Settings and activity
28 results found
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119 votes
Michael Norton
supported this idea
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210 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.
An error occurred while saving the comment Michael Norton
supported this idea
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An error occurred while saving the comment Michael Norton
commented
A +1 feature would be to have the option to save as two separate files or as a combined file
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12 votes
An error occurred while saving the comment Michael Norton
commented
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
supported this idea
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
54 votesMichael Norton
shared this idea
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An error occurred while saving the comment Michael Norton
commented
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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32 votesMichael Norton
supported this idea
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An error occurred while saving the comment Michael Norton
commented
The ability to edit instead of a delete/re-add would be a welcome workflow enhancement.
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104 votes
An error occurred while saving the comment Michael Norton
commented
In addition we can store documents the state requests for compliance.
Michael Norton
supported this idea
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124 votesMichael Norton
supported this idea
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An error occurred while saving the comment Michael Norton
commented
Having a place to upload and store referral agreements would be extremely helpful.
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84 votesMichael Norton
supported this idea
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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 files