ALL OF AGENCY
RESOURCES

CLOUD TECHNOLOGY
PLATFORM

POWER SEARCH
FUNCTION

UNCAPPED
SUPPORT

$330 PER MONTH
INC of GST

12 MONTHS

1 AGENCY LICENCE

PROPERTY MANAGEMENT

Genius

The Property Management Genius online cloud resource covers 7 key processes and is the ‘go to’ space for your Property Management team with fast access and power search functionality for ideas, solutions, legislation, templates, checklists, workflows, support + more. It’s easy to use and helps make your day to day job easier.

HERE'S WHAT YOU GET

PROPERTY MANAGEMENT

Genius

HERE'S WHAT YOU GET

All-inclusive version – Universal + laws for Queensland, New South Wales, Victoria

  • Hundreds of editable templates
  • Workflows
  • Checklists
  • Processes
  • Legislation links for QLD, NSW, VIC
  • Templates with selected Trust Account merge fields

WHAT’S INCLUDED

PROPERTY MANAGEMENT

Genius

CONTENT

  1. 1.1 FLOWCHARTS
  2. 1.2 STANDARD DOCUMENTS
    1. 1.2.1 CHECKLISTS
    2. 1.2.2 TEMPLATES
    3. 1.2.3 FORMS
  3. 1.3 SCRIPTS AND DIALOGUES
  4. 1.4 PIPELINE MANAGEMENT
  5. 1.5 RENT ROLL ENQUIRY MANAGEMENT
  6. 1.6 APPRAISALS
  7. 1.7 LISTING PRESENTATIONS
  8. 1.8 SETTING UP LANDLORDS FOR SUCCESS
  9. 1.9 NEW MANAGEMENT DOCUMENTS
  10. 1.10 PREPARING PROPERTY FOR RENT
  11. 1.11 COMPLIANCE
  12. 1.12 MANAGING CHANGEOVER OF AGENCY

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW, VIC
  • Includes Workflows
  • Includes templates with selected Trust Account merge fields

CONTENT

  1. 2.1 FLOWCHARTS
  2. 2.2 STANDARD DOCUMENTS
    1. 2.2.1 CHECKLISTS
    2. 2.2.2 TEMPLATES
    3. 2.2.3 FORMS
    4. 2.2.4 FACTSHEETS
  3. 2.3 LISTING PROPERTY FOR RENT
  4. 2.4 PROPERTY COMPLIANCE
  5. 2.5 MARKETING RENTAL PROPERTY
  6. 2.6 LEASING & ENQUIRY MANAGEMENT
  7. 2.7 VIEWINGS – POPULAR SOFTWARE
  8. 2.8 APPLICATION MANAGEMENT
  9. 2.9 LANDLORD & TENANT COMMUNICATION
  10. 2.10 SET UP NEW TENANCY

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW, VIC
  • Includes Workflows
  • Includes templates with selected Trust Account merge fields

CONTENT

  1. 3.0 RENT COLLECTION & ARREARS MANAGEMENT
  2. 3.1 STANDARD DOCUMENTS
    1. 3.1.1 CHECKLISTS
    2. 3.1.2 TEMPLATES
    3. 3.1.3 FORMS
    4. 3.1.4 FACTSHEETS
  3. 3.2 FLOWCHART
  4. 3.3 RENT COLLECTION SYSTEM
  5. 3.5 STANDARDS
  6. 3.6 SCRIPTS & DIALOGUES
  7. 3.7 ARREARS MONITORING
  8. 3.8 ARREARS MANAGEMENT
  9. 3.9 LANDLORD & TENANT COMMUNICATION

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW, VIC
  • Includes Workflows
  • Includes templates with selected Trust Account merge fields

CONTENT

  1. 4.1 ROUTINE INSPECTIONS
  2. 4.2 FLOWCHART
  3. 4.3 STANDARD DOCUMENTS
    1. 4.3.1 CHECKLISTS
    2. 4.3.2 TEMPLATES
    3. 4.3.3 FORMS
    4. 4.3.4 FACTSHEETS
  4. 4.4 STANDARDS AND MEASUREMENTS
  5. 4.5 SCHEDULING OPTIONS
  6. 4.6 TECHNOLOGY OPTIONS
  7. 4.7 GENERAL BREACHES and COMMUNICATION
  8. 4.8 THE INSPECTION
  9. 4.9 COMPLIANCE

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW, VIC
  • Includes Workflows
  • Includes templates with selected Trust Account merge fields

