LockedOn

Adding an appointment to your LockedOn Calendar

How to bulk merge addresses onto envelope labels

Merge and print envelope labels

How to send sms, emails or letters to a large group of clients/properties all at once.

Sending bulk communication

How to set some preview text at the top of your email template.

Email Header Preview Text

How to upload, flag and send property related documents with one click  from either the LockedOn app or your desktop.

Upload and Send Property Documents

How to send a Just listed email to clients that have enquired on another one of your listings.

Sending a Just Listed email to past enquiries

How to create a list of clients that you can work through quickly ie call list or data cleaning list.

Creating a Hit List

How to edit existing letters within your LockedOn

Editing Letters

How to print sales advice letters for your exchanged or sold properties

Printing Sales Advice Letters

How to create and assign a single task, such as a phone call or an SMS, to a client.

Creating a task

What is changing, why we've made the change, and the steps you need to complete.

Setting up the new LockedOn SMS platform

Iain French

Luke Newton

How to set up and complete tasks / action plans, send bulk communication, and create templates

Tasks, communication & templates

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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