Danii Elliott

Released | 16.08.2024 System Release Notes | Utility Notifications Release Overview: We are introducing a new feature that offers users greater flexibility in managing notifications for media, utilities, water, and council tax services. Key Features: 1. Customisable Notification Management | Users will have the option to retain control over utility notifications while we support tenants with sourcing the right energy and media for their new home. This ensures that you can choose how much or how little you want to manage directly. This update aims to provide you with more control and flexibility over your notification management, ensuring a seamless and efficient process. 2. Utility Notifications Include: 3. Delegation of Notification Responsibilities | As always, you can continue to delegate all notification responsibilities to us. Alternatively, you can now keep control of the 3 listed above but still outsource energy and media switching to us, ensuring that your tenants receive the best broadband and energy deals, and have their media services set up before their move-in date. IMPORTANT | If notifications are turned off, our team will not handle any of the above-listed notifications. Additionally, it’s important to note that we can only configure notifications 1-3 collectively, and are unable to toggle individual notifications on or off. Talk To Us Today!

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Released | 14.08.2024 System Release Notes | Cancelled Know Your Customer (KYC) Checks Release Overview: We have introduced a new feature that allows users to manually cancel standalone Know Your Customer (KYC) checks under certain conditions. This update gives users more control over the KYC process while maintaining flexibility in managing checks as needed. Key Features: 1. Manual Cancellation of KYC Checks | Users can now manually cancel standalone KYC checks that have been invited but not yet started, or that are currently in progress. 2. Cancellation Confirmation | If you cancel a KYC check that is already in progress, a confirmation dialogue box will appear, informing you that the charge for the check will still apply 3. Applicant Notification | When an applicant next signs in, they will see a notice confirming that their KYC check has been canceled. The notice will also instruct them to contact the letting agent if they need to discuss the cancellation. 4. Re-instate KYC Check | If you decide to proceed with a KYC check after it has been canceled, you can use the ‘Replicate’ feature to generate a new form. This form will be pre-filled with the applicant’s previous information, making it quicker to complete. The form will include any changes made by the applicant before the cancellation, and agents will have the ability to make further adjustments as needed. Talk To Us Today!

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Released | 14.08.2024 System Release Notes | Expired Know Your Customer (KYC) Checks Release Overview: We have implemented a new feature to manage the expiration of Know Your Customer (KYC) checks, ensuring a smoother and more efficient process. Key Features: 1. 72-Hour Link Validity | Once an applicant begins the KYC journey, the link provided to complete the process will now be valid for 72 hours (3 days). 2. Expired Status Notification | If the applicant does not complete the KYC check within the 72-hour window, the check will display an “Expired” status in the left-hand menu. 3. Applicant Notification of Expiry | When an applicant next signs in, they will receive a notification informing them that their KYC link has expired and advising them to contact their letting agent for further assistance. 4. Replicating Expired KYC Checks | Should you wish to invite the applicant to complete the KYC check again, you can click the ‘Replicate’ button. This will generate a new form pre-filled with the applicant’s previous information, making it quicker to complete. A new record for the check will then appear in the left-hand menu. Talk To Us Today!

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Released | 12.08.2024 System Release Notes | Fixflo Integration Launch Release Overview: If you’re a Fixflo customer, your tenants can now report issues and receive direct updates through the tenant portal in BOX, at their convenience. Key Features: 1. Streamlined Tenant Experience | Automatic Information Population: When tenants access Fixflo via BOX, their personal and address information will be automatically populated, saving time and eliminating the need to remember another login, URL, or reporting location. 2. BOX as the First Integration Partner | Exclusive Partnership: BOX is the first tenancy management portal to partner and integrate with Fixflo. This marks a significant milestone in our roadmap, ensuring that BOX continues to deliver all the essential services your tenants need, all in one place. Talk To Us Today!

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09.08.2024 Edition 15 | August 2024 Newsletter Overview Welcome back to the latest issue of Let’s Talk Lets. It feels like this edition has been sponsored by our four legged friends at The Hub – because as well as a very important and interesting chat about Pets in Lets with AdvoCATS, we also share our CEO Heidi’s latest blog as she speaks about the impact her 26 (yes, that’s right!) pets have on their family. But it isn’t all about the animals; we also give you lowdown about the most recent feature releases to BOX, plus we give you a sneak peek at some other useful updates coming soon. There’s also an important article about some referencing criteria changes we’ve implemented, and a reminder on our digital helpdesk, Knowledge Hub, where you can find the most up-to-date requirements for a slick and speedy reference. Talk To Us Today!

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Released | 09.08.2024 System Release Notes | Faster AST Creation at Renewals Release Overview: We have introduced an enhancement to streamline the creation of Assured Shorthold Tenancies (ASTs) during the renewal process by incorporating Common Clause templates. This update significantly accelerates the renewal process by allowing for the quick insertion of commonly used clauses, ensuring consistency and saving time. Key Features: 1. Common Clause Templates for Renewals | You can now speed up the creation of ASTs at renewals by utilizing Common Clause templates directly within the renewal AST functionality. Available templates include frequently used clauses such as Parking Clauses, Landlord and Tenant Break Clauses, and Pet Clauses. Additionally, you can add your own custom clauses to these templates. 2. Expansion to Tenancy Renewals | Previously, these Common Clauses were only accessible when creating agreements for new tenancies. With this update, your enabled Common Clauses, including any bespoke ones, are now also available in the Tenancy Renewals area of BOX. This eliminates the need to copy and paste clauses from the original tenancy agreement. Talk To Us Today!

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