General Settings

General Settings

The General Settings page allows you to configure how your account handles reporting, document formatting, and vendor data.

Target Market

The Target Market setting controls which properties are included in your market share statistics.

This is to accurately reflect your market share for properties that you want to have, excluding those you do not.
If you would like to exclude properties outside a price range from your regular letters, please use the 'Price Criteria' setting under the Event Triggers: Property Filters.

Use this if:

You specialise in a specific price bracket.
You want your performance reporting to exclude out-of-range properties.
You want more accurate market share figures.

If you want to exclude properties from letters based on price, use the Price Criteria under your Event Triggers Property Filter settings instead.

You can apply:

Min. Price – The lowest property value included in your statistics.
Max. Price – The highest property value included.
Click Save Prices to apply changes.

Generate as PDF

This setting controls how letters are formatted when downloaded.

Important: This setting should always be enabled.

To ensure your letters generate correctly and maintain consistent branding, the Use letterhead artwork if available option should remain switched on at all times.

When enabled:

Your uploaded letterhead branding is automatically applied.
Letters are formatted consistently.
PDFs generate in the correct layout.

Disabling this option may result in incorrectly formatted documents or missing branding.

Click Update Settings after making any changes.

Bulk Remove Vendor Names

This feature allows you to permanently remove all vendor names from properties in your account.

This may be required for GDPR compliance if you do not have permission to process personally identifiable information.

What happens when you use this:

All vendor names are permanently deleted.
Letters will be addressed to “The Homeowner."
This action cannot be reversed.

How to confirm:

To proceed, type the following phrase in full uppercase:
REMOVE ALL VENDOR NAMES
Then click Confirm.

Important: Please ensure you understand this action is permanent before proceeding.

Select Your Software

Choose the CRM/software your agency uses (where applicable).
This enables integration so your valuation data can be matched with the property database.
If your software isn’t listed, you can request an integration. Hit your initials in the right hand corner > "Make A Suggestion".
Click Update to save.

Your Fees

Please enter the percentage of the fee taken from an instruction, so we can accurately calculate the amount of value gained from successes.

Percentage Fee
The commission percentage you typically charge (default shown: 1%).
Minimum Fee
Optional minimum commission amount to ensure fees don’t fall below a set threshold (default: 0).
Click Update Fees to save changes.