To begin using Property Sourcing Engine (PSEngine), you must complete some initial setup.
Don’t worry, this won’t take too long and it is all easily explained below:
Step 1 – Activate your license
After purchasing the software, you will have received a license key via email.
Copy and paste this into the license key field under Config | License key.
Click Save | Activate.
Step 2 – API Keys
An API Key (application programming interface) is a unique key for every person who uses a piece of software and links you and your account to a particular service.
Sounds technical, but it’s simple. PSEngine utilises a multitude of external services to enable the most efficient ways to source properties directly from the vendor.
You will need to set up accounts with the following to get the best out of all of the features of PSEngine
Stannp enables you to create and send letters directly to addresses at the click of a button.
You can create templates for all kinds of different scenarios, such as property flips, empty homes, R2R Landlord proposals; The choices and creativity are up to you.
Get your key by clicking on this link – Stannp API key Create an account, and under Account | Settings you will see your API key.
Copy/Paste this into PSEngine, under Config| Stannp
To create your letter templates, your letters must be uploaded in a PDF format to these specifications:
If you wish to save yourself some time and energy, we have created some templates.
Once purchased, simply change your details, export to PDF and upload to Stannp.
Experiment with Coloured backgrounds, add your logo and change the text to suit your campaign.
You even use our digital font pack to really humanise your digital letters.
You must create your letters in a PDF format.
You can upload as many letters as you wish to stannp, so you will be ready for every scenario.
Upload your template to Stannp | Creating campaigns
Once you have your templated letters ready (It’s worth spending some time getting these right/Or just purchase the pre-made templates) You can export the document to a PDF file.
Then access your stannp dashboard. Select ‘Campaigns’ in the top menu and click ‘Create a New Campaign’
Then, give the campaign a name you’ll recognise.
Next, click ‘Upload PDF’ and select the templated PDF file you have created.
Ensure none of your letter text covers the pink stripey area, as this is where the letter address window will be in the envelope.
Click ‘Save and Finish’ and you are done.
Repeat for all the templates that you wish to upload.
Your campaign can now be seen under ‘Campaigns’.
From PSE, on all ‘Send Letters’ windows, your template can now be selected from the dropdown.
All that is left to do is click send and relish in the time and money saved!
GetAddresses is another vital integration. This allows you to extract the addresses you wish to send to from a drawn area on google maps.
Click the link above, and scroll to where you can get an API key and follow the instructions from there.
We’d recommend getting the £2/£10 plans as the API keys don’t expire.
A ‘request’, by their plan terms is deemed as a request for all addresses belonging to a postcode. i.e. request all addresses in 30 postcodes = 30 requests regardless of the number of addresses returned.
Copy/Paste your API key under Config | GetAddresses.io
Plivo & Twilio
There are two ways in which you can contact using SMS (provided mobile number is present on the planning application.
You will need to set up integration with either Twilio or Plivo.
Twilio is far more flexible in terms of what you can achieve from within its own internal configurations, but can seem very complicated. For Simple sending and receiving of SMS’ – We recommend Plivo, but if you’re feeling adventurous, use Twilio.
Depending on which one you decide to use, ensure you tick the ‘use as default’ checkbox at the bottom of the Config input boxes.
When signing up for a Plivo account as a company, ensure you use your company email. They run security checks and we have seen accounts become disabled as they do not pass criteria. If this happens, contact their support to delete your account and try again.
Once you have a Plivo account, you can and must ‘Upgrade your account’ to top up your balance from within your Plivo dashboard so that you no longer have a ‘trial account’.
A trial account only allows sending to pre-defined test numbers (not what we want here!). You will see you have been assigned an Auth ID and Auth Token:
Navigate to Config | Plivo on PSEngine and click add to insert your personal Auth details.
Once you have a Twilio account you can and must ‘Upgrade your account’ to top up your balance from within your Twilio dashboard so that you no longer have a ‘trial account’.
A trial account only allows sending to pre-defined test numbers (not what we want here!).
You will see you have been assigned an Auth ID and Auth Token:
Navigate to Config | Twilio on PSEngine and click add to insert your personal Auth details.
When you sign up with Twilio you will be automatically assigned a number.
To change this to a more recognisable UK format, you can buy a number:
Finally to complete the basic Twilio setup you will need to ensure response calls/SMS are dealt with by Twilio. To do this for both Voice calls and Messaging select ‘Configure with: Webhooks, TwiML Bins, Functions…’
For both ‘A message/Call comes in’ select TwiML. Then click the red icon next to the drop-down to create a ‘TwiML bin’ – give each a name and copy and paste the following:
<?xml version=”1.0″ encoding=”UTF-8″?>
<Say voice=”woman”>Hi, Thanks for calling sharon. Please leave a message after the tone and I will get back to you as soon as possible.</Say> <Record maxLength=”30″ />
You can configure these as you wish but this will setup a basic voicemail. The recordings will be accessible from within the Twilio dashboard.
You can configure these as you wish but this will setup a basic message forwarding. Ensure you put your own real mobile number in the snippet above.
See, didn’t take too long did it? You are now ready to use PSEngine.