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Are there any extra tips for using the HTML editor?
FAQs
Applicant FAQs
The Quick Search box is not returning the record I need?
How do I remove an applicant from the system?
How do I send out a mass email to clients?
How can we set the default to 'Sales/ Lettings' when adding new applicants?
How do I e-mail a brochure to a casual enquiry?
What is the best way to quickly e-mail property details to existing applicants when they request them?
How do I resend the Welcome Email
How can my Applicants unsubscribe?
Tasks FAQs
How do I work with tasks?
What is the difference between tasks and messages?
Can I create Saved Selections from the Task Grid?
Properties FAQs
How do I add a new property to EA?
Why is my Property not showing on Rightmove/Zoopla (or not showing correctly)?
How do you send a mass email to all Potential Vendors?
The area this property is located is not displaying in the location list?
Why is my property not appearing on my website/ portals?
How does the Vendor Login work?
Why does my iPhone take photos upside down?
How can I add the same property for sale and to let?
Where has the EPC Generator gone?
Why can't I send the Vendor Portal email?
Extra Data Examples
When I do a Price Change, what do all those price fields mean and do?
How do I add a Property as Price on Application?
Why doesn't the Postcode Lookup give me the property name or number now?
How Do I Re-Use Key Numbers?
How do I add a one off charge to a Sales Property?
Offers FAQs
How do I add an offer?
What is a Note of Interest?
How do I get the Note of Interest functionality enabled?
How do I add a new chain into Expert Agent?
How do I add an element to an existing chain?
What is the difference between Cancel Sale and Refuse Offer?
Social Networking FAQs
QR Codes
How do I add a search pod to our Facebook page?
Appointments FAQs
Why haven't I received the Viewing Request email?
When are the SMS viewing reminders sent out to vendors and applicants?
Why cant I save changes to my appointment?
Where has my Diary gone?
How can I access my Viewings?
Diary FAQs
How can I set up a recurring appointment?
How do I add a new staff member to the diary?
How can I order my team members in the order that I would like them to appear on the diary?
How do I sync the Diary with Outlook?
How do I assign records to appointments?
Why cant I save changes to my appointment?
Where has my Diary gone?
How can I access my Viewings?
Matching FAQs
Why are matches appearing for inactive applicants?
We get exchanged or sold properties in our matches?
I have matched properties to an applicant however I cannot send the match e-mail?
The match has returned results however they are not displaying in the grid?
Why is my Property/Applicant matching to too many Applicants/Properties?
Letter & Brochure FAQs
Windows 7 Operating System Support Ends
WordLink FAQs
How do I create Brochure Templates on a Mac?
What are the definitions of the merge codes?
The aspect ratio of my brochure images is incorrect?
How do I e-mail a brochure to a casual enquiry?
I need some extra help on using Word
Why is my brochure not uploading?
Can you integrate my templates?
What fonts can I use in my brochure?
How do I link text boxes in Microsoft Word?
Why Is my brochure not updating the Price?
When I regenerate my brochure, why is the new price not showing?
How do I link brochures within Match Emails
How Do I Insert New Logos Into My Templates
How can I see examples of your Wordlink Sample templates?
Why do I sometimes get a popup when producing a template?
HTML FAQs
How do I make a copy of the code for my Template?
How do I remove an HTML Page Break?
How do I strip out unnecessary HTML code?
How do I create an HTML Report?
Are there any external sites that can help me understand HTML?
Are there any extra tips for using the HTML editor?
How do I get rid of the web address at the bottom of my Report?
How do I export data from Expert Agent into a .csv format?
How Do I Create an Email Template?
How Do I Add a Logo to an HTML Template?
How do I change the font size in an HTML Template?
How do I change the margins on an HTML Template?
How do I convert HTML Templates to Word Templates?
How do I create an HTML Header?
Lettings FAQs
How do I manage HMO's within Expert Agent?
Why are gas and electrical safety test dates not saved on the tenancy record?
Why do the inspection dates not automatically update once the date has lapsed?
What is the easiest way to manage my inspections, gas safety, renewals and expiry dates?
What do I do if a tenant in a shared tenancy gives notice and moves out?
Why do the previous tenancies meter readings appear in the Utilities tab on the current tenancy?
Where can I upload and save a gas safety record, inventories, tenancy agreements or any other correspondence relating to a tenancy?
Why is the landlord not receiving their landlord portal email?
Why are my landlord or tenant’s names merging incorrectly onto letters and tenancy agreements?
