How to Store Client Documents in Housing Market CRM
Tutorial 78 of 181 · 40 s
Documents in Housing Market CRM is where the paperwork for a client or a listing is kept — passports, tenancy agreements, offers to purchase — with the ones about to expire at the top. This tutorial opens Documents, reads the list and what each document is attached to, switches to the documents expiring within 30 days, and shows how a contract is made from a template and signed in person. You get a reminder 30 days before anything with an expiry date lapses.
In this tutorial you will learn
- Where client and listing documents are kept
- What the expiry reminder does
- How a contract is made from a template
- How in-person signing works
Follow along: the steps
- Open your Housing Market CRM account.
- Click Documents in the left menu.
- Everything you keep for a client or a listing.
- Each row says what it is attached to.
- Expiring in 30 days — and you are reminded before it lapses.
- Back to All documents.
- A contract is built from a template, then signed.
- Signing in person is for when the client is in front of you.