Knowledge Hub

Property Management

Mobile App & Integrations

• IOS/Android App - Caller ID Setup

Navigation

• Getting Started with Vault
• Dashboard
• Search Nav (Universal Search bar)
• The Message Board

Properties

Contacts

Automation & Bulk Communication

• Email Communicator
• SMS/TXT Communicator
• eMarketing Storage
• Track Marketing Campaign
• Automation - Setup Triggers
• Automation - Office Automation

Calendar, Tasks & Notes

• Sticky Notes
• Managing Your Calendar
• Adding Appraisal (Calendar)
• Adding Scheduled Viewings (Calendar)
• Calendar Report
• Notes

Settings & Housekeeping

Letters/Action Lists

• Creating and Assigning Action List
• Action List Overview (Report)
• Creating Letter Templates (Cloud & Word Doc)
• Using Letters - Contact & Property

Reporting

• Activity Report
• Changes Report
• Feedback Report
• Leaderboard Report
• Login Access Report
• Principal Reporting

Financials & Trust Accounting