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Training #4: Share Interest Schedules with Landlords

Mike Avery avatar
Written by Mike Avery
Updated over 2 weeks ago

Goal

Sharing a digital Interest Schedule with a landlord provides them with an immediate, transparent view of the demand for their property.


Step 1: Share your schedule

Assuming you are happy with the Interest Schedules content (you can read more about updating schedules here) then select "share":
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Step 2: click 'Share with Landlord'

Add the details of the contact(s) you want to share the presentation with. If you have Landlords associated to the disposal we'll offer you those as 'suggested contacts' to invite.

You'll also be able to see those you have already shared access with, clicking 'Send Invite' will send a reminder, 'Remove' will revoke the invitation.

Step 3: Landlord accepts invite

Your landlord will then receive an email invite to login and review their Interest Schedule(s). The email will look a bit like the below:

Having problems receiving the invite? Have them search their emails for "Invitation to your Client Portal" or give us a call.

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