What's new in Eagle

You can now use Eagle and Homepass together with our new two way Homepass integration.

Listings push from Eagle to Homepass

Listings are pushed via an XML feed, similar to how you push listings to portals. Once setup, Homepass will appear as an option in the portal tab of each listing and you can have this enabled by default for new listings.

Inspection data comes from Homepass back into Eagle

Eagle pulls updated data from Homepass every 10 minutes. The following activities in Homepass are synchronised in Eagle:

• Adding, updating or deleting a contact
• Adding, updating or deleting a contact note
• Checking in at an inspection
• Adding an inspection note
• Sending a document

Visit our help article for instructions on how to setup the Homepass integration.

• Updates to the Buyer tab within a listing:
  • Added price feedback
  • Added infinity scroll
• Added Homepass integration, more info here
• On CRM > Inspections screen, 'New Inspection' button now uses the new event/inspection popup
• On event/inspection popup, updated end time to dynamically default to 30 minutes after start time
• Added confirmation/warning message when creating a task without any associations
• On add note popup, added required associations to main note tab to streamline the process of adding note associations
• On all global component popups, the associations tab now displays the number of associations selected
• Added SEO Friendly URL functionality to menu items
• Removed send email and send SMS functionality from their template settings pages, made redundant by new component popups
• When using advanced filters on property tags it now shows a list of all current property tags to make finding them easier
• Upgrades to API - additional property fields, enquiries, tasks
• Upgraded the automation action 'send an email' to be able to send to 'contacts who own a property in the same street'. Use this to automatically notify owners in your database of new or sold listings in their street.

• On contact tooltips, added ability to add note, add task, schedule event, send email, send SMS and send a letter using the new popups

• New contact merge field tags:
  • {{appraisal.contacts_first_names}}
  • {{appraisal.contacts_full_names}}
  • {{address.owners_first_names}}
  • {{address.owners_full_names}}
  • {{contact_and_spouse_first_names}}
  • {{contact_and_spouse_full_names}}

First name tags will merge all first names regardless of how many (eg. John OR John and Mary OR John, Mary and James).

Full name tags will merge all full names regardless of how many (eg. John Smith OR John Smith and Mary Jones OR John Smith, Mary Jones and James Johnson)

• New contract merge field tags:
  • {{contract.deposit_remaining}}
  • {{contract.commission_inc_gst}}
  • {{contract.commission_and_advertising_budgeted_inc_gst}}
  • {{contract.commission_and_advertising_payable_inc_gst}}
• New property merge field tags:
  • {{property.bond_and_one_months_rent}}
  • {{property.bond_and_two_weeks_rent}}

Today we're excited to release a new and improved buyer table to help with managing potential buyers of a listing. On the buyer tab you can now:

• View a list of all contacts who have either enquired or inspected on the listing
• View and manage their interest level in the listing
• See how many inspections they have attended at the property
• View and manage if a contract has been requested or not and whether you have sent them a copy of the contract
• Add a note, send an email, send an SMS or add a task about the potential buyer which all use the new global component popups
• Hover over the contacts photo to see the tool tip with extra information like email address, phone number and contact groups they belong to

Watch the video below for a quick walk through of the new buyer tab.

To access the new buyer tab yourself, click into any for sale listing and go to the 'Buyers' tab.

Now that this is released, we'll be listening to your feedback and adding some additional features to the buyers tab in the near future. Once bedded down, new data and information recorded here will flow through to the vendor reports too. Stay tuned!

• Added 'Inspected' column to the Applications page. This shows the total number of inspections attended by all applicants for that application
• Added SEO URL feature which allows you to rewrite page URLs for SEO purposes. Find the SEO URLs menu in the Website section.
• Upgrades to listings page (read more here):
  • Added advanced filters
  • Added Download Excel and Download PDF buttons to listings page (which also exports based on filtered results)
  • Added new sorting options
• Added the following contact lists on the Marketing tab within a listing to allow more targeted lists for communications:
  • Contacts who have enquired but not inspected
  • Contacts who have inspected
  • Contacts who have inspected but have not made an offer
  • Contacts who have inspected and have made an offer
  • Contacts who have made an offer
  • Contacts who have not made an offer
  • Contacts who own properties on the same street
  • Contacts who own properties in the same suburb
• Added merge fields for contact owner's details. These are useful for bulk email/SMS campaigns to load in contact owner information into the body of the email/SMS:
  • {{contact.user.first_name}}
  • {{contact.user.last_name}}
  • {{contact.user.email}}
  • {{contact.user.agent.mobile}} - must have an agent profile linked to the user, read more here
• On contact filters, added 'listing status' filter to Vendor and Landlord filters
• Added warning message to users that are not linked to an agent profile
• Various bug fixes, tweaks and improvements

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

With this release you can now use advanced filters on listings, making it much easier to filter and sort listings to find exactly what you're looking for.

