IEASA conference

The second annual conference of the Institute of Estate Agents of South Africa will soon take place.

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Manuals
Office Administration
 
Admin Manager  read | voice
 
1. Capture admin records (i.e. agents, admin staff, mortgage originators etc.)
2. Search for existing admin records
3. Print admin records
 
Mandate Manager  read | voice
 
1. Capture mandates
2. Search for existing mandates
3. Print mandate records
4. View & print mandate statistics
 
Buyer Manager  read | voice
 
1. Capture buyers
2. Search for existing buyers
3. Print buyer records
4. View & print buyer statistics
 
Deal Manager  read | voice
 
1. Create a deal
2. Create an online electronic diary system
3. Capture finance and commission information
4. Send electronic transfer instruction to attorney
5. Search for an existing deal
6. Print deal records
7. View & print deal statistics
 
Deal Tracker  read | voice
 
1. Track outstanding events for deals
2. Print events
 
Deal Track Today  read | voice
 
1. View all mandate, buyer, deal & offer information for a specific date range
2. Print reports
 
Commission Manager  read | voice
 
1. View commissions by deal or agent
2. Print commission reports
 
At a glance  read | voice
 
1. View fulfilled events for deals
2. Print reports
 
Home  read | voice
 
1. Print customized reports
2. Add suburbs & attorneys
3. Delete records
Reporting System
 
Getting Started  read | voice
 
1. How to log into the program
2. Using the home page
 
Downloads  read | voice
 
1. Daily, open hour custom and picture downloads
 
View List  read | voice
 
1. How to manage the view list
2. Customizing the view list
 
Search  read | voice
 
1. Searching for properties within the database
 
Reports  read | voice
 
1. Creating reports from your view list or the whole database
2. Adding customized reports
 
Capture  read | voice
 
1. Listing properties from the Reporting System
 
Admin  read | voice
 
1. Customizing view list field and colours
2. Adding & deleting customized reports
3. Customizing the daily download
4. Managing the database
5. Adding your company logo for reports