General
30 results found
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141 votes
We are currently in Beta Testing for our iOS and Android app.
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My Branding/Co-Branding
I would love to be able to have my branding added to this as well.
66 votesPlanning to allow for more robust email signatures to match other email provider capabilities.
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Introduction of Parties- System Generated Email
Add an Introduce Button to introduce all parties on a transaction with the ability to select whom to introduce.
Also. Have a way to import existing contact in the address book to a new transaction vs entering the same people all the time
20 votes -
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 votesI believe this can be accomplished.
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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 -
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 -
Re-order plans on plans tab so personalized ones are at the top of the list
List our personal plans before the Nekst plans. I have to scroll down to see my own plans each time on the plans tab.
12 votes -
11 votes
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Lead Follow Up
Add a Buyers Category or Leads category that allows us to manage and follow up with leads. Right now I use the properties for this and instead of inputing an address I input the lead's name. I then created an action plan that reminds me when to call them and provides script on what to say.
10 votes -
Allow Team Pro, Team Members, Agent Pro, Agent Lite to receive Weekly Summary Emails of Production
Reports will include:
Number of tasks completed (including +/- change from last week) for the specific recipient.
All tasks completed by the Team/Agent/Other Invited Users (including recipient) over the past 7 days, including any notes left.
Followup Task Updates from the past week
Tasks for the Recipient to complete over the next 7 days, broken down by property.
All upcoming Key Dates assigned to the recipient through the following Monday
10 votes -
Integration with Dotloop
- needed to reduce/remove duplication of effort entering all parties to transaction and property details.
10 votes -
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 -
Picture next to property name
Put a picture next to the Property name. Pictures would help remember properties.
7 votes -
Customizing welcome message
Customizing welcome email message.
6 votes -
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 -
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 -
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 -
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 -
Allow a dependent task to be dependent upon a different task without having to re-create it
On a dependent task, make the "Main Task Name" part of a drop down that would allow us to select another task to make the dependent task a part of.
4 votes -
3 votes
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