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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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Cris So shared this idea  ·   ·  Report…  ·  Admin →
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  • Rey Paras commented  ·   ·  Report

    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?

  • Alex Hartung commented  ·   ·  Report

    This would result in a much simpler agent experience when double-siding and a much simpler process for compliance matters.

  • Jenn Schearer commented  ·   ·  Report

    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?

  • Shawn Darling commented  ·   ·  Report

    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?