Set up a default format for the More Info field+ Copy over contacts to New Offer+ Filter unreviewed and unentered docs by their label+ Ability for agents to add commission notes to their transactions ______________________________= A feature packed release!
No tricks, all treats for you in this super sweet release! So, sit a spell and learn about all the goodies we just brought to you!
- Provide a default value for the More Info field
- Copy over contacts to New Offer
- Filter unreviewed and unentered docs by their label
- Ability for agents to add commission notes to their transactions
- Reply to agents’ doc-uploaded notifications directly by email
Configure a default value for the More Info field – Want to teach your agents (and staff) to follow guidelines on the data they need to enter in the More Info field of their transactions? Now, you can set a default/template value for that field. For example, if you need them to fill in Buyer and Seller sources and lock-box codes, you could set a default value of:
Buyer Source: ___________
Seller Source: ___________
Lock Box: _______________
Copy over contacts to New Offer – Now when you use the New Offer feature to create a new transaction from an existing one, all contacts will be copied over so you don’t have to re-enter them. Learn more about creating a New Offer here >>
Filter unreviewed and unentered docs by their label – There’s a new option in unreviewed/unentered docs that lets you filter those docs by a specific label. And as before, you can also sort those docs by their label.
Ability for agents to add commission notes to their transactions – Agents can now add a commission note to their transactions in Active, Listing or Pending statuses. If a commission note already exists, agents can’t overwrite it (only admins can).
Document-added notifications now come from the doc uploader – By clicking reply from a doc-added email notification, admins can now directly email the agent who uploaded the doc.