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Reapit PM Settings
Arrears Auto RemindersThis article will take you through how to set up arrears auto reminders in Reapit PM.
Banking SettingsThis article will run through the Banking Settings on Reapit PM.
Bill SettingsThis article will show you how to manage bill settings in Reapit PM.
CategoriesLearn how to setup and apply categories in Reapit PM.
Change LogThis article explains how to access the Reapit PM Change Log, how to read entries, filter and search for specific changes.
Change Of Office to a New Brand or Trading NameThis article covers suggested processes required to be completed when an office changes Band or Trading Name.
Communication in Reapit PM & SalesThis article will cover the sales communication process in Reapit PM.
Configuring Tenant Agreement ReferencesThis article will give you a guide to setting up tenant agreement references in Reapit PM.
Creating Agency FeesReapit PM allows you to configure and default apply fees to management agreements. This article will walk you through the process. The processes in this article include: Creating Agency Fees Fee Event Types
Creating and Editing TemplatesThis article is a guide on how to Create and Edit templates in Reapit PM.
Custom DataCustom data in Reapit PM allows you to add any fields to your Contacts, Properties, Sales, Owners, Tenants & Creditors, so that you can record all information relevant to those entities and your business needs.
Dissections in Reapit PMThis article will help you understand the basics of creating and managing dissections in Reapit PM.
Editing, Applying and Deleting FeesReapit PM allows you to configure and default apply fees to management agreements. Fees can be edited or deleted after they are created, and the default will then be applied to all management agreements.
End of Financial Year FeesThis article will take you through how to create an End of Financial Year Fee. The process in this article include: Create an EOFY Fee Apply EOFY Fee to Managements
Fraud DetectionThis article runs through how to set up Fraud Detection and the process following the detection of a potentially fraudulent transaction in Reapit PM.
Gained and Lost Setup & How ToThis article will run through how to set up and use Gained and Lost Reasons in Reapit PM. The processes in this article include: Setting up Gained & Lost Reasons, Referrers and Lost to Adding Gained and Lost Reasons to a Management Agreement
Inviting and Setting Up UsersThis article will walk you through how to invite, edit and remove access to your Reapit PM office. The processes in this article include: User Access Levels Inviting a New User Editing and Removing Users from Your Office Super Administrator Access and Set Up Changing the Super Administrator
Managing PortfoliosThis article is a guide on how to manage and use portfolios in Reapit PM. The process in this article include: Viewing Your Office by Portfolios Add a New Portfolio Editing a Portfolio Deleting a Portfolio
Office SetupIn this article, you will learn how to enter office details in Reapit PM. The process in this article include: General Office Settings
Owner Statements & Set UpThis article will explain how owner statements work and how to set them up in Reapit PM. The processes in this article include: Statement Version Resources and Settings Viewing and Resending Owner Statements Setting up Owner Statements Owner Statements Versions
Owner Statements PDF Template Version 1This article will walk you through the key areas of an owner statement. The process in this article include: Understanding owner statements What other important information or documents are attached with owner settings?
Owner Statements PDF Template Version 2This article will show a breakdown representation of version 2 of the Owner Statement PDF Template. The process in this article include: Statement Breakdown
Profile, Portfolio, and Office SignaturesThis article explains the usage of email signatures in specific areas of Reapit PM.
Reapit Connect and Reapit PMThis article will guide you through accessing Reapit PM with Reapit Connect. The process in this article include: Signing into Reapit PM using Reapit Connect Inviting a New User to Access Reapit PM with Reapit Connect Managing MFA (Multi Factor Authentication) in Reapit PM with Reapit Connect
Setting up SMS - Inbound & OutboundReapit PM Inbound SMS can be set up for premium plan subscribers. Outbound SMS messaging is standard for all Reapit PM plans. This article will walk you through how to set up and configure Inbound and Outbound SMS for your business.
Yardstick ToolThis is a guide to use the Yardstick tool to measure your agency's Net Promoter Score or NPS