Quick setup of the Leasing Agency. This includes Agency Info & Banking details; Financial Periods & Chart of Account imports; Stationary & Notes; Specialized Email Library and Docs Viewer setup. Simple importing of .xls (Excel) spreadsheets from your previous system that includes Landlord, Tenant, Properties & Supplier details. Also all financial take on figures.
The Dashboard is easy to use and is controlled by your Administrator. The dashboard has been designed in alignment with the typical month of the Leasing Agent and the Agency.
BCMTrac is a fully IFRS compliant accounting system using the double entry system to provide a comprehensive set of books that include Invoices; Purchase Notes; Journals & Cashbook. All sets of books include recurring invoices, purchases notes and journals. In the Cashbook, import your bank statement and map your transactions for future allocations.
We provide a comprehensive suite of reports: Other than normal financial reports, we also cater for Export to PDF or Excel for ease of use. Simple and flexible Management Reports module takes the stress out of merging financial reports by a few simple clicks. Email to the Trustees directly from the same screen.
Debtor administrators can stay on top of the outstanding accounts. Admin related charges, collection commission, cash deposit fee, sms charges and interest on arrears can be viewed and processed here. Letters of Demand and Final Legal Handovers sent from one tab. All documentation is stored online so both Managing Agent and Attorney to view and edit.
On demand ability, on all key screens, to Add and Edit tasks and schedule them for email and sms notifications for yourself or other agents in the office. This is an integral element of our website and has extensive, easy to use capability.
Fully integrated Notes Recording which allows you to provide a detailed 'paper trail' on each owner. Action Dates can be set for follow up reminders on recorded notes, so you don't forget to follow up any query.
Communicate with your owners using ad hoc email messages or message templates created and stored in the Message Library for quick and easy, ongoing use, including personalized bulk emailing capability. Email Tracking and History available. Send sms’es to all categories of people in your database including your owners, trustees, colleagues and third parties. SMS History available.
We provide a wide variety of tools that include Clear Tables, Task Manager, Docs Viewer, Emails and Email Tracking, Export and Import of Excel spreadsheets, SMS, Backup/Restore and Activity table for you be hands on in the program.
Create directories and store documents online giving you quick and easy access thereto. This can be used for Lease Agreements, Mandates as well as Utility bills. Give access to the Owners to view and/or download important documents.
We provide “one to one” training using Skype for talking and sharing of screens to help you settle quickly and easily into using our website. There is also, a comprehensive help section with manuals and other guidelines at your fingertips. Support uses Skype for quick response to any queries that you have.
You can rest assure that by using BCMTrac that you remain compliant at all times to the Estate Agency Affairs Board in terms of running your trust account. Giving of statutory report information.