AgentPro Training Page

AgentPro Software Training

Would you like to enhance your knowledge of using AgentPro software? If so, our training sessions offer you the perfect opportunity to learn its distinct advantages - namely how you save a wealth of precious time and how you will make your agency more efficient.

We offer two different sessions:

  • Basic training (all-day session)
  • Advanced training (all-day session)

You can choose to come to just one, or if you think it’s worth your while then you’re more than welcome to attend both – you will pick up even more valuable hints and tips to use to your advantage.

Basic Training

This training gives you a comprehensive overview of how to use the basic features of AgentPro software, which will help your branch gain a valuable competitive advantage in your local market. You will leave the training with an abundance of beneficial knowledge, such as:

  • Booking appointments into the diary, such as market appraisals
  • Market appraisal follow up and conversion into take on
  • How to market a property
  • Entering client details and preferences
  • Matching clients to properties
  • Arrange viewings and entering feedback
  • Handling offers and progression details
  • A rundown of the different types of appointments available within your diary
  • Changing the diary view and selecting different branches / negotiators
  • A walk through of the different options within the task list
  • How to control pending actions within the task list
  • A run-through of all the different options within the property details screen
  • Adding company details such as solicitors, energy companies, banks, DPS, HMRC and more
  • How to use the dashboard to find out statistics on branch / negotiator performance
  • Newsletter creation
  • Letter template management
  • Property management is excluded, but it’s covered in-depth within our advanced training.

Advanced Training

This half-day course gives your branch a distinct competitive advantage, as you gain an intensive understanding of the advanced property management features of AgentPro. It focuses on:

  • Understanding and setting up products and nominal codes
  • Making opening balance adjustments to nominal codes
  • Creating transaction accounts for tenants and landlords
  • Setting up payments schedules
  • Automatically raising invoices for deposits, rent or similar
  • How to create tenancy agreements
  • Making/receiving payments
  • Producing statements and receipts
  • Bank reconciliation
  • Transferring commission from client account
  • Raising property maintenance issues
  • Obtaining quotes from contractors
  • Converting quotes to orders
  • Handling maintenance requests
  • Raising invoices with contractor / landlord
  • How to handle non resident landlords
  • Managing deposits

Ultimately, AgentPro software is designed to make your agency more profitable and efficient by saving you valuable time and money. But the very best thing - the secret of our training - is that you gain a working knowledge of the advanced functionality that our software provides. You will learn how you can use this precious knowledge to generate optimal performance from your staff and to increase sales.

Training Dates and Costs

Each course costs £75 (+ VAT) per delegate, but spaces fill up very fast – so if you are interested in attending either of our training sessions, then please get in touch with us to find out the next available date.

Training Locations

The sessions are held at our head office and cater for a maximum of 16 people. We have a purpose-built, fully-equipped training room which means training is carried out with zero disturbances. For training at the Bridgend Office there will be two short brakes and and hour lunch throughout the day. Refreshments will be avaialable however there is no lunch provided.

Remote Training

We also offer a remote training service - which is charged by the hour - and can be conducted at a date and time most convenient for you. On top of that, we can even bring the training to your office if you wish, which is charged per day.

New Clients

AgentPro Pro Licence - For clients on the AgentPro Pro package, you will receive a training voucher that entitles you to a free basic training session (one per branch).
AgentPro Gold Licence - For clients on the AgentPro Gold package, you will receive a training voucher that entitles you to a free basic training session (one per branch), and a free advanced training session (one per branch).

Cancellation Policy

Please be aware that if you book to attend one of our training sessions but are no longer able to attend, you must notify us of your cancellation at least 2 working days before the training date, in order to receive a refund.