Settings and activity
22 results found
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1 vote
Michael Norton
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104 votesMichael Norton
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85 votesMichael Norton
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105 votesMichael Norton
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10 votesMichael Norton
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20 votes
An error occurred while saving the comment Michael Norton
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97 votesMichael Norton
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89 votesMichael Norton
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95 votesMichael Norton
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118 votesMichael Norton
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203 votes
Please explain your process for documents when delivering them to agents. Are you emailing, printing, etc.?
Would you like Page 1 plus all of the Associate Details to print together, or Page 1 plus each Associate's Details to print as separate files?
An error occurred while saving the comment Michael Norton
commented
Our Market Center emails the agent a copy when the Transaction is approved to review and then again once the transaction is closed. I would like the option to 1) print only page 1,
2) Page 1 plus all of the Associate Details together, and
3) Page 1 plus each Associate's Details as separate filesMichael Norton
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An error occurred while saving the comment Michael Norton
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A +1 feature would be to have the option to save as two separate files or as a combined file
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11 votes
An error occurred while saving the comment Michael Norton
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Associates that are not an official team often partner with another agent in their market center on a listing or transaction. Allowing an associate share an opportunity with another associate in the market center would eliminate the need for associates to create duplicate transaction records under each account.
Michael Norton
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
30 votesMichael Norton
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An error occurred while saving the comment Michael Norton
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In addition to listing the payee/company name on the DA form for an Outside Referral, it would also be helpful to list the referral agent's name as a note or reference. [i.e. XYZ Realty Company (RE: Amy Agent)]
Referral payments are often sent directly from escrow/title to the company listed on the Disbursement Authorization Form. When the recipient company receives the check along with the DA Form there is no reference to which agent at that company the referral belongs to.
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29 votesMichael Norton
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An error occurred while saving the comment Michael Norton
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The ability to edit instead of a delete/re-add would be a welcome workflow enhancement.
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160 votesMichael Norton
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179 votesMichael Norton
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260 votesMichael Norton
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An error occurred while saving the comment Michael Norton
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A must know! We may miss this, and not log it when entering and closing out transactions during the month.
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92 votes
An error occurred while saving the comment Michael Norton
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In addition we can store documents the state requests for compliance.
Michael Norton
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116 votesMichael Norton
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An error occurred while saving the comment Michael Norton
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Having a place to upload and store referral agreements would be extremely helpful.
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16 votes
Where would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?
Please let us know so that we can work on ideating this for you!
Michael Norton
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Aggregation of the same payee will definitely make the DA more elegant and professional looking, in addition to practical simplicity.