Onboarding

Onboarding with agentOS/agentPay

• How do I import my existing lettings data into agentOS or agentPay?
• What is the account set up form and why do I need to complete it?
• How do I transfer property and tenancy data between agentOS accounts?
• How should I notify my landlords about switching to agentOS or agentPay?
• How do I migrate my data from another CRM to agentOS?
• What training is included with my agentOS or agentPay onboarding?
• How do I customise letters and add my agency branding to agentOS or agentPay?

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Onboarding with agentOS

• How do I set a client's opening balance in agentOS?
• What are the different user types in agentOS and what can they access?
• How do I set up Single Sign-On (SSO) for agentOS?
• How do I get started with e-signature services in agentOS?
• What document preparation is required for e-signatures in agentOS?