How BTA Supports Lettings Agents
Navigating the challenges of maintaining client satisfaction can prove difficult for Agents amidst complex regulations and unforeseen situations. Enter Behind The Agent!
When you instruct Behind The Agent, you are adding a highly trained team of back-office property professionals to your business.
You simply send us an instruction, and we’ll complete it for you, in your CRM and your accounting software – no hassles, no dramas!
How Does BTA Work
BTA saves you time & money by taking away much of the time consuming admin work - making for a slick & seamless Lettings process.
Make New Request
Whether it’s a New Tenancy, Renewal, Adjustment or End of Tenancy, login to the portal and make a new request
Instruct Behind The Agent
Through the BTA portal, you send an instruction to us. We then carry out the request and update you accordingly
Request Complete
With a notification in our Portal and minimal input from you, the task is complete.
Pre-Tenancy Support
- Contract Generation
- Tenancy Creation on CRM
- Deposit Allocation to your preferred provider
- Send Prescribed Information to Tenant
- Custom checklists on CRM for you to follow
- Compliance Checked (Certificates/Right to Rent)
- Go Paperless (with Signable digital Signatures)
Tenancy Administration
- Rent Reviews
- Tenancy Renewals
- Tenancy Adjustments
- Deed of Assignment/Variation Generation
- Ending Tenancies
- Keeping CRM up to date
Client Account Management
- Log Rent Received
- Log Payments to Landlords & Contractors
- Rent Account Adjustments on CRM
- Query unreconciled Transactions
- Compare Bank account vs. Accounting Software balance
Management Transfers
- Inbound/Outbound Management Transfers
- Request & Upload documents from previous Agent
- Allocate deposit for incoming tenancies
- Notify Landlords of new Tenancies
- Send Documents to new Agent for Outgoing Tenancies
- Health check for incoming tenancies includingdocuments & Right to Rent
Software
- Arthur & Xero integration & maintenance
- Custom Arthur templates for all needs
- Preferential rates on 3rd party apps
- Access to BTA Portal to log & manage requests
Support
- Unique training & guides for you & your staff
- Cloud based ticket support - just raise a request and leave it to us
- Your own friendly team of Lettings specialists working for you
Advantages to using BTA
Hand over your back-office admin to us, saving you money and giving you more time to focus on growing your business.
Don’t waste time building a system from scratch. Our solutions will quickly align your processes, so you never stop selling.
Our thorough approach spots compliance issues before they affect your business, giving your clients more reasons to trust you.
No need for expensive offices, you and your staff canoperate from home and still perform a high-grade service.
