Settings and activity

74 results found

1. Assign Due Dates for Individual Documents in Compliance Checklist

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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

2. Adjust Opportunity Table Columns

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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

3. Include Tag History in Opportunity Timeline

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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

4. Send Notification Button for Associates with Pending Transactions

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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

5. Compliance Requests Timeline

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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

6. Compliance Feedback Templates

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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

7. Date and Time Stamp for All Opportunity Comments

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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

8. Add Notes to Individual Document Lines

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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

9. Show Transaction Status on Opportunities Tab

   6 votes

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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

10. Export Opportunities List

    9 votes

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

11. Change Document Requirement per Opportunity

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

12. Display Opportunity Details in Documents Tab

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

13. Add Search Function When Adding Tag inside Opportunity

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

14. Compliance Emails to Different Email Address

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

15. Show Compliance Tags to Agents

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

16. Add Multiple Versions Icon inside Opportunity Documents Tab beside Events

    22 votes

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

17. AI Compliance Review

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

18. Add SmartViews for Opportunities

    8 votes

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

19. Add Search by Title/Escrow

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

20. Allow Termination of Lease Type Opportunities

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    under review  ·  1 comment  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024