Button to Replicate Dual Opportunity
When you need to have a dual opportunity - it should just have a button that automatically replicate the opportunity w/o having to manually make it - it is a repetition and time-consuming
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Stacey Camilleri
commented
Also the ability to just COPY an existing Opportunity and all the details are duplicated would be AMAZING for so many things. including dual opportunities. AND to change an opportunity from buyer to listing and vice versa.
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Heather Franciskovich
commented
What would be ideal is if we could add the documents into the listing opportunity, create the buyer side opportunity, and THEN be able to somehow pull the sale documents from the listing opportunity (rather than re-split/upload, etc.), and it would be additionally *magical* if Command had a "clone" button or something like that and automatically pulled the documents needed from the listing opportunity into the buyer opportunity. (Seems like it would also save time/redundancy auditing!)
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Rey Paras
commented
To improve efficiency for both Compliance Brokers and Agents, it would be beneficial to allow double-sided deals to be processed within a single opportunity. This would eliminate the need to duplicate document uploads. Could we explore the possibility of adding a checkbox or feature within the opportunity that, when selected, allows agents to indicate a double-sided deal and automatically assign credit for two units?
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Alex Hartung
commented
This would result in a much simpler agent experience when double-siding and a much simpler process for compliance matters.
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Jenn Schearer
commented
Regarding Agents that have both sides of the deal- our understanding and current policy is we require the agent to create two separate opportunities so that they get the two separate unit credits and it also segments the commission. When a disclosure to customer is given, commission is only coming from the Seller as there is no buyer representation in that case, however, presently agents are still having to create the second opportunity and duplicate all the under contract docs to have a complete opportunity for both the listing and the buy side.
It would be much more efficient for Compliance Brokers and Agents to be able to keep a double sided deal in one opportunity and not have to duplicate uploading the docs. Is there a way we can add a box to check when double sided that will allow us to add the second unit count there?
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Shawn Darling
commented
Regarding Agents that have both sides of a transaction, our understanding and current policy is we require the agent to create two separate opportunities so that they get the two separate unit credits, and it also segments the commission. When a disclosure to customer is given, commission is only coming from the Seller as there is no buyer representation in that case, however, presently, agents are still having to create the second opportunity and duplicate all the under contract docs to have a complete opportunity for both the listing and the buy side.
It would be much more efficient for Compliance Brokers and Agents to be able to keep a double-sided deal in one opportunity and not have to duplicate uploading the docs. It would also help prevent agents from being inconsistent. Is there a way we can add a box to check or a toggle that would just indicate that it's a double-sided transaction that will allow us to add the second unit count there?