Iceberg Digital

Brad Roby

Operations

IMPORTANT NOTE: Once an offer is fallen through, it can not be re-instated, made active, or reverted back to accepted. If you fall through...

Sales Progression - Falling Through an Offer

After creating an invoice for the first time, the bank details you entered in the first invoice will automatically pull in to any future i...

Changing Bank Details on an Invoice.

When creating and sending a Memorandum of Sale, we have the ability to customise the MOS before we send it by removing or adding certain s...

Custom Memorandum of Sale

Once a key has been checked out of the office, at somepoint it needs to be returned. To mark a key as returned to the office in Lifesycle,...

Key Management - Returning and Transferring Keys

There are multiple ways to add an alarm code to a property. In this article we are going to look at adding in the alarm code from the key ...

Key Management - Adding an Alarm

When looking at our key sets, we have a timeline on the right hand side. In this timeline, we can see dates and times of  when keys were c...

Key Management - Key Set Timeline.

Click here to see how too check out keys from the property profile.To check out keys from the Key Management page, first go to operations ...

Key Management - Checking Out Keys From the Key Management Page

To access Key Management, first go to Operations, then Key Management.You will then see a list of all keys you have in the system listed i...

Key Management

We have the ability to filter through our viewing feedback by the interest level of the applicant.  When looking at viewings from either t...

Viewings - Interest level Filter.

We have the ability to have a quick preview of the viewing feedback without having to click in to the feedback detail itself. In order to ...

Feedback Previews

When in the sales progression, we have Milestones. As these milestones are checked off and completed, it increases the percentage of the B...

Milestones

 
When on the sales progression page you will need to create your invoice.
Invoices
When the invoice is ready you can download it onto you...

Sales Progression - How to send the invoice as an attachment to the vendor and vendor solicitor when sending the MOS

When in the sales progression, if we click the 3 dots on the right of the buyers details, then we can open up the sales chain. 
 
When we ...

Sales Progression - Understanding The Sales Chain.

Suppliers integrate with the MOS. If you enter in a new solicitor in the MOS, they will automatically be added to suppliers.
 
If you are ...

Sales Progression - Adding Solicitors to the MOS

We can create invoices in Lifesycle, and we also have a centralised place where we can take a look at all of our invoices and mark them as...

Invoices

In Lifesycle, we have an area labelled 'suppliers'. Here we can add in and manage all the people we regularly work with outside of estate ...

Sales Progression - Suppliers and how they integrate.

When in operations &gt;&gt; sales progression, we can see a list of all of our current accepted offers which are currently going through t...

Sales Progression - How to View Fallen Through Offers in the Sales Progression Page.

When in the sales progression, if we scroll down to the bottom too our private documents, we will see a document labelled 'Property Brochu...

Sales Progression - The Property Brochure on the MOS.

When we click through to the Memorandum of Sale from the sales progression, the first we can see is the property details, and the vendor a...

Sales Progression - Understanding the Memorandum of Sale.

Once an offer has been accepted on a property, we can go to the sales progression by clicking on the detail of the accepted offer on the p...

Sales Progression - Understanding the Sales Progression.

Lifesycle has the ability to send out a viewing feedback request email to the applicant the day after a viewing. However this must be swit...

Viewing Feedback - Automations.

Viewing Feedback - How to see a list of all of your viewings awaiting feedback

We all know that getting a signature is the goal - remove stumbling blocks for your contacts and give them an easy experience that will le...

Contracts - the client experience and how a user follows along

Digital Contracts in Lifesycle are the way to close your listings faster. Send a contract from your mobile phone (they can sign on a mobil...

Contracts - How to send out a contract

Scroll down to private files in the sales progression, and double click on the memorandum of sale you would like to download. From here yo...

Sales Progression - How to print and save a Memorandum of Sale as a PDF.

We have provided a default signature for every user.  You are able to edit the default signature (change the name) or draw one instead if ...

Contracts - How to change your signature for contracts

You are busy and so are your potential vendors and landlords.  Make signing easy to do on the go - digital and available on mobile phones!...

Contracts - How to setup your digital contracts

We have created default email templates to go out throughout the process of contract signing:
Contract Created: 'Thank you for choosing us...

Contracts - How to edit contract related email templates

It's possible to save your contracts as a PDF in Lifesycle, however, this is only possible with signed contracts. It's really simple to do...

Contracts - How to save contracts as a PDF.

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