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Showing posts with the label base - reports

Listing view insights comes to Base

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Entegral clients can now get early access to our new Base listing view stats functionality. It consolidates listing views per day per portal on all your mandates. There is also a rollup feature for the office to track overall views across all listings on participating portals. Once activated, we will start tracking listing views on all your mandates and keep a permanent history of views on all active and inactive listings. Portals supported We're launching with initial support for the following portals: Property24 South Africa and Namibia MyProperty South Africa and Namibia Gumtree South Africa Your own Flex website (any country) Your external website built through the Base API (based on certain requirements) We can support any other portal if they can make your listing view stats available to us Listing statistics forms part of an exciting new and bigger product that we will launch soon and the functionality will be expanded over time. Sign up process Your office administrator ...

Base: full commercial listing report itemised costs

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Following the release of the Base  full listing details brochures , the commercial report now includes all of the  itemised costs you've added to your commercial listing:   Need a customised commercial or residential brochure? Speak to your Entegral team for a quote.

Base: new one liner listing reports

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A new one liner listing stock report is now available in Base. You can choose between a residential and generic type and apply filters as with other reports: We've also tweaked some of the existing report names for consistency.  Require a more specific or different layout? Base allows for the development of custom reports . Base CRM provides full listing, contact and document management for residential, commercial and agricultural real estate professionals.

Base: new full listing reports

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x2 New property brochures are now available to Base users: Full listing details (residential) Full listing details (commercial) Go to a listing and open the reports section to generate them for download in PDF format.   The commercial brochure will soon be enhanced with itemised cost details. You can also request the Entegral team to customise or create brand new brochures for your office. Message us with your requirements and we will do a quote.

Gain insights with the Base Mandate Summary report

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A new Mandate Summary report is now available in Base under listings / reports. The report is in beta, so tweaks will be added based on your feedback (click on the link in the report to capture your suggestions). The report provides a breakdown of mandate status and type for suburbs you operate in as well as a further breakdown of mandates per agent. Graphs further highlight key metrics e.g. a breakdown of mandate type and volume per suburb. The report works on filters so you can easily narrow down the report view to for instance filter for all listing mandates for a particular month and get an overview of where you gained listings, the volume and mandate types. We hope the report gives more insight into your real estate office's data and we welcome you to make suggestions for similiar reports to be built in future. In case you've missed it, you can now also order custom Base reports .

Build custom reports in Base

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Customised listing reports for your agency While you can already get our team to build customised property listing brochures for you in Base , we've extended the functionality to build customised reports based on your specifications. This gives freedom to have printable reports in a specific layout, showing different fields including calculations and make it available to all your agents. Listing reports are available under listings / reports, and once we've integrated your custom report, it will be available here for your users. The custom reports makes use of the same filter features you currently have available and the report itself can display most of the key fields you have on the property details. Listing data can be grouped, summarised and formatted in various ways in the report and also shown in reports as we've done with the Mandate Summary report . We can also apply conditional logic to fields, e.g. if a Price is over a certain amount, or listings are a certain num...

Base: New report filters & tweaked reports

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A new listing report filter is now available to all users in Base . Go to listings / reports: Click on the report filter (A) and add your filter criteria, then press apply (B). Choose the 1st report (C) listings based on filter criteria. Your report will be displayed and provide you with the option to adjust your filter criteria or export to formats like PDF. We've also tweaked the listing reports including showing the mandate status below the sale type, adjusting the floor and land size fields a,d highlighting the property type in bold. Mandate filters are now also available on the listings dashboard.

New 2-Way SMS feature for Base

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Base users can now send and receive SMS messages to clients with the new 2-way SMS feature. Simply open a contact and you will see a new MESSAGE tab on the right. Click on new SMS to create a new message to a client (limited to 160 characters). Be sure to include your name and/or office details to sign off messages: When a client replies, the message is added to the message thread of the contact. A notification is also sent to your dashboard an inbox (shown below). From here you can open the message to reply should you want to: To purchase credits for SMS simply click on the purchase link on a new message which will take you to the following screen. When you purchase credits via credit card, it is instantly applied to your account. You can also go to your profile / integrations and purchase credits there. Administrators have the option to override send/receive SMS functionality for individual users. Costs and launch date South Africa : available now. Send cost: R0.35/sms. Receive c...

Base update: new active listings reports

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Improved listing page layout You now have quicker access to different views of the listings landing page with quick links on the left, including a new report section that hosts the listing reports: New active listing reports We've integrated a brand new report engine and will introduce various new listing and management reports in Base.  Available today is 3 active listings reports (all, expiring soon and just listed) that include thumbnails of your listings. Simply click on a report to view and optionally download to PDF. It supports multiple listing agents while mandate statuses are colour coded. We will make some report sections interactive. On the active listings report you can for instance click on the listing ref # to open the listing in Base, or click on the address to open the Google Maps location. Handy if you perhaps have downloaded the PDF report to your tablet or phone. Base is mobile friendly so all your property and contact details are always a click away. Some stats ...