SAGA-Property version 2.30.0 has been released. You can see current version number of SAGA at the login page for your office.

 

 

 

sagav2.30.0

Many fixes and improvements have been added to make SAGA-Property more powerful and user friendly. Like always many of the improvements and additions are based on user requests.

It is very important for continous improvements to receive as many suggestions and comments as possible on items that can be improved.
That will make the system better and more user friendly. Please continue to send us any ideas and improvement suggestions you have.

The highlights of changes in past releases:

1.       Redesign Contact List page

1.1.  Quick search

1.2.  Advance search

1.3.  Search result

1.4.  Pagination

1.5.  Dynamic column

1.6.  Actions button

. 2

2.       Redesign Contact detail page. 2

2.1.  Display contact information

2.2.  Contact enquiry

2.3.  Contact leads

2.4.  Contact related document

2.5.  Contact related property

3.       Redesign enquiry feature 2

3.1.  Find matched property

4.       Redesign lead feature 2

5.       Calendar 2

5.1.  Property event

5.2.  Contact event

6.       Dynamic tag 2


 

 

1.  Redesign Contact List page

Make customer management easier

Dynamic tag

My Contacts and All Contacts to split take care contact by agent. All contacts will display to sale agent role when “Agent isolation” mode is turn off, but always display if login as “Admin” role

1.1.  Quick search

Input field for find crucial keyword from property

Dynamic tag

Quick search view find keyword from certain contact information

  • Contact name
  • Contact phone number
  • Contact email
  • Contact SSN

1.2.  Advance search

System able to filter contacts base on assigned condition from advance search filter. Quick search will only search from Advance search filter

Dynamic tag

When filter list from Advance search SAGA will not filter from empty field. To clear Advance search filter, click “Reset” button.

1.3.  Search result

The number will display total number of contacts display in table

Dynamic tag

1.4.  Pagination

Contacts will show specific number in each page. Pagination will help to navigate to every contact in the list.

Dynamic tag

Item per page drop down will change number of displayed records to fit screen size. This drop down will automatically save to the machine so no need to re-select every time

1.5.  Dynamic column

Contact list table able to sort by selected column by click to column header to sort ascending or descending

Dynamic tag

1.6.  Actions button

Contact list able to manage multiple contacts in same time

Dynamic tag

1.6.1 Batch

         Batch process will available when at lease 1 property has selected. To change contact information able to select from drop down at once.

  • Assigned sale representative
  • Property status
  • Property source
  • Delete contacs

Dynamic tag

1.6.2 Export

         Allow agent to export contact information to spreadsheet format. To export all SAGA will generate spreadsheet file contain all contacts with current filtering in vice versa export selected will generate spreadsheet file only selected records

Dynamic tag

2.  Redesign Contact detail page

2.1.  Display contact information

Dynamic tag

2.2.  Contact enquiry

Display all enquiries of selected contact.

Dynamic tag

2.3.  Contact leads

Display all interested properties of selected contact

Dynamic tag

2.4.  Contact related document

Display all documents relate to selected contact

Dynamic tag

2.5.  Contact related property

Display all properties relate to selected contact

Dynamic tag

3.  Redesign enquiry feature

My Enquiries and All Enquiries to split take care contact by agent. All Enquiries will display to sale agent role when “Agent isolation” mode is turn off, but always display if login as “Admin” role

Dynamic tag

  • Advance search able to filter all enquiries by preferred criteria
  • Batch processing able to edit multiple enquiries in once
  • Export all and Export selected
  • Matching properties compare with enquiry request
  • Instance create lead from enquiry 

3.1.  Find matched property

Query all properties in SAGA with customer enquiry

Dynamic tag

After entered all information of enquiry, SAGA will help filter out matched properties for propose to customer right away.

4.  Redesign lead feature

My Leads and All Leads to split take care contact by agent. All Leads will display to sale agent role when “Agent isolation” mode is turn off, but always display if login as “Admin” role

Dynamic tag

  • Advance search able to filter all enquiries by preferred criteria
  • Batch processing able to edit multiple enquiries in once
  • Export all and Export selected

5.  Calendar

Oversee what’s going on with every event in SAGA

Dynamic tag

Calendar feature shows event date of Property, Contact, Sale process. Admin role will access all event in SAGA by change mode of view

Dynamic tag

5.1.  Property event

In calendar property’s event will display from certain list of action

  • Offer event

Offer validity date will display in calendar to remind sale representative to follow offer document

Dynamic tag

  • Contract event

Contact date will consider from contract date

  • Deed event

Deed date will consider from deed date

  • Contract end date

Contract end date will consider from listing expiry date of property

Dynamic tag

  • Activity date

Display activity date from property activities list

Dynamic tag

  • Open house date

Display property house date with interested queue

Dynamic tag

5.2.  Contact event

  • Birthday

Remind customer birthday in calendar when mark remind in contact detail page

Dynamic tag

  • Lead created

Display Lead created date

6.  Dynamic tag

Make the template smarter, when call template in the report dynamic tag will change to property value

Dynamic tag

Available list of dynamic tag

  • Property name
  • Property price
  • Property Address 1
  • Property Address 2
  • Property House Number
  • Property space
  • Property no of floor
  • Property deed no.
  • Property owner
  • Offer
  • Buyer Name
  • Buyer ID number
  • Transfer Date
  • Contract Date
  • Deed Date
  • Previous Deed Due
  • Payment Breakdown
  • Summary of payment
  • Mortgage summary
  • ILS Loan summary
  • ILS Loan Extra summary
  • New Loan summary
  • Bond summary
  • All Payment summary

 

SAGA is under constant development and next release is already in progress.

If you have suggestions or comments on improvements and additions to SAGA Property, please send us email at This email address is being protected from spambots. You need JavaScript enabled to view it.

Best Regards

SAGA Property Team