Track Lead Sources, Drag and Drop Doc Comments to Notes, and other new features!
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Author Archives: Monta
Admin-only info on transactions + Better doc previews +More!
Pipeliners: get ready to unwrap some exciting new stocking stuffers that will make your workflow merrier! Admin-only info on transactions + Better doc previews + More!
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How to Disburse In-house Deductions to Real Estate Agents
We’ve released more productivity enhancing features Pipeliners will fall for!
Email Transaction Coversheets Directly and Mark Agents’ Assistants On Transactions
May has ushered in a couple of neat features: Email transaction coversheets directly: Previously, you needed to download a transaction coversheet and send it out using your own email software. Now you can directly email it out from the system …
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+ Automatically Track Sides of a Transaction+ Get Doc Assignment Email Notifications+ Auto-assign Checklists based on Transaction Side+ Merge Docs Painlessly+ Automatically Link Tasks to Documents+ MORE!________________________= Another Productivity-boosting Release!
Over the summer, we added a ton of time-saving features to raise your productivity to the next level!
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+ Labels for Transactions + Checklist Auto-assignment + Reusable Message Templates for Notes & Emails + Standardized Document Names + Color-coded Labels for Transaction Docs + Smartphone & Tablet Optimizations _______________________ = One fully-loaded release!
Our new release is fully-loaded to keep you more mobile and productive than ever! Label transactions to identify them easily Auto-assign checklists based on transaction status Save and reuse frequently needed messages Standardize document names across all transactions Label documents …
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+ Task assignment to users + Individual transaction backups + Batch transaction importing + Enhanced checklist management + Super rad labels for Working Docs + dozens more new features _______________________ = One monster release!
Sit back and grab a cup of coffee…you won’t want to miss a morsel of the goodies we’re dishing out this release!
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Chrome Scrolling bug causing headaches
A new bug introduced during a recent Chrome update is causing problems for Chrome users. The problem typically results in users not being able to see or access the bottom items in dropdown lists that are long enough to require …
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Transaction Sorting Improvements, Comment Alerts, Office Docs Emailing & More Holiday Goodies!
Just in time to brighten up your holidays, enjoy more transaction sorting goodness, improved comment tracking, and quick & easy emailing of Office Docs.
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DocuSign integration is here!
We’re excited to announce integration with DocuSign and several other new features, including better contact management, a new email interface and more!
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