Settings and activity
6 results found
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19 votes
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Rey Paras
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188 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?
Rey Paras
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209 votesRey Paras
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94 votesRey Paras
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193 votes
An error occurred while saving the comment Rey Paras
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This is a MUST! Very important to have this information in ONE place as we are processing the commission.
Rey Paras
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111 votesRey Paras
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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?