137 results found
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Export Opportunities into .CSV File
Agents should have the option to 'Export' a list of their Opportunities into a .csv file. The file would include all dates, property address, client names & other details in separate columns.
11 votes -
Remove "Branch Nickname" as the name of the cobroker and referral on DAs.
The brnach nickname of cobrokers and referral agents is pulling onto DAs instead of the name of the brokerage. This is causing confusion for agents, title companies and MCAs. Agents will put N/A in the branch nickname and it is printed on the DA. Please change the field where the DA is pulling the cobroker info.
1 vote -
3 votes
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2 votes
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Feed MLS to opportunities
If we could connect our MLS listings to the command opportunity hub it would save the listing agent time and give the office a better understanding of what the agent has listed
1 vote -
Auto-generate listing presentation, marketing analysis, schedule follow ups, etc
Auto-generate with AI. Create workflows in the pipeline that auto generate everything from listing presentation, CMA & marketing strategy in each stage of a client's lifeline. In scheduling would be able to click a button to generate a listing presentation (editable), once scheduled it would send an appointment reminder to the client morning of appointment, along with all necessary listing presentation docs like CMA, listing presentation accessories pulled from the details and contact page. Would be really cool if in the app we could just ask KWIQ prompts to generate these and email them directly to us or client.
3 votes -
Designs with AI integrated in Opportunities
Would love in the marketing tab to pull all designs and templates created. Listing presentations autofilling from details page but also editable in templates. This would speed up listing presentation prep and in general all design prep for all designs going forward.
3 votes -
2 votes
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2 votes
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3 votes
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Add a scroll bar to the Closing This Month section in the Opportunities applet
There is no scroll bar in that menu so it looks like a static chart. They should put a scroll bar so people know they can scroll for the rest.
2 votes -
2 votes
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Change Opportunity Name in Command to Property Address, not the Contact name
Can we get the Opportunity Name (shadow) in Command to say "Property Address" NOT the Contact Name. The Contact name is ALREADY in there. It makes it impossible to find the Opportunity in Command when it's put in with a Customer/Contact name.
2 votes -
3 votes
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Trigger email from stage change in opportunity
Add the option so that once an Opportunity is changed to a different stage, it would automatically send a specific email out to that client. For example: An Opportunity changes from a stage called "Showings" to a stage called "Under Contract" - An email would automatically be sent out with details for the clients next steps.
2 votes -
2 votes
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Tenant
Tenant need to have a consult like the Buyer. Tenants can be represented and we need to have that paperwork done and recorded before a going under contract with a lease.
1 vote -
3 votes
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Only Provide KWLS Option When Entering Offer
There is no point to having a typable field for the address on an Offer in Opportunities if it causes an error every time and forces you to select from KWLS. This has caused a lot of confusion and frustration for our leadership team and our agents, especially on buyer side transactions.
This change would help prevent a lot of confusion on how to properly fill out an offer.
1 vote -
Automatically Archive Opportunity Tasks
Opportunity checklists should automatically archive off of the task list when the opportunity archives, or if the contact is archived. Possibly also provide an option for if the task was on a previous stage, ask if it should be marked as complete on behalf of the agent.
1 vote
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