24 results found
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Add Multiple Documents to One Checklist Item
The ability to add more than one document per item in the compliance checklist. The current workaround at the moment is to create a duplicate checklist or have the MCA create multiple items for the same document.
13 votes -
Show Expiration Date on Compliance Request Cards
It would be extremely helpful if our opportunity dashboard for compliance requests included the expiration date of a listing agreement or buyer representation agreement. We just went through the very tedious process of archiving over a thousand opportunities from the compliance dashboard, many of which were listings that did not sell or buyers that did not buy. The only way to do this was to open each opportunity and re-open the documents. We have a submission date and an est. closing date....can we get an expiration date added so we can archive expired opportunities faster?
13 votes -
Add "Add Document" Button to Bottom of Documents Checklist
When submitting documents in the Opportunities section and you have to add a lot of documents that might not be listed by the broker, you have to click "Add Document". Once the document is added it drops you to the bottom of the screen where the document was added so then you have to scroll all the way back to the top of the screen to add another new document. Can we freeze the section with the option to add a new document so it's always visible...or add the option to "Add Document" at the bottom. https://www.loom.com/share/65d9184cce9446348ab6fa0b9a024429?sid=d00c2809-ea6d-49b1-8570-257cac768c9d
7 votes -
Add Co-Op Agent to Parties to the Transaction
It would be helpful to be able to add the other agent on the other side. The current co-broker tab requires tax id info. I am only needing to add name, brokerage, email and phone in the parties to the transaction section.
17 votes
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