What's new in Eagle

Sharing key insights and information with your clients has never been so easy or looked so good with our new Interactive Owner Portal! This new report has had a complete redesign and is loaded with information to help communicate and showcase your efforts to your clients.

Visit our help article for instructions on using the Interactive Owner Portal.

The new Interactive Owner Portal features interactive tabs to explore different sections of the report.

Summary

• Property and Agent section which shows key property details along with agent contact details
• Comments section to provide a summary to your client
• Custom Fields section to display data within your custom fields (where custom field is set to show on the report)
• Key Numbers section including:
  • Days on market
  • Number of enquiries
  • Number of buyers/potential tenant inspections
  • Number of views
  • Number of open homes held
  • Number of offers received
  • Number of contracts sent
  • Number of calls and emails made to buyers/potential tenants
• Price Changes section to show a timeline history of price changes

Marketing

• Marketing Performance section with graphs for website views, enquiries, inspections, buyer/tenant source and enquiries by platform
• Online listings section to view the listing on major real estate portals and your Eagle website, along with data where available.
• Marketing Activities section which displays all advertising items set on the listing
• Email and Property Alerts section which displays number of campaign emails sent, property alerts sent, how many email opens and how many clicks received on their listing

Feedback

• Interest Level section with a pie graph summarising the interest level of all buyers/potential tenants
• Price Feedback section (for sale listings) which shows all price feedback received and compares the buyer opinion (average of price feedback) against the asking price
• Offers section (for sale listings) which shows all offers received for the listing along with any comments
• Buyers/  Potential Tenants section which shows all contacts who have enquired, inspected or placed an offer on the property along with all comments

Inspections

• Upcoming Inspections section which shows all upcoming inspections whether they are an open, registration required or private inspection, along with number of registered contacts
• Past Inspections section which shows all completed inspections including how many attendees came through
• Inspection Feedback section which shows a detailed summary of each individual inspection, along with details of attendees including first name and last name initial, interest level, comments, contract status (sales only) and price feedback (sales only)

Applications (rentals only)

• Applications To Be Reviewed section which shows applications that require review from the landlord, along with a button for the landlord to view and approve/decline the application
• All Applications section which shows a complete list of applicants, when their application was submitted and their current status

Files

• Files section which lists files for download from the 'Upload Documents' section on the listing

How to use the new online owner report

1. In Eagle, go to the Listings section and click into any listing
2. Click into the 'Vendor Report' or 'Landlord Report' tab
3. Use the Select Template dropdown to select Interactive Owner Portal
4. Click the View Online Vendor Report to see the report

• Ownership widget updates
  • Added 'Purchasing' section which shows on contacts who are a purchaser on an active contract
  • Added 'Fallen' section which shows on contacts who were a purchaser on a cancelled/fallen contract
• New Address filters for 'owner activity' - use these to identify if known owners are looking into another property you have listed: 
  • Enquired
  • Enquired on sale property
  • Enquired on rental property
  • Inspected
  • More owner activity filters coming very soon including call/email/SMS activity etc.
• Removed related contacts tab on a contact (superseded by related contact sidebar widget)
• Soft release of new online owner report design for testing, try it out by selecting the template 'Interactive Owner Portal (BETA)'. Full release to come.
• Upgraded API listings endpoint to include all fields
• Bug fixes and tweaks

Mobile App

• New design for Task Edit screen
• New design for Send Email screen
• Added Lease price and Sold price fields to listing edit screen
• When sending property documents from the Attendees tab within an Inspection:
  • All uploaded documents are now pre-selected
  • Removed the ability to send the owner report
• When sending owner report email from the Owner/s tab within an Inspection:
  • Owner Report and Inspection Report are now pre-selected
  • All uploaded documents can be attached but are not pre-selected

• Added Ownership widget to contact sidebar, more info here
• Mobile app
  • Added Running late feature - more info here
  • Improved form designs to make it easier to update records:
    • Edit appraisal
    • Edit inspection attendee
    • Edit listing
    • Add/edit inspection

This release introduces a new ownership widget to the contact sidebar. The ownership widget showcases addresses that the contact has owned either past or present. Further context is provided through a timeline of events relating to other records in the system such as appraisals, listings or contracts relating to the address.

In addition to the extra information and context this widget provides, you can also create, edit and remove ownerships all within the widget.

We have received some great feedback around this new widget and are planning to roll out some improvements in the coming weeks.

With this release to the mobile app we introduce the ability to very quickly and easily SMS registered inspection attendees that you're running late for an inspection.

To use this feature, go to the Inspections screen, then swipe right on the inspection you're running late to. Select the Running Late option and choose how late you will be, adjust the message if desired, then tap Send. An SMS will be sent to all contacts who have registered or confirmed their attendance to the inspection.

Happy new year! Our regular sprint period of 2 weeks was extended over the Christmas/New Year break as our team enjoyed some time off. Here are the latest feature updates that went live.

• Upgraded the 'property price has changed' automation trigger to also include price increase or price reduction to allow for more targeted automations

• Added inspections to the daily user email where that user is either assigned to the inspection or is a listing agent on the listing
• Added Task filters to the Listings screen:
  • Active count
  • Completed Count
  • Due date
  • Completed at
• Added new merge field tags:
  • {{invoice_date}}
  • {{invoice_due_date}}
  • {{invoice_amount_due}}

Mobile app

• Added ability to log calls
• Added automatic prompt to log a call note after making a call from the app
• Improved how dates are set on iPhone

• Integration with Property Me's new API (inbound contact sync). If you have previously used the Property Me integration will need to reconnect
• Added ability to remove a related contact in the new 'related contact widget' in the contact sidebar
• Added ability to add, end or delete tenancies in the new 'contact tenancy widget' in the contact sidebar
• Added ownership and tenancy start and end dates, allows you to add and edit ownerships and tenancies with specific dates including retrospectively

Mobile app

• Introduced slide up menu when calling/sending SMS from a contact
• Added new status filter options to the Listings screen for Off Market, Withdrawn and Under Offer listings
• Bug fixes and tweaks

This fortnight we released 2 new contact sidebar widgets:

• • Tenancy widget - see current and past tenancies
  • Related contacts - View and add related contacts

We are continuing to roll out all new contact sidebar widgets so there are more to come soon!

• Added email status to emails on the contact activity feed. Statuses are Sending, Sent, Delivered, Bounced or Complaint
• Added tool tip and help article next to email status on emails in activity feed
• Added contract sale price and total deposit amounts to the contract tool tip
• Added new address filter: Appraisal > User > is/is not
• Added number of car spaces to inspection and booking pages
• Added audit logging for campaigns and repeating campaigns
• Backend optimisations and improvements
• Bug fixes and tweaks

• Released teams functionality, more info here
• Released QR code inspection check in feature, more info here
• Updated contact picker when attaching contacts to an appraisal
• On global quick search results, added listing type to appraisal results
• Added new sidebar widgets
  • Edit Contact, Merge, Delete
  • Contact information

Mobile app

• When checking in inspection attendees, show the if the contact has previously inspected and how many times. Also adds this as a note on the inspection attendance.
• Added ability to registered contacts for open/registration required inspections through the app

In this webinar we do a deep dive into some of the latest features introduced to Eagle during the last quarter.