Cortex product updates

Cortex is gaining abilities and features daily. Keep up with Cortex's latest product news, updates, and releases.

Ability ·

Create Person

A Cortex agent can now add a new contact to Street, and uses the existing record if the person is already on file.

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Feature ·

Agent tags

Tag your Cortex agents by team, branch or purpose, then filter your list to find the ones you need.

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Recipe ·

Maintenance Job Ledger

A ready-made Cortex agent that pins a short summary to every open maintenance job, so anyone can see where it's up to.

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Feature ·

Agent scratchpad

Cortex agents working on long or repeat jobs now keep a checklist, so they can carry on where they left off.

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Feature ·

Schedule Agent Run

When a Cortex agent sends something that needs chasing, it can now book itself in to check back later.

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Ability ·

Lettings applications

A Cortex agent can now start at each stage of a lettings application, from when it's created to when the tenancy is added.

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Ability ·

Cancel Valuation

When a vendor calls off a valuation, a Cortex agent can now cancel it in Street and free up the diary.

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Ability ·

Mark Valuation as Lost

When a vendor or landlord decides not to go ahead, a Cortex agent can now mark the valuation as lost and record which agent won it.

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Ability ·

Search Competitors

A Cortex agent can now look up the rival agencies recorded against your branches, so lost valuations are put down to the right one.

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Ability ·

Create Property

A Cortex agent can now turn an enquiry or valuation lead into a full property record in Street, linked to its owner.

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Ability ·

Close Maintenance Job

When a maintenance issue gets sorted without a contractor, a Cortex agent can now close the job and note how it was fixed.

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Ability ·

Get Sale Milestones

A Cortex agent can now check how far a sale has progressed, from memorandum of sale to exchange.

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Ability ·

Tenancies

A Cortex agent can now start at key moments in a tenancy, like when it begins or when its end date is set.

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