Advanced filters let you specify multiple filters using AND or OR conditions to drill down your results. New sort options let you sort your results newest to oldest or oldest to newest on all listing related dates (eg. listed date, upcoming inspection date, leased date, sold date etc.).

Here are a few examples on how you can use the new advanced listing filters:

• Find all draft listings
• Sort leased listings by lease date
• Sort sold listings by sold date
• Find all listings with a specified listing agent
• Find all listings in a suburb
• Find all listings in a price range
• Find all listings linked to a project
• Find listings that don't have an owner attached
• Filter based on your own custom fields and property tags

New 'Download Excel' and 'Download PDF' buttons allow you to export your filtered results.

• Released custom design online vendor/landlord reports, read more here.
• Added new default email template 'Send owner report to owner'. The template is used in the 'Vendor/Landlord Report' tab within a listing when you click the 'Send by email' button. Customise the template in Settings > Email Templates. 
• Upgraded vendor/landlord report automation to send either PDF version or online report, read more here.
• Added new event/inspection global popup so you can add events and inspections from anywhere in Eagle, read more here.
• Updated sort order of property picker drop down to most recently updated to make it easier to find and select listings
• Added private inspection as a new inspection type to make it easier to book and manage private inspections, read more here.
• Various tweaks, improvements and bug fixes

This release introduces private inspections which makes it easier to book, manage and view private inspections.

Previously, to schedule a private inspection you had to create a calendar event and set the event type to 'Buyer Inspection' or 'Potential Tenant Inspection'. These events did not show anywhere on the listing or on the owner report. With this new update, 'private' inspections show everywhere that an 'open' or 'registration required' inspection shows including on the property listing, on the inspections page, on owner reports and in the mobile app. Creating private inspections from within the mobile app will be in a future release.

Contacts can not register for a private inspection via a booking link, they can only be registered by the agent directly in Eagle (if you want to have contacts book themselves in, ensure your subscription has access to booking inspections and availability calender and use the 'open' or 'registration required' inspection type instead).

Once a contact is registered for a private inspection they will receive confirmation, reminder and update emails/SMS as below:

• confirmation when they are first booked in along with a calendar invite
• a reminder 2 hours prior to the inspection
• confirmation if the inspection time has been changed
• confirmation if the inspection has been cancelled

The above communications are driven by some new automations which you can enable/disable and customise the messaging to your liking. If your subscription includes access to automations, these will be cloned in to your account soon:

[Sales] Private inspection invitation
[Sales] Private inspection reminder
[Sales] Private inspection changed
[Sales] Private inspection cancelled

[Leasing] Private inspection invitation
[Leasing] Private inspection reminder
[Leasing] Private inspection changed
[Leasing] Private inspection cancelled

This release makes adding inspections and events into the calendar easier and more flexible.

The "Add Event" popup is now available in the top bar in the "New" menu.

Previously, we had different forms for "Inspections" - which were scheduled inspections for the property, and "Events" which were your other meetings. Now with the new popup, you can add either from the one spot.

It also comes with all of the other features of the other global popups, which is that they follow you as you go from screen to screen, and you can have multiple popups open at one time and switch between them.

We've also replaced "Buyer Inspection" and "Potential Tenant Inspection" with "Private Inspection", and these inspections will now show up in your mobile app on the "Inspections" screen.

Your Weekly Owner Report has traditionally been an attachment with the PDF owner report.

Now with custom designed reports available, we've also updated the Owner Report automation so that you can send only the online version.

We've also updated the content to allow formatting and images to be included in the email. 

To update your automation, go to CRM->Tools->Automation, then click on the "Send vendor reports to vendors" or "Send landlord reports to landlords" automation. Then click "Edit" on the automation step to make changes.