Interactive Video Library

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This article provides dedicated training content through interactive videos for mastering Re-Leased. Whether you’re currently undertaking onboarding, a new starter, or looking to refresh your knowledge, the below resources are an excellent foundation to begin. 

 

All videos are interactive and short in length to keep you engaged along your learning journey!

 

Please ensure that you watch the video specific to your region where relevant. 

 

Jump to a Section:

Getting Started - Your Re-Leased basics to get up and running, or to refresh your memory on certain topics.

Property Management - Dive into specific topics related to your day-to-day processes. 

Additional Resources - Review user and company settings.

 

Getting Started:

These are your essential training guides to getting started with Re-Leased. By the end of these videos, you’ll be able to navigate our platform and confidently enter data into your account. We recommend all new starters and those currently completing onboarding start here and watch these videos in the following order.

 

User Account Settings (Approx 15 mins)

Gain complete control of your account preferences.

All Regions - New User : Setting up your account

 

Navigation (Approx 20 mins)

Moving around and understanding Re-Leased

APAC & North America - Navigation

UK & Europe - Navigation (EMEA)

 

Property Data (Approx 30 mins)

How to set up a new property and understand the navigation.

APAC & North America - Property Data Entry

UK & Europe - Properties deep dive (EMEA) 

 

Owners & Ledgers (Approx 15 mins)

Manage owner contact preferences and the set up of property ledgers, specifically for Client/Trust Accounting users.

All Regions - Trust Accounting: Owners and Ledgers

 

Tenancy Data (Approx 40 mins)

Adding a Commercial Tenancy and reviewing the navigation.

APAC & North America - Tenancy Data Entry

UK & Europe - Tenancies Deep Dive (EMEA)

 

Invoices (Approx 25 mins)

Configure the appearance of Invoices and cover essential settings.

All Regions - Invoice Templates

 

Property Management:

Now that you’ve mastered the essential set-up and training, you’re ready to dive into specific training content relevant to your day-to-day processes.

 

Inspection Hub and Rules (Approx 15 mins)

Setting up and issuing communication about inspections.

All Regions - Inspections

 

Arrears Hub and Rules (Approx 10 mins)

Setting up and issuing communication about arrears.

All Regions - Managing Arrears

 

Maintenance Tasks (Approx 10 mins)

Create and manage maintenance tasks and requests, while harnessing Credia AI to streamline the process.

All Regions - Maintenance

 

Additional Resources:

Remember to review your Settings to ensure a correct set-up is in place.

 

General Settings (Approx 20 mins)

Customizing and navigating settings relevant to your user and company. 

All Regions - General Settings

 

Communication Templates (Approx 15 mins)

Apply branding and configure templates for correspondence. 

All Regions - Communication Template Settings

 

Managing Users (Approx 20 mins)

How to set permission levels; invite, add and import new users; update user information; archiving users.

All Regions - Managing Users

 

Client/Trust Accounting Settings (Approx 40 mins)

Essential settings needed for a successful account set-up.

APAC: Settings for Trust Accounts

UK & Europe: Settings for Client Accounts (EMEA)

 

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