CONTENT

  1. 5.1 FLOWCHARTS
  2. 5.2 STANDARD DOCUMENTS
  3. 5.3 THE MAINTENANCE SYSTEM
  4. 5.4 STANDARDS & MEASUREMENTS
  5. 5.5 SOFTWARE APPLICATIONS – SUPPLIER OPTIONS
  6. 5.6 SCRIPTS & DIALOGUES
  7. 5.7 LANDLORD & TENANT COMMUNICATION
  8. 5.8 CONTRACTOR MANAGEMENT
  9. 5.9 PROPERTY COMPLIANCE
  10. 5.10 COMMON PROPERTY HAZARDS

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW, VIC
  • Includes Workflows
  • Includes templates with selected Trust Account merge fields

CONTENT

  1. 6.1 FLOWCHARTS
  2. 6.2 STANDARD DOCUMENTS
    1. 6.2.1 CHECKLISTS
    2. 6.2.2 TEMPLATES
    3. 6.2.3 FORMS
  3. 6.3 STANDARDS & MEASUREMENTS
  4. 6.4 LEASE RENEWAL PROCESS
  5. 6.5 LANDLORD & TENANT COMMUNICATION
  6. 6.6 SCRIPTS & DIALOGUES
  7. 6.7 PROPERTY COMPLIANCE

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW, VIC
  • Includes Workflows
  • Includes templates with selected Trust Account merge fields

CONTENT

  1. 7.1 FLOWCHART
  2. 7.2 STANDARD DOCUMENTS
    1. 7.2.1 CHECKLISTS
    2. 7.2.2 TEMPLATES
    3. 7.2.3 FORMS
    4. 7.2.4 FACTSHEETS
  3. 7.3 STANDARDS
  4. 7.4 SCRIPTS AND DIALOGUES
    1. 7.4.1 TERMINATION OF TENANCY agent initiated
    2. 7.4.2 TERMINATION OF TENANCY tenant initiated
  5. 7.5 PRE VACATE
  6. 7.6 VACATE PROCESS
  7. 7.7 FINALISATION OF BOND REFUNDS
  8. 7.8 BOND DISPUTES
  9. 7.9 LANDLORD INSURANCE CLAIMS
  10. 7.10 BREAKING A LEASE
  11. 7.11 CHANGE OF SHARED TENANCY
  12. 7.12 OTHER SCENARIOS
  13. 7.13 SELLING A MANAGEMENT
  14. 7.14 OTHER EVENTS
    1. 7.14.1 EARLY TERMINATION WITHOUT COMPENSATION TO LANDLORD
    2. 7.14.2 ABANDONED PREMISES AND GOODS

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW, VIC
  • Includes Workflows
  • Includes templates with selected Trust Account merge fields

ADMINISTRATION

Genius

Administration Genius is the central mothership for your Agency's administration team. Its online cloud resource allows fast access and power search functionality for ideas, solutions, legislation, templates, checklist, workflows, support + more. It's easy to use and helps make your day to day job easier.

HERE'S WHAT YOU GET

ADMINISTRATION

Genius

HERE'S WHAT YOU GET

All-inclusive version – Universal + laws for Queensland, New South Wales, Victoria

  • Editable templates
  • Checklists
  • Processes
  • Legislation links for QLD, NSW, VIC
  • Templates with selected Trust Account merge fields

WHAT’S INCLUDED

ADMINISTRATION

Genius

WHAT’S INCLUDED

The key process your Agency's Administration teams

ADMINISTRATION
  • Includes communication templates
  • Includes Checklists
  • Includes Processes
  • Legislation links for QLD, NSW, VIC
  • Templates with selected Trust Account merge fields

CONTENT

  1. 8.1 ACCOUNTS
  2. 8.2 TRUST
  3. 8.3 GENERAL
  4. 8.4 HUMAN RESOURCE ADMINISTRATION
  5. 8.5 RECEPTION
  6. 8.6 PROPERTY MANAGEMENT ADMINISTRATION
  7. 8.7 SALES ADMINISTRATION
  8. 8.8 GENERAL OFFICE ADMINISTRATION
  9. 8.9 DOCUMENT AND DATA MANAGEMENT
  10. 8.10 DISASTER MANAGEMENT

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW, VIC
  • Includes Workflows
  • Includes templates with selected Trust Account merge fields

MANAGEMENT

Genius

Management Genius is the central mothership for your Real Esate Agency. Its online cloud resource covers 3 key processes and is the ‘go to’ space for your all of Real Estate Agency Leadership and Management with fast access and power search functionality for ideas, solutions, legislation, templates, checklists, workflows, support + more. It’s easy to use and helps make your day to day job easier.

