Knowledgebase - Internet Solutions Services Limited

Acting Solicitor The Acting Solicitor page allows you to set which solicitor is acting for this client, you can...

Add a Contact When adding a contact, you will notice that there are fewer options availble than when editing....

Communications Communications This tab allows you to see the interaction between your agency and this contact....

Contacts The Contacts screen allows you to view, search for and edit contacts. Quick searches can be...

Edit a Contact When editing or removing information from a contact, simply complete as much information as you...

Files The files page allows storing of any files you with to associate with the selected contact. To...

History History This allows you to view the editing history of the contact, plus, allows you to perform...

Invoices Invoices A list of all invoices that have been created for this Vendor, the properties they have...

Landlord List View all your landlords in an easy list showing agreements and outstanding balances owed to that...

Live Matches The Live Matches page shows properties that currently match any match requirement that has been set.

Marketing Marketing and privacyThis tab forms part of the GDPR requirements for your company and will...

Money Laundering Due to international money laundering regulations, you are not permitted to buy or sell unless...

My Properties My Properties The section allows you to assign properties that a contact owns or is purchasing...

Notes The Contact notes system is the same as Property notes, allowing you to record basic information,...

Previously Matched This page shows properties that have been sent to the contact from a previous automated mail match.

Rental Agreements This page allows you to view then edit the rental financials for a tenant/guarantor or...

Requirements Define automated search requirements for buyers and potential tenants, when a property is added...

View tenants This is a very easy and simple way of quickly getting to any tenant on the system or the property...