Agent Time: Buyers Agency Suite v17

What’s New in Version 17

Represents a major structural upgrade to the Agent Time BA Suite.

This release consolidates all enhancements from previous versions into one fully unified, native, automation-driven acquisition engine.

• 1. Native Acquisition Module (Replaces Zoho Projects)

  Zoho Projects has been replaced.

  The new Acquisition Module is now the central lifecycle engine.

  You can now:

  • Create and manage acquisition projects directly inside CRM
  • Track project phases in real time
  • Monitor structured tasklists per phase
  • Control stakeholder coordination
  • Trigger phase-based automations

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  End-to-End Acquisition Lifecycle Automation

  The system now fully supports:

  • LGA / Suburb Approvals
  • Offer Placement
  • COS Signed Introductions
  • Finance Approval
  • Building & Pest Inspections
  • Conveyancer Coordination
  • Settlement Confirmation
  • Post-Settlement Congratulations
  • Property Anniversary Engagement

  Every milestone is:

  • Date-tracked
  • Tasklist-driven
  • Auto-communicated
  • Escalation-monitored

  Result:
  No stage missed.
  No buyer forgotten.
  Every deal progresses systematically.

Note: If you prefer to continue using Zoho Projects instead of the built-in Acquisition Module, this option remains available and can be enabled upon request.

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  2. Smart Tasklist & Due-Date Engine

  The system automatically generates and tracks:

  • Finance Approval Due Dates
  • Building & Pest Due Dates
  • Settlement Due Dates

  Automated reminders and escalation emails are sent to:

  • Clients
  • Buyer Agents
  • Conveyancers
  • Mortgage Brokers
  • Quantity Surveyors

  Approximately 80–85% of tasks trigger automated communications when marked In Progress or Completed.

  Operations now run on structured automation rather than manual follow-ups.

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  3. Buyer Engagement & Intent Intelligence

  Automatic Property Assignment Alerts

  When a property is assigned to a buyer:

  • Buyer receives a New Property Alert
  • Property brief documents are auto-shared
  • Anniversary reminders remain active long term

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  Buyer “Pursue” Intent Alerts

  When a buyer selects “Pursue”:

  • Assigned Buyer Agent is notified instantly
  • Acquisition workflow triggers immediately
  • High-intent buyers are prioritised

  Result:
  Faster response times
  Shorter deal cycles
  No missed opportunities

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  4. Property Tagging to Projects

  Buyer-interest properties from the Client Portal can now be tagged directly to an Acquisition Project.

  Workflow:

  1. Buyer shows interest

  2. Agent receives automated alert

  3. Agent tags property to project

  4. Lifecycle automation begins

  This ensures clean property-to-project mapping.

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  5. Stakeholder Auto-Introduction Engine

  Based on project phase, the system automatically introduces:

  • Mortgage Brokers
  • Building & Pest Inspectors
  • Conveyancers
  • Quantity Surveyors

  Using predefined professional email templates.

  Result:
  Instant professional coordination
  Zero manual introductions
  Smoother stakeholder onboarding

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  6. Finance Integration & Control Engine

  Customer Auto Sync for both Xero & Zoho Books

  When generating invoices:

  • Client automatically syncs to active finance platform if doesn't exist.
  • No manual customer creation required

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  Finance Platform Mutual Validation

  The system now prevents enabling Xero and Zoho Books simultaneously.

  If Xero is enabled → Zoho Books cannot be enabled
  If Zoho Books is enabled → Xero cannot be enabled

  This prevents:

  • Accounting conflicts
  • Duplicate finance sync
  • Integration instability

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  Integration Toggle Control (Sender ID Module)

  You can enable or disable integrations using ON/OFF toggles.

  Before triggering WhatsApp, SMS, or finance actions, the system validates that the integration is enabled.

  Result:
  Safer automation
  Fewer errors
  Greater system control

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  7. Invoice Name Flexibility

  Invoices can now be generated using:

  • Client Name
  OR
  • Legal Entity Name

  A new field “Legal Entity Name” determines invoice naming.

  If populated → system uses Legal Entity Name
  If empty → defaults to Client/Deal Name

  Improves compliance flexibility for trust, entity, and corporate structures.

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  8. SMS Booking Confirmation Intelligence

  When a client books an appointment:

  System sends SMS confirmation request.

  If client replies:

  “Yes” → booking remains
  “No” → system automatically cancels appointment

  This prevents incorrect follow-ups and manual corrections.

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  9. Communication & Template Enhancements

  • Email template names displayed instead of template IDs
  • Predefined, editable professional templates included
  • Finance, B&P, Settlement, Congratulations & Anniversary automations
  • Smart SMS attendance logic

  Result:
  Branded, consistent, automated communication
  Improved client experience
  Reduced unnecessary messaging

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  10. UI, Mobile & Data Accuracy Engine

  Includes:

  • Mandatory mobile pop-up validation
  • Smart field hiding
  • Conditional button activation
  • Secondary email validation
  • Improved client lookup filters
  • Property brief auto-population into Acquisition Module

  Result:
  No broken records
  Cleaner interface
  Faster workflows
  Higher data integrity

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  Version 17 Summary

  Version 17 consolidates all prior improvements into one unified lifecycle automation engine.

  Key Structural Upgrades:

  • Full native acquisition engine
  • Removal of Zoho Projects dependency
  • Intelligent buyer intent tracking
  • Automated stakeholder coordination
  • Finance integration control validation
  • Smarter invoicing flexibility
  • Stronger automation governance

  

  This release shifts the BA Suite from CRM + integrations to a structured, lifecycle-controlled acquisition platform.