HERE'S WHAT YOU GET

MANAGEMENT

Genius

HERE'S WHAT YOU GET

All-inclusive version – Universal + laws for Queensland, New South Wales, Victoria

  • Editable templates
  • Checklists
  • Processes
  • Legislation links for QLD, NSW, VIC
  • Templates with selected Trust Account merge fields

WHAT’S INCLUDED

MANAGEMENT

Genius

WHAT’S INCLUDED

2 key processes for Agency Leadership and Management

MANAGEMENT
LEADERSHIP
  • Includes communication templates
  • Includes Checklists
  • Includes Processes
  • Legislation links for QLD, NSW, VIC
  • Templates with selected Trust Account merge fields

CONTENT

  1. 9.1 BUSINESS MANAGEMENT RESOURCE DOWNLOAD REGISTER
  2. 9.2 BUSINESS RESOURCE MANAGEMENT
  3. 9.3 FINANCIAL MANAGEMENT
  4. 9.4 HUMAN RESOURCE MANAGEMENT
  5. 9.5 MARKETING
  6. 9.6 STRATEGIC RENT ROLL GROWTH
  7. 9.7 QUALITY CONTROL STANDARDS
  8. 9.8 INNOVATION & CONTINUOUS IMPROVEMENT
  9. 9.9 COMPLIANCE
  10. 9.10 RISK MANAGEMENT

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links

CONTENT

  1. 10.1 Establishing Goals & Aspirations
  2. 10.2 Culture
  3. 10.3 Business Planning
  4. 10.4 Business Lifecycle

WHAT YOU GET

  • Includes Ideas
  • Includes Educational information
  • Links to helpful business planning resources

REAL ESTATE SALES

Genius

The Real Estate Sales Genius online cloud resource covers 7 key processes and is the ‘go to’ space for your Sales team with fast access and power search functionality for ideas, solutions, legislation, templates, checklists, workflows, support + more. It’s easy to use and helps make your day to day job easier.

HERE'S WHAT YOU GET

REAL ESTATE SALES

Genius

HERE'S WHAT YOU GET

All-inclusive version – Universal + laws for Queensland, New South Wales

  • Editable templates
  • Checklists
  • Processes
  • Legislation links for QLD, NSW, VIC
  • Templates with selected Trust Account merge fields

WHAT’S INCLUDED

REAL ESTATE SALES

Genius

WHAT’S INCLUDED

7 key processes for the sales team

PERSONAL BRAND MARKETING
PRE-LISTING
LISTINGS
AUCTIONS
PROPERTY MARKETING
BUYER MANAGEMENT
SALES
  • Includes communication templates
  • Includes Checklists
  • Includes Processes
  • Legislation links for QLD, NSW
  • Templates with selected Trust Account merge fields

CONTENT

  1. 11.1 PLANNING FOR SUCCESS
  2. 11.2 PLANNING, PROSPECTING AND THE DATABASE MODEL
  3. 11.3 5 STAGES OF A SALES AGENT
  4. 11.4 FINANCIAL PLANNING
  5. 11.5 BUSINESS PLAN GOAL SETTING
  6. 11.6 ANNUAL BUSINESS PLAN
  7. 11.7 YEARLY ACTIVITY REPORT
  8. 11.8 SWOT ANALYSIS
  9. 11.9 PLAN AND CREATE AN EFFECTIVE WORKSPACE
  10. 11.10 ANALYSIS OF SALES AGENT’S FARM AREA
  11. 11.11 FARM AREA BASICS
  12. 11.12 SALES OUTSIDE OF THE FARM AREA
  13. 11.13 FARM AREA PROPERTY OWNER FILES
  14. 11.14 THE DATABASE MODEL
  15. 11.15 PLAN AN IDEAL WEEK
  16. 11.16 PERSONAL MARKETING AND PROSPECTING
  17. 11.17 7 STAGES OF SELLING REAL ESTATE

WHAT YOU GET

  • Includes Templates
  • Includes Ideas

CONTENT

  1. 12.1 TIPS, OBJECTIVES AND POLICIES
  2. 12.2 STANDARD DOCUMENTS
    1. 12.2.1 CHECKLISTS
    2. 12.2.2 TEMPLATES
    3. 12.2.3 FORMS
  3. 12.3 PREPARATION
  4. 12.4 DATABASE AND PIPELINE MANAGEMENT
  5. 12.5 PREPARE PRESENTATION TOOLS
    1. 12.5.1 BROCHURES
    2. 12.5.2 PRE-LISTING KIT
    3. 12.5.3 PROSPECTUS OR SUBMISSION TIPS
    4. 12.5.4 LISTING PRESENTATION
    5. 12.5.5 CONTENT IDEAS
    6. 12.5.6 ELECTRONIC PRESENTATION
    7. 12.5.7 OTHER TIPS
  6. 12.6 PRE-QUALIFYING AN APPRAISAL ENQUIRY
    1. 12.6.1 PRIVACY LAWS
    2. 12.6.2 PRE-QUALIFYING AN APPRAISAL ENQUIRY AND PRE-LISTING KIT
    3. 12.6.3 SCRIPT IDEAS
  7. 12.7 PREPARE FOR AN APPOINTMENT
    1. 12.7.1 PREPARE A COMPARATIVE MARKET ANALYSIS OR CMA
    2. 12.7.2 MARKETING AND ADVERTISING
    3. 12.7.3 THE INITIAL APPOINTMENT
    4. 12.7.4 IF OWNERS DO NOT ATTEND APPOINTMENT AND DO NOT LIVE LOCALLY
  8. 12.8 THE PRESENTATION
    1. 12.8.1 INTRODUCING THE COMPARATIVE MARKET ANALYSIS (CMA)
    2. 12.8.2 CAN YOU GIVE A BUYER A COPY OF THE CMA?
  9. 12.9 POOLS
  10. 12.10 SCRIPTS, DIALOGUES AND OVERCOMING OBJECTIONS
  11. 12.11 MISSED LISTING

