Widget Name

Definition

A log of triggers that have been recently actioned. This includes a description of the action from the trigger, the contact or property involved, and the date/time it was actioned.

A monthly breakdown of all contacts added to Vault over the past 6 months.

A snapshot of the total and the past seven days of contacts added that have been assigned to the selected contact categories. The reported contact categories can be defined from within the Configure button in the top right-hand corner.

A snapshot of all pending property enquiries received in the last 24 hours. This also includes the last 5 enquiries received, including the client's name and the date/time the enquiry was received.

Stay updated with our Vault webinars, new function releases, and general Vault updates.

My Calendar Events (today)

You can see all calendar events for the day, including the time, status, summary, and description.

A Snapshot of the past 10 contacts you have viewed. This includes the contact name, the time when they were viewed, and the type of contact.

Office Calendar Events (today)

You can see all office calendar events for the day, including the time, status, summary, and description.

If you are a multi-office user with super user access, this widget can easily switch between Vault accounts. If you need to set up super user access, you can send a request to support.

A snapshot of all upcoming birthdays in the next 31 days, including the contact name and the date. These are populated based on a birthday date added against a contact.

Widget Name

Definition

A percentage snapshot of the action list currently attached to contacts in your database.

A percentage snapshot of contacts in your database with a defined email address.

A snapshot of all SMS/TXT sent within the current month. This includes how many SMS/TXT messages have been sent in the last seven days.

A snapshot of total contacts within the office. This includes how many contacts have been added in the last seven days.

Widget Name

Definition

A snapshot of all available rental properties where you are assigned as the Contact/Enquity Staff Member. This widget populates the property address, vacancy date, and rental price.

A snapshot of all available rental properties in your database, including the property address, vacancy date, and rental price.

A snapshot log of all recorded property keys across all properties in your database. This includes the property address, Key ID, and the option to view the Key Tracking Notes.

A snapshot log of all checked-out keys across all properties in your database. This includes the property address, Key ID, and the option to view the Key Tracking Notes.

A list of all status-updated properties in the last 60 days. This includes the status, property address, date, and the option to view the property card.

A snapshot log of all properties that have been listed on portals (websites) in the last four days.

This is a snapshot log of all properties listed on portals (websites) that have returned an error in the last four days.

A list of the last 20 appraisals where you are assigned as the Contact/Enquity Staff Member. This includes the property address, owner's name, date, and the last note recorded against an owner/landlord linked to a lease appraisal.

A list of the office's last 20 appraisals. This includes the property address, the owner's name, the date, and the last note recorded against an owner/landlord linked to a lease appraisal.

A list of all offers recorded against the listing within the office. This includes the client name, property address, status, office price, details & date.

A list of all upcoming opens/inspections added against your listings in the next seven days. This includes the property address, date, and time.

A list of all upcoming opens/inspections added against the office's listings in the next seven days. This includes the property address, date, and time. 

Widget Name

Definition

A bar graph of gross commission from upcoming settled sales in the current month and the next three months, where you are attached as the listing agent.

A bar graph of total office gross commission from upcoming settled sales in the current month and the next three months.

A List of all current listings where you are attached as the listing agent. This includes the days on the market, property address, and status bar based on the Authority dates added against the listing.

A List of all the offices' current listings. This includes the days on the market, property address, and status bar based on the Authority dates added against the listing.

A snapshot of all listing deposits due in the next eight days for listings where you are attached as the listing agent. This includes the deposit amount, property address, deposit date, and a status bar. 

A snapshot of all listing deposits due in the next eight days. This includes the agent attached to the listing, deposit amount, property address, deposit date, and a status bar.

A curve graph of all Qty Listings compared with Qty Appraisals for the last six months.

A leaderboard of all appraisals added in the current month. This includes the current standings, agent name, and the Qty.

A leaderboard of total gross commission from only settled properties within the current month. This includes the current standings, agent name, and the quantity.

A leaderboard of total gross commission from only conditional & unconditional properties within the current month. This includes the current standings, agent name, and the Qty.

A leaderboard of all listings added in the current month. This includes the current standings, agent name, and quantity.

This is a snapshot of your user's KPIs, which have been set based on a 30-day period. It includes appraisals, listings, and sales.

A list of all properties in conditional or unconditional status that are awaiting settlement, where you are the listing agent attached. This includes the property status, address, settlement date, and status bar.

A list of all properties in conditional or unconditional status that are awaiting settlement. This includes the property status, address, settlement date, and status bar.

A snapshot of all your upcoming pipelines in the next three months, including the contact name, property address, and date. These are populated based on a pipeline date added against a contact.

A snapshot of all upcoming pipelines in the next two months, including the contact name, property address, and date. These are populated based on a pipeline date added against a contact.

A list of the last 20 appraisals where you are assigned as the Contact/Enquity Staff Member. This includes the property address, owner's name, date, and the last note recorded against an owner linked to the appraisal.

A list of the office's last 20 appraisals. This includes the property address, the owner's name, the date, and the last note recorded against an owner linked to the appraisal.

A list of all offer conditions added against a property that are due in the next 21 days. This includes the assigned user, offer condition name, the property address, due date, and status bar.

This is a list of all upcoming offer conditions due in the next 21 days that have been added to a property and assigned to your user. It includes the offer condition name, the property address, the due date, and the status bar.

A list of all upcoming opens/inspections added against your listings in the next seven days. This includes the property address, date, and time.

A list of all upcoming opens/inspections added against the office's listings in the next seven days. This includes the property address, date, and time.

A list of all To Do list tasks, Open Inspections, and property tasks that need to be completed across the office for the day.

A list of all your To Do list tasks, Open Inspections, and property tasks that need to be completed for your specific user for the day.

A list of all listings that have reached or are within 70 days of the authority end date has been added against the property. This includes the property address, owner name, and expiry date.