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29 results found

  1. Ability to choose permissions based on role.

    We are finding Team Member too restrictive for our agents, but don't want to give them full admin access. The ability for team members to edit dates would be great.

    3 votes
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    0 comments  ·  Team Feature  ·  Admin →
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  2. 3 votes
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    0 comments  ·  Team Feature  ·  Admin →
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  3. Integration with Slack

    Would love to be able to post notifications to a slack channel.

    1 vote
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    0 comments  ·  Integration  ·  Admin →
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  4. Allow us to select a date for a task before a Key Date.

    I have several "Key Dates" Task that happens before the Key Date. It would be great to be able to select "days before" or "days after" for these tasks. As if the date is changed, I then have to go in a find all the tasks associated with the one Key Date, before the date and change it too. It seems silly to even have the Key Date option with out having to have tasks before the date as well.

    5 votes
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  5. 1 vote
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  6. create recurring tasks

    so if I have to renew a subscription each year I don't have to enter it 30 times

    2 votes
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  7. Individual Quarterly spreadsheet/Yearly spreadsheet (For Tax Purposes)

    Spreadsheet to include:

    Pending date

    Listing Agent/Selling Agent

    MLS

    Purchase Amount

    Closing Date

    Buyer Name

    Seller Name

    Transaction Coordinator Fees

    Commission Buyer side

    Commission Sellers Side

    1 vote
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    0 comments  ·  Admin →
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  8. Integration with Dotloop

    • needed to reduce/remove duplication of effort entering all parties to transaction and property details.
    10 votes
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  9. Allow the people with the team platform to create their own property types or own type in general.

    With so many different uses for this system, I would like to have the ability to create my own property type and even my own Type that may not even be property specific. There are processes and flows to many parts of real estate.

    4 votes
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  10. I would like to click and drag tasks in the calendar to change the dates

    I would like to click and drag tasks in the calendar to change the dates

    9 votes
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  11. View entire un-completed task list as default

    When in a property - Be able to view entire un-complete task list as the default view with the status of that task on the side (past due, today, etc.). Would also like to see entire list with WHO it is assigned to at a glance. The tabs at the top of the screen would be to filter as needed if you don't want to see the entire list of uncompleted tasks. Finding that I have to refresh a lot in order to see different statuses.

    4 votes
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  12. My Branding/Co-Branding

    I would love to be able to have my branding added to this as well.

    66 votes
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  13. Integrating custom e-mail signatures into the automated e-mails.

    Instead of only being able to input text or a link, it would be great to input an e-mail signature jpg

    15 votes
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  14. Some contingencies don't count weekends. Add a toggle to include or exclude Saturday/Sunday when counting days for a task.

    Also, most dates in a contract do not count holidays - it would be nice to have holidays excluded in counting days, too.

    16 votes
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    1 comment  ·  Admin →
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  15. Customizing welcome message

    Customizing welcome email message.

    6 votes
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  16. Picture next to property name

    Put a picture next to the Property name. Pictures would help remember properties.

    7 votes
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  17. 11 votes
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  18. Sub-tasks on task list

    Subset of tasks within a single tasks. For example:
    Upload documents to file
    -Consumer Notice
    -Buyer Agency Contract
    (then ability to mark each subtask but not have the entire task disappear as complete until all items are checked)

    5 votes
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  19. Task Repeat Option

    When creating a task, it would be nice to be able to select to have the task repeat at certain intervals. For example: "post Ad to Craigslist" - Repeat every Week

    15 votes
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  20. allow tasks to be done in groups (modules) instead of plans

    Instead of having one plan that has every possible outcome for a transaction/covers all possible contingencies, allow for specific pre-prepared modules to be used (A Financing group, a Home Inspection Group, a Termite Inspection Group, etc) to make it easier to customize each transaction

    1 vote
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    1 comment  ·  Admin →
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    We do plan to break the process down into a 3 step process to make it easier. We will allow for tasks to be labeled as “Optional” which you can quickly remove in the beginning. Then you will see all “Key Dates” which you can review and edit. Third steps is to see your entire list for final tweaking if necessary. Unfortunately moving into stages will be too complex given the different ways that contingencies are handled across the country. We have some big ideas planned for helping you to track the stage of your properties, stay tuned!

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