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387 results found

  1. 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 vote

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    0 comments  ·  Properties, Appraisals & Listings  ·  Admin →
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  2. Desktop - Filter by number of inspections

    It would be great if you can filter buyers by number of inspections or how many times they have inspected like the mobile app version

    3 votes

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    0 comments  ·  Inspections, Tasks & Appointments  ·  Admin →
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  3. Hide Buyer contact details from Lead Capture by default

    At present, when a lead is captured from a portal, buyer details are automatically added to the note generated against that buyer. That note is visible by default, which means the information then flows through to vendor reports.

    To prevent this, agents currently have to hide each Lead Capture buyer note individually.

    A simple solution would be to either remove the contact details from the lead capture note altogether, or have the note generated as hidden by default.

    1 vote

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    1 comment  ·  Contacts, Prospecting & Leads  ·  Admin →
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  4. 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 vote

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    0 comments  ·  Properties, Appraisals & Listings  ·  Admin →
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  5. Click contact in an auto alert to make a call

    We have a few agents wanting to use Auto Alerts to remind them of anniversaries.

    Wondering if it would be possible to add “Click to Call’ functionality on a client in an alert, so we can encourage them to call through the App when they get the alert and leave a note after?

    3 votes

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    Ready for Votes  ·  1 comment  ·  Agent App  ·  Admin →
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  6. 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

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    Ready for Votes  ·  1 comment  ·  Properties, Appraisals & Listings  ·  Admin →
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  7. Receive seller and buyer leads from Facebook ads/Meta

    I just wanted to check in to see if there have been any updates to feed through seller and buyer leads from Facebook ads/Meta?

    Is it possible to forward leads by any of the below means?
    - forward email with lead details to Box + Dice lead inbox
    - Zapier integration so I can automatically push them through and trigger comms
    - API to automatically feed in details, and apply tag/source. I can see that I can manually import leads, however I want to reply to them within 5 minutes of them submitting their details.

    2 votes

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    Ready for Votes  ·  0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  8. Contact Screen - Select Page

    It would be great to have the ability to Select Page on the Contacts screen, in addition to the Select All function.

    This will make it easier to spilt a My Contact database across multiple agents when someone leaves the company.
    For example: Being able to Select Page of 100 contacts, instead of selecting the bulk 4,000 contacts.

    Thanks!

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  9. Pre-fill matching criteria in agent app

    We are really interested in getting the pre-filled matching criteria functionality that exists on to the desktop in to the agent app.

    Currently an agent can add buying criteria when they are at an open, but they don't have the ability to pre-fill based on the listing the buyer is attending.
    We are trying to encourage our agents to update criteria's for all buyers but one of the pain points is how much time it takes and adding this button could help us get them to actually do it.

    3 votes

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    0 comments  ·  Agent App  ·  Admin →
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  10. 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 Authority

    Trigger - Sales - Condition Date Reached

    Merge Fields - Condition Date Due & Purchaser

    This will be very valuable to us in our planning

    3 votes

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    0 comments  ·  Properties, Appraisals & Listings  ·  Admin →
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  11. Recording off market sales

    I've been told that B+D has 4 options for type of sale:
    Sold before auction
    Sold after auction
    Sold at auction
    Private Sale.
    For our record keeping purposes it would be a massive help if off market sales could be recorded. Currently we have to measure this metric manually instead of running a report. Is this something that could be accommodated.
    While those are Sale Types, within that you can filter for Listing Type Off Market and run the report from there, however there are instances where the listing type would be Auction or EOI, or PS, and a property…

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
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  12. Schedule Web Portal Uploads

    As an: Agent or Admin
    I would like to: schedule in advance the date a listing becomes Active and automatically uploads to all web portals configured for that listing, based on the Campaign Start Date field.
    To accomplish: allow listings to be prepared, reviewed, and approved ahead of time so that they can automatically go live on the correct date — even when the responsible agent is on leave, away during weekends, or over holiday periods — ensuring marketing timelines are met without requiring manual intervention.

    2 votes

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    0 comments  ·  Portal Loading  ·  Admin →
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  13. Make Buyer Postcode Entry a Mandatory Field at Open Homes

    2 votes

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    0 comments  ·  Other Feedback  ·  Admin →
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  14. Statement of Information file capacity increase

    2 votes

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  15. Add Interest Price information to the Agent App.

    Add Interest Price information to the Agent App.
    I can see where to add the interest price via the desktop but is there also an option via the app? I am wanting the information to appear in the advanced vendor report price feedback chart.

    5 votes

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    0 comments  ·  Agent App  ·  Admin →
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  16. Lead Flow Auto Alerts

    I'd like Lead Flow triggers added to Auto Alerts.

    I'd like to enable our agents to be alerted the moment a lead hits their B&D CRM from any source so they can action it immediately.

    Triggers should include :
    Reason to Call alerts
    Email events such as opening emails sent from B&D and Active Pipe (where the integration is active)
    Lead Scope tags added
    Any other integrated lead source systems

    Thanks!

    2 votes

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    Gathering Requirements  ·  0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  17. Auto Assign Contact Category at Check-in for OFI

    Automatically add the chosen category to clients who checked-in during inspection

    9 votes

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    Ready for Votes  ·  1 comment  ·  Inspections, Tasks & Appointments  ·  Admin →
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  18. Past Inspections Report

    We should be able to report on all sales activities at any given time.

    Currently the CRM cannot pull a report on past inspections.
    You can view them on the Inspections View tab but you cannot export to CSV.

    Adding an export to csv function on this view would be beneficial or adding a column for Past Inspections in the Sales Listing View that you can filter on.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  19. Ability to copy task templates to other staff

    As a user
    I want to duplicate my task templates to another user
    So that they do not need to spend time and effort re-creating templates that already exist.

    2 votes

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    Gathering Requirements  ·  1 comment  ·  Inspections, Tasks & Appointments  ·  Admin →
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  20. App : OFI push to portals

    We would love for the app to push OFI times added onto portals.

    We really need the flexibility to change this remotely on the mobile app as the team are often creating updates in between opens without access to a computer for the web version.

    8 votes

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    0 comments  ·  Agent App  ·  Admin →
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