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30 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. Allow default roles for Admin, TC etc, so we don't have to enter the same people and roles each time.

    3 votes
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    0 comments  ·  Team Feature  ·  Admin →
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  3. 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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    0 comments  ·  Admin →
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  4. Be able to create & save a note from the Task/Dashboard Page rather than look up the property

    2 votes
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    under review  ·  0 comments  ·  Admin →
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  5. Would like to be able to reorder the list of plans so my custom plans appear first

    1 vote
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    0 comments  ·  Admin →
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  6. 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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  7. Add a way to monitor amount of tasks completed within a time period.

    We currently have the option to view the percentage of task completed on time, late, and postponed. It would be good to see the actual amount of task that was completed in a day, a week or a month. This is good for manager monitoring what their assistants are doing and how fast.

    1 vote
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    0 comments  ·  Admin →
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  8. 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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    planned  ·  AdminNekst (Nekst, Nekst ) responded

    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!

  9. 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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  10. Remove pre-loaded plans or allow them to be editable

    0 votes
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    1 comment  ·  Admin →
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    planned  ·  AdminNekst (Nekst, Nekst ) responded

    Plans are already editable – we are going to allow you to “hide” the plans so that they don’t appear on the Plans Page or the Property Flyout.

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