Can I clone a landlord to make them an applicant or vice versa?
How do I cancel a tenancy reservation?
Can I edit tenants on a tenancy record?
To comply with the data protection act, how can I remove records from the system?
How do I add multiple Tenants onto a Tenancy?
How Do I Remove a Tenant from a Tenancy?
How Do I Remove a Landlord from a Property?
How do Landlords reset their passwords on the Landlord Portal?
Lettings Finance FAQs
Statements Vs Remittance
why you should use Expert Agent to manage Lettings Finance
Why can't I see the lettings financial functions and how can I add them?
How do I process a Holding Deposit?
Why did the rent not automatically charge for this tenancy?
Why have I got a message saying "No Rent Payer Set Up"?
How do I create an opening bank balance?
How can I pay off a contractor if there is no landlord payment to make?
Why is EA calculating VAT on the whole amount of my purchase invoice with uplift?
How do I manage HMO's within Expert Agent?
How do I create a statement for just one of my Landlord's properties?
How can I create an annual statement for my Landlord?
What should I do if a Tenant has paid for something on behalf of the Landlord and the Landlord has agreed to receive less rent?
How do I set up a Landlord as NRL and then deduct Tax from the income?
What do I do if one of my non-resident Landlords returns to the UK?
What do I do if Excel is removing zeros from my sort codes in bank export?
What is Making Tax Digital (MTD?)
What do I do if I'm renewing a tenancy where the deposit exceeds the threshold set in the Tenant Fees Act 2019?
How do I re-save the VAT rate for my Standard Invoices?
How do I set my contractor as VAT registered so 20% is automatically added to purchase invoices?
Statistics FAQs
What are the definitions for the Statistics option?
What are the definitions for the Sales KPIs?
What are the definitions for the Lettings KPIs?
Speed and Reliability FAQs
Help!... Expert Agent is too slow?
Network Troubleshooting
Portal FAQs
Why is my property not appearing on my website/ portals?
My property is not displaying the correct type on portals?
The full details are not displaying on the portals?
The property advert is not displaying in full?
How can I display a 'Character' property on Rightmove?
How do I set up a new portal feed?
Do you have contact details for the portals?
The property I put on the market last night is not displaying this morning?
How can I list my property on Rightmove as a Premium property?
Why do you charge to send data to the portals?
How can we use a new portal that EA does not yet feed to?
How do i configure and set up the Rightmove Live Feed?
Rightmove Live Failure
How do I display Lettings Fees on Rightmove and other portals?
What do we do about OnTheMarket?
PC Setup FAQs
Setting up Chrome
How do I install Chrome?
How do I allow pop-ups for EA?
How do I turn off pop-up blocker altogether?
How do I ensure AdBlock does not interfere with EA?
How can I set up Chrome to open all web pages automatically?
How do I open PDFs in Chrome using Adobe?
How do I print using Chrome?
Google ChromeCrashes or Won't Print
What is my PC's Configuration?
How do I clear my cache?
What are the recommended system requirements to run Expert Agent?
How do I do Full Screen on a Mac?
Why Can't I See The Advert 1 Text Box?
How do I save a CSV file on a Mac?
General FAQs
How do I add a new staff member into EA?
How can I check which staff are logged in to Expert Agent?
What do I need to do when a staff member leaves?
How do I change label formats?
How can I get a Data Extract from Expert Agent?
Can I still use Windows XP?
How much do the SMS bundles cost?
My grids don't seem to be loading?
Where's the manual for "Classic" Expert Agent
How do I take a screenshot?
What is the best way to bookmark Expert Agent?
How Do I Delete A Contact?
What happens when I forget my Password?
How do I upload documents to a record?
I want to close one of my branches in Expert Agent, how do I do this?
How Do I Stay Safe Online?
National Trading Standards - Keeping your property listings compliant
Expert Agent - Request a quote
Expert Agent - Changes to your Account
Expert Agent - Billing Enquiries
Vebra Solutions Limited is the new home of Expert Agent
Consent GDPR FAQs
What is Classed as a Marketing Email?
How can I find all my Clients for whom I have no consent?
What can I send out to Clients if they say they don't want to be contacted about General Marketing?
How can I record consent for individual marketing services?
Why do I have to fill in a Consent Method when saying "No" for GDPR?
When dealing with Tenancies, should I gain consent for 3rd Parties?
How can my Applicants unsubscribe?
Deletion GDPR FAQs
How do I delete a Property Record?
How Do I Delete A Contact?
