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  1. 10 votes

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    Rey Paras commented  · 

    To improve efficiency for both Compliance Brokers and Agents, it would be beneficial to allow double-sided deals to be processed within a single opportunity. This would eliminate the need to duplicate document uploads. Could we explore the possibility of adding a checkbox or feature within the opportunity that, when selected, allows agents to indicate a double-sided deal and automatically assign credit for two units?

    Rey Paras supported this idea  · 
  2. 187 votes

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  3. 125 votes

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  4. 89 votes

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  5. 189 votes

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    Rey Paras commented  · 

    This is a MUST! Very important to have this information in ONE place as we are processing the commission.

    Rey Paras supported this idea  · 
  6. 109 votes

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    Rey Paras supported this idea  ·