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381 results found

  1. 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.

    1 vote

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    0 comments  ·  Portal Loading  ·  Admin →
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  2. Auto Responder Custom Template - Editable Subject Line

    While we can now create a new custom template for Auto Responder emails, the subject line is hardcoded.

    It would be nice if we could edit this Subject line the same way we can with Blast to make it more personable.

    8 votes

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    Ready for Votes  ·  0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  3. 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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  4. Statement of Information file capacity increase

    2 votes

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  5. Email open status display on agent app

    As someone who spends most of my day working from my phone, I would like to be able to see whether buyers have opened the emails I send to them (for example contracts) in the agent app, to know who is engaged and should be followed up. Currently I need to log into the web application to see this.

    1 vote

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    Ready for Votes  ·  0 comments  ·  Agent App  ·  Admin →
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  6. 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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  7. 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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  8. Contact boards - Deleting

    It would be great if there was an ACL to restrict users from deleting boards created by other users. Similarly to saved filters shared in office groups, if one user creates a board for the group - only they can delete it not others.

    1 vote

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    Ready for Votes  ·  0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  9. Opens appear in calendar once uploaded to portals

    If an agent forgets to hit upload to portals for an OFI they do still appear in the calendar, therefore thinking they have loaded them online.

    Can we please request that opens only appear in your calendar if they have been actually uploaded.

    1 vote

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    0 comments  ·  Inspections, Tasks & Appointments  ·  Admin →
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  10. Send SMS from personal SIM

    I've previously used MRI Vault before and it had the capability to input a client's first name (with a entry field "$$firstname$$") in a message. This would go from the MRI vault app, to my phones messaging app, so that I could send the personalised SMS directly from my phone.

    This was extremely useful for a number of reasons:

    1) when I received a reply message I could see what message I sent them and who they are, and what they are replying to.

    2) I could use my own phone which has unlimited SMS and send longer messages.

    3)…

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Email Address field on the Mobile App

    For the mobile app, please move the email address to the top, secondary to the mobile field, replacing the phone after BH and secondary mobile as they are not necessary anymore.

    1 vote

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    0 comments  ·  Agent App  ·  Admin →
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  12. 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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  13. add an extra option to close likelihood called “desktop appraisal”

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  14. Reasons To Call | New Parameter to be 250m

    Reasons To Call | New Parameter to start from 250m, currently cannot be less than 1km

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  15. middle name

    Could we add a middle name field in Box and Dice to show up on trust receipts so that the name on the receipts matches other documentation that is provided to vendors and purchasers, while still allowing us to send general marketing using their preferred names

    2 votes

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  16. Left Voice Mail/ Contacted Filter or Column in Buyer Leads

    We would love to have a feature that shows notes for Left Voice Mail/ Contacted Filter or Column in Buyer Leads as an efficient way to keep track of who has or has not been contacted after OFIs.

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  17. 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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  18. Ability to save CMA reports in the files as "CMA" rather than "other"

    As we can do with SOI's, listing authorities and contracts, it would be handy to have a "CMA" option rather than dropping the report in as "other"

    3 votes

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  19. 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 vote

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    0 comments  ·  Properties, Appraisals & Listings  ·  Admin →
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  20. 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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