Settings and activity

8 results found

1. Add Multiple Documents to One Checklist Item

   10 votes

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   working on it  ·  2 comments  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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   Kaylyn Dowell commented  ·  Dec 13, 2024  ·  Edit…  ·  Delete…

   We desperately need this to make our agents' & TCs' lives easier in uploading documents for compliance.

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   Kaylyn Dowell supported this idea  ·  Aug 23, 2024

2. Notify Agent When Missing Required Documents (before Closing Date)

   7 votes

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Kaylyn Dowell supported this idea  ·  Aug 23, 2024

3. Add Comments for Missing Documents in Opportunities

   3 votes

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   under review  ·  0 comments  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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   Kaylyn Dowell supported this idea  ·  Aug 23, 2024

4. Add More Than One Document to Checklist Item (without Merging)

   4 votes

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   1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   tell us more  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

   Could you please tell us more about where you are uploading multiple documents? That will help us to prioritize this and alert the correct team.

   Kaylyn Dowell supported this idea  ·  Aug 23, 2024

5. Export Opportunity Documents to 1 PDF File

   10 votes

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   working on it  ·  1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Kaylyn Dowell supported this idea  ·  Aug 23, 2024

6. Auto-Calculate Referrals Split Between Agents on Commission

   9 votes

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   1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   under review  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

   
   

   Kaylyn Dowell supported this idea  ·  Aug 23, 2024

7. Allow 2+ Contacts Per Opportunity

   35 votes

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   working on it  ·  3 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Kaylyn Dowell supported this idea  ·  Aug 23, 2024

8. Delete Documents in Opportunities

   34 votes

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   under review  ·  6 comments  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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   Kaylyn Dowell supported this idea  ·  Aug 23, 2024