Introducing Client Connect

Client ConnectTM is a totally new way of managing your Housing Trust. It is a tablet-based application that allows Neighbourhood Officers to look up tenant and property details on the move and raise and complete service forms in real-time.

Client Connect is 100% paper-free, delivers all information in real-time and includes task monitoring that will automatically alert Neighbourhood Officers if task deadlines approach.

Client Connect is available to all staff globally within your business removing the need to travel to each store to review store performance.

It’s that simple! No more paper forms, manual administration or delays.

Why use Client Connect?

Client Connect will provide you with total visibility of every operational activity and includes pre-built business processes for new tenant sign-up and arrears management, in addition to void, tenant and property surveys, all via the unique mobile app.

Information is available in real-time, search by tenant or property name, add to customisable watchlists and create weekly and daily task lists.

Automated reminders are sent if critical activities are not completed on time and can also be sent to management team members.

Business process forms can be generated directly from the app and part-completed forms are allocated to tasks ensuring that critical service paperwork is completed and made available online.

Finally Client Connect will automatically update the task to indicate that it has been completed on the planner

REDUCTION IN PAPERWORK 47%
INCREASE IN CASH COLLECTION 7%
INCREASE IN PRODUCTIVITY 29%
REDUCTION IN GAS LEGAL COSTS 97%
UC COLLECTION 93%
INSPECTION COMPLETIONS 100%

Key Benefits

NEIGHBOURHOOD OFFICER

  • Dynamic Neighbourhood Officer planner
  • Easy to use pre-populated forms
  • Activity monitoring of people, performance and compliance (incl. alerts)
  • Real-time tasks, forms and information management
  • Guided Trust operations with 100% compliance

MANAGEMENT TEAM

  • Management dashboard with tenant and property directory
  • Real-time performance information
  • Access service forms online
  • Optimised tenant visits means reduced travel
  • Complete peace of mind

Putting you in control

Informed

Access core management information on the move.

Quick links

View daily or weekly tasks and create custom watchlists to easily keep track of particular projects or lists (e.g. list of tenants with arrears or gas inspections due).

Simple Navigation

Navigation couldn’t be simpler. Instantly filter activities by tenant or property or recently viewed items.

Tenant insight

Data panels display comprehensive tenant and property information, including:
>  Tenant and Household Member details
>  Repair History
>  Transaction History
>  Current Rent Balance

Integrated communication

Email or send an SMS text messages directly from the app. Predefined messages can be customised and ALL correspondence is recorded for audit purposes.

Click & Complete Reporting

Simple click and complete features allow activities to be marked as complete in an instant. If an activity requires a service form, this can be opened and completed on the tablet in an instant.

Alerts

The planner will monitor progress and automatically remind the Neighbourhood Officer via SMS if a deadline is due.

Generate, complete & submit iForms directly from the app