BOX System Release | User Guide
Highlights of the newest features and upgrades to land in BOX, PLUS updated on our 24 in 24 pledge.
Looking for something?
Utility Notifications
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!
Read more
Cancelled Know Your Customer (KYC) Checks
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!
Read more
Expired Know Your Customer (KYC) Checks
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!
Read more
Fixflo Integration Launch
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!
Read more
Faster AST Creation at Renewals
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!
Read more
Custom Rent Schedule Launch
24.07.2024 System Release Notes | Custom Rent Schedule Launch Release Overview: This allows users to select a variety of adjusted rental payment options on the BOX platform meaning you can adjust dates, values or set payment in advance. Key Features: 1. Automated Pro-Rata and Payment In Advance Calculations | BOX simplifies the entire process by automatically calculating pro-rata payments for you. Additionally, the rent schedule will automatically adjust to reflect when payments are taken in advance, ensuring accuracy and ease of management Talk To Us Today!
Read more
Property Passport™ Enhancements
28.05.2024 System Release Notes | Property Passport™ Enhancements Key Features: 1. Expanded Rental History Visibility | Access to Full Rental History: When accessing a tenant’s Property Passport™, you will now see all previous rental history references, not just the most recent one. This consolidated view provides greater confidence by showcasing a comprehensive history of the tenant’s rental behavior. 2. Improved Property Passport™ Renewal Process | Enhanced Expiry and Renewal Clarity: The process for renewing an expired Property Passport™ has been streamlined. There is now clearer visibility on when a tenant’s passport has expired or when a renewal request has been canceled, ensuring a more transparent and efficient renewal experience. Talk To Us Today!
Read more
Digital Knowledge Hub Update
28.05.2024 System Release Notes | Digital Knowledge Hub Update Release Overview: The BOX User Guide is now live in the Digital Knowledge Hub, providing comprehensive support with over 200 articles covering all aspects of the BOX platform. Key Features: 1. Efficiency Improvements | The Knowledge Hub aims to save your agency time and improve platform efficiency by offering quick and easy access to detailed guidance on various features. 2. Exclusive Source for Accurate Information | The Digital Knowledge Hub is now the only place for up-to-date and accurate product and system information. All previous user guides and referencing handbooks have been officially retired and are no longer in circulation. 3. Recent Additions to the Knowledge Hub | Talk To Us Today!
Read more
Optimised Referee Process
13.05.2024 System Release Notes | Optimised Referee Process Release Overview: We are pleased to announce the release of our Optimised Referee Requests system, designed to enhance the efficiency and response rates of financial reference requests. This update follows extensive testing and reflects our commitment to improving user experience and validation processes. Key Features: 1. Enhanced Validation Methods | While 80% of tenant references are seamlessly validated through Open Banking API technology, this system introduces alternative validation methods. These methods are tailored for scenarios where tenant consent is unavailable or when tenants have recently changed employment. 2. Revolutionised Reference Requests | Based on feedback from an extensive beta group trial, our financial reference requests have been significantly improved. This optimisation has led to notably higher response rates from referees, ensuring faster and more reliable data collection. 3. Optimised for Multiple Devices | The reference request system is fully optimised for use across various devices and platforms. This enhancement improves accessibility and convenience for referees, who can now respond from their preferred devices. The system delivers a more intuitive and user-friendly experience, accommodating the growing trend of referees completing requests on their mobile phones at their convenience. 4. Transition from PDF Forms | As part of this update, we will be retiring the old PDF forms for reference requests. The new system replaces these forms with a more efficient and streamlined process. Talk To Us Today!
Read more
Locked Know Your Customer (KYC) Form Responses
02.05.2024 System Release Notes | Locked Know Your Customer (KYC) Form Responses Release Overview: We have introduced an update to enhance the security and integrity of the Know Your Customer (KYC) journey by locking down responses on partially completed forms. Key Features: 1. Locked Responses on Return | If an applicant begins the KYC journey and then returns to the standalone form before completing it, their previously entered answers will now be locked. This ensures that the information remains unchanged once initially submitted. 2. Contact for Changes | Should the applicant need to make any changes after returning to the form, they will be required to contact their letting agent. A new link will then need to be sent to them to allow the updates to be made. This update ensures that once an applicant has started the KYC process, their information remains secure and unaltered unless specifically requested and managed by the agent Talk To Us Today!
Read more