropertyFile.

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Lettings Training

This follows on from Introductory Training which you need to do first. We'll assume you can work with dashboards, grids, forms, applicants & properties. We'll teach you how to work with landlords and tenants - how to let your properties, how to manage your tenancies. You can do the courses live or on YouTube. As usual, there's a test that proves to your boss that you've done the course.  

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Lettings Financial (runs weekly on a Friday)

If you've done the Lettings Training above, you might want to move on and learn about Expert Agent's comprehensive Lettings Financial functionality. We run two live training sessions for lettings financials. Our Overview training is the basic training for all finance users and the Reconciliation session is a more in-depth look at accounts. We rotate between the different sessions on a weekly basis - more specific information is in the Lettings Financial sections here in Learning Centre. We can also run personalised chargeable one-to-one sessions if you want further help.

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Support Drop-in Sessions (runs monthly)

Our support team run monthly, short 20 minute drop-in sessions that cover a variety of different topics throughout the year. The short sessions are designed to give you a better understanding of the specific topic, have a look at recommended workflows, preview new features and show you lots of hints and tips to get the most out of Expert Agent. 

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