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Showing posts from 2018

Matterport 3D support to Property24

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We now update the Matterport 3D tour to Property24 if supplied via OMS or Base:


If you have existing listings with Matterport 3D tours on them, simply resave.

Base : track qualified leads on listings and view listing enquiries by contact

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Base CRM allows the automatic import of leads from various portals by synchronizing your mailbox. Leads will then import into your Base inbox. Here you can qualify and convert those leads to actual contacts or discard them:




When converting the lead to a contact the contact details are all automatically pre-populated in the fields (depending on what the portal sent), so you just have to categorize and tag the contact as a buyer, seller etc. (all these categories are configurable):




For buyers, you can further fine tune their requirements including price, area, beds, baths etc. through the qualify tab. This also provides a way of finding matching buyers when listing a new home.

Base will now link the original enquiry on the contact through the diary tab, on the day the enquiry was made. It will also link it to the listing that was enquired on:

At the same time, if you open the listing diary view, you will also notice it saved the original enquiry with the converted contact:

This allows y…

Base & OMS PDF Brochure size reduction

Custom PDF brochures in Base & OMS as well as generic property brochures in Base are now up to 3 times smaller with compression algorithms applied to them. A typical brochure of 2.6 MB is reduced to about 0.8 MB in the process.

New Sole Mandate Banners for Flex Websites

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We've added Sole Mandate Banners to our first generation Flex Websites - this update ensures that if you have selected sole mandate on your OMS or your Base dashboard when uploading a new listing it will display accordingly on your Flex website as well.

This banner will not only appear on the search results pages of your website but also on the details page of a listing with a sole mandate.

Examples of results page banner





Examples of listing page banner





New Base Google Calendar integration for real estate agents launched

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Following the automated leads import we've launched, we have now integrated Google Calendar with Base real estate CRM and have released in it BETA mode to all users. In BETA mode we gather feedback from clients, sort out issues and make improvements.

Visit your profile settings in Base and click on the 'Integrations' tab to connect your Google Account.
Once connected you will enjoy automated leads import into your Base inbox while new calendar entries created in Base will now automatically sync to your Google Calendar account - it can certainly help streamline your scheduling!

How does it work?


Simply open your diary on your dashboard or listing or contact and create an entry, e.g. valuation. In your Base dairy, you can optionally link contacts and listings as per screenshot (1). (The entry will then appear on the diary of the contact or listing too). In case of the valuation, you can link the listing (capture as a valuation) and the seller. Set the time and press save.The c…

Base new commercial & rental fields launched

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We've introduced the following new fields on residential and commercial rentals in Base CRM:

• Lease escalation %
• Lease period
• Deposit requirements

We've split the contract dates and commission into 2 tabs and introduced a 3rd new tab 'itemized cost'. This tab provides a configurable set of cost rows that will be useful to commercial leases and sales. Cost items you want to specify is added from the dropdown and then saved as part of your mandate. This way only the required fields are shown and saved:



On the features tab we've also introduced new fields including:

 • Coverage
 • Floor Area Ratio (FAR)
 • Grade/Rating

The grade/rating have some default values but will soon be configurable via the Base / Setup / Customize function.

We value your feedback: if you deal in commercial property, drop us an email on support@entegral.net to let us know how we can further tweak this.


Base listing syndication dashboard compact view

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Listing syndication compact view
Base syndicates your property listings to so many portals, that it became difficult to fit everything into one screen on the listing syndication dashboard view. We've now made the portal statuses more compact as can be seen here and we hope it eliminates some horizontal scrolling for you. It's now easier to get a quick overview of the status of listings on various portals:



You can easily filter for pending or error statuses too using the filter:



Since Base CRM was built from the ground up to be mobile friendly, you can also view your portal status from any other device by clicking on the expand button on the left of listings in the listing syndication dashboard view:



When you log on to Base you can also instantly get a quick overview of your listing status on the portals:






Base syndication status filter and re-assigning leads

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Filter portal status
You can now easily filter on active, pending or error statuses for listing syndication on your listings landing page in Base.


Re-assign leads to another user
Automated leads import is a great way to centralize all your leads in your Base inbox and convert them into contacts you can track. We've now also added a feature to re-assign leads to other agents:
- Simply open the lead
- Click on Reassign:


- Select the agent to reassign to, by entering the 1st few letters of their name
- Add a note that will appear on your reassigned lead:


- The lead is now removed from your inbox and will appear in the other user's inbox as follows:


They will also see your note and have the ability to `action` it like a normal lead including converting it into a contact.

Automated leads import
We've done a few tweaks on the automated leads import, if any of your leads are not importing into Base correctly please let our team know so we can tweak our algorithms.