How do I remove an applicant from the system?
How do I ensure that I keep records for Anti Money Laundering reasons?
How do I ensure that I keep the Client's information in case HMRC requests this from me?
If I delete a record, can I get it back?
What happens to documents that I store on the Events tab when I delete a record?
Personal Information Requests GDPR FAQs
If I am asked to show a Client what data I hold on them, is there an easy way to get this to them?
Can I charge for a Subject Access Request?
eSigning FAQs
eSigning Merge Codes Do's and Don't's
Can I used EA eSigning for issuing Section 21 and Section 8 notices?
What do I do if I have a signature that needs to be witnessed?
What do I do if I want to get a tenant to initial at the bottom of each page of an AST?
Which Compliant Agreements & Documents are available for eSignature?
Why Can't I use eSignature for my Section 21 and other notices?
Why can't I format an eSigning document?
Why am I seeing the error message 'Unable to find required merge codes' when I have inserted them into the document?
What do I do if I have more than one tenant/landlord that I need to get an eSignature from?
Are there any extra tips for using the HTML Editor?
Absolutely! - have a look at theÂ
How to use the HTML Editor
 chapter.
Home
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Get Support
Implementing EA into your Business
Step 1 - Super User Training
Step 2 - Initial Configuration
Step 3 - Website Preparation
Step 4 - Brochures & Letters
Step 5 - Test your Configuration
Step 6 - Staff Training
Step 7 - Migration / Data Entry
Step 8 - Get your Website Live
Step 9 - Set Up Portal Feeds
Step 10 - Live, Up and Running
EA Manual
Configuration
Business Configuration
Company Details
Using International Currency Features
Company Logo
Areas
Set up your Areas
Default Areas
Departments
Sub Branches
Agency Staff
Data Sharing
Diary Configuration
E-Mail Scanner (legacy function)
No IMAP? Use Rackspace
Setting up E-Mail Scanner
Using E-Mail Scanner
Uploaded Media
News
Data Retention Configuration
Consent Configuration
Property File
Output Configuration
Templates
Event Template Triggers
Template Defaults
Matching Defaults
Match E-Mail
Set up Weekly E-Mail
SMS Configuration
Applicant Welcome Email
Tenant Portal Configuration
Vendor Portal Configuration
Landlord Portal Configuration
Viewing SMS Reminder
Viewings Confirmation Setup
Valuation Confirmation Setup
Setup eSigning Emails
Setup Prompts
Property Types
Property Styles
Property Ages
Commercial Types
Matching Essentials One
Matching Essentials Two
Contract Types
Salesboard Status
Occupier Status
Enquiry Sources
Enquiry Methods
Contact Types
Event Types
Appointment Types
Maintenance Types
Tenancy Agreement Types
Deposit Schemes
Utility Types
Management Types
Property Configuration
Property Options
Extra Data
Links
Multi List
Boards
Board Output
Board Movements
Leaderboards
Portal Contact Details
Portals
XML Export
Newspaper Advertising
Advertising Defaults
Expert Agent Market Place
Online Valuation Tool Configuration
Applicant Configuration
Applicant Options
Applicant Recent Events
Applicant Status Prompts
Portal Applicant Import
Offers Configuration
Chain Details Mask
Sales Chasing Configuration
Website Configuration
Lettings Configuration
Landlord Status Prompts
Financial Configuration
Financial Permissions
Nominal Ledgers
Financial Defaults
Standard Invoices
Bank Accounts
Lock Financial Records
Making Tax Digital
Fixflo Configuration
Personalising your EA
Add Me to Training
Housekeeping
Personalising your Homepage
Personalising your Staff Profile
Configure your Team
Set Up Colour Coding for Negotiators
Apply Standard Settings on Grids and Quick Links
Dashboards, Grids and Forms
Personalising your Dashboards
Personalising your Grids
Grid Tips
Ordering Grids
Filtering Grids
Column Picker BETA
Forms
Customising Quicklinks
Quicklinks on your Homepage
Quicklinks on your Dashboards
Quicklinks on your Right Toolbar
Saved Selections (Custom Quicklinks)
Getting Technical Support
Valuations & Market Appraisals
A potential vendor requests a market appraisal
Booking the appointment and fact finding
Adding your Potential Vendor as an Applicant
Confirming the appraisal appointment
Preparing comparables
Market appraisal follow up
Property Marketing & Workflows
Preparing a property for marketing
Presentation Tab
Details Tab
Vendors Tab
Access Tab
Match Criteria Tab
Adverts Tab
Star Items Tab
Photos Tab
Floorplans Tab
Links Tab
Brochures Tab
Extra Data Tab
Solicitor & Local Authority Tab
Newspaper Setup Tab
Portal Setup Tab
Charges Tab
Statistics Tab
Dates Tab
Viewings Tab
Offers Tab
Notes Tab
Events Tab
Property Action Menu
Producing property particulars
