Maximising Efficiency with Customised Lobbies in Loop

Introduction:

Setting up your lobby in Loop is a fundamental step in optimizing your workflow as a letting agent. 

The flexibility and customization options within Loop allow you to tailor your lobby to your specific role and preferences, ultimately streamlining your day-to-day tasks. 

This guide provides insights into configuring your lobby effectively to enhance productivity and efficiency.

1. Understanding the Importance of the Lobby:

Your lobby serves as the central hub where you access vital information, appointments, and tasks relevant to your role.

Customizing your lobby ensures that you have quick access to the most pertinent information, improving your workflow and productivity.

2. Adding Widgets to Your Lobby:

Widgets, also known as lobby widgets, are customizable components that display various information and functionalities.

Access the "plus" button in the top right corner of your lobby to add widgets.

Widgets can include upcoming calls, new property launches, to-do lists, and more, tailored to your specific needs and tasks.

3. Leveraging Quick Lists for Enhanced Visibility:

Quick lists allow you to filter and organize data based on specific criteria, such as certificates nearing renewal or missing gas certificates.

Create quick lists for commonly accessed data sets, such as upcoming inspections, pending maintenance jobs, or expiring tenancies.

Integrate quick lists into your lobby using the "quick list summary" widget to gain instant visibility into critical information.

4. Examples of Customised Lobby Setups:

Tailor your lobby layout to align with your role and responsibilities within the real estate industry.

Examples of customized lobby setups include:

• Property Management: Display sections for pending maintenance jobs, certificate renewals, and upcoming inspections.
• New Business Focus: Prioritize widgets for inquiries, upcoming appraisals, and accepted offers.
• Administrative Tasks: Highlight sections for preparing tenancies, holding deposits, and renewing tenancies.

Arrange widgets and quick lists strategically to ensure easy access to essential information.

5. Tips for Optimal Lobby Configuration:

Regularly review and adjust your lobby setup to accommodate changing priorities and tasks.

Experiment with different widget arrangements and quick list configurations to find the most efficient layout for your workflow.

Utilise clickable features within the lobby to navigate directly to relevant details or actions.

Summary:

Configuring your lobby in Loop according to your role and preferences is essential for maximising efficiency and productivity in your estate agency endeavours. 

By customizing widgets, integrating quick lists, and arranging layout strategically, you can create a personalised workspace that facilitates seamless navigation and access to critical information. Take the time to optimise your lobby setup to streamline your workflow and enhance your overall experience with Loop. 

For further assistance or guidance on lobby customisation, reach out to the team for support at support@loop.software.