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  1. Add "Add Document" Option within "Split & Attach PDF" Feature

    2 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Admin →
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    Jonatan Leon commented  · 

    Allow agents to add their own document while using the "Split & Attach PDF" feature. Currently this feature uses the document placeholders that are in the checklist type. If an agent splits a form and a document placeholder does not exist for a form, they would not be able to fully split the document. We would like the "Add Document" feature to also be included in the Split & Attach PDF" feature.

    Jonatan Leon shared this idea  · 

  2. Add Co-Op Agent to Parties to the Transaction

    13 votes

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    under review  ·  5 comments  ·  Command » Documents and Compliance  ·  Admin →
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    Jonatan Leon supported this idea  · 

  3. Email Offers to Clients

    5 votes

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    under review  ·  2 comments  ·  Command » Opportunities  ·  Admin →
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    Jonatan Leon supported this idea  ·