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Make "Parties To The Transaction" (AKA Opportunity Vendors) Accessible In The App

Currently it is not possible to access the Parties To The Transaction for an opportunity within the Command App. Agents often need to contact the lender, title company, or inspector on the go, and it is critical to have access to this contact information within the app.

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LABS Team shared this idea  ·   ·  Report…  ·  Admin →
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  • Cora Johnson commented  ·   ·  Report

    A CRM needs to have an area where we can easily add parties to the transaction. This is so important to a team with administrators.

  • LABS Team commented  ·   ·  Report

    Can use the App when not at my desktop to see who key players are. For example, if I need to call the Lender when I am out in the field, I can open the App and have the Lender name and number right there to contact them.