Homey changelog
You Now Control Your Fee Scales!
Exciting news! We have revamped our Fee Scale Management System, putting Panel Managers in direct control of setting up and managing fees with law firms and agencies directly from your Homey dashboard. This new release gives you flexibility and autonomy over your structures and set up.
Key Highlights:
Direct Fee Management: You now have the power to create, edit, and manage all your fee scales independently.
Fee Scale Overview: Easily view Live, Archived, and Template fee scales, along with a visual Grid of agency/law firm links.
Live Fee Scales: Get detailed information and real-time status updates (Publishing Pending, Edits Pending, Live) for your current fee scales.
Simplified Setup: A clear, step-by-step guide is provided to help you create new fee scales and templates with ease.
Enhanced Fee Creation: Streamlined process for creating Legal, Referral, Supplemental Legal, and Third-Party fees.
Template Management: Effortlessly create and edit templates for law firms and agencies.
Note: Third-party profit share adjustments still require Homey team assistance ([email protected]).
This update marks a significant shift, empowering you to take charge of your fee management and streamline your operations like never before!
Learn More : https://www.homey.co.uk/blog/homey-fee-scale-management
Make your quotes work harder for you
Your quote PDFs just got a powerful upgrade—designed to give your clients clarity, confidence, and a quicker path to instruction.
Clearer Layout: We’ve redesigned the quote PDF to make it easier to read and understand at a glance. No more confusion — just clear, well-structured information.
Instant Payment: Each quote now includes a unique QR code that your clients can scan to always have access to their dashboard to pay. it’s never been easier for them to say ‘yes’ on the spot.
Under-the-Hood Improvements: Alongside a refreshed design, we’ve rolled out technical upgrades behind the scenes to ensure your documents generate faster, look better, and support your sales process more reliably than ever.
Give your clients more reasons to choose you
Explore the updated quote PDF in Homey and see how small changes can make a big difference.
New Feature: Two-Factor Authentication (2FA) Support!
We’ve just added an important security feature to help protect your account — Two-Factor Authentication (2FA).
When you log in next, you'll be prompted to set it up using an authenticator app like Google Authenticator or Authy. It’s quick and easy — simply scan the QR code on the screen to get started.
Need an alternative? If you’re unable to use an authenticator app, you can also sign in using a code sent to your email or phone number.
This extra layer of security will keep your account safe, and we hope you find it a smooth and simple process!
Introducing Smarter, Faster, and More Flexible Solutions.
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
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
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
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
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
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! 🎉
New Dashboard For Our Clients
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.
Grouped milestones
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).
Dynamic Milestones
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.