Sending particulars for vendor approval
Putting the property on the market
Sticky Notes
Simple property matching
Property Match Processor
Property Quick Match
Additional Property Information
Keys
Setting up a new key
Reserve/Loan a key
Managing keys
Newspaper Advertising
Newspaper Configuration
Property Advert Setup
Set up an Advertising Schedule
Editing Advertising Schedules
Advert copy set up
Advertising Production
Social Media
Facebook
Setting up a Facebook page for Business
Creating a new page
Building an audience for your page
Editing your page settings
Posting properties to your Wall
Add a search pod to your Facebook page
Twitter
Social Media Tools
Short URLs
QR Codes
Multi-Listing
Multi-Listing Configuration
Sending Properties to other branches
Receiving and managing Multi-Listed properties
Boards
Board Configuration
Configure your Board request outputs
Board workflows
Managing and checking Board movements
Board checks
Applicants & Viewings
Applicants
Adding applicants into EA
The Welcome E-Mail
The Applicant Action Menu
The Applicant Form Tabs
Applicant Details Tab
Applicant Match Criteria Tab
Applicant Own Property Tab
Applicant Solicitors/FS Tab
Applicant Additional Information Tab
Applicant Dates Tab
Applicant Viewings Tab
Applicant Offers Tab
Applicant Events Tab
Adding applicants as potential vendors
Applicant matching
Match Processor
Show Suitable Properties
Applicant Management & Workflow
Applicant Last Contact
Categorising Active Applicants
Marking Applicants Inactive In Bulk
Managing New Website Registrations
Viewings
Booking viewings
Managing viewing requests from the website
Chasing Viewings
Using the Viewings Planner
Lettings 1 - Tenancies
Lettings Properties
Details Page Tab
Landlord Page Tab
Access Page Tab
Dates Page Tab
Utilities Page Tab
Maintenance Page Tab
Tenancies Page Tab
Financial Details Tab
Transactions Page Tab
Landlords
Landlord Dashboard
Landlord Grid
Landlord Form
Landlord Action Menu
Details Page Tab
Financial Details Page Tab
Solicitor & Accountant Page Tab
Preferred Contractors Page Tab
Properties Page Tab
Statement Page Tab
Landlord Portal Tab
Events Page Tab
Landlord Portal Overview
Lettings Applicants
References Page Tab
Guarantor Page Tab
Financial Page Tab
Previous Addresses Page Tab
Tenancies Page Tab
The Tenant Portal Tab
Working with your Tenancy
Introduction to Tenancies
Creating a Tenancy
Reserving a Tenancy
Tenant Portal
Managing References
Manage Tenancy Agreements
Mark a tenancy as Let
Managing Utilities
Lettings 2 - Property Management
Tenancy Management
Renewing a Tenancy
Ending a Tenancy
Maintenance
Fixflo
Managing Property Inspections
Property Safety Checks
Compliant Letters
Lettings Financials - The Basics
Configuration Setup
Posting Opening Balances
Tenancy Setup
Rent Charging
Automatic Rent Charging
Manual Rent Charging
Tenant Statements
Receiving Monies
Outstanding Transactions
Rent Arrears
Unallocated Funds - Tenancies
Unallocated Funds - Landlords
Purchase Invoices
Commission on Purchase Invoices
Using Uplifts on Purchase Invoices
Sales Invoices
Recurring Invoices
Transferring Funds
Paying Landlords
Re-Allocate Balances
Agency Payments
Paying Contractors
Non-Resident Landlord (NRL) Tax
Payments to Make Report
Exporting Payments to Banks
Remittance Advice
Landlord Statements
Statements from a Landlord Record
Statements via the Landlord Grid
Statements via the Payments to Make Report
Landlord Statement Examples
Basic Landlord Statement
Basic Landlord Statement - Styled
Basic Landlord Statement - Detailed - Styled
Landlord Statement with Arrears - Detailed - Styled
Landlord Statement by Income - Detailed - Styled
Landlord Statement by Property - Detailed - Styled
Landlord Annual Statement - Styled
Deposit Management
Issuing Refunds
Lettings Financials - Advanced
Creating Credit Notes
Crediting Outstanding Sales Invoices
Crediting Purchase Invoices
Reviewing Sales Invoices/Credit Notes
Reviewing Purchase Invoices
Cancel Transactions
Guaranteed Rent
Imported Statement Reconciliation
Manual Reconciliation
Journal Transfer
Bank Transfers
Nominal Report
Audit Trail Report
Period & Trial Balance
Bank/Nominal Analysis Report
ROPL-01
Non-Resident Landlord (NRL) tax report
Bank Reconciliation report
ARLA Report
VAT Export MTD
Offers & Sales Progression
Making an Offer
Note of Interest
Using the Offers system
Working with Offers
Setting up Visual Sales & Chain Progression
The Chain Grid
Confirming your Offer
Changing the Offer Amount
Accepting an Offer
Sales Progression
Exchange
Sending Invoices to multiple recipients
Receiving Commission Payments
Mark as Complete
Property Invoices
Accounting for Sales Properties
Matching
Handling New Applicant Enquiries via Property Presenter.