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW

CONTENT

  1. COMING SOON

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW

CONTENT

  1. COMING SOON

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW

CONTENT

  1. COMING SOON

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW

CONTENT

  1. COMING SOON

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW

CONTENT

  1. COMING SOON

WHAT YOU GET

  • Includes Communication templates
  • Includes Checklists
  • Includes Processes
  • Includes Legislation links - QLD, NSW
MORE PRODUCTS

PM BOSS

PM BOSS is a resource library of templates and processes for residential Property Management. It’s a borderless product without specific legislation, so suits all Real Estate Agency businesses, internationally.

PRICE $5500 INC of GST

HERE'S WHAT YOU GET

One time investment
Your product to keep
DIY fully editable resources
Suits all areas … just apply your location’s legislation
Save hundreds of staff hours!

WHAT’S INCLUDED

21 Modules for Property Management:

  • Module 1 – Files
  • Module 2 – Keys
  • Module 3 – KPI Reporting
  • Module 4 – New Management
  • Module 5 – Letting
  • Module 6 – New Tenancy
  • Module 7 – Notices
  • Module 8 – Breaking a Tenancy Agreement
  • Module 9 – Change of Shared Tenancy
  • Module 10 – Contractors
  • Module 11 – Inspections
  • Module 12 – Renewal of Tenancy Agreement
  • Module 13 – Repairs and Maintenance
  • Module 14 – Selling a Management
  • Module 15 – Ending a Management
  • Module 16 – Ending a Tenancy
  • Module 17 – Prospecting
  • Module 18 – Communication
  • Module 19 – Human Resources
  • Module 20 – Complaint Management
  • Module 21 – Disaster Management

  • Hundreds of communication templates
  • Checklists
  • Templates with selected Trust Account merge fields
  • Help Guide

PM TEMPLATE PACKS

PM TEMPLATE PACKS provide the most popular templates compiled into packs for all the common, everyday tasks in your residential property management business. It's a borderless product without specific legislation, so it suits all Real Estate Agency businesses, internationally.

PRICE $990 INC of GST

HERE'S WHAT YOU GET

One time investment
Your product to keep
DIY fully editable resources
Customise with your own logo and brand
Collate with your own Agency documents to tailor your packs
Choose from 4 options: Universal, Queensland, New South Wales, Victoria
Save time

WHAT’S INCLUDED

7 PM Packs for Property Management:

  • Pack 1 – Signing up of New Managements
  • Pack 2 – Signing up New Tenants
  • Pack 3 – Undertaking Inspections
  • Pack 4 – Processing Arrears
  • Pack 5 – Responding to and Scheduling Maintenance Requests
  • Pack 6 – Lease Renewals
  • Pack 7 – Ending a Tenancy

  • Communication templates
  • Checklists
  • Templates with selected Trust Account merge fields

AGENCY BOSS

AGENCY BOSS is a real estate industry specific Policy Manual template to help you manage work, health and safety of your employees and others in your Agency's workplace. Manage your risk and minimise the potential of Government fines by implementing AGENCY BOSS.

PRICE $499 INC of GST

HERE'S WHAT YOU GET

One time investment
Your product to keep
DIY fully editable resources
Ready to tailor to your specific business and workplace
Suits all areas … just apply your location’s legislation
Save hundreds of hours!

WHAT’S INCLUDED

Policy Manual Template

35+ sample templates for your use

Examples of included topics and policies:

  • About Our Agency
  • Our Vision
  • Our Mission
  • Our Goals
  • Our USP
  • Our Culture
  • Our Expectations
  • Work Health and Safety Policies
  • Emergency Situations
  • Risk Management, Litigation and Professional Indemnity
  • Technology Policy
  • Social Media Policy
  • Behaviour Standards
  • General Agency Policies
  • Accounts and Finance
  • Media Liaison Policy
  • Anti- Discrimination Policy
  • Workplace Bullying
  • Complaint Policy
  • Working from Home Policy