69 results found
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Alert me when My Contact purchases a property
Currently, we can alert an agent when one of their My Contact’s inspects a property listed by another agent/office within our network however there isn't an available alert to notify consultants when their My Contact is added as a purchaser for a sale. While triggers exist for “Purchaser Added,” they don’t extend to notifying the My Contact Consultant.
This capability would be incredibly helpful for our team, ensuring that consultants are kept informed whenever their My Contact completes a purchase, even if the transaction occurs through a different office. It would also support better follow-up and relationship management.
3 votes -
Automatic Website Status Updates from Listing Status Changes
It would be great if Box + Dice could automatically update a listing's website status when the listing is marked as Settled or Cancelled.
At the moment, our team needs to update both the listing status and website status separately, which creates an extra manual step and can sometimes result in outdated listings remaining on our website.
Having these statuses update automatically would save time and help ensure our website always displays current listings.
1 vote -
Vendor & Buyer Portal
We would love to have Vendor and Buyer Portals that allow clients to access relevant information throughout the sales process.
Potential features could include:
- Access to campaign updates and vendor reports
- Inspection and enquiry feedback
- Open for inspection attendance statistics
- Viewing scheduled appointments
- Document sharing and signing
- Property updates and communication history
- Buyer access to contracts, property documents and transaction updates
- Automated notifications when new information is available
- Integration with Realestate.com.au to display campaign performance metrics such as views, saves and enquiries, giving vendors a single place to monitor their property's performance
1 vote -
Default sort order of uploaded listing files
Since the update to B+D I have noticed the Approved Files in the Listing page is no longer in Date Added order. Is there any way I can default this back to dated added, so I don't have to keep clicking on the ⬆️Date Added heading?
I would like to be able to set a default to have files saved in 'Approved Files' be sorted in Date Order not by File Type.1 voteHi Supporters
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Auto Alerts
We would like to be able to select the listing status in Auto Alerts filters so they only alert when relevant to the status selected
1 voteHi Supporters
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Alert trigger based on "Campaign Start Date"
I would like to be able to configure alerts based on the campaign start date / when a listing goes online; for example:
notify a staff member when a listing goes online and include certain information such as the vendor details.
notify a staff member to call a vendor when their listing has been on the market for more than X days.
2 votes -
Automations - Auto Alerts new merge fields
Can you please assist us to add the following fields under “Automations” “Auto Alerts” – trigger – “Listings” “New Listings Added”
Listing Type (Sale method)
Auction Date & Time
Number of Days on AuthorityTrigger - Sales - Condition Date Reached
Merge Fields - Condition Date Due & Purchaser
This will be very valuable to us in our planning
3 votesHi Claire
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Template Library Categories as a Selectable Field
Currently the Template Library has a single dropdown for all templates, showing the category above the template name. This is annoying to navigate when you're not sure of the name of the template you need and have to scroll through hundreds. If you search for the category name, it does not show you everything under it, only those with the category name in the template title.
I'd like a drop down with the categories, and then a dropdown with the templates within the selected category. E.g. Select the 'Sold' category and then be able to select the sold emails. (This…
2 votes -
Mandatory Appraisal Data
We would like to option (say in Access Settings) to set (or not set) specific Appraisal data fields as mandatory. This will assist with reporting and forecasting.
3 votesHi Supporters,
The Product Team are reviewing your suggestion
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Adding a "lot" field to addresses for land listings
At the moment I have to add the Lot number into the number field. Ie, Lot 23/4 Test Street, Ballarat.
1 voteHi Supporters
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Copy Listing Photos to Property
I would like an easy or automated way to save listing photos against the property for future reference.
1 voteHi Supporters
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office quick filter on listings screen
Have a Quick filter on the listing screens that you can filter by Office so when a sales admin role is looking after their own office they dont need to see any other listings
1 voteHi Rhys
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Sold By Other - Agent List
In the Sold By Other modal, you can select an existing agent from the list or crate a new. This has resulted in a huge list of agents and agencies which isn't manageable.
We need a way to tidy up this list (merging all duplicate agents) and control the creation of new agents/agencies being added to the list.
Thanks.
1 voteHi Jessica
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Option to upload files/documents IN BULK to multiple Box & Dice Listing/Property Files
Like most businesses, we have a number of forms – Privacy statements, fillable offer forms, trust account detail forms etc that need to be in each file section of our listing for administration purposes and also available to the sales agents (through the agents app).
These are generic forms which need updating from time to time and also need to be added to or changed regularly.
Wouldn't it be great to be able to add these files to all current listings in a bulk upload?
It's currently extremely time consuming to search and open each individual listing file and drag…
5 votes -
BCC the second agent when sending listing-related emails
I’d love if you could consider adding a ‘Bcc the second agent’ on the send email section.
We constantly have duplication of messages in our agency and this would be helpful in reducing this if they could be bcc’d.
2 votesHi Narenna
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Advertising Copy
We need to add HTML tags to the Adverting Copy section. Labelling tags in the description boosts SEO and thus creates snowball effect for the fed-thru website and listing in the entirety.
1 vote -
Full Name Details on Vendor Reports
We would love to had an option to display full name details of buyer leads on the vendor reports.
1 vote -
Auto-alert for cancelled sale
As a system user, I would like my auto-alerts to differentiate between a withdrawn listing and a cancelled sale
The system identifies the Withdrawn and Cancelled as the same thing. When they are different. If you click Cancel Sale on a Not Settled listing, its status is changed to Sale Cancelled but functionally in the system this is the same as Listing Cancelled.
Typically if a sale falls over the listing will stay on the market, so the client expectation is that Cancel Sale should change the status back to Current, and remove all the sale information from the Sales…5 votes -
Add a warning to the listing when the Sold button is clicked
As an admin user
I would like a warning to pop up when I click the Sold button on a listing
due to when accidentally selling, it breaks links to online ads.4 votesHi Supporters
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Sold by Other - streamlining
As an administrator, when I mark a property as sold by other I would like the option to remove the property as the residential and postal address of the Owner so that I don't need to do this manually, and risk forgetting.
It's an edge case that the prior owner would stay living there, so I'd suggest a check box which defaults to checked "Remove as Residential/Postal Address".
Thanks
Kylie
3 votesHi Kylie
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