Simple Matching
Show Suitable Properties from an Applicant
Quick Match from a Property
Advanced Matching
Matching an Applicant
Matching a Property
Match Debugger
Batch Matching
Clearing Outstanding Matches
Running a Batch Match
Processing a Batch Match
Chasing your Matches
Additional matching functionality
Creating match reports
Locking match records
Letters and Brochures Intro - Word v HTML
Creating Letter & Brochure Templates
Standard Letters using Word
Producing your first standard letter
Emailing a Letter
Word letter history and reprinting
Cloning EA default letters
Creating new letter templates
Uploading existing Word letters
Editing Word Templates
Inserting Custom Graphics (headers, footers, logos)
Inserting Expert Agent Data into your letters (using merge fields)
Inserting Property Images into Word Letters
Editing templates to use EA data/photos
Microsoft Word tips
SMS Templates
Brochures using Word
Cloning EA default brochures
Creating new brochure templates
Converting your existing Word brochures
Editing brochure templates using EA data
Inserting Custom Graphics
Inserting Expert Agent Text Merge Fields
Using Expert Agent Image Merge Fields
Producing a Brochure
Producing a Window Card
Microsoft Word tips
Generic Wordlink Template Samples
HTML Letters, Brochures and Reports
How to use the HTML Editor
HTML e-mails & letters
Creating a new template
Generating standard letters
HTML letter history & reprinting
Cloning existing EA templates
Editing standard letters
HTML template settings
Inserting Data from EA
HTML Reports
Report structure
Creating reports
Editing reports
HTML Invoices/Statements
Contacts
Adding a contact
Working with contacts
The Contact Grid
Management Stats & KPIs
Statistics
Leaderboards
Advanced Statistics
Key Performance Indicators (KPIs)
Using EA data in your Website
The Two methods
Method 1 - Standard Property Powering
The Iframe Codes
EA Powering Management
Styling
Method 2 - XML Feed
XML upload specification
XML upload example
Custom Search Feature
Adding a Custom Search Feature
Data Migration
The Migration Challenge
Migration Costs
Do you really need to migrate?
The migration process explained
Property post migration work
Check the Presentation tab
Check the Vendor tab
Check the Match Criteria tab
Check the Adverts tab
Check the Photos tab
Upload Floorplans
Check the Links tab
Upload your Brochures
Check the Notes tab
Market the Property
Applicant post migration work
Check the Details tab
Check the applicants Match Criteria tab
Esigning
Enabling PropertyFile for Expert Agent
Launching your PropertyFile Configuration
Configuring your Esigning Emails
Setting up your Word templates for eSigning
Sending a Document for eSigning
The eSignatures Tab
Products and Services
Expert Agent
eSigning with PropertyFile
Online Valuation Tool
Online Valuation Tool Configuration
Online Valuation Drop Down
Online Valuations Grid
Online Valuation - The Customer Journey
Processing Online Valuation Requests
Expert Agent Market Place
Ordering from The Market Place
The Market Place Dashboard
Lettings Bookkeeper Support
Expert Agent Tenant Referencing
Expert Agent Mobile
Online Interaction with your Clients
3rd Party
Ravensworth Integration
Telephones
Brief Your Market
Letlink - compliant lettings documents and support
FixFlo Maintenance Reporting
Picture Processor
Recent Enhancements
Password Reset
The Tenant Fees Act 2019
GDPR 2018