This major release brings exciting updates to help you work smarter and faster. Check out the highlights below:

Your New and Improved Lead Management Hub

https://www.loom.com/share/bfe8c7a62a67417499787dfbb58d929e?sid=2ea0c536-af85-46f2-a685-c4d11869ce33

• Redesigned Lead Page: Incorporates user feedback for streamlined workflows and improved usability.

• New Features: Add notes, upload documents, assign priorities, and schedule follow-ups—all in one place.

• Conveyancing Onboarding: Track client onboarding progress directly within Homey.

Smarter Dashboards

https://www.loom.com/share/2f8ea9c3ce4d41fa9be3f34e4e3c5c6c?sid=d85c3104-a309-4bfd-b2f9-a7d953e42ffb

• Enhanced Analytics Overview: View metrics like cases constructed, completed, average transaction time, and team performance comparisons.

• Priority Management: Set case priorities (High, Medium, Low) and reorder cases easily.

• Customisable Columns: Rearrange or hide columns, tailoring views for different tabs and roles.

• Case Previews: Access key case details (emails, logs, messages) without fully opening the case.

Introducing Notification Templates

https://www.loom.com/share/0e9b6b690714411d8c233c90870140a9?sid=9fcce136-089e-4e99-93ce-4999e79b1afe

• Message Templates: Continue using pre-set templates for consistent, time-saving communications.

• Notification Templates: Customise system notifications, including tone, delivery methods (email, SMS, in-app), and attached files.

• Granular Controls: Toggle templates for specific audiences like clients, estate agents, or solicitors.

Team Management

https://www.loom.com/share/6115370e71da4ab1b86c3981e2327260?sid=8bf3ae0a-45b9-4026-b136-becb25c2752e

• User Management: Simplify onboarding with direct user invitations and detailed role controls for secure access.

• Multiple Profiles: Switch between companies or roles without logging out—perfect for professionals managing multiple partnerships.

Enhanced Lead Entry

https://www.loom.com/share/4fbc35f169a6477eb493c1d15a1ffaa4?sid=f9649cb2-b9fb-4e1e-82e2-36d28995ba52

• Enhanced UI: A more intuitive interface with expanded data entry capabilities.

• Combined Entry: Input purchase and sale details in one step.

• Auto-Fill for Existing Clients: Reduce redundancy and speed up workflows.

• Stakeholder Updates: Add stakeholders and automate updates for improved communication.

These updates make Homey more powerful and user-friendly than ever. Questions? Reach us at [email protected].

Enjoy the new features! 🎉

Video Overview

https://www.loom.com/share/2f8ea9c3ce4d41fa9be3f34e4e3c5c6c?sid=706e146e-8ebe-4fcc-aae0-5f97b59255f5

Search & Filtering

Effortlessly find what you need with our enhanced tools:

• Specialized Search Fields: Quickly locate cases using case ID, client name, email, address, or external reference numbers.

• Advanced Filtering System: Multi-select filters allow you to refine results based on a wide range of attributes for precise control.

Interface Improvements

Tailor your view for maximum efficiency:

• Column Management:

  • Show or hide columns based on your needs.

  • Customize column order for a personalized layout.

  • Create tab-specific configurations for optimized workflows.

Workflow Enhancements

Streamline case management with intuitive prioritization and previews:

• Case Prioritization:

  • Assign priority levels (High, Medium, Low) to each case.

  • Automatic sorting ensures critical tasks are always at the top.

  • Clear visual indicators for quick identification of priority status.

• Quick Case Preview:

  • Access case details without leaving the main page.

  • Instantly view client contact information, activity logs, and messages.

  • Improved notes functionality allows easy review and direct information copying.

Organisation

Keep your pipeline and workflow organized for better clarity:

• Pipeline Management:

  • Separate cases and leads into distinct categories for better oversight.

  • Access a comprehensive pipeline view for a holistic perspective of your workload.

With these upgrades, Homey.co.uk makes managing your cases and leads simpler, faster, and more intuitive than ever.

Video Overview

https://www.loom.com/share/3dee22725cf24236a9bd001e0cd2a22c?sid=5eaa257a-1a00-4ffb-a32e-ef29869e9e33

Overview

Grouped milestones builds on the dynamic milestones feature and adds the capability to extend to further milestones. This improves the usability of the milestones list for both agents and clients by grouping milestones that are related to each other, breaking up long lists and making it easier to see what's been done.

We've allowed for two levels of grouping, so you'll have top level groups, like "Onboarding" and then you could have subgroups within that like "Client ID Check" that could contain other milestones.

This feature allows for more dynamic milestone features in future like milestones linked to individual clients on the conveyance (i.e a milestone for each Client's ID Check).

Overview

Previously the milestones that were generated for new conveyances were a static list from the codebase. This update brings the milestones into our database, allowing us to add new milestones rapidly and without needing to update the codebase. Milestones aren now generated dynamically based on the specific details of the conveyance.This update allows us to add more dynamic milestone features in the future including grouped milestones, milestones linked to individual clients on the conveyance, and the ability for an agent to add their own milestones to the conveyance.