Settings and activity
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3 votes
Cody Evenson
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14 votes
An error occurred while saving the comment Cody Evenson
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4 votesCody Evenson
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2 votesCody Evenson
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2 votesCody Evenson
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3 votesCody Evenson
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An error occurred while saving the comment Cody Evenson
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I have noticed this as well. It is usually fine in the morning but as the day progresses, the wait time for files to load increases. By the end of the day, it takes significantly more time to do everything from opening the file, selecting the folder and opening the documents. Just yesterday it took 2 minutes to open a purchase agreement.
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45 votes
An error occurred while saving the comment Cody Evenson
commented
Prior to this change, we were able to select and deselect chosen filters off to the side of the page. This was very efficient because we only had to click once to apply the filter and remove it, additionally, the system showed us the number of files under said filter when searching. The addition of the Filter button completely changed this function. We now have to click the filters button, select the filters we want, then click apply. Then if we want to change the filters, we have to do the same three step process all over again. We need the one-click action returned to the compliance viewer instead of the three-click action we are forced to take now. It might not sound like much but it does eat up significantly more time when trying to quickly locate a file in compliance.
An error occurred while saving the comment Cody Evenson
commented
These new filters also make it incredibly difficult to find old Opportunities. We have to open the filters, add the approved and returned statuses and then search the Opportunity. Once finished, you have to open filters again and remove them to see the files waiting for review. The entire system is completely counterintuitive and adds so many extra steps that were not needed before. This needs to be fixed as soon as possible.
Cody Evenson
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221 votes
Hi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.
Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.
Cody Evenson
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22 votesCody Evenson
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187 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
Cody Evenson
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280 votesCody Evenson
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76 votesCody Evenson
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64 votesCody Evenson
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Agreed. As this system is currently designed, I have to scroll all the way to the right just to see which agent owns the Opportunity. It would be better if we could organize them ourselves or at least move the agent column to be one of the first few so we don't have to scroll to obtain this piece of information.