3 results found
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sync
Feature Request: Bulk Sync Functionality for 1099 Recipient Addresses
Request: Implement a "Global Sync" feature within the 1099 Dashboard to allow for the asynchronous update of all recipient addresses in bulk.
Business Justification: Currently, the system requires Market Center Administrators (MCAs) to manually sync each record to ensure address accuracy. For offices with hundreds of agents, this manual process is labor-intensive. If an agent updates their address after their last closing of the year, the MCA lacks visibility into that change without a manual check. A global sync ensures that all 1099s reflect the most current system data, significantly reducing…
12 votes -
Appointments Reminder Modal during Month End Close
I would love to see a prompt when you close the month asking if your appointment numbers are correct before actually closing the month. All other sections - # of contracts, listings, agent count, CO$ - they all tie back to something else but appointments do not. I miss being able to double check that part like Winmore used to ask us.
19 votes -
Bulk Download of Agent 1099 Report
I love the new 1099 Report for agents! I want to share them with my associates. Right now, you have to click into every report for download and when you go back to the list, you have to CLICK the prior year and SCROLL every single time rather than to where you left off.
We have 440 agents, and this will be SO time consuming. In a perfect world, we could bulk download the PDFs with names. And if we could just open the link in a new tab OR go back to where we left off on the back…
18 votes
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