Instruction management

Manage instructions in one place

Step publish iphone

You’ll never be more organized!

Bring a new instruction to market in a matter of minutes, and manage it through an online system that works across desktop, iPhone and iPad.

With the instruction overview page, you won’t have to ask around the office for the status of an instruction. View all instructions within your organisation, edit the ones you 'own', and collaborate with joint agents. View high level statistics on your current fee potential. And best of all, if it needs to get done, but you can’t get to it, you can delegate tasks like updating availability to another user.

Instruction management features:

  • See all your instructions in one place. Display your current instructions with milestones and links to key marketing campaign actions.
  • Create, edit and update instructions. Bring them to market in minutes.
  • At a glance view, your fee potential for active instructions.

The perfect dashboard for your instructions

Our instruction overview gives you a visual overview of all of your instructions divided into different statuses (available, under offer, sold, let etc.). See a quick view of activity metrics like the number of instructions added, and number of completed transactions.

Advanced instruction metrics

See instructions organised by what stage each is at and how long they have been on the market. Drill down to see matches with live requirements, interest schedules, conversations and actions

Marketing quick starts

Bring new instructions to market fast, with one-click quick starts to create email marketing campaigns, PDF brochures and microsites.