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Compliance Register in Housing Market CRM — Keep Documents Valid

Tutorial 174 of 181 · 43 s

Open the product

An expired agent licence or a lapsed indemnity policy is the kind of thing nobody notices until it matters. The compliance register in Housing Market CRM lists every certificate, licence, permit and insurance policy your office holds that has an expiry date, and sorts them by what lapses first. This tutorial opens the register, reads the one-line summary at the top, and goes through the three states a document can be in: Expired, Lapsing soon and In date.

In this tutorial you will learn

  • What belongs in the compliance register
  • The three states a document can be in
  • How the summary line is counted
  • When the reminder arrives

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Compliance in the left menu.
  3. One line: what is expired, and what lapses within 30 days.
  4. Expired — act today.
  5. Lapsing soon is the 30-day window.
  6. In date needs nothing from you.
  7. Add the whole office, not only your own licence.
  8. Every one of these is also in Documents, filed against whoever holds it.
  9. This screen exists to answer one question: what lapses next?