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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.
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Nichole San Miguel
commented
When we download the DAs, it would be great if it would send an image to the Documents in Command, so that we don't have to download each page and then upload each page. It should image it instead of just downloading it. It would also be great to be able to print if needed instead of downloading then printing. Saves time!
Nichole San Miguel
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10 votesNichole San Miguel
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5 votesNichole San Miguel
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9 votesNichole San Miguel
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48 votesNichole San Miguel
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13 votesNichole San Miguel
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10 votes
Please provide a use case for this request so that we can best understand the need for this! Thank you.
Nichole San Miguel
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15 votes
Please tell us more about your process for these transactions - is the agent leaving the Opportunity open until all the payments are made? You can also manually create a Lease Transaction with 0 units in order to take care of these now!
Nichole San Miguel
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32 votesNichole San Miguel
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119 votesNichole San Miguel
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18 votesNichole San Miguel
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22 votesNichole San Miguel
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53 votesNichole San Miguel
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
54 votesNichole San Miguel
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20 votesNichole San Miguel
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48 votesNichole San Miguel
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33 votesNichole San Miguel
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34 votesNichole San Miguel
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25 votesNichole San Miguel
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76 votesNichole San Miguel
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It would be nice to have an image saved of the DA, instead of us having to download it from transaction, then we have to upload it into the documents in the opp. And it would be very helpful for a FINAL DA be auto generated when closed out. But each image kept.
SAVED AS:
First DA #1
REVISED #2
REVISED #3..... and so on....per update.
FINAL DA - when it is closed out.
It would also be nice to be able to copy and paste when an agent emails us for an updated DA in a NOTE, that way we can track why DAs are needing updated. Could help identify what training may be needed for agents or staff.