New Locanto property feed partner

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International classifieds website, Locanto, is now available as listing syndication feed partner for OMS, Base and Sync API users.

There is no additional fee and your listings are already live, if you have the PropertyCheck and GotProperty feeds enabled.




For a list of free and paid property portal partners, visit our Sync page.

Automated leads import from all portals now available in Base

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It's now never been easier to get all your listing leads into one system. 

We invite all our Base CRM users to try out the new BETA automated leads import functionality.

Once your IMAP enabled or Gmail email account is connected, the system will automatically import leads from all the portals. For now, we've connected Property24, Private Property, IOL Property, and ImmoAfrica. (MyProperty South Africa & Namibia and your own Flex website is automatically connected). Once we are happy that these portals work fine we will enable the rest of the portals.

Effective leads management is critical for any real estate agency, and we'd like to help you work smarter, by getting a global overview of your leads and associated metrics.

HOW DOES IT WORK?

Once your email account is securely connected to Base, we will automatically import leads which will show up in your Base inbox and the activity dashboard:



From here you can action leads and convert the valid ones into contacts:


Base ma…

New partner portal, GotProperty

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We are pleased to announce a new partner portal for South African estate agents, GotProperty www.gotproperty.co.za

GotProperty is powered by Junkmail Digital Media and enjoys further referrals links from the highly visited www.junkmail.co.za parent website to drive leads.

Listings are already integrated for both the OMS and Base systems and runs on the same feed as the PriceCheck feed.

For a list of Sync listing integration partners visit http://www.entegral.net/sync/


New partner portal, Property Matcher

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We are proud to announce another exclusive property portal partner available to Entegral South Africa real estate clients: Property Matcher. You can view their website on www.propertymatcher.co.za

All clients enjoy a free, no obligations 6 month trial. After the trial, you can opt in for one of their paid packages, more details here.

Simply contact our support team to enable your feed on either the OMS or Base. The feed updates every 2 hours.

Check out the list of free and paid property portals we offer to all clients here.



Sync API clients

For clients using our standalone Sync API listing syndication interface with their own management systems, simply add 'propertymatcher' to your portalListing object for each listing as per the Sync API documentation here after you've enabled the portal for an office under the Save Portal Credentials.




Base improvements including last activity date & brochures & contacts

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Last activity date
When last did you made contact with one of your active or inactive clients?
On the contacts dashboard, Base will now show you the last time you made contact with someone, in a new activity column:


If you open a contact you can also quickly see when last there was contact:



New brochures
We've added a new 4 photo and 7 photo brochure option under listing / reports. The brochure colour scheme will follow the Base colour scheme selected under Settings / Customize / Colours.




Forgot password
A forgot password option is now available on the login screen

Quicker way to add new contacts to a listing
We made the process of adding a new contact on a listing quicker, with a popup window displaying when you click on the 'add new contact' link. The contact form is a shortened version of the full contact form and contains key fields required.






New realtime currency conversion for Flex websites

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We now convert property prices to popular currencies on Flex websites using the latest exchange rates available:



There is no cost to clients and the feature will also be brought into our next generation Flex Template Language websites soon.

Developer API updates: MyProperty reference lookup URL, Private Property sync, Flow living

MyProperty lookup

If you use the Sync API you can link your listings with your own reference number on the new MyProperty website as follows:
https://www.myproperty.co.za/?webref=your-reference

Should there be an enquiry on a listing, the email will also contain your internal reference number and link to the website.


Private Property listing flush

If you are implementing a new Sync listing syndication API project, and have existing listings from a previous system on a portal, you usually request the portal to remove listings and then bulk update everything through the Sync API. The exception was Property24 where you had to supply the existing Property24 ID in the portalListing ID object:

https://sync2.docs.apiary.io/#reference/listings/listing-collection/create-or-update-listing


You are now required to follow a similiar process for Private Property and insert the existing listing reference number in the ID field (they are no longer supporting bulk removal of listings).


New portal suppor…

New portal, Flowliving to boost your rental listings

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A brand new portal, Flow Living, is now included as syndication portal for Entegral OMS, Base and Sync clients.

Flow Living is focused exclusively on rental listings and provided free of charge to Entegral clients. Flow uses its unique tech to send the best tenants to your property listings, resulting in more leads and viewings for your vacancies. To find our more about the new Flow rental portal click here.



Base interactive listing map tool

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A new interactive listing mapping tool is now available to Base clients.
It allows you to apply filters and view your listings on in interactive map.
This is a great way to see where certain listings (e.g. sales, rentals or sold properties) are listed. You can also use the other filters, e.g. price range or filter listings for a specific agent. Map markers are colour coded and shows the exact location you've geocoded for the listing in Base:



To access, go to your listing dashboard and select the 'Interactive Map' tool.

The mapping tool is currently in beta mode in order for us to evaluate usage and associated costs.

Read more about Base Real Estate CRM here.

Base updates including files on property listings

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Several updates have been made on Base including:

Add files and links including virtual tours to listings
You can now add public available files and links on listings. These files and links (including virtual tours, Youtube video links, Matterport 3D tours etc) can be integrated with your Flex website for your visitors to download or view. There is no limit on the number of files/links you can add on your listings. The photos tab has been renamed to 'Media'.



Days column on listing landing page
The number of days a listings is currently active is now displayed on the listings landing page:


News article gallery images order
You can now change the order of images in a news article's gallery with drag-and-drop mouse actions. News articles can be pulled through to your Flex website.


New Garden Cottage type: South Africa
A new property type, Garden Cottage, has been added for South African users. Note that not all portals support this type, so will pull through to the nearest type.


Base website news feature

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There is now a website news feature available in Base, under the library icon.
This allows you to capture and segment public news for your website. To integrate into your Flex responsive real estate website, please contact the Entegral Helpdesk.


You can configure your own categories (under settings/customize) with a default 'General' category preloaded. You can for instance categorize your news as office news, market news, events, etc. for your visitors. Quite a nice feature is 'tags' which helps you further segment your news.

You can also add multiple photos to your article through a 'Gallery'. Great if you've done some type of event and want to post the photos.



To learn more about Base, click here.

Base: listings & client matching facility

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A new client-listing matching facility is now available in Base for all users. You can capture property requirements on contacts and find matching clients for your listings. This is a great way to keep track of what your clients are looking for and find matching clients on new listings.

Capturing client requirements & view matching listings

You can qualify clients by capturing their property requirements. Find a contact and go to the 'qualify' tab. Here you can add multiple requirements which includes property features, areas and short notes. A simple click on the 'view listing matches' button will reveal all current listings that match the client's criteria.




View matching clients

Once you have a few requirements from clients captured, you can go into the 'reports' tab of new or existing listings, and click on the 'matching clients' report. It will bring up a window where you can find all matching clients based on their requirements. You can also …

Matterport Virtual Tours now embedded into property details on Flex

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If you use Matterport 3D virtual tours on your property listings, Flex will now embed the virtual tours into the 'virtual tour' tab on property details on your website and default to this tab for your visitors.



Here are instructions on how to add virtual tours and videos to listings:
http://support.entegral.net/support/solutions/articles/1000147879-adding-external-videos-virtual-tours-links

You can also use Entegral's free 360 tour option, if you have a 360 camera or application to make 360 tours: http://productblog.entegral.net/2017/06/free-360-virtual-tours-for-real-estate.html


OMS API update version 1.11 - Get contacts company enhancement

An update has been made for developers to the OMS API, version 1.11. It is documented in our OMS API documentation.
Retrieve company name from contacts A new 'company_name' field has been added to the view contacts call:
https://omsflow.docs.apiary.io/#reference/contact/contacts-collection/view-contacts
Module 4 access is required to retrieve contacts.
{
        "id": 5543564,
        "first_name": "John",
        "last_name": "Smith",
        "title": "Dr",
        "company_name": "ET Green Recycling",
        "mobile_number": "0826669999",
        "office_number": "0112223333",
        "email": "john@entegral.net",
        "category_system": "landlord",
        "category_user": "",
        "is_office_shared": true,
        "is_active": true,
        "birthday": "0001-01-01…

New South African portal, Qwengo now live for listing syndication

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We have enabled a new Sync listing syndication portal for all our South African real estate users: www.qwengo.co.za

Entegral offers an initial, exclusive interface to the new portal and listings have already been integrated. The portal is free and currently updates listings from the OMS every hour.

If you are using our Sync API http://www.entegral.net/sync/api from your own management system, the new portal can simply be enabled by passing qwengo in the portallistingobject.

OMS API update version 1.10 - Get contacts enhancements

An update has been made for the OMS API, version 1.10. It is documented in our OMS API documentation.
Retrieve landlord type contacts  We now indicate 'landlord' contact types as part of the "category_system" response. You can furthermore also filter specifically for landlord contact types only. 
https://omsflow.docs.apiary.io/#reference/contact/contacts-collection/view-contacts Module 4 access is required to retrieve contacts.
New Property ID field A new field 'property_id' is returned as part of the View Contacts response. This allows you to identify the listings this contact is linked to (if any), e.g.

 {         "id": 142508,         "first_name": "John",         "last_name": "Doe",         "title": "Mr",         "mobile_number": "0829998888",         "office_number": "",         "email": "johnd@entegral.net",         "category_system&quo…