21 results found

1. People Tab for each Opportunity

   I need one central location where I can quickly see all the people involved in a transaction and their contact information. This would include buyers, sellers, listing agent, buying agents, both sets of attorneys, title, home inspector and anyone else deemed necessary. Why can't we have a "People" tab for each Opportunity where this information could be stored? It basically would be a running list that could be populated from our Contacts. Since DotLoop has been taken away, as a Transaction Coordinator, I am at a loss for how to keep my people organized for each transaction. Please help! Also, some kind of transactional summary would be much appreciated.

   I need one central location where I can quickly see all the people involved in a transaction and their contact information. This would include buyers, sellers, listing agent, buying agents, both sets of attorneys, title, home inspector and anyone else deemed necessary. Why can't we have a "People" tab for each Opportunity where this information could be stored? It basically would be a running list that could be populated from our Contacts. Since DotLoop has been taken away, as a Transaction Coordinator, I am at a loss for how to keep my people organized for each transaction. Please help! Also,… more

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   0 comments  ·  Opportunities  ·  Delete…  ·  Admin →
   try this instead  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

   Our Opportunity Details now allows you to choose Parties to the Transaction that will show the Vendor's information once clicked! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/14737258211219-Associate-Transaction-Vendors-With-an-Opportunity-Parties-to-the-Transaction