Documents
AgencyMax includes a full word processor that has seamless access to all the information stored in the database. Not only does this mean we provide a vast array of letters and forms to make your life easier, you can create all sorts of other documents.
Being desktop based, its a proper word processor, not some flakey, clunky toy gluded together over the web.
Documents can be printed direct to your printer or opened into Microsoft Word or Open Office. You can elect to have printed documents automatically stored the the document storage system and linked to the correct listing, contracts, contacts, owners, buyers, etc in the database.
Some features include:
- Letters are categorised into easy to use sections.
- Built-In letters either from Inhabit or your Franchisor are protected from accidential changes.
- Copy letters from Built-In into custom for easy modification.
- Include images as merge fields
- Print 100s or 1000s of letter in one run
Forms
Not only does AgencyMax support word processing documents but it can merge information directly into PDF forms. For example in QLD the PAMD forms can be loaded into the system and merged directly from AgencyMax, saving time and double entry of data.
AgencyMax also integrates with ADL Forms for Contracts, Authorities and other forms.