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! 🎉

Homey changelog