Settings and activity
55 results found
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113 votes
Nichole San Miguel
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2 votesNichole San Miguel
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54 votesNichole San Miguel
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5 votesNichole San Miguel
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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 Nichole San Miguel
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An error occurred while saving the comment Nichole San Miguel
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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!
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4 votesNichole San Miguel
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3 votesNichole San Miguel
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10 votes
Could you explain which metrics you would like to track progress for? The Month End Close tracker includes Totals for all Market Centers at the bottom, including for Agent Count, Gross, Net, Appointments, and Key Financial numbers.
Nichole San Miguel
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6 votesNichole San Miguel
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11 votesNichole San Miguel
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9 votesNichole San Miguel
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18 votesNichole San Miguel
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12 votesNichole San Miguel
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15 votes
We will have options for the Profit Share Renewal Report available for Transactions users before that process begins to ensure it is easy for you all.
Nichole San Miguel
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11 votesNichole San Miguel
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An error occurred while saving the comment Nichole San Miguel
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EXTREMELY IMPORTANT
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12 votesNichole San Miguel
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25 votesNichole San Miguel
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60 votesNichole San Miguel
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99 votesNichole San Miguel
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4 votesNichole San Miguel
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